Portfolio Management Analyst/Associate

The Role: This position includes, but is not limited to, the following responsibilities:Develop, maintain, and improve complex investment and fund-level models, for leadership reporting and building investor-facing presentationsParticipate 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) & budgetingCoordinate with the Acquisition team to forecast fund sources and uses and drive portfolio compositionUtilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolioProvide support on transaction executionUnderstand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunitiesAssist in developing scalable infrastructure to drive decision making using technology and business intelligence toolsQualifications and ExperienceBachelor's degree required, with current CFA or a background in FP&A highly beneficial2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not requiredStrong quantitative and analytical skills are a pre-requisite with an understanding of portfolio constructionHighly 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 detailStrong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investorsInterpret data and present thoughtful analysis and insight to investors and managementDevelop expertise across a broad spectrum of issuesTranslate strategy into executionCollaborate across organizations and manage stakeholdersWork effectively on multiple projects and under tight time constraintsShow curiosity about the industry e.g., actively monitor developing industry trendscob2Salary/Rate:US$120,000 - US$140,000 per annumJob Type:HybridContract Type:PermanentTown/City:DallasCounty:TexasSector:Finance & AccountingJob ref:JN -062026-85462_1782765905Post Date:06. 29. 2026