Portfolio Analyst
SDL Search Partners
About the job Portfolio Analyst
We 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.
- Support portfolio monitoring and performance analysis across multiple real estate funds
- Develop and maintain fund-level financial models to support forecasting, scenario analysis, and investment decisions
- Prepare 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 metrics
- Identify and implement process improvements to enhance reporting accuracy, efficiency, and scalability
- Assist in annual budgeting, reforecasting, and valuation processes for real estate portfolios
- Bachelor's degree in Finance, Real Estate, Economics, or a related field
- 35 years of relevant experience in real estate investment, fund analysis, or portfolio management
- Strong financial modeling skills with experience in fund-level modeling and performance tracking
- Proven ability to prepare and present financial data to executive stakeholders
- Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plus
- Excellent analytical, organizational, and communication skills.
- Experience with private equity real estate funds or REIT structures
- Understanding of real estate valuation methodologies and performance metrics
- Exposure to process improvement initiatives and cross-functional collaboration
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Portfolio Analyst in Boston, MA vacancy
$95k - $125k
...information on how we process your data, please see the privacy notice for applicants here. * As at 30 June 2026 Role Overview The Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'...SuggestedFull timeLocal areaFlexible hours$100k - $120k
Portfolio Analyst - AssociateLocation: Boston, MA (Hybrid)Your RoleAs a Portfolio Analyst, you will play a high‑visibility role supporting the financial performance and strategic decision‑making of a diverse portfolio of data center assets. You will partner closely with...SuggestedFull time$80k - $150k
...term view that aligns our perspectives with those of our clients.About the RoleOVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global Credit team to implement their investment strategies in client...SuggestedFull timeRemote workFlexible hours1 day per week- ...Analyst, Portfolio Management – Agriculture The Analyst, Portfolio Management – Agriculture supports the development, implementation, and monitoring of client agriculture investment strategies. The role is expected to be a central analytical resource for the team,...SuggestedFlexible hours
Manulife
Boston, MA2 days ago - ...An established full-service wealth management firm with over $1B in AUM seeks a client-facing Analyst to support the construction and ongoing management of client portfolios and financial plans. This role reports to the Branch Manager and requires three days in the office...SuggestedWork at office
BCI - Brokerage Consultants Inc
Boston, MA4 days ago $80k - $97.5k
...success through the following employment opportunity. The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income strategies. The client portfolio analyst position...Currently hiringWork at officeLocal areaWorldwideLoomis Sayles & Company
Boston, MA1 day ago- ...advisors and their staff to deliver great client experience during onboarding and ongoing relationship Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook Staying up to date with MMLIS product...
- ...Finding the Perfect Match in… Who should apply: Investment banking analysts, credit analysts, or leveraged finance professionals looking to move closer to the buy side. If you enjoy working with portfolio-level data, understanding how deals perform post‑close, and...Full time
$80k - $150k
...business. The basis of this role is to be a subject matter expert and portfolio representative for colleagues, clients and consultants. This... ...to formal, investment review group processes.Investment Analyst Role and ResponsibilitiesThe Investment Analyst will work as part...Full timeRemote workFlexible hoursShift work1 day per week- ...solutions for more than a decade. As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks an analyst to assist portfolio managers in the day-to-day management of direct indexing and tax overlay portfolios to support analytical and operational...Remote work
$90k - $180k
...investment teams, and business professionals on the areas described above. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. The individual will also contribute to...Remote workFlexible hours1 day per weekWellington Management
Boston, MA1 day ago$130k - $160k
...performing investment operations team. This role offers broad exposure across both public and private markets, supporting a diverse portfolio that includes private credit, private equity, venture capital, hedge funds, real estate, equities, fixed income, derivatives, and...Daley and Associates
Boston, MA3 days ago$80k - $88.5k
...Cambridge Associates (CA) is a global investment firm that provides a range of services including outsourced CIO, portfolio management, and investment consulting. The Private Equity Research Team conducts industry research and performs due diligence on private equity funds...Work experience placementCambridge Associates
Boston, MA2 days ago$80k - $88.5k
...global investment firm headquartered in Boston, Massachusetts, with offices worldwide. CA provides outsourced CIO, non-discretionary portfolio management, and investment consulting services to endowments, foundations, pension plans, and ultra-high net worth clients. Job...Work experience placementWorldwideCambridge Associates
Boston, MA3 days ago$90k - $110k
Overview Overview The Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset management... ...databases for both WS properties and comparable properties for portfolio management purposes Participating in communication with...Immediate startWS Development
Boston, MA3 days ago$75k - $120k
Houlihan Lokey in Boston seeks a Financial Analyst for its Portfolio Valuation practice. This role involves working with clients to provide valuations of illiquid debt and equity securities, conducting financial analyses, and developing financial models. The ideal candidate...Houlihan Lokey
Boston, MA3 days ago$100k - $140k
A leading investment firm in Boston is seeking a highly motivated junior professional to join their Generalist Team. This role involves providing analytical, research, and investment process support, with responsibilities including evaluating investments, performing financial...Harvard Management Company
Boston, MA3 days ago- ...ultra-high net worth clients Work closely with Private Wealth Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts Introduce new and...Local area
Goldman Sachs
Boston, MA3 days ago $60k - $120k
...Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific... ...style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on...Second jobFlexible hoursShift workAscensus
Boston, MA5 days ago- Great Gray is seeking a Senior Investment Analyst to join its Investment team in Boston. This role supports portfolio management, manager research, and client support, requiring advanced Excel skills and a strong background in investment management. With 6+ years of experience...
Medium
Boston, MA3 days ago $60k - $120k
...Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to... ...style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on underlying...Flexible hoursShift workAscensus
Newton, MA4 days ago$115k - $140k
...Back Investment Analyst Boston, Massachusetts Our client, a well-established investment advisory firm serving high‑net‑worth individuals... ...and present research findings to the investment team. Track portfolio holdings, monitor performance, and provide ongoing investment analysis...Work at officeKBW Financial Staffing & Recruiting
Boston, MA2 days ago$135k - $200k
Investment Analyst, Weiss Asset Management LP, Boston, MA (in-person) Responsible for analyzing investment opportunities with a focus on mergers and acquisitions including researching new investment strategies and interpreting and analyzing complex financial data. Specific...Full timeInternshipWork at office$100.72k - $188.85k
...deployment strategy, driving financial analysis, and decision-making across M&A, organic growth (e.g. new product launches), and portfolio optimization initiatives. The team partners closely with Corporate Development and serves as a key advisor to senior leadership across...Full timeLocal areaRemote work$110k
...presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts.Responsibilities include but may not be limited to:Perform extensive financial/valuation analyses to value debt and equity for mergers...Full timeTemporary workWork experience placementSummer internshipCurrently hiringWork visa$75k - $121k
Description Liberty Mutual Investments (LMI) is seeking an Analyst to join its Investment Operations Shared Services Team supporting the reconciliation function of invested assets. The Shared Services Reconciliation Team plays a critical role in ensuring the accuracy...Work experience placementWork at officeLocal areaFlexible hours- ...Investment Banking Analyst ALANTRA is a global mid-market investment banking and asset management firm with offices across Europe,... ...advice on M&A, capital raising, financial restructuring, credit portfolio, and capital markets transactions. Alantra's U.S. business,...Work at office
Alantra
Boston, MA4 days ago $90k - $115k
...markets and frequently in emerging and frontier markets. Primary Responsibilities: - Works directly with senior portfolio managers, analysts, and traders on a variety of projects of a quantitative nature. Examples include backtesting various strategies, designing...Temporary workMorgan Stanley
Boston, MA4 days ago$90k - $180k
...our perspectives with those of our clients.THE POSITIONThe Risk Analyst, Fixed Income position is part of the global investment risk... ...department. The primary focus of GPS is leading Wellington Management’s portfolio oversight, risk measurement, and security analytics processes...Full timeRemote workFlexible hours1 day per week$65 - $95 per hour
Contract Investment Operations & ETF Business Analyst $65-to-$95-hour, actual compensation commensurate with experienceHybrid, in-office... ..., including input, processing, and exports• Knowledge of portfolio management support in Passive Index Management and Exchange Traded...Contract workTemporary workWork at officeLocal areaRemote workMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analyst. Be the first to apply!
