Senior Portfolio Management Analyst

Thomas Edwards Group; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Thomas Edwards Group in Dallas is seeking a Senior Analyst, Portfolio Management to join a growing real estate investment and management organization. You will analyze large residential portfolios, build financial models, and support budgeting and strategic planning with senior leadership.

The ideal candidate has 3–5+ years in real estate asset management or portfolio analysis, strong Excel skills, and fluency in translating complex data into actionable insights for investors and management.

Qualifications

• Bachelor’s degree in Finance/Real Estate or related field.
• 3–5+ years in real estate asset or portfolio management.
• Strong modeling, forecasting, budgeting, and cash flow analysis.
• Proficiency in Excel; familiarity with SQL/Python/R is a plus.

Responsibilities

• Analyze financial and operational performance across a large residential real estate portfolio, identifying trends, risks, and opportunities to improve returns and operational efficiency.
• Develop and maintain financial models, forecasts, cash flow projections, and performance reporting to support asset management and investment decisions.
• Support capital allocation, annual budgeting, business planning, and financial performance initiatives.
• Monitor portfolio and property-level financial results, asset conditions, operating metrics, and performance against established targets.
• Prepare monthly, quarterly, and annual financial and operational reports, including consolidated reporting for management and investors.
• Evaluate real estate markets, economic trends, and investment opportunities to support strategic planning and portfolio decisions.
• Provide recommendations regarding portfolio strategy, individual asset performance, capital investments, and potential development opportunities.
• Partner cross-functionally with Accounting, FP&A, Operations, Legal, and other departments to improve reporting, processes, and overall portfolio performance.
• Lead analytical projects and process improvement initiatives, including enhancements to reporting tools, technology, workflows, and internal controls.
• Leverage financial systems, data analytics, and technology to improve the accuracy, efficiency, and effectiveness of reporting and decision-making.
• Develop performance metrics, identify areas requiring corrective action, and collaborate with leadership on improvement strategies.
• Support organizational initiatives, special projects, and interdepartmental committees as needed.
• Provide guidance and mentorship to junior analysts or interns, as applicable.

Skills

Real estate asset/portfolio management

Financial modeling

Forecasting & budgeting

Cash flow analysis

Effective communication with senior/跨

Education

Bachelor's degree in Finance/Real Estate or related field

MBA or advanced degree a plus

Tools

SQL

Python

R

Yardi

Excel

Job description

#11051 Job Description

Senior Analyst, Portfolio Management

Our client, a well-established and growing real estate investment and management organization, is seeking a Senior Analyst, Portfolio Management to join its team. This position offers the opportunity to work with a large, geographically diverse residential real estate portfolio while partnering closely with senior leadership on financial analysis, portfolio performance, strategic planning, and investment decisions.

The ideal candidate will bring a strong background in real estate asset or portfolio management, excellent financial modeling and analytical skills, and the ability to independently manage projects and communicate financial insights to key stakeholders.

Key Responsibilities

• Analyze financial and operational performance across a large residential real estate portfolio, identifying trends, risks, and opportunities to improve returns and operational efficiency.
• Develop and maintain financial models, forecasts, cash flow projections, and performance reporting to support asset management and investment decisions.
• Support capital allocation, annual budgeting, business planning, and financial performance initiatives.
• Monitor portfolio and property-level financial results, asset conditions, operating metrics, and performance against established targets.
• Prepare monthly, quarterly, and annual financial and operational reports, including consolidated reporting for management and investors.
• Evaluate real estate markets, economic trends, and investment opportunities to support strategic planning and portfolio decisions.
• Provide recommendations regarding portfolio strategy, individual asset performance, capital investments, and potential development opportunities.
• Partner cross-functionally with Accounting, FP&A, Operations, Legal, and other departments to improve reporting, processes, and overall portfolio performance.
• Lead analytical projects and process improvement initiatives, including enhancements to reporting tools, technology, workflows, and internal controls.
• Leverage financial systems, data analytics, and technology to improve the accuracy, efficiency, and effectiveness of reporting and decision-making.
• Develop performance metrics, identify areas requiring corrective action, and collaborate with leadership on improvement strategies.
• Support organizational initiatives, special projects, and interdepartmental committees as needed.
• Provide guidance and mentorship to junior analysts or interns, as applicable.

Qualifications

• Bachelor's degree in Finance, Real Estate, Business, Economics, Mathematics, or a related field required. Advanced degree or MBA is a plus.
• Approximately 3–5+ years of experience in real estate asset management, portfolio management, investment analysis, or a related analytical function. Residential or institutional real estate experience preferred.
• Strong financial modeling, forecasting, budgeting, cash flow analysis, and financial reporting capabilities.
• Advanced proficiency in Microsoft Excel, with the ability to analyze large datasets and translate findings into actionable recommendations.
• Experience with data analysis, reporting tools, and financial information systems. Familiarity with SQL, Python, R, or similar analytical tools is a plus.
• Experience utilizing AI tools to support analysis, reporting, research, or workflow efficiency.
• Exposure to real estate technology platforms, such as Yardi, Salesforce, or similar systems, is beneficial.
• Familiarity with GIS/mapping tools and real estate market research is a plus.
• Understanding of real estate investment fundamentals, property-level financial performance, and relevant market trends.
• Strong organizational and project management skills, with the ability to independently prioritize responsibilities, manage multiple initiatives, and meet deadlines.
• Excellent written and verbal communication skills, including the ability to present complex financial information to senior leadership and cross-functional stakeholders.
• Proactive, detail-oriented, and comfortable working in a collaborative, fast-paced environment.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive financial and business information.

#11051 Job Description

Senior Analyst, Portfolio Management

Back Senior Analyst - Portfolio Management Financial Analyst Senior Dallas , Texas Dallas:Fin/Acct/HR:Direct Hire Oct 13, 2026

Our client, a well-established and growing real estate investment and management organization, is seeking a Senior Analyst, Portfolio Management to join its team. This position offers the opportunity to work with a large, geographically diverse residential real estate portfolio while partnering closely with senior leadership on financial analysis, portfolio performance, strategic planning, and investment decisions.

The ideal candidate will bring a strong background in real estate asset or portfolio management, excellent financial modeling and analytical skills, and the ability to independently manage projects and communicate financial insights to key stakeholders.

Key Responsibilities

• Analyze financial and operational performance across a large residential real estate portfolio, identifying trends, risks, and opportunities to improve returns and operational efficiency.
• Develop and maintain financial models, forecasts, cash flow projections, and performance reporting to support asset management and investment decisions.
• Support capital allocation, annual budgeting, business planning, and financial performance initiatives.
• Monitor portfolio and property-level financial results, asset conditions, operating metrics, and performance against established targets.
• Prepare monthly, quarterly, and annual financial and operational reports, including consolidated reporting for management and investors.
• Evaluate real estate markets, economic trends, and investment opportunities to support strategic planning and portfolio decisions.
• Provide recommendations regarding portfolio strategy, individual asset performance, capital investments, and potential development opportunities.
• Partner cross-functionally with Accounting, FP&A, Operations, Legal, and other departments to improve reporting, processes, and overall portfolio performance.
• Lead analytical projects and process improvement initiatives, including enhancements to reporting tools, technology, workflows, and internal controls.
• Leverage financial systems, data analytics, and technology to improve the accuracy, efficiency, and effectiveness of reporting and decision-making.
• Develop performance metrics, identify areas requiring corrective action, and collaborate with leadership on improvement strategies.
• Support organizational initiatives, special projects, and interdepartmental committees as needed.
• Provide guidance and mentorship to junior analysts or interns, as applicable.

Qualifications

• Bachelor's degree in Finance, Real Estate, Business, Economics, Mathematics, or a related field required. Advanced degree or MBA is a plus.
• Approximately 3–5+ years of experience in real estate asset management, portfolio management, investment analysis, or a related analytical function. Residential or institutional real estate experience preferred.
• Strong financial modeling, forecasting, budgeting, cash flow analysis, and financial reporting capabilities.
• Advanced proficiency in Microsoft Excel, with the ability to analyze large datasets and translate findings into actionable recommendations.
• Experience with data analysis, reporting tools, and financial information systems. Familiarity with SQL, Python, R, or similar analytical tools is a plus.
• Experience utilizing AI tools to support analysis, reporting, research, or workflow efficiency.
• Exposure to real estate technology platforms, such as Yardi, Salesforce, or similar systems, is beneficial.
• Familiarity with GIS/mapping tools and real estate market research is a plus.
• Understanding of real estate investment fundamentals, property-level financial performance, and relevant market trends.
• Strong organizational and project management skills, with the ability to independently prioritize responsibilities, manage multiple initiatives, and meet deadlines.
• Excellent written and verbal communication skills, including the ability to present complex financial information to senior leadership and cross-functional stakeholders.
• Proactive, detail-oriented, and comfortable working in a collaborative, fast-paced environment.
• Ability to maintain confidentiality and exercise sound judgment when handling sensitive financial and business information.