Analyst, Real Estate Portfolio Analytics & Reporting, PFS
Core
Deliver timely and accurate performance reporting, risk metrics, and client portfolio reports for the Real Estate platform to internal portfolio managers and external investors.
Role type
Analyst, Portfolio Analytics & Reporting
Builds
Monthly/quarterly client portfolio reports, ad hoc investor data requests, and fund performance queries
Domain
Real Estate / Private Credit / Alternative Investments
Deliverable
dashboards & analysis
Required skills
Data management, reporting tools, Excel, analytical problem-solving
Preferred skills
Python, SQL
Responsibilities
Monitor and analyze performance at investment, portfolio, and fund levels; ensure quality and accuracy of performance reporting and internal databases; coordinate with Investor Relations, Compliance, and Operations on new product launches and custom client requests
Seniority
Mid-level IC (2-4 years experience)