Senior Analyst / Senior Associate, Corporate Finance/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 sectors.
Role type
Senior Analyst / Associate in Corporate Finance and Portfolio Management
Builds
Investment portfolios and strategic transaction execution for real assets funds
Domain
Real Estate / REITs / Corporate Finance
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 trends in REIT, bond, and equity markets; Assist with company liquidity and capital needs planning; Prepare quantitative/qualitative analyses and board presentation materials; Develop and monitor key business performance metrics; Conduct ad hoc research on companies, transactions, and market events
Seniority
Mid-level IC (2-3+ years experience)