Portfolio Analyst
SDL Search Partners · Boston, Massachusetts, United States ·
Analyzes and models real-estate fund performance, builds financial reports, and supports portfolio optimization for an investment firm.
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.
Key Responsibilities:
- 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
Qualifications:
- 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.
Preferred Qualifications:
- 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