Summary
Overview
Work history
Education
Interests
References
Timeline
Generic

William Kerr

Battersea

Summary

I am looking to secure a role as an Analyst for an Asset or Investment Manager. I have extensive experience within the property sector, working for a number of years in the residential sector and now working for a European, retail asset manager. I have recently obtained an MSc in Real Estate Finance and Investment with a view to obtaining my RICS chartership in 2026. My long term ambition is to obtain both a RICS chartership and a CFA Investment Management Certificate.

Overview

9
9
years of professional experience

Work history

Business Analyst

Via Outlets
London
02.2024 - Current
  • Developed five year business plans through Budget cycles, working with leasing, development and finance teams.
  • Analysed business processes, systems and data to identify opportunities for enhancement and efficiency through new Yardi Voyager system integration.
  • Assisted in valuation cycles with two valuers, identifying ways to drive value with the centre teams.
  • Assisted in quarterly reporting and conducted analysis to improve asset IRRs.

Investment Support Analyst

Capital and Regional
, London
05.2022 - 02.2024
  • Gained appraisal experience in the acquisition of a multi million pound asset and the disposal of two schemes.
  • Analysed potential income producing opportunities using Microsoft Excel.
  • Worked on the 2023 and 2024 business plan reporting for shareholders.
  • Assisted the investment director in the asset management of a nationwide portfolio of turnover rent tenants.
  • Acquired strong lease interpretation skills and familiarity with the 1954 landlord and tenant act.
  • Created and presented ESG focussed data reports using Microsoft PowerBi.

Investment Intern

Waverton/Timothy James Investment Management
London
04.2022 - 05.2022
  • Sat in on meetings with fund managers during their investment presentations.
  • Learnt about investment strategies and portfolio management.
  • Educated on the methodology behind financial planning strategies and portfolio tailoring.
  • Attended client meetings and assisted in preparing detailed breakdowns of their portfolios for client meetings.
  • Learnt about ESG and dividend yielding fund picks.

Residential Sales Negotiator

Andrew Scott Robertson
Wimbledon, London
01.2018 - 04.2022
  • Secured sales transactions between applicants and clients within a high pressure, target driven team.
  • Carried out residential and development valuations for clients and maintained good relations throughout the conveyancing process.
  • Learnt planning rules and regulations and familiarised myself with current government assisted buying schemes, such as help to buy and shared ownership.
  • Developed superb sales techniques, interpersonal skills and confidence with presentations.

Lettings Negotiator

Jackson Stops
Wimbledon, London
04.2016 - 04.2017
  • Acquired experience in dealing with both landlords and tenants and managing residential tenancies.
  • Carried out right to rent checks, familiarised myself with GDPR regulations and the importance of AML checks.
  • I was the office's top negotiator in the third quarter, and grossed nearly £125,000 worth of revenue in my first year.


Education

Master of Science - Real Estate Finance and Investment

UWE Bristol
09.2022 - 09.2024

Short Course - Financial Modelling in Excel

City University London
10.2023 - 01.2024

Master of Arts - National Security Studies

King's College London
09.2020

Bachelor of Arts - Theology and Religious Studies

University of Leeds
09.2014

A-Levels -

Reeds School
04.2001 -

Interests

I enjoy reading historical, political and philosophical works, and particularly enjoy works on the Middle East, Russia, espionage and the cold war. I am also interested in include climate change, world politics and artificial intelligence technology. I casually invest with a stocks and shares ISA, and keep an excel portfolio tracker complete utilising several measures to determine profitability. 

References

Carter HR - Capital and Regional

carterhr@capreg.com


Timeline

Business Analyst

Via Outlets
02.2024 - Current

Short Course - Financial Modelling in Excel

City University London
10.2023 - 01.2024

Master of Science - Real Estate Finance and Investment

UWE Bristol
09.2022 - 09.2024

Investment Support Analyst

Capital and Regional
05.2022 - 02.2024

Investment Intern

Waverton/Timothy James Investment Management
04.2022 - 05.2022

Residential Sales Negotiator

Andrew Scott Robertson
01.2018 - 04.2022

Lettings Negotiator

Jackson Stops
04.2016 - 04.2017

A-Levels -

Reeds School
04.2001 -

Master of Arts - National Security Studies

King's College London

Bachelor of Arts - Theology and Religious Studies

University of Leeds

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William Kerr