Investor Relations-Portfolio Analyst

Job Description

• Conduct monthly and quarterly investor reporting and update third-party databases
• Prepare presentation materials for investor meetings
• Respond to client inquiries, DDQs, and RFPs in a timely manner
• Maintain CRM and support Business Development with sales and prospecting
• Develop content including marketing materials and market analyses

• Prepare monthly financial reports for asset performance tracking
• Update and monitor key performance metrics
• Develop and maintain complex financial models
• Assist in monitoring and tracking financial performance of assets, including variance analysis

• Analyze portfolio data and key real estate/macroeconomic trends
• Assist with benchmarking/attribution analysis
• Execute ad hoc projects and generate reporting for investors and management

• Bachelor's degree, preferably in Finance, Real Estate, Economics, Mathematics, or Engineering
• 2-3 years in an analytical/data-driven role, preferably at an investment bank or asset manager
• Advanced ability to create and manipulate complex financial models in Excel
• Working knowledge of cash flow modeling
• Strong writing and communication skills
• Understanding of finance and real estate concepts
• Proficiency with Microsoft Office applications
• Experience with RealPage, CoStar, Chatham Financial a plus
• Familiarity with CRM tools preferred

• Strong analytical and quantitative skills
• Self-starter with ability to work independently and take initiative
• Excellent attention to detail
• Ability to multi-task and stay organized while working under deadlines
• Proactive problem-solver with intellectual curiosity