Real Estate Portfolio Management Analyst

Selby Jennings; Austin (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Selby Jennings has partnered with a leading real estate investment management platform in Austin seeking a Portfolio Management Analyst to join its local team. The role offers exposure to institutional investment management, portfolio strategy, capital planning, financial modeling, and investor reporting in a fast-paced environment.

You will work closely with senior leadership to support portfolio optimization, valuation analyses, capital markets initiatives, and strategic decision-making.

Qualifications

• Bachelor's degree required; MBA, CFA, CA or related advanced credentials are a plus.
• 1-3 years of experience within banking, consulting, financial services, investment management, or real estate.
• Strong analytical and quantitative skill set.
• Advanced Excel modeling skills required.
• Experience with financial modeling, valuation, underwriting, and investment analysis.
• Exposure to SQL, Yardi, Tableau, or similar analytical platforms preferred.

Responsibilities

• Build and maintain complex financial models and underwriting analyses
• Develop cash flow projections, fund-level waterfalls, IRR analyses, DCF valuations, and NPV calculations
• Support portfolio management, capital planning, and investment strategy initiatives
• Prepare presentations and analytical materials for investors, executive leadership, and board-level stakeholders
• Assist with investor reporting and responses to due diligence requests
• Analyze portfolio performance and provide recommendations related to capital structure, financing strategies, and growth opportunities
• Collaborate cross-functionally with investment, finance, and operations teams on strategic projects
• Support ad hoc investment analyses and special projects as needed

Skills

Analytical skills

Advanced Excel

Financial modeling

SQL

Yardi

Tableau

Investment analysis

Education

Bachelor's degree

MBA / CFA / CA

Tools

Yardi

Tableau

Excel

Job description

Selby Jennings has partnered with a leading real estate investment management platform seeking a Portfolio Management Analyst to join its Austin-based team. This position offers exposure to institutional investment management, portfolio strategy, capital planning, financial modeling, and investor reporting within a fast-paced investment environment.

The successful candidate will work closely with senior leadership and investment professionals to support portfolio optimization, valuation analysis, capital markets initiatives, and strategic decision-making. This is an excellent opportunity for an analytical professional looking to build a long-term career in real estate finance and investment management.

Responsibilities

• Build and maintain complex financial models and underwriting analyses
• Develop cash flow projections, fund-level waterfalls, IRR analyses, DCF valuations, and NPV calculations
• Support portfolio management, capital planning, and investment strategy initiatives
• Prepare presentations and analytical materials for investors, executive leadership, and board-level stakeholders
• Assist with investor reporting and responses to due diligence requests
• Analyze portfolio performance and provide recommendations related to capital structure, financing strategies, and growth opportunities
• Collaborate cross-functionally with investment, finance, and operations teams on strategic projects
• Support ad hoc investment analyses and special projects as needed

Qualifications

• Bachelor's degree required; MBA, CFA, CA, or related advanced credentials are a plus
• 1-3 years of experience within banking, consulting, financial services, investment management, or real estate
• Strong analytical and quantitative skill set
• Advanced Excel modeling skills required
• Experience with financial modeling, valuation, underwriting, and investment analysis
• Exposure to SQL, Yardi, Tableau, or similar analytical platforms is preferred
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Excellent communication and presentation skills