Real Estate Portfolio Management Associate

TwoPointO Capital, LLC; Carmel (IN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off

Job summary

TwoPointO Capital in Carmel, IN is seeking a Senior Associate for its Portfolio Management team. You will support data-driven reporting, tracking asset performance, and preparing quarterly updates for sponsor partners and committees.

The role requires 3–5 years in real estate or private equity, strong Excel modeling, and clear written communication. You will work with the VP to design dashboards and help scale portfolio analytics, while owning data standards and automation opportunities.

Qualifications

• Bachelor’s degree in finance, accounting, real estate, economics, or related field.
• 3–5 years in real estate, financial services, banking, or private equity roles.
• Strong Excel modeling and multi-tab underwriting experience in real estate.
• Clear, concise writing and ability to synthesize data into reports.

Responsibilities

• Manage data collection and data standards for sponsor reporting.
• Track asset performance against budgets and underwriting assumptions.
• Prepare quarterly investment reports with quantitative and qualitative updates.
• Oversee portfolio management work by TPO analysts.
• Assist dashboard design and data architecture for portfolio analytics.
• Handoff new investments with closing docs and baseline underwrite.
• Review waterfalls and update investor systems during capital events.

Job description

TwoPointO Capital in Carmel, IN is seeking a Senior Associate for its Portfolio Management team. You will support data-driven reporting, tracking asset performance, and preparing quarterly updates for sponsor partners and committees.

The role requires 3–5 years in real estate or private equity, strong Excel modeling, and clear written communication. You will work with the VP to design dashboards and help scale portfolio analytics, while owning data standards and automation opportunities.