Data Analyst - Portfolio Reporting, Real Estate Debt
Core
Data Analyst supporting management reporting, forecasting, and portfolio analysis for the Real Estate Debt portfolio, acting as a liaison between business teams and IT/ED&A to translate requirements into data specifications.
Role type
Data Analyst (Contract)
Builds
Management reports, cash flow forecasts, leverage/liquidity analyses, and presentation materials for senior management and the Board.
Domain
Real Estate Investment / Debt / Financial Services
Deliverable
dashboards & analysis
Required skills
SQL, Power Query, Excel, Power BI, Anaplan, data transformation, scenario modelling, cash flow forecasting, data validation, business logic development
Preferred skills
Tableau, Python, GenAI tools (Claude, ChatGPT, Copilot), advanced analytics platforms
Technologies
Anaplan, Enterprise Data Platform, SQL, Power BI, Excel, Tableau, Python, GenAI
Responsibilities
Support scenario modelling and cash flow forecasting using Anaplan; Analyze portfolio exposures, return attribution, and market trends; Prepare monthly, quarterly, and ad hoc management reports; Support real estate debt investment underwriting with portfolio impact analysis; Query and extract data from enterprise platforms; Develop and maintain business logic and data transformation rules; Serve as primary liaison to IT and ED&A; Support data enablement and governance initiatives; Validate and reconcile data using AI-powered anomaly detection.
Seniority
Mid-level, hands-on IC