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 strategies.
Role type
Senior Analyst / Senior Associate, Corporate Finance/Portfolio Management
Builds
Corporate models, financial analyses, board presentation materials, and strategic transaction execution for real assets funds.
Domain
Real Estate / Real Assets / REITs
Required skills
Corporate modeling, Financial analysis, Excel (advanced), Critical thinking, Market trend analysis, Liquidity planning, Valuation processes, Board presentation drafting
Preferred skills
REIT rules knowledge, Tax implications knowledge, Public Real Estate experience
Technologies
Excel, MS PowerPoint
Responsibilities
Build and maintain corporate models for multiple funds and non-traded REITs; Create complex financial analyses for business planning and strategic 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; Interface with asset managers, investment officers, and external consultants.
Seniority
Senior, hands-on IC
