Portfolio Management Analyst

I’m working on an exciting Portfolio Management opportunity with a well-established real estate investment firm in NYC. This role offers a unique blend of accounting, finance, and portfolio management, providing direct exposure to investment performance, property operations, and transaction-related activities. It’s an excellent opportunity for someone with a real estate accounting or finance background who wants to move beyond traditional accounting and gain greater exposure to the investment side of the business.

Highlights of the Opportunity:

• Base salary of $125K–$160K + 15–20% bonus
• Hybrid schedule with 4 work-from-home days per month
• Newly created position on an established Portfolio Management team
• Broad exposure to property-level financial performance, investment analysis, and portfolio strategy
• Direct collaboration with Asset Management, Acquisitions, and Dispositions teams
• Opportunity to join a growing real estate investment platform

Responsibilities:

• Analyze property-level financial performance, including budgets, reforecasts, and variance analysis
• Review monthly financial reporting packages, cash flows, and property-level returns
• Monitor property cash management, funding requests, debt service, and capital requirements
• Assist with investor reporting, financial statement reviews, and audit coordination
• Maintain property-level return calculations and review joint venture waterfall distributions
• Support acquisitions, dispositions, financing, and refinancing activities
• Collaborate with internal teams to evaluate property performance and identify opportunities for improvement

Qualifications:

• 2+ years of experience in real estate accounting, real estate audit, FP&A, or real estate investment finance
• Real estate experience is required, with exposure to property-level accounting or financial analysis
• CPA is not required, but preferred

If this opportunity catches your eye, email me at View email address on click.appcast.io