Summer 2027 Portfolio Management Analyst

Responsibilities:

Overall financial analysis responsibilities for the Portfolio Management group; 

• Update and maintain portfolio financial projection models to calculate and project fund level cash  

             flows and returns; 

• Maintain Portfolio investment and diversification summary for presentation to the firm’s  

             Investment Committee; 

• Monitor Fund level financial performance to identify and communicate opportunities and threats; 

• Coordinate and assist in the completion of material for quarterly and annual investor reporting,  

Advisory Committee Meetings, webinars, and various internal reporting; 

• Assist in the establishment of fund and asset level KPIs and track performance; 

• Assist the portfolio management team’s efforts toward the implementation of a firmwide data 

            platform by validating historical and new data 

• Analyze sector, strategy and partner performance; 

• Analyze the financial impact of proposed capital events (sales, refinances, etc.) to the fund  

            performance; 

• Work closely with Acquisitions and Asset Management to incorporate new investments into the  

Funds and monitor on-going asset level performance; 

• Participate in the annual business planning and valuation process; 

• Coordinate with Client Services and Marketing and Accounting groups to processes and respond  

             to investor requests; 

• Utilize third party applications (Yardi, Chatham, Argus, etc.) for data collection and analysis; 

Requirements:

• Bachelor’s degree or work experience in real estate and/or finance preferred; 

• Proficient in Microsoft Excel and financial modeling;  

• Core knowledge of real estate principles, finance and accounting; 

• High attention to detail, organized, and self-directed individual eager to learn; 

• Strong written and verbal communication skills. 

• Entry level position, but previous real estate analysis experience is a plus