Portfolio Management Analyst/Associate

Salary: USD120000 - USD140000 per annum The Role Develop, maintain, and improve complex investment and fund-level models for leadership reporting and building investor-facing presentations Participate in investor portfolio reviews to understand each investment strategy’s fundamental profile Provide analysis on optimization of financial performance, portfolio composition, revenue & expense policy, financing/capital structure, exit opportunities etc. Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers) Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision making and operational processes e.g. financial reporting (pipeline update, forecasts) & budgeting Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities Assist in developing scalable infrastructure to drive decision making using technology and business intelligence tools Qualifications and Experience Bachelor’s degree required, with current CFA or a background in FP&A highly beneficial 2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not required Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction Highly proficient with databases and with Excel based modeling. Able to quickly model, chart, and present performance reviews in PowerPoint. Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus. Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements) Highly organized and accurate, with excellent attention to detail Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors Interpret data and present thoughtful analysis and insight to investors and management Develop expertise across a broad spectrum of issues Translate strategy into execution Collaborate across organizations and manage stakeholders Work effectively on multiple projects and under tight time constraints Show curiosity about the industry e.g., actively monitor developing industry trends #J-18808-Ljbffr Cobalt Recruitment