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 19 hours ago
Similar jobs that could be interesting for youBased on the Portfolio Analyst in Boston, MA vacancy
- Daley And Associates, LLC in Boston is seeking a Portfolio Investment Analyst to join our team on a hybrid schedule. You will support the investment operations and assist with reporting, due diligence, and portfolio rebalancing. The ideal candidate has 1+ year in investment...Suggested
$80k - $100k
Title: Portfolio Investment Analyst Location: Boston (Hybrid) Compensation: $80-$100K base salary Type: Permanent An investment services company in Boston is seeking a Portfolio Investment Analyst to join the team. We are looking for a person with 1+ years of experience...SuggestedPermanent employmentWork at office$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...SuggestedCurrently hiringWork at officeLocal areaWorldwideLoomis Sayles & Company
Boston, MA19 hours 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...Suggested
Jobtailor
Boston, MA3 days ago $100k - $120k
...Job Description Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As 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...SuggestedFull timeDigital Realty
Boston, MA1 day ago$70k - $90k
...and development. I’m writing to inform you that one of my client companies, an investment firm located in Boston, is seeking a Portfolio Analyst. This individual will be tasked with supporting a small team of Senior Advisors who carry a book comprised of UHNW clients by...Masis Professional Group
Boston, MA1 day ago- ...Company Overview LIM Portfolio Operations Analyst – Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee‑owned investment firm managing over $23 billion in fixed‑income, equity, and alternative investment strategies. We manage separate accounts...
Longfellow Investment Management
Boston, MA3 days ago - ...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
Vestmark
Boston, MA4 days ago - Capital One in Cambridge, MA is seeking an Analyst, Underwriting & Portfolio Management for Commercial Real Estate. You will advance beyond basic credit risk management, identify trends, and escalate issues across the portfolio. Responsibilities include due diligence, financial...
$175k - $200k
Franklin Templeton is looking for an experienced Portfolio Analyst in Boston to support portfolio construction and provide customized investment solutions. The role involves collaborating with various teams to enhance the investment process through strong quantitative and...$125k
Portfolio Analyst - Valuation & Reporting Boston, MA | Fully Onsite (5 Days Per Week) Compensation: Base salary up to $125,000 plus annual bonus A leading private investment firm is seeking a Portfolio Analyst - Valuation & Reporting to join its Finance team. This individual...$70k - $90k
Masis Professional Group is seeking a Portfolio Analyst in Boston. The ideal candidate will provide support to a small team of Senior Advisors managing UHNW clients by performing client reporting, monitoring portfolio transactions, and ensuring the integrity of portfolio...- ...looking to flex their analytical prowess in combination with portfolio management. As an integral member of the Global Project Management... ...documented, accurate and repeatable. Partners with other analysts and portfolio managers to drive project and portfolio data accuracy...Work at officeLocal areaFlexible hours
- Loomis Sayles & Company seeks a Client Portfolio Analyst in Boston to support the relationship management team and service clients with timely investment information. You will translate complex data into clear client-ready materials and work across teams to meet deadlines...
$79.2k - $88k
Brown Advisory in Boston seeks a dynamic Operations team member to support complex client reporting through the Addepar portfolio accounting system. This role involves owning operational processes, generating reports, and collaborating with client teams. Candidates must...- Fixed Income Portfolio Analyst, Securitized Team page is loaded Fixed Income Portfolio Analyst, Securitized Team Apply locations Boston, MA, United States time type Full time posted on Posted 30+ Days Ago job requisition id R91502 About Us Wellington Management offers comprehensive...Full timeRemote workFlexible hours1 day per week
- A global investment management firm based in Boston is seeking a Fixed Income Portfolio Analyst for their Securitized Team. The role involves collaborating with Portfolio Managers to execute effective investment strategies, maintaining compliance with client guidelines,...
- Wellington Management Company is seeking a Fixed Income Portfolio Analyst to work with the Global Credit team in Boston. In this role, you will interact closely with portfolio managers and traders, ensuring the accurate execution of investment strategies. The position requires...
$80k - $150k
Fixed Income Portfolio Analyst - Boston, MA Wellington Management seeks a Fixed Income Portfolio Analyst to work with the Global Credit team in Boston, implementing investment strategies across client portfolios. Responsibilities Interact closely with portfolio managers...Flexible hours- Olympus Corporation is seeking a talented individual to join the Global Project Management Office in Boston. This position focusses on project governance, ensuring compliance with the NPD process, and fostering cross-functional collaboration. Candidates must have a Bachelor...
$110k - $140k
The Fixed Income Portfolio & Data Analyst supports the firm's Municipal and Taxable Fixed Income investment teams through strategy attribution, portfolio positioning and characteristics analysis, and risk controls reporting. As a member of the Enterprise Data & Analytics...Work at officeLocal areaRemote work1 day per week- Digital Realty is seeking a Portfolio Analyst in Boston to support financial performance and strategic decision-making across a diverse data center asset portfolio. You will partner with Portfolio Management leadership to deliver cash flow analyses, forecasts, and executive...
$110k - $140k
Gwkinvest in Boston is seeking a Fixed Income Portfolio & Data Analyst to support the Municipal and Taxable Fixed Income investment teams. The role involves managing regular reporting, responding to ad-hoc requests, and supporting analytical tasks related to portfolio...- Beacon Hill is seeking a Portfolio Analyst - Valuation & Reporting in Boston, MA on-site to drive portfolio monitoring, valuation analysis, fund reporting, and investor reporting across a private investment portfolio. The ideal candidate will blend strong financial acumen...
$175k - $200k
Franklin Templeton Investments seeks an experienced Portfolio Analyst to join their portfolio solutions team in Boston, MA. You will focus on portfolio construction and optimization to deliver tailored investment products through collaboration with various teams. The ideal...$175k - $200k
...Boston and backed by the significant resources and scale of Franklin Templeton. Position Summary The portfolio solutions team is seeking an experienced Portfolio Analyst to support portfolio construction, customization, and portfolio solutioning efforts across...Work at officeLocal area$175k - $200k
Position Summary: The portfolio solutions team is seeking an experienced Portfolio Analyst to support portfolio construction, customization, and portfolio solutioning efforts across investment strategies. The role focuses on enhancing the investment process by applying...Work at officeLocal area$72.88k - $109.32k
A leading food retailer is seeking a Project Portfolio Analyst in Quincy, MA. This role includes responsibilities in reporting and monitoring, along with supporting portfolio management standards. Applicants should have a Bachelor's degree and at least 3 years of project...Remote workFlexible hours- A financial services company in Boston is looking for a qualified analyst to handle portfolio accounting and reconciliation. The position requires 3-5 years of experience in financial services and strong Excel skills. The role involves analyzing discrepancies between internal...Contract work
$116k - $143k
...diligence on third-party managers, including leading diligence meetings and providing investment recommendations. Monitor existing portfolio holdings and support ongoing investment due diligence. Assist with integrating ESG considerations into the investment process for...Work at officeChoate Hall & Stewart
Boston, MA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analyst. Be the first to apply!
Related searches