Portfolio Analyst

SDL Search Partners; Boston (MA); On-site; USD 75,000 - 95,000; Full time

Job summary

A dynamic real estate investment firm is seeking a detail-oriented Portfolio Analyst to support the management and performance analysis of real estate investment funds. The role involves developing financial models, preparing executive reports, and collaborating with various teams to enhance portfolio performance. A Bachelor's degree in Finance or related field and 3-5 years of relevant experience are required, along with strong financial modeling skills and proficiency in Excel and data visualization tools.

Qualifications

• 3-5 years of relevant experience in real estate investment, fund analysis, or portfolio management.
• Proven ability to prepare and present financial data to executive stakeholders.
• Experience with real estate software platforms is a plus.

Responsibilities

• Support portfolio monitoring and performance analysis across multiple real estate funds.
• Develop and maintain fund-level financial models for forecasting and scenario analysis.
• Prepare executive-level financial reports and presentations for stakeholders.

Skills

Financial modeling

Data analysis

Communication

Organizational skills

Education

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

Tools

Excel

PowerPoint

Tableau

Power BI

Job description

We are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate investment firm. This role will support the management and performance analysis of real estate investment funds, working closely with senior leadership to drive portfolio optimization and decision-making.

Key Responsibilities:

• Support portfolio monitoring and performance analysis across multiple real estate funds
• Develop and maintain fund-level financial models to support forecasting, scenario analysis, and investment decisions
• Prepare executive-level financial reports and presentations for internal stakeholders, investors, and partners.
• Collaborate with acquisitions, asset management, and finance teams to consolidate portfolio data and track key performance metrics
• Identify and implement process improvements to enhance reporting accuracy, efficiency, and scalability
• Assist in annual budgeting, reforecasting, and valuation processes for real estate portfolios

Qualifications:

• Bachelor's degree in Finance, Real Estate, Economics, or a related field
• 35 years of relevant experience in real estate investment, fund analysis, or portfolio management
• Strong financial modeling skills with experience in fund-level modeling and performance tracking
• Proven ability to prepare and present financial data to executive stakeholders
• Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plus
• Excellent analytical, organizational, and communication skills.

Preferred Qualifications:

• Experience with private equity real estate funds or REIT structures
• Understanding of real estate valuation methodologies and performance metrics
• Exposure to process improvement initiatives and cross-functional collaboration