Associate, Portfolio Analytics - Pipeline

BNY; Florida; On-site; USD 65,000 - 95,000; Full time

Job summary

BNY is seeking a data-driven reporting analyst to support complex real estate funds. You will extract, analyze and aggregate financial and non-financial data, build client templates, and coordinate data across portfolio analytics, accounting and client services.

You will work with Excel and contribute to automating reports across funds, participate in project work streams, and collaborate with Real Estate stakeholder teams to design scalable calculation models using modern technologies.

Qualifications

• Bachelor’s degree in accounting, finance or the equivalent combination of education and experience is required.
• 1-3 years of total work experience strongly preferred
• Strong Excel skills required with working knowledge of advanced excel functionality
• Real estate fund experience preferred

Responsibilities

• Coordinate project tasks and streams, developing and maintain project timelines and management updates
• Document business requirements for reporting and processing changes
• Design, build and implement the most efficient solution based on the business requirements gathered
• Identify opportunities for process efficiency improvements
• Drive and coordinate user testing activities and providing training to end users
• Plan and execute data migration tasks
• Reconcile and validate migrated data and reports
• Provide functional user support on a day-to-day basis during implementation
• Act as a system “super user” helping others to leverage systems more effectively and establishing best practices across processes

Skills

Excel

Real estate funds experience

Education

Bachelor's degree in accounting/finance

Job description

Job Description

The candidate conducts reporting services on behalf of assigned clients on complex real estate funds including aggregation of both financial and non-financial data. Responsibilities include extracting and analyzing performance attribution on both levered and unlevered basis, fund diversification including but not limited to regional, sector and risk profile levels and tenant related reporting. Effective at extracting specific data elements from various source files into specific client based templates and databases in an efficient and streamlined manner. Responsible for the coordination of data between portfolio analytics, accounting, client services and the client.

The candidate conducts reporting services on behalf of assigned clients on complex real estate funds including aggregation of both financial and non-financial data. Responsibilities include extracting and analyzing performance attribution on both levered and unlevered basis, fund diversification including but not limited to regional, sector and risk profile levels and tenant related reporting. Effective at extracting specific data elements from various source files into specific client based templates and databases in an efficient and streamlined manner. Responsible for the coordination of data between portfolio analytics, accounting, client services and the client. In addition, the candidate needs to possess strong technical skills. Current reporting is performed using excel and our initiative is to automate all the reporting across all funds. The candidate is responsible for executing project work streams as agreed with the stakeholders and team management. You will work closely with the Real Estate stakeholder teams to successfully automate business processes and calculation models using modern technology and languages. We are in the infancy stage of this initiative therefor this candidate will be empowered to bring ideas that will help shape the automation.

Responsibilities Include

• Coordinate project tasks and streams, developing and maintain project timelines and management updates
• Document business requirements for reporting and processing changes
• Design, build and implement the most efficient solution based on the business requirements gathered
• Identify opportunities for process efficiency improvements
• Drive and coordinate user testing activities and providing training to end users
• Plan and execute data migration tasks
• Reconcile and validate migrated data and reports
• Provide functional user support on a day-to-day basis during implementation
• Act as a system “super user” helping others to leverage systems more effectively and establishing best practices across processes

Qualifications

• Bachelor’s degree in accounting, finance or the equivalent combination of education and experience is required.
• 1-3 years of total work experience strongly preferred
• Strong Excel skills required with working knowledge of advanced excel functionality
• Real estate fund experience preferred

Please be advised that this is a pipeline requisition. Applying to this position demonstrates interest in current and future openings within the real estate portfolio analytics team.

About The Team

At BNY, our culture speaks for itself, check out the latest BNY news at BNY Newsroom & BNY LinkedIn

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• America’s Most Innovative Companies, Fortune, 2025
• World’s Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025

Our Benefits And Rewards

BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.

BNY assesses market data to ensure a competitive compensation package for our employees. The expected base salary for this position when employment commences can be found in the Job Info section at the bottom of the posting.

Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award. Subject to the terms and conditions of the applicable plans then in effect, eligible employees may enroll in a 401(k) plan as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the employee and the employee’s eligible dependents. Eligible employees also may receive other benefits (including various paid time off benefits, such as vacation and sick time), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired, the employee will be in an “at will” position and the Company reserves the right to modify base salary (as well as any other discretionary payments or compensation programs) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.