Asset Management Analyst @ PE Fund

Coda Search│Staffing; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Coda Search│Staffing is recruiting for an Asset Management Analyst at a market-leading private equity real estate firm in New York. The role suits someone with 1–2 years of experience who wants to build expertise in financial modeling, valuation, underwriting, and portfolio analysis.

You will conduct due diligence, develop and maintain complex financial models (DCF and scenarios), prepare materials for senior leadership and the Investment Committee, and support transactions from evaluation

Qualifications

• 1–2 years of relevant professional experience in advisory, consulting, research, valuations, private equity, real estate, or investment banking.
• Strong academic background with a focus in finance, accounting, economics, or a related field.
• Prior exposure to corporate development, M&A, or transaction advisory preferred.
• Advanced financial modeling and technical skills with exceptional attention to detail.
• Excellent written, verbal, and presentation skills for senior stakeholders.

Responsibilities

• Conduct in-depth due diligence on investment opportunities and portfolio assets.
• Build and maintain financial models, including DCF and scenario analyses, to evaluate performance.
• Prepare materials and present findings to senior leadership and Investment Committee.
• Assist in managing all phases of transactions from evaluation through closing.
• Draft and support investor reporting with financial projections and performance updates.
• Provide analytical support for acquisition decisions through quantitative analysis.
• Collaborate with Legal, Compliance, and Marketing teams.
• Monitor performance of past investments through back-testing and refining cash flow assumptions.

Skills

Financial modeling

Valuation

Underwriting

Portfolio analysis

DCF

Excel

PowerPoint

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Excel

PowerPoint

SQL

Job description

A market-leading private equity real estate investment firm is looking to hire an Asset Management Analyst to join its growing team of 15+ professionals. This position is ideal for someone with 1–2 years of experience who is eager to build expertise in financial modeling, valuation, underwriting, and portfolio analysis.

This is a premier firm that own and operates several high-end assets and hires some of the best talent in the space.

What You'll

• Conduct in-depth due diligence on investment opportunities and portfolio asset
• Build and maintain detailed financial models, including DCF and scenario analyses, to evaluate performance and return
• Prepare materials and present findings, risks, and recommendations to senior leadership and the Investment Committee
• Assist in managing all phases of transactions, from evaluation through closing, working closely with senior executives and board members
• Draft and support investor reporting, including financial projections, forecasts, and performance updates
• Provide analytical support for acquisition decisions through quantitative and statistical analysis
• Collaborate with internal teams across Legal, Compliance, and Marketing
• Monitor performance of past investments through back-testing and refining cash flow assumptions

What We're Looking For

• 1–2 years of relevant professional experience in advisory, consulting, research, valuations, private equity, real estate, or investment banking
• Strong academic background with a focus in finance, accounting, economics, or a related field
• Prior exposure to corporate development, M&A, or transaction advisory preferred
• Advanced financial modeling and technical skills with exceptional attention to detail
• Excellent written, verbal, and presentation skills, with the ability to distill complex analysis for senior stakeholders