Associate, Valuations and Investment Modeling

Brio Real Estate, a Blackstone Portfolio Company; Dallas (TX); On-site; USD 95,000 - 130,000; Full time

Job summary

Brio Real Estate is seeking an Associate to provide valuation support for the BREDS Finance and Reporting Team in Dallas. You will contribute to financial planning, reporting, and analysis for BREDS investment vehicles, partnering with cross-functional teams to drive accurate valuations and projections.

The role requires an undergraduate degree in Business Administration, Finance or Accounting and 3–5 years of relevant experience, with strong Excel skills and experience in valuation or

Qualifications

• Undergraduate degree in Business Administration, Finance or Accounting.
• 3–5 years of experience.
• Experience with valuation, forecasting, or project management required.
• Strong Excel skills; valuation or forecasting experience required.
• Experience in financial services and/or real estate is preferred.

Responsibilities

• Support monthly and quarterly valuation process; calculate mark-to-market estimates and projected fund returns.
• Maintain models supporting investment return expectations for long-term projections.
• Prepare analytics and scenario analyses on loan maturities and market activity.
• Prepare monthly and quarterly Valuation Committee materials.
• Collaborate with operations, asset management, portfolio management, compliance, legal and IT on valuations.

Skills

Valuation

Forecasting

Project management

Education

Bachelor's degree in Business Administration, Finance or Accounting

Tools

Excel

Job description

Brio Real Estate is a Blackstone Real Estate portfolio company focused on real estate credit. Brio supports Blackstone’s Real Estate Debt Strategies (“BREDS”) investments across the globe. The company provides support across key functions, including corporate, transaction, and management services. The critical infrastructure and capabilities Brio provides for BREDS allows for effective support in the management of its global portfolio.

Today, BREDS has more than $76 billion of investor capital across high yield / opportunistic real estate credit funds, a publicly traded Mortgage REIT, and liquid securities strategies. BREDS is part of Blackstone Real Estate, the largest owner of commercial real estate globally, owning and operating assets across every major geography and sector.

Role Purpose

The Associate will provide valuation support and related process coordination oversight to the BREDS Finance and Reporting Team, which provides financial planning, reporting, and analysis on behalf of the BREDS investment vehicles.

What You Will Do

• Support the monthly and quarterly valuation process and materials. Calculate mark-to-market estimates and projected fund returns pursuant to firm policies for real estate debt and other credit instruments
• Assist in the maintenance of models supporting investment level return expectations to facilitate long-term financial projections for investors, senior management deliverables, and Blackstone Corporate reporting
• Aid in the preparation of periodic analytics and scenario analysis (e.g., impacts of loan maturities and capital markets activity) to add strategic insight into business performance and future results
• Facilitate the preparation of monthly and quarterly Valuation Committee materials for Blackstone’s review cycles
• Partner with cross-functional teams (operations, asset management, portfolio management, compliance, legal, IT) in executing on valuations and financial projections processes

What You Should Have

• Undergraduate degree in Business Administration, Finance or Accounting
• 3-5 years of experience
• Experience with valuation, forecasting, or project management required
• Strong Excel skills required; experience with valuation or forecasting required
• Excellent interpersonal and communication skills, both written and verbal, as well as analytical and problem-solving skills
• Experience in the financial services and/or real estate industries is preferred

EEO Statement

Brio Real Estate is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email [e-mail]