Functional Consultant – Investment Modelling

About the role

We are looking for a Functional Consultant to configure, customise and implement our investment modelling software for real‑estate financial forecasting, scenario analysis, valuations and portfolio optimisation. You will act as a trusted advisor, aligning the platform with clients' property investment strategies and business goals.

Key responsibilities

• Configure, customise, and implement investment modelling software to support real‑estate financial forecasting, scenario analysis, valuations and portfolio optimisation.
• Act as a trusted advisor to clients, understanding their property investment strategies and aligning software solutions to business goals.
• Lead implementation projects within agreed scope and timelines, collaborating closely with clients and internal teams.
• Translate client requirements into precise documentation and actionable solutions.
• Provide training, workshops and ongoing support to ensure effective platform adoption.
• Troubleshoot technical and modelling issues, ensuring reliability and accuracy of solutions.
• Manage workload, flag potential delays and maintain agreed deadlines.
• Build and maintain strong client relationships, managing expectations and prioritising feedback.
• Share knowledge and mentor peers to strengthen team capability.

Required profile

• Bachelor’s or Master’s degree in Finance, Real Estate or a related field (or equivalent experience).
• 3‑5 years of experience in the property industry, preferably with financial or property investment platforms.
• Strong understanding of property investment, real‑estate markets and financial modelling principles (DCF, IRR, total returns, UK valuation, cash‑flow analysis).
• Exceptional problem‑solving, analytical and client‑facing communication skills.
• Ability to manage multiple projects and stakeholder expectations simultaneously.

Required skills

• Investment modelling software