Real Estate Performance Associate

TA Realty; Boston (MA); Sur place; USD 80 000 - 110 000; Plein temps

Résumé du poste

TA Realty is seeking a Real Estate Performance Analyst to deliver analysis across multiple real estate portfolios, turning financial and operating data into actionable investment insights for portfolio management, investor relations, and senior leadership.

You will build and maintain performance models, monitor trends across market cycles and property types, prepare attribution analyses, and translate complex analytics into clear investor-facing materials while supporting data validation and

Qualifications

• Strong financial modeling and analysis capability.
• Ability to translate complex data into investor-facing materials.
• Detail-oriented with high accuracy in reporting.

Responsabilités

• Analyze fund- and asset-level performance, including IRR, TWR, and valuation changes.
• Monitor performance trends across market cycles and property types.
• Prepare performance attribution analyses and commentary for investors.
• Support due diligence and fundraising data requests.
• Translate analytics into concise investor materials.

Connaissances

Financial modeling

Data analysis

Communication

Portfolio management

Investor relations

Attention to detail

Problem solving

Excel

SQL

Outils

Excel

SQL

Description du poste

Position Summary

The Real Estate Performance Analyst is responsible for analysis and reporting across multiple real estate portfolios, with a focus on converting financial and operating data into actionable investment insights. The role supports portfolio management, investor relations, and senior leadership by delivering accurate, timely, and thought-provoking analysis on asset, portfolio, and fund-level performance. This position requires strong financial modeling capabilities, attention to detail, and the ability to communicate complex information clearly and effectively.

Key Responsibilities

Performance Analysis & Reporting

• Analyze fund- and asset-level performance, including IRR, TWR, multiples, valuation changes to determine key drivers of performance
• Monitor actual performance results analyzing trends across market cycles, property types and property locations from asset entry to exit
• Complete high volume of investor and consultant data requests for due diligence and fundraising efforts
• Prepare performance attribution analysis and commentary
• Perform sensitivity analyses and support risk assessment initiatives
• Translate complex analytics into clear, concise, investor-facing materials
• Identify opportunities for process improvements and implement changes to enhance efficiency and accuracy

Data Management & Validation

• Maintain performance analytics models and large data sets ensuring consistency, accuracy and completeness of underlying data
• Assist in internal audit and review processes, including validating portfolio management, valuations and financial outputs to identify discrepancies

Market & Benchmark Analysis

• Analyze external benchmarks (e.g., NPI, ODCE, Cambridge Associates, Preqin) and position portfolio performance relative to peers
• Conduct thorough research and analysis of real estate market trends and performance metrics to develop industry best practices and advancements in data analytics

Cross-Functional Collaboration

• Collaborate with Portfolio Management, Valuations and Accounting teams to analyze results and understand trends
• Support investment decision-making through ad hoc analysis and presentation materials
• Coordinate with Investor Relations to ensure consistent and accurate messaging to investors and consultants

Key Competencies

• Intellectual curiosity, skilled at creative problem solving and deductive reasoning
• A reliable and resourceful team player who is assertive and enthusiastic
• Analytical rigor and problem-solving skills
• Ability to communicate complex financial concepts clearly and concisely
• Strong organizational and time management skills
• High level of accuracy, consistency, and accountability in reporting
• Excellent analytical skills and meticulous attention to detail
• Strong writing, communication and presentation skills
• Adept at working in a fast-paced environment and meeting tight deadlines