Senior Real Estate Portfolio Strategist

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

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.