Portfolio Management Analyst

Cobalt Recruitment; New York (NY); On-site; USD 75,000 - 110,000; Full time

Job summary

Cobalt Recruitment is seeking an Analyst to join its Portfolio Management team in New York. This early-career role offers broad exposure across portfolio strategy, investment analysis, asset management, and transaction execution.

You will build and refine financial models, prepare portfolio reports, and analyze performance against budgets and forecasts, while supporting investment decisions and cross-functional collaboration.

Qualifications

• Bachelor's degree in Finance, Real Estate, Economics, or Accounting or related field.
• 1–3 years of experience in real estate, investment banking, private equity, FP&A, or similar analytical role.
• Strong Excel and financial modeling skills.

Responsibilities

• Build and maintain portfolio and fund-level financial models.
• Prepare portfolio reporting, performance analysis, and presentation materials.
• Analyze portfolio performance, including actual vs. budget, forecasts, and key operating trends.
• Evaluate portfolio composition, financing and capital structure, and potential exit opportunities.
• Partner with Asset Management, Acquisitions, and FP&A to support investment decision-making.
• Assist with portfolio reviews, budgeting, forecasting, and financial reporting.
• Support acquisition, financing, and other transaction execution.
• Identify asset and portfolio-level opportunities to improve financial performance.
• Help develop scalable reporting and analytical processes using technology and BI tools.

Job description

A high-growth real estate investment platform is seeking an Analyst to join its growing Portfolio Management team. This is an opportunity for an early-career real estate or finance professional to gain broad exposure across portfolio strategy, investment analysis, asset management, and transaction execution.

Key Responsibilities

• Build and maintain portfolio and fund-level financial models
• Prepare portfolio reporting, performance analysis, and presentation materials
• Analyze portfolio performance, including actual vs. budget, forecasts, and key operating trends
• Evaluate portfolio composition, financing and capital structure, and potential exit opportunities
• Partner with Asset Management, Acquisitions, and FP&A to support investment decision-making
• Assist with portfolio reviews, budgeting, forecasting, and financial reporting
• Support acquisition, financing, and other transaction execution
• Identify asset and portfolio-level opportunities to improve financial performance
• Help develop scalable reporting and analytical processes using technology and business intelligence tools

Qualifications

• 1-3 years of experience in real estate, investment banking, private equity, FP&A, or a similar analytical role
• Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field
• Strong Excel and financial modeling skills
• Strong quantitative and analytical abilities
• Ability to read and interpret financial statements
• Excellent attention to detail and organizational skills
• Strong written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Real estate experience preferred but not required
• SQL, Python, Tableau, or similar tools are a plus