Senior Portfolio Analytics Analyst – Real Estate Debt

Bellwether; Dallas (TX); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Employer-paid Medical, Dental & Vision

401k company match 4%

Generous PTO and Paid Holidays

14 weeks Maternity Leave

Wellbeing program offerings

Job summary

A global advisory firm is seeking a Senior Analyst for Portfolio Management. The role involves producing analytical reports and engaging with multiple stakeholders across various asset classes. Candidates should have at least 2 years of experience in real estate investment and be proficient in Excel. This position offers competitive benefits and requires excellent communication skills. Join a dynamic team to contribute significantly to the firm's growth and success.

Qualifications

• Minimum of 2 years in real estate investment and analytical role.
• Advanced Excel and PowerPoint skills required.
• Client-facing experience preferred.

Responsibilities

• Assist in monthly and quarterly analytical reporting processes.
• Engage and coordinate deliverables with Asset Management teams.
• Compile and review investment-level cash flows into fund models.

Skills

Analytical skills

Communication skills

Detail orientation

Excel proficiency

Teamwork

Education

Bachelor’s degree in economics, finance, real estate, or business

Tools

Excel

PowerPoint

Salesforce

Tableau

iLevel

Job description

A global advisory firm is seeking a Senior Analyst for Portfolio Management. The role involves producing analytical reports and engaging with multiple stakeholders across various asset classes. Candidates should have at least 2 years of experience in real estate investment and be proficient in Excel. This position offers competitive benefits and requires excellent communication skills. Join a dynamic team to contribute significantly to the firm's growth and success.