Portfolio Management Analyst

A high-growth real estate investment platform is seeking an Analyst to join its growing Portfolio Management team. This is an opportunity for an early-career real estate or finance professional to gain broad exposure across portfolio strategy, investment analysis, asset management, and transaction execution.

Key Responsibilities

• Build and maintain portfolio and fund-level financial models


• Prepare portfolio reporting, performance analysis, and presentation materials


• Analyze portfolio performance, including actual vs. budget, forecasts, and key operating trends


• Evaluate portfolio composition, financing and capital structure, and potential exit opportunities


• Partner with Asset Management, Acquisitions, and FP&A to support investment decision-making


• Assist with portfolio reviews, budgeting, forecasting, and financial reporting


• Support acquisition, financing, and other transaction execution


• Identify asset and portfolio-level opportunities to improve financial performance


• Help develop scalable reporting and analytical processes using technology and business intelligence tools

Qualifications

• 1–3 years of experience in real estate, investment banking, private equity, FP&A, or a similar analytical role


• Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field


• Strong Excel and financial modeling skills


• Strong quantitative and analytical abilities


• Ability to read and interpret financial statements


• Excellent attention to detail and organizational skills


• Strong written and verbal communication skills


• Ability to manage multiple priorities in a fast-paced environment


• Real estate experience preferred but not required


• SQL, Python, Tableau, or similar tools are a plus