Portfolio Management Analyst

A real estate investment firm is seeking a Portfolio Management Analyst to support fund performance, portfolio analytics, valuations, capital management and investor reporting.This is a highly visible role for someone who wants exposure across the full investment management lifecycle, working with acquisitions, asset management, accounting, capital markets, investor relations and senior leadership.

A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
What You’ll DoTrack fund and portfolio performance, including IRR, equity multiples and other key return metricsBuild and maintain fund-level models, waterfalls and cash flow forecastsSupport quarterly valuations, NAV analysis and investor reportingAnalyze capital activity, liquidity, reserves and fund-level return impactsPrepare portfolio dashboards, performance summaries and decision-support materialsSupport acquisitions, dispositions, refinancings and other fund-level initiativesAssist with LP requests, fundraising materials and track record analysisImprove reporting, data quality and analytical workflows through automation and AI tools
What We’re Looking For1–3 years of experience in real estate private equity, investment banking, finance or a related analytical roleStrong Excel-based financial modeling skillsExposure to fund structures, portfolio analytics or investor reporting is a plusStrong attention to detail and ability to manage multiple deadlinesClear written xzbcwsv and verbal communication skillsInterest in using technology and AI to improve analytical workflows
Why Consider It?Broad exposure across investments, portfolio management and fund operationsSignificant interaction with senior leadershipStrong mix of modeling, analysis and strategic workOpportunity to understand how a real estate investment platform operates at the fund levelMeaningful responsibility early in your career