Portfolio Performance Analyst - Real Assets - London Portfolio Performance Analyst - Real Assets -  …

Aviva Investors
in London, England, United Kingdom
Permanent, Full time
Last application, 01 Oct 19
Negotiable
Aviva Investors
in London, England, United Kingdom
Permanent, Full time
Last application, 01 Oct 19
Negotiable
Aviva Investors
Aviva Investors are looking for a Portfolio Performance Analyst to join our Global Real Assets business. The individual will join a wider team of analysts who work closely with and support the Aviva Investors Real Estate (AIRE) asset management and fund management teams.

Portfolio Performance Analyst - Real Assets - London

The Role

Aviva Investors are looking for a Portfolio Performance Analyst to join our Global Real Assets business. The individual will join a wider team of analysts who work closely with and support the Aviva Investors Real Estate (AIRE) asset management and fund management teams.

The individual will play a key role in the understanding and reporting of operational performance and investment performance for a range of UK and European real estate portfolios. The analyst will provide detailed analysis and insightful reports to fully understand the drivers of asset and portfolio level performance. This will aid and support Aviva Investors' asset management and fund management capabilities.

The Team

Spanning real estate, private debt and infrastructure, our real assets platform offers investors access to assets that offer diversification, increased security and the potential for higher returns via an illiquidity premium. Our real assets capability encompasses global real estate and alternative income investments made around the world. These are physical assets that we buy or provide financing for on behalf of our clients. Transactions to buy or sell are done directly with the counterparty and the price negotiated privately. They are not publicly listed.

Responsibilities

Operational Performance

  • Develop and provide detailed KPI reports to support asset management and fund management initiatives
  • Provide asset level and portfolio analysis to aid asset management decision making
  • Analyse the quarterly budget to actual reports to understand the drivers of the net operating income (NOI) and report on asset management activity
  • Develop and implement market leading asset management tools to provide operational management information reports over a range of portfolios. (Anaplan and Qlik)
  • Provide proof points of asset management activity and value-add initiatives
  • Report on asset and portfolio level differentiators from the wider market
  • Monitor market level trends and headwinds
  • Analyse core strategic assets and red flag assets
  • Assist in the production of asset level business plans to create consolidated portfolio and JV business plans
  • Provide accurate information for client reporting
  • Provide support and input into portfolio strategy meetings
  • Proactively engage with the wider Aviva Investors' business to drive improvements to analysis and reporting outputs.

Investment Performance

  • Assist in the delivery of accurate investment performance analysis on AIRE managed portfolios
  • Provide detailed analysis at the asset and portfolio level to understand the drivers of investment performance against relevant benchmarks
  • Efficiently collaborate with MSCI real estate to produce add-value benchmark and risk analysis
  • Understand and report on the drivers of performance
  • Provide efficient solutions to ad hoc performance analysis queries
  • Provide the fund management, asset management and transaction team relevant investment performance metrics
  • Support individual deal decision-making and investment committee reporting
  • Assist the Senior Management in formulating strategic portfolio initiatives which will drive the investment performance

Reporting Systems

  • Support the in-house YARDI database team.
  • Become an expert/ super-user in the in-house portfolio analysis system (ANAPLAN).
  • Support the development in the in-house reporting system (QLIK).
  • Seek new sources of data to improve portfolio analysis

Requirements

Essential

  • Real Estate, Economics, Geography or Finance related degree
  • Strong analytical skills and understanding of real estate as an asset class
  • Relevant knowledge of UK and European real estate markets
  • Experience of working effectively as part of a team
  • Excellent quantitative and qualitative analysis skills, backed up with strong numerical accuracy and attention to detail
  • Advanced Excel skills
  • Large dataset manipulation skills
  • Attention to detail and numerical accuracy
  • Intellectual curiosity and desire to improve

Highly Desirable

  • Knowledge of Argus Val Cap (and Argus Enterprise), Yardi, ANAPLAN, Qlik Sense and other relevant software.
  • Experience of MSCI Real Estate analysis
  • Track record in analysis of real estate investments
  • A keen interest in investment markets, enthusiasm for research and analysis.

About us

We are a global asset manager with broad and deep expertise across all major asset classes. As part of the Aviva Group - the UK's largest insurance company - we are uniquely positioned to combine our insurance heritage with our investment capabilities to deliver the outcomes that matter most to today's investor.

Today's investors are asking more questions than ever. They expect more from their asset managers. They want joined-up thinking fit for an interconnected world; integrated solutions with their needs firmly at the heart. We're challenging ourselves to respond to these new expectations - as well as the changes taking place in our industry and the world around us.

You will be assessed against the Aviva values: care more, kill complexity, never rest and create legacy.

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