Portfolio Analyst
SDL Search Partners
Portfolio AnalystWe are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate investment firm. This role will support the management and performance analysis of real estate investment funds, working closely with senior leadership to drive portfolio optimization and decision-making.Key Responsibilities:Support portfolio monitoring and performance analysis across multiple real estate fundsDevelop and maintain fund-level financial models to support forecasting, scenario analysis, and investment decisionsPrepare executive-level financial reports and presentations for internal stakeholders, investors, and partners.Collaborate with acquisitions, asset management, and finance teams to consolidate portfolio data and track key performance metricsIdentify and implement process improvements to enhance reporting accuracy, efficiency, and scalabilityAssist in annual budgeting, reforecasting, and valuation processes for real estate portfoliosQualifications:Bachelor's degree in Finance, Real Estate, Economics, or a related field35 years of relevant experience in real estate investment, fund analysis, or portfolio managementStrong financial modeling skills with experience in fund-level modeling and performance trackingProven ability to prepare and present financial data to executive stakeholdersProficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plusExcellent analytical, organizational, and communication skills.Preferred Qualifications:Experience with private equity real estate funds or REIT structuresUnderstanding of real estate valuation methodologies and performance metricsExposure to process improvement initiatives and cross-functional collaboration
Vacancy posted 1 day ago
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