Senior Finance Associate

Private Equity; Boston; On-site; USD 90,000 - 110,000; Full time

Job summary

A leading company in the Private Equity sector is seeking a Portfolio Analytics Associate. In this role, you will maintain the accuracy and integrity of performance records within the Real Estate Portfolio Analytics team, while providing essential insights and analyses. Candidates should have a bachelor's degree in finance or a related field, advanced Excel skills, and ideally some experience in real estate or private equity. This position involves working closely with finance and investment teams to support investment decisions.

Benefits

Medical insurance

Pension plan

Disability insurance

Student loan assistance

Child care support

Vision insurance

Paid maternity leave

Tuition assistance

Paid paternity leave

401(k)

Qualifications

• Entry-level experience to 2 years relevant experience preferred in real estate or private equity.
• Interest and understanding of financial markets and products.
• Progress towards CFA, CAIA, or CPA is advantageous.

Responsibilities

• Support quarterly production of performance track records for properties and funds.
• Prepare quarterly and year-end reports including dashboards and summaries for stakeholders.
• Assist with financial modeling needs and track investment activities.

Skills

Advanced Excel skills

Financial modeling

Communication skills

Attention to detail

Education

Bachelor's degree in Finance, Economics, Financial Mathematics, Accounting, or a related field

Job description

1 week ago Be among the first 25 applicants

This range is provided by Private Equity. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $110,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Private Equity

The Portfolio Analytics Associate will play a crucial role within the Real Estate Portfolio Analytics team, focusing on maintaining the accuracy and integrity of the portfolio’s performance records. This position serves as a financial partner to the investment, investor relations, and portfolio management teams, providing essential insights, analyses, and reporting regarding the investments contained within the portfolio.

Effective communication with both the finance and investment teams is vital to ensure all team members are equipped with the necessary data and insights regarding each property and the overall portfolio. The position requires a thorough understanding of the portfolio's investments, including recent activities and the current financial standing of the portfolio.

Key Responsibilities:

- Support the quarterly production of performance track records for properties, investments, and funds.

- Prepare quarterly and year-end reports, which include portfolio update slides, executive summaries, fund and asset level dashboards, and year-end summaries for stakeholder communication.

- Identify and develop tools and analyses using Yardi, Chatham, and Anaplan platforms to enhance the team’s efficiency in accessing real-time data.

- Assist with ongoing financial modeling needs for both the Portfolio Analytics team and the broader Real Estate platform, serving as a subject matter expert for Real Estate models and tools while continuously evaluating and improving them.

- Diligently track investment activities to keep the team updated on upcoming acquisitions and dispositions, as well as portfolio construction and investment pacing.

- Collaborate with the Investor Relations team to update marketing materials by utilizing financial data and portfolio performance records.

- Partner with the Investment team to analyze individual properties and their contributions to the portfolio.

- Generate and maintain timely and accurate reports related to portfolio and asset management for senior management.

Qualifications:

- Bachelor's degree in Finance, Economics, Financial Mathematics, Accounting, or a related field.

- Entry-level experience to 2 years of relevant experience, preferably in the real estate or private equity industries.

- Advanced Excel skills with experience in financial modeling.

- Progress toward a relevant professional designation such as CFA, CAIA, or CPA is advantageous.

- A strong interest and understanding of financial markets and products.

- Excellent communication skills with the ability to confidently engage with management at all levels.

- Ability to work effectively under pressure and meet strict deadlines.

- Exceptional attention to detail, with a commitment to professionalism and integrity in every aspect of the role.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Investment Management, Venture Capital and Private Equity Principals, and Real Estate

Referrals increase your chances of interviewing at Private Equity by 2x

Inferred from the description for this job

Medical insurance

Pension plan

Disability insurance

Student loan assistance

Child care support

Vision insurance

Paid maternity leave

Tuition assistance

Paid paternity leave

401(k)

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