Real Estate Portfolio Reporting & Analytics Associate

AmCap, Incorporated; Stamford (CT); On-site; USD 115,000 - 125,000; Full time

Benefits offered by this job

Annual performance bonus

Health, Dental, Vision insurance

401(k)

Job summary

ACX, a Stamford, CT-based real estate investment firm, seeks a Portfolio Management Associate to strengthen investor reporting, portfolio management and capital-market capabilities. You will manage recurring reporting, monitor debt and portfolio performance, and coordinate information across operating teams to support investment decisions.

This high-ownership role requires strong financial modeling, CRE economics expertise and cross-functional collaboration to deliver timely, accurate analyses

Qualifications

• 4+ years of relevant experience in real estate private equity, real estate investment banking, commercial real estate lending, portfolio management or institutional investor relations.
• Strong Excel and financial-modeling skills; Argus experience is a plus.
• Strong understanding of commercial real estate economics, including NOI, leases, valuations and capital structures.
• Strong written communication skills and experience preparing institutional-quality materials.
• Demonstrated ability to manage detailed recurring processes and deliverables with a high degree of accuracy.
• Ability to coordinate and influence colleagues across functions without relying on direct reporting authority.
• Strong judgment, curiosity and attention to detail.
• Ability to move between immediate execution needs and longer-term portfolio considerations.
• Bachelor's degree in finance, economics, real estate or a related field.
• Retail real estate experience preferred.

Responsibilities

• Manage the firm's portfolio- and investor-reporting calendar, including internal deadlines and coordination across Asset Management, Leasing, Construction, Property Management, Accounting and other teams.
• Prepare quarterly investor reports, capital account statements, portfolio dashboards and annual meeting materials.
• Respond to investor requests, due diligence questionnaires and consultant submissions and maintain diligence materials and the investor data room.
• Support fundraising activities through portfolio analytics, track-record information, investor materials and diligence responses.
• Monitor loan covenants, compliance requirements and lender reporting.
• Track debt maturities, extension options and interest-rate exposure and support refinancing and financing activity.
• Coordinate with lenders, servicers, counsel and internal teams on financing documentation and lender requests.
• Analyze asset- and portfolio-level performance against underwriting, business plans and budgets and explain material variances.
• Build and maintain models supporting valuations, hold/sell analyses, refinancing scenarios and capital planning.
• Support annual budgeting, reforecasting, business-plan updates and Board/Investment Committee materials.
• Produce forward-looking analysis that helps leadership identify capital needs, portfolio risks and value-creation opportunities.

Skills

Financial modeling

Excel

Argus

Real estate economics

Education

Bachelor's degree in finance, economics, real estate or related field

Tools

Argus experience

Job description

ACX, a Stamford, CT-based real estate investment firm, seeks a Portfolio Management Associate to strengthen investor reporting, portfolio management and capital-market capabilities. You will manage recurring reporting, monitor debt and portfolio performance, and coordinate information across operating teams to support investment decisions.

This high-ownership role requires strong financial modeling, CRE economics expertise and cross-functional collaboration to deliver timely, accurate analyses