Asset Management Analyst - INTERNAL APPLICATIONS ONLY

Job title                      Asset Management Analyst

Location                    Manchester

Employment Type    Full time

Direct reports            N/A

Reporting to            Asset Manager

Company Overview

Ocasa Homes is not your typical property management company - we're redefining how residential properties are managed in the UK. Established to oversee a private investment fund's residential portfolio, we focus on delivering exceptional experiences to residents living in our high-quality, yet affordable homes. 

Role Overview

This role is a pivotal position within Ocasa’s asset management team, acting as a key business partner to both internal stakeholders and external partners. You will provide vital financial insight and support, driving strategic decision-making and contributing to the company’s continued growth. With a focus on budgeting, forecasting, and financial analysis, you’ll help shape business outcomes while supporting Ocasa’s mission to deliver exceptional living experiences. This is an exciting opportunity to make a meaningful impact in a forward-thinking property management company.

Key Responsibilities 

Financial Support:

• Provide comprehensive financial support to the asset managers and their budget holders, including budgeting, forecasting, and financial reporting.

Stakeholder Management:

• Build and maintain strong relationships with stakeholders across the business, including senior leadership, budget holders, and external private equity partners.

Business Partnering:

• Act as a trusted advisor, providing financial insights, analysis, and support to drive business strategy and decision-making.

Financial Analysis:

• Analyse financial performance, identify trends, and provide recommendations to improve financial outcomes.


• Analyse data and KPIs to report both internally & externally on business performance against Ocasa’s key objectives.


• Design, development and maintenance of data visualisation through Power BI and reporting tools, ensuring the business has the performance data required to make quick decisions.

Budgeting and Forecasting:

• Creation, development and management of budgets, forecasts, and financial models ensuring accurate and timely reporting.


• Provide analytical assistance and forecast performance data to Castleforge, Ocasa’s private equity owners, as they seek to acquire further residential UK assets that Ocasa will manage.

Experience and Qualifications

The following experience and qualifications are essential:

• Experienced Qualified Accountant (Chartered, Certified or CIMA) or Experienced CFA (level 2 and above) with relevant industry or professional background.


• Demonstrated experience in finance partnering, with the ability to build and maintain effective working relationships with stakeholders


• Proficiency in Microsoft Office, particularly advanced Excel skills, and experience with complex financial and work management systems.


• Experience in developing and managing budgets and forecasts.


• Excellent analytical skills to identify trends, analyse financial data, and provide insightful recommendations.


• Excellent oral, written and interpersonal communication skills.


• Excellent attention to detail with the ability to prioritise and manage a varied workload to meet deadlines.


• Strong presentation skills


• A flexible outlook and the ability to show initiative.


• Property or Real Estate experience


• Experience/ familiarity with Yardi or Power BI.

Company Benefits

• Enhanced Pension

• 25 days annual leave, plus UK bank holidays

• Your birthday off

• Time off to move home

• Life assurance

• Group Income Protection

• Private healthcare via Bupa (taxable benefit)

• Commitment to your learning and development

• Employee wellness resources and events

• Employee Assistance Programme

• Regular team building events

Our Values 

We have built a business to be proud of and our values are key to our ongoing growth. All Ocasa colleagues are expected to demonstrate our values in their ways of working.

Considered

We recognise our responsibility to act with a considered approach. It is through careful consideration that we achieve the best outcomes for ourselves and others.

Principled

We believe in doing the right thing, and we hold our principles closely in everything that we do.

Empathetic

Empathy is key to creating a culture that’s open, supportive, and kind. Whether it’s working with colleagues, residents, or external parties, we treat everyone with empathy.

Knowledgeable

We hold ourselves to a high standard, every member of the Ocasa team is an expert at what they do.

Additional Information

The successful candidate must, by the start of the employment, have permission to work in the UK.

We require all candidates that have been offered employment with us to complete a background check that will include eligibility to work in UK, employment referencing, DBS check, and depending on the role, further checks may need to be conducted.

We know that to be truly innovative, we need to have a diverse team. That is why Ocasa Homes is committed to creating an inclusive environment and is proud to be an equal opportunities employer.

We will make reasonable adjustments to our recruitment process to ensure that you have the best chance of success. Please contact our People team to discuss how we can support you: [email protected]