Job Description

About Sage Homes

Sage Homes is an innovative Blackstone and Regis business addressing the housing crisis in England by making good homes affordable for people across the country who need them.



Since 2017 we have delivered around 17,000 new homes across affordable rent, shared ownership and social rent for individuals and families. In 2021 Sage Homes became the largest provider of new affordable housing in England,and we continue to deliver high quality affordable homes across the country.



We have invested more than 3 billion into high-quality affordable housing. Our entrepreneurial spirit combined with our technical expertise has got us to where we are today and will enable future sustainable growth.

About the role:

We are seeking a Senior Investment Associate within the Investment Underwriting & Analysis team, with high?quality investment underwriting, business analytics, and investor reporting. This role will play a key part in supporting acquisitions to evaluate opportunities, shape deal structures, and ensure our investment decisions are built on robust analysis and accurate data.



The ideal candidate will combine strong financial and analytical capabilities with a collaborative mindset and the ability to contribute meaningfully within a dynamic and fast?paced environment.



Responsibilities include:


Review appraisal models for transactions requiring Investment Committee approval. Support early-stage deal assessment by providing insight into deal structuring and associated modelling. Conduct full reviews of sites prior to Exchange, ensuring accuracy of appraisal models and completeness of supporting documentation. Maintain and enhance base investment model templates. Update underwriting assumptions in line with new internal and external data points. Provide training, mentoring, and support to junior team members within Acquisitions. Perform business and financial analysis using Excel and other relevant tools, incorporating data from bespoke models and systems. Review monthly and board-level reports, ensuring clarity, consistency, and data accuracy. Produce research, analysis, and ad hoc reporting for senior leadership and investors. Take a key role in reporting process improvements and related projects. Analyse actual return performance versus original underwriting. Re-underwrite legacy deals on an ad hoc basis to understand the impact of proposed contractual changes. Work closely with internal teams to obtain accurate information required for investment analyses. Collaborate with colleagues across the organisation and partner companies. Track and update the acquisition pipeline and produce site-specific bid books for Acquisition Committee meetings.

About you

Experience in real estate with an understanding of, or genuine interest in, the residential sector--particularly affordable housing. Strong numerical and analytical capabilities, with a willingness to research and learn new skills. Experience within Big 4 Transaction Services or similar (preferred). Advanced proficiency in Microsoft Excel and PowerPoint. Strong understanding of IRR, NPV, and other key return metrics. Degree or equivalent in Finance or Real Estate (beneficial but not essential). Exceptional attention to detail and accuracy. Clear and concise communication skills, both written and verbal. Ability to work independently and collaboratively with a strong work ethic. Coding, programming, data analysis, and/or financial or accounting experience are advantageous. Proactive, adaptable, and eager to contribute within a fast-evolving environment.

We are committed to ensuring you have the best career here at Sage. As well as regular support and guidance from your manager you can expect to receive a variety of learning and development opportunities to support you as you grow within our business. This includes internally and externally delivered development programmes and opportunities to study for professional accreditations and qualification

Culture and benefits:

At Sage Homes, we want to empower diverse, ambitious people to thrive. We are fast-paced and inclusive, and encourage our people to use their passion, curiosity and inventiveness to help us create safe places for our customers to flourish.



To make sure our colleagues feel welcome and cared for, we provide a suite of excellent benefits, including:


25 days holiday, and an additional day for every year's service (up to five years) Annual discretionary bonus scheme A health cash plan, with financial support for a range of options including physiotherapy, opticians, dental and private online GP sessions Study support package, helping you achieve your personal and professional development ambitions Workplace Pension - matching personal contributions up to 5% Cycle to Work scheme, helping you save up to 40% on a new bike and accessories Electric car scheme, enabling you to rent a brand-new electric car at low-cost payments Wellbeing support through MyndUp Two days' paid volunteering leave a year, allowing you to support causes you care about Charity fundraising support, with match-funding up to 1,000 for good causes

We believe that investing in our people is key to our success. Our benefits are designed to support your well-being, professional growth, and work-life balance, ensuring you feel valued and empowered to make a difference every day