Senior Analyst, Portfolio Management
Core
Supports the execution and implementation of strategies driving financial and operational performance of a real estate fund by gathering data, analyzing market/property/portfolio metrics, and managing programs for revenue or client satisfaction enhancement.
Role type
Senior Analyst, Portfolio Management
Builds
Fund-level return metrics, investment memoranda, market summaries, and operational improvement programs
Domain
Institutional real estate finance and investment management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
financial modeling, Excel proficiency, PowerPoint presentation design, market data analysis, pro-forma creation, asset-level operational improvement design
Preferred skills
AI systems experience (Claude/ClaudeCode), asset underwriting
Technologies
Excel, PowerPoint, AI systems (Claude, ClaudeCode)
Responsibilities
Maintain and update fund-level models for revaluation and return metrics; monitor and report on financial/operational performance of fund assets; conduct financial analysis of investment opportunities and prepare investment memoranda; design and implement asset-level operational improvements
Seniority
Senior, hands-on IC