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Senior Associate Analyst - Valuation and Asset Investment Advisory

Montagu Evans -
London

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Job details

Permanent | Full-time
6 days ago

Qualifications

Power BI
Data mining
Dashboard visualisation
Financial modelling
Stakeholder collaboration
Stakeholder liaison
Process improvement
Specialist asset valuation
Power BI data visualisation
Forecasting
Data analytics
CIMA
Multidisciplinary collaboration
Data visualisation

Full job description

Overview:

The Firm

Montagu Evans is a UK property consultancy that helps clients unlock value from complexity, because that’s where the most meaningful opportunities live.

Our purpose is to bring clarity, creativity, and conviction to the complex. We are experts who collaborate to create value, not just preserve it and our team is built for impact, not oversight.

We specialise in high-value, complex assets across the property lifecycle, where political, technical or commercial challenges demand a joined-up approach.

The Team

This role will initially sit in the Valuation, Asset & Investment Advisory (VAIA) team, part of our wider Advisory department, but will work closely with Strategic Advisory, Transactions and Development teams. Whereas we have line management structures, critical to the success of our business is cross-team working.

As our mandates grow in complexity, we are strengthening our analytics and financial modelling capability to deliver deeper insight, clearer decision making and greater strategic impact for clients.

Role Overview

We are seeking an experienced Commercial Finance & Analytics Lead to take on delivering financial modelling and data analytics projects, initially with a valuation focus and a mix of public and private sector clients, but with a view of the role expanding into asset management, dashboard creation, data mining for new opportunities and investment and development cash flows.

The role will:

Lead complex financial modelling, forecasting and portfolio analytics
Translate complex financial and data outputs into clear, client-ready insight
Help stand up, shape and connect analytics, finance and data capability across the business
Over time, expand the role across Advisory and the wider firm

This is a highly client facing role requiring strong commercial judgement, technical credibility and the ability to influence senior stakeholders internally and externally.

Responsibilities:

ANALYTICS LEADERSHIP & BUSINESS IMPACT

Help establish and shape an embedded analytics capability within VAIA
Act as a senior analytical presence in high value, complex client engagements
Improve how analytics, modelling and visualisation are used across client deliverables
Develop repeatable analytical approaches while retaining flexibility for bespoke client needs
Identify opportunities for data led process improvement and efficiency

CLIENT FACING FINANCE & ANALYTICS

Lead and deliver financial forecasting, reconciliation and performance analysis for complex assets and portfolios
Build, own and enhance cash flow models incorporating debt, equity and scenario testing
Deliver portfolio level valuation, forecasting and reconciliation work, including affordable housing and investment assets
Translate complex financial and data analysis into clear, commercially relevant insight for clients
Present dashboards, models and findings to a range of audiences, including senior client stakeholders

DEVELOP CROSS BUSINESS COLLABORATION

Work closely with Strategic Advisory and Transactions teams on major mandates
Connect existing analysts and data specialists across teams to reduce duplication and increase impact
Act as a trusted analytical partner to Partners, Associates and senior stakeholders across the firm

DATA, SYSTEMS & VISUALISATION

Extract, cleanse and interpret financial data from property management and accounting systems
Present analysis visually using charts, tables and tools such as Power BI
Verify and interpret market data and trends to support strategic advice

INNOVATION & CONTINUOUS IMPROVEMENT

Improve how analytics and visualisation are used in client deliverables
Identify opportunities for data led process improvement and efficiency
Help develop repeatable, scalable analytical approaches while retaining flexibility for bespoke client needs

Qualifications:

ESSENTIAL

High attention to detail with a commercial, solutions focused mindset
Strong financial analysis background (property, finance, accountancy or business partnering)
Experience with Power BI, data visualisation or automation (e.g. VBA)
Exposure to property, infrastructure, regeneration or public sector assets
Experience helping shape or grow analytics capability or teams
Advanced Excel capability, including complex cash flow and forecasting models
Proven ability to explain complex financial and analytical concepts clearly
Experience working with large, complex data sets and financial systems
Strong stakeholder management and client facing skills

DESIRABLE

Professional qualification such as MRICS, CIMA or similar

Recruitment fees are only payable where Montagu Evans' Talent Acquisition team has formally instructed an agency and agreed terms are in place. All CV's must be submitted through our recruitment portal to qualify as an Introduction. Unsolicited or speculative CVs will be treated as non-fee bearing submissions.

Apply Now

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