Investment Management Analyst (m/f/d)

We are seeking an ambitious and commercially minded Investment Analyst to join our Living Real Estate team. The role will focus primarily on the UK market, while also supporting investments across broad range of European Living sectors (e.g. residential, PBSA, senior living, alternative living).

Working within the Living Investment Management team, the successful candidate will play a central role across the full investment lifecycle, combining asset management, investment analysis, financial modelling and transaction execution. The individual will work closely with senior investment professionals, operating partners and external advisers to identify and execute value creation initiatives across existing assets while supporting the underwriting and execution of new investment opportunities.

This is an excellent opportunity for an analytically strong and entrepreneurial real estate professional seeking exposure to both asset management and investment execution within one of the most dynamic sectors of European real estate.

Your Responsibilities

Asset and Investment Management

• Manage and maximize value of existing assets within the UK portfolio, through active asset management and business plan implementation.
• Lead the annual budgeting and business planning process including monitoring operational, leasing, financial and ESG performance against business plan.
• Work closely with third-party operators, property managers, leasing agents and development partners to optimise performance.
• Identify and implement asset-level value creation initiatives. Monitor and ensure compliance with all applicable regulatory, legal, contractual and corporate governance requirements across the portfolio.
• Contribute to portfolio-level performance analysis and reporting for internal and external.
• Support valuation processes and business plan updates across the portfolio.

Investment and Transactions

• Conduct detailed analysis of new investment opportunities across the Living sector (Residential, PBSA and Alternative Living) primarily in the UK and selectively across Europe.
• Perform comprehensive and sophisticated financial modelling and cash flow analysis for core, impact and value add strategies
• Conduct detailed Due Diligence of new opportunities including; Reviewing property documentation, assessing commercial fundamentals, analysing macro and micro trends and deal characteristics, and producing a detailed report supported by market data.
• Preparation of internal documentation and reports, including top quality Investment Memorandum, Investment Committee approval papers and any other documentation necessary for the execution of the transaction. 
• Supporting the transaction process and assisting in the preparation of offers letters, Memorandum of Understanding / Heads of Terms, and any other document throughout the deal negotiations
• Assist and manage Due Diligence process, including reviewing transaction documentation liaising and managing key stakeholder both internal and external - commercial, Legal and Tax advisors
• Contribute to the monitoring of financial, operational and strategic KPIs across the portfolio
• Assist in the execution and optimisation of asset level and portfolio level business plans
• Support internal monitoring and reporting processes, including pipeline management and deal tracking

Portfolio & Reporting

• Prepare reporting documentation, regulatory requirements and other portfolio management materials.
• Support internal reporting processes and strategic portfolio reviews.
• Present investment recommendations, strategic initiatives and complex analyses clearly and effectively to senior stakeholders.

What we look for

• Bachelor’s or master’s degree in economics, finance, real estate, or a related field.
• Initial professional experience ideally within a financial institution, real estate or similar.
• Strong analytical and numerical skills with a clear interest in Living real estate
• Solid financial modelling capabilities and strong Excel proficiency. Familiarity with financial modelling tools (Power BI,) is an advantage
• Strong written, presentation and verbal communication skills (Powerpoint, etc)
• Additional European languages are a plus
• Comfortable working in an international, fast‑paced environment

What we offer

• Flexible working: A hybrid working model with an average of two remote working days per week*
• Personal Development: Extensive internal training and development opportunities via our PATRIZIA Academy
• International & inclusive environment: An inclusive, equal-opportunity workplace within an international company, actively promoted by our ED&I Council
• Time for social engagement: Two additional days’ holiday, e.g. for projects run by our PATRIZIA Foundation
• Strong community spirit: Active employee initiatives and networks

Sounds like you?

If you want to create a better tomorrow with us, we want to hear from you via our job portal (www.patrizia.ag/career). Together, let's make a positive impact.

We’re proud to be an equal opportunity workplace.

At PATRIZIA, we are committed to leading the industry in how we advance the equity, diversity and inclusion of our global teams. The opinion and experience of each individual counts. With inherent trust in each other, we do our greatest work steeped in courage, integrity, optimism and tenacity.