Senior Analyst / Senior Associate, Portfolio Management, Real Assets
Core
Portfolio management and strategy for closed-end/open-ended funds and non-traded REITs in Net Lease, Real Estate Finance Credit, and Digital Infrastructure strategies.
Role type
Senior Analyst / Associate in Portfolio Management
Builds
Portfolio management and strategy for Net Lease, Real Estate Finance Credit, and Digital Infrastructure funds; execution of strategic transactions including take-private acquisitions and capital markets deals.
Domain
Real Assets / Real Estate Finance / REITs
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
corporate modeling, financial analysis, Excel, critical thinking, market trend analysis, liquidity planning, valuation coordination, stakeholder interface
Preferred skills
REIT rules knowledge, tax implications knowledge, public Real Estate experience
Technologies
Excel, MS PowerPoint
Responsibilities
Build and maintain corporate models for funds and non-traded REITs; create complex financial analyses for business planning and transactions; monitor REIT, bond, and equity markets; assist with liquidity analysis and capital planning; prepare quantitative/qualitative analyses and board presentation materials; develop and monitor business performance metrics; conduct ad hoc research on companies and market events; interface with asset managers, investment officers, and external consultants.
Seniority
Senior, hands-on IC