Portfolio Management, Management - Trainee/Analyst

Finance Analyst / Portfolio Management Analyst

Key Responsibilities

• Update & Maintain Portfolio Data

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• Keep real estate and debt portfolio details and valuation metrics up-to-date for existing and newly added properties.

• Financial Reporting

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• Responsible for preparing and updating quarterly packages for senior stakeholders, including income statements, balance sheets, cash flow statements, and SEC reports.

• Investor Reporting

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• Ensure accurate data for investor communications, such as quarterly letters, marketing materials, and fund performance reports.

• Database Management

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• Maintain and enhance databases related to acquisitions, dispositions, peer comparisons, and performance attribution for real estate portfolios.

• Cross-Team Collaboration

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• Work closely with various teams to provide data updates and generate investor materials as needed.

• Variance Analysis

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• Perform detailed analysis to identify key trends, investigate unusual items, and provide variance analysis with clear explanations.

• Special Projects

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• Undertake ad-hoc analyses and business case evaluations based on stakeholder needs.

• Compliance & Risk Management

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• Ensure compliance and proper risk management throughout financial and reporting processes.

• Operational Efficiency

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• Proactively seek opportunities to streamline processes and improve reporting methods.

Essential Skills & Experience

• Educational Background

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• Bachelor's degree in Finance, Accounting, or a related field. Master's degree or CFA designation is a plus.

• Real Estate Knowledge

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• Understanding of REIT products, private equity, real estate, and fund structures.

• Strong Analytical Skills

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• Expertise in financial modeling and valuation, with exceptional quantitative skills.

• Tools Expertise

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• Proficient in Microsoft Office (Excel, PowerPoint), with experience in Tableau, Essbase, or similar platforms being a plus.

• Communication & Collaboration

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• Strong communication and interpersonal skills to work with cross-functional teams and stakeholders effectively.

• Attention to Detail

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• Acute focus on data accuracy, consistency, and validation with high attention to detail.

• Project Management

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• Ability to handle multiple priorities in a fast-paced environment with limited supervision.