Associate - Valuation & Investment Advisory

Overview

THE FIRM

Montagu Evans is an independent, market leading property consultancy. Headquartered in London with offices in Scotland and Manchester. Our work encompasses planning and development, valuations and transactions across the United Kingdom.

We're a group of people that are excellent individually and exceptional together. We're people that care about people, not just bricks and mortar. We care about our legacy, we create spaces that people use to live, work, communicate and connect.

We're a partnership and the people who run the business are empowered to create their own teams to exceed our client's requests. This highly flexible and collaborative approach, tailoring the talent to the complexity of the work, has enabled us to develop an exceptional business that has spanned nearly a century.

We encourage an honest and straightforward approach to our work and relationships. We embrace individuality, whilst relying on working together and never accepting the status quo.

We give everyone the opportunity to be the best version of themselves. We trust and support each other. We recognise that our people are the heart of our success and only by identifying, supporting and promoting them will we be able to provide continued outstanding client service.

Together we are Montagu Evans.

Montagu Evans is committed to maintaining an inclusive work environment. One that embraces everyone. Read more here

THE TEAM

This position sits within our successful and market-leading Valuation & Investment Advisory team, which is structured through 'Commercial' Valuation, 'Specialist' Valuation and 'Investment Advisory' workstreams.

The team provides a focused yet diverse range of services to both public and private sector clients. These include purchase and disposal reports, asset valuations, option appraisals, secured lending valuations, credit assessments, alternative use evaluations, portfolio strategy advice, overage and expert witness/dispute resolution advice - all of which is underpinned by valuation expertise.

With growing demand for its services from both established and new clients, the team has ambitious plans for expansion. We are seeking an Associate to specialise in Portfolio based valuation work, predominantly for public sector bodies, with a focus on investment assets.

This is a pivotal role that involves delivering a wide range of valuation-focused advice while managing and mentoring a team of surveyors and graduate surveyors. The position provides a fantastic opportunity to contribute to a thriving team and to advance your career within a highly successful partnership. For the right candidate, this role offers clear pathways for professional growth and progression in an exciting and supportive environment.

ROLE OVERVIEW

We are seeking an experienced and motivated Associate to join our dynamic team, focusing on a diverse range of public and private sector portfolio work. This role is integral to providing high-quality valuation services, primarily for local authorities and their operational and investment assets across the UK.

Key Responsibilities:

• Portfolio Valuations: Undertake valuations for local authorities, including operational assets (e.g., civic buildings, leisure facilities) and investment portfolios.
• Purchase and Disposal Valuations: Provide robust and accurate valuations to support acquisitions and disposals, ensuring compliance with client objectives and relevant standards.
• S123 Valuations: Deliver valuations under Section 123 of the Local Government Act 1972, ensuring best consideration is achieved.
• Ad Hoc Valuations: Support a variety of instructions, including development appraisals, asset reviews, and viability assessments, to meet evolving client needs.
• Collaboration with Wider Team: Work closely with colleagues across the valuation and advisory team on diverse instructions, contributing to a wide range of projects and initiatives.
• Client Liaison: Build and maintain strong relationships with public and private sector clients, ensuring a clear understanding of their objectives and delivering tailored valuation advice.

In this role, you will also collaborate with cross-disciplinary teams, including Planning, Development, and Agency, to deliver integrated, value-driven solutions. As part of a forward-thinking team, you'll be encouraged to stay ahead of market trends, expand your knowledge base, and actively contribute to business growth.

We offer a supportive and dynamic environment, with opportunities for professional development, exposure to a wide range of projects, and the chance to work alongside some of the industry's most respected professionals. This role is ideal for an ambitious, client-focused individual looking to advance their career within a leading property consultancy.

MAIN DUTIES RESPONSIBILITIES & ACCOUNTABILITIES

• Valuation Expertise:
• Undertake property valuations for a variety of purposes, including investment, development, and financial reporting.
• Apply RICS Valuation - Global Standards (the "Red Book") to produce detailed, compliant reports.
• Conduct in-depth market analysis and apply valuation methodologies to a range of asset types, including commercial and mixed-use properties.
• Client Advisory:
• Develop and maintain strong client relationships, acting as a trusted advisor.
• Collaborate with clients to understand their goals, delivering strategic insights and recommendations.
• Team Collaboration and Leadership:
• Contribute to team growth by mentoring junior team members and sharing expertise.
• Collaborate with other Montagu Evans teams, including Planning, Development, and Agency, to provide integrated advice.
• Market Engagement:
• Stay informed on market trends, regulatory changes, and economic factors affecting the property sector.
• Represent Montagu Evans at industry events and networking opportunities.

DESIRED KNOWLEDGE, SKILLS, EXPERIENCE & QUALIFICATION

• MRICS qualified and competent in standard RICS Red Book valuations.
• High attention to detail, well organised and a good initiative level.
• Strong verbal, numerical and report writing skills.
• Excellent communication skills.
• A team player with leadership potential.
• Strategic approach to problem solving.
• Highly motivated.
• An ability to utilise varying methods of valuation.
• Computer literate - you will be expected to be conversant with Excel, Word, Argus (Enterprise and Developer).