Senior Real Estate Performance Analyst — Data-Driven & Flexible

Meketa; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

Meketa Investment Group is seeking a Senior Real Estate Performance Analyst to work with MIG’s most complex client relationships. The Senior Real Estate Performance Analyst will function as a subject matter expert on investment performance related matters.

The Senior Performance Analyst will also be responsible for verifying Performance Analyst work, which may include data checking and performance reporting process reviews.

Qualifications

• Bachelor’s degree in accounting, finance, general business or equivalent.
• 2-4 years of applicable investment experience.
• Progress towards CIPM, CFA, or CAIA designation preferred.
• Excellent quantitative skills with strong knowledge of investment statistics.
• Familiarity with commercial real estate reporting and accounting preferred.
• Proficient with spreadsheets and word processing software.
• Ability to gather, organize, and coordinate data from disparate sources.
• Strong attention to detail and deadline orientation.
• Ability to work independently and as part of a team.

Responsibilities

• Independently gather, organize, and verify financial and other portfolio data related to client accounts, investment managers, funds and strategies
• Produce client-ready data for quarterly and monthly reviews, including reviewing data for accuracy and reasonableness
• Apply knowledge of commercial real estate, economic indicators, investment markets, attribution and benchmarks to analysis of investment results
• Functions as a subject matter expert on investment performance related issues
• Review peer produced performance reports
• Maintain and update regularly databases of investment information
• Maintain and update the client investment returns in the performance reporting system
• Calculate and verify client-related investment data and statistics
• Collaborate on the development of analytical tools and performance software improvements
• Work with Investment Analysts and Consultants with special projects as needed
• Fulfill any and all other duties deemed necessary by management

Education

Bachelor’s Degree in accounting, finance, general business or equivalent

Progress towards CIPM, CFA, or CAIA designation preferred

Tools

Spreadsheet software

Word processing software

Job description

Meketa Investment Group is seeking a Senior Real Estate Performance Analyst to work with MIG’s most complex client relationships. The Senior Real Estate Performance Analyst will function as a subject matter expert on investment performance related matters.

The Senior Performance Analyst will also be responsible for verifying Performance Analyst work, which may include data checking and performance reporting process reviews.