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 the primary liaison between business teams and IT/ED&A to translate requirements into data specifications.
Role type
Data Analyst (Portfolio Reporting, Real Estate Debt)
Builds
Management reports, cash flow forecasts, leverage/liquidity analysis, and portfolio impact models for senior management and the Board.
Domain
Real Estate Investment / Debt Finance
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, Power BI, SQL, Excel
Responsibilities
Support scenario modelling and cash flow forecasting using Anaplan; Analyze portfolio exposures and market trends; Prepare monthly/quarterly management reports; Support real estate debt investment underwriting; Query and extract data from enterprise platforms; Develop and maintain business logic and data transformation rules; Serve as liaison to IT and ED&A; Validate and reconcile data using AI-powered anomaly detection.
Seniority
Mid-level, hands-on IC
