Portfolio Reporting Analyst
Core
Support monthly book and valuation processes, portfolio reporting, risk analytics, and analytical tools for Senior Management in Commercial Real Estate.
Role type
Junior Portfolio Reporting Analyst
Builds
Monthly portfolio reports, valuation pricing models, investor letters, and AI-driven dashboards for senior management.
Domain
Commercial Real Estate (CRE) / Investment Management
Deliverable
dashboards & analysis
Required skills
Advanced Microsoft Excel, data integrity management, variance analysis, financial modeling, AI tool integration, data validation
Preferred skills
Database analysis, data mining, familiarity with finance/real estate reporting concepts
Responsibilities
Ensure accurate cash flows for portfolio reports, coordinate periodic reports for Senior Management, answer valuation inquiries, maintain data integrity in investor letters, support investment track record calculations, assist with AI-enabled reporting tools and dashboards, collaborate on new policies and procedures
Seniority
Junior, 0–2 years experience