Portfolio Management Analyst, BREEVA Fund (Real Estate Equity) at Barings | GB | Rezi

Portfolio Management Analyst, BREEVA Fund (Real Estate Equity) at Barings

Portfolio Management Analyst, BREEVA Fund (Real Estate Equity)

Barings · GB

1 months ago

Portfolio Management Analyst, BREEVA Fund (Real Estate Equity)

Barings · GB

2 months ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this Portfolio Management Analyst, BREEVA Fund (Real Estate Equity) role.

Rezi rewrites your resume against Barings's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Portfolio Management Analyst, BREEVA Fund (Real Estate Equity) posting at Barings — free, in seconds.

About the Role

Barings is seeking a Portfolio Management Analyst to join the Barings Real Estate European Value Add portfolio management team. This role involves assisting with portfolio management, sourcing, strategy, transactions, asset management, and fundraising activities for a series of real estate funds.

Responsibilities

  • Act as an assistant PM
  • Manage and prepare quantitative analysis of portfolio and asset business plans
  • Collate and report committed and actual spend against approved acquisition budgets
  • Develop and maintain fund models for performance and forecast reporting
  • Perform frequent portfolio updates, collating data from local teams and JV partners
  • Manage cash across portfolios and ensure compliance with investment guidelines
  • Measure performance and understand net asset value calculations
  • Provide fund and client reporting to internal and external clients
  • Co-ordinate with performance and marketing teams in production of materials for client presentations and investor queries
  • Identify market trends and gain insights across European markets
  • Complement Country Teams to ensure visibility and consistency of message for BREEVA in our target markets
  • Contribute to debates with PM & research teams to set fund strategy
  • Formulate strategy decks for preferred sectors
  • Work with Country Teams to define deliverable target allocation parameters
  • Align with deal teams on underwriting & deal risks
  • Drive rigour in the underwriting process and deal review
  • Inspect assets the fund is acquiring
  • Assess competence of partners to execute business plan
  • Participate in tax & structuring workstreams
  • Negotiate Joint Venture term sheets
  • Chair bi-weekly asset management meetings with Country Teams
  • Lead critical thought for analysis and recommendations on all key decisions
  • Monitor and optimise asset and fund level financing strategy
  • Oversee hold / sell analysis and disposals
  • Take ownership of ad hoc projects
  • Prepare strategy & fundraising materials
  • Compile and present track record
  • Provide performance updates and portfolio update presentations
  • Work towards more LP facing involvement over time

Requirements

  • 6-9 years’ experience in a real estate organization, real estate private equity fund or real estate division of an investment bank
  • Strong knowledge & experience in analysing and modelling complex deals and financial structures
  • Pan-European transaction experience across all sectors including negotiating and managing joint ventures, SPAs & FAs
  • Hard working, high degree of attention to detail and ease with numbers
  • Substantial level of skill in liaising with a range of stakeholders, using influencing, interpersonal, consultation and relationship building skills
  • Ability to commercially evaluate financial data, and present conclusions to inform business decisions
  • Highly developed verbal and written communication skills
  • In-depth knowledge of Microsoft Office products specifically Excel, PowerPoint, and Word
  • Fluency in spoken and written English
  • Willing to travel
  • Hands on asset management / development management experience preferable

Skills

  • Excel
  • PowerPoint
  • Word
  • Financial modelling
  • Quantitative analysis
  • Communication skills
  • Interpersonal skills
  • Consultation skills
  • Relationship building skills
  • Influencing skills
  • Additional language skills an advantage

Location

  • London

Work Type

  • Full-time

Experience Level

  • Associate Director / Director
  • 6-9 years

About the Company

  • At Barings, we are as invested in our associates as we are in our clients.
  • We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
  • Barings is looking to hire a member of the Barings Real Estate European Value Add (the Fund) portfolio management team.
  • The Fund series consists of three funds to date, the first fund which raised €300m in 2016 and a second which raised €850m in 2021. Fund 3 launched on 2025 and has committed around 60% of the sponsor seed capital (€400m) with final close of third party capital in Q4 2026 / Q1 2027.

Equal Opportunity

  • Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.