Portfolio Management Analytics Associate

Job Description

• Build, enhance, and maintain Excel‑based proprietary cash flow models for the firm’s real estate credit vehicles and underlying investments – including senior and subordinated loans, mezzanine debt, and preferred equity – serving as the subject matter expert for credit modeling tools and ad hoc analytical needs across PMA and the broader platform.
• Ensure credit cash flow models and analytical tools adhere to Affinius Capital’s best practices, quality standards, and control frameworks, and are consistently maintained, governed, and integrated within the firm’s broader data, reporting, and analytical ecosystem.
• Support the design and development of analytical models and tools that conform to evolving credit strategy needs – including sensitivities, scenario analysis, stress testing, and portfolio roll‑ups – participate in the evaluation, pilot, and migration of loan cash flow modeling from Excel into dedicated loan cash flow systems to improve scalability, control, consistency, and enterprise integration across the credit platform.
• Respond to ad‑hoc analytical requests from credit portfolio managers, senior management, and investors, with a focus on actual and projected credit performance, portfolio composition, liquidity, and economic impact to Affinius Capital’s management company.
• Support the development and delivery of credit‑focused reporting solutions for internal and external stakeholders, leveraging existing reporting platforms (including Power BI) and alternative tools as appropriate, all with a focus on publishing information to decision makers.
• Foster strong cross‑functional collaboration with teams in San Antonio, New York, and Europe, contributing to a cohesive, team‑oriented culture.
• Coordinate with the Compliance team to establish and maintain necessary disclosures around analytical work products.
• Perform additional duties as assigned.

• Bachelor’s degree from an accredited university, with preference for candidates demonstrating strong intellectual curiosity, technical aptitude, and quantitative proficiency.
• 3-5 years of relevant experience developing advanced Excel-based cash flow models, preferably in private equity real estate and credit lending strategies.
• Advanced proficiency and proven experience in Excel (macros, VBA, advanced formulas, pivot tables, conditional formatting, data simulations).
• Attention to detail is a must, as are strong communication skills and a high degree of emotional intelligence.
• Strong organizational skills are required.
• Self-starter; capable of developing and meeting deadlines in a fast-paced environment.
• Willing to work extended hours, on-site.
• Qualifications may warrant placement in a different job title.

• Advanced skill in Excel and Word applications.
• Ability to prioritize assignments to meet several deadlines.
• Excellent analytical, quantitative, and problem-solving skills.
• Exceptional written and verbal communication skills.  
• Working knowledge of Power BI and Data Analysis Expressions (DAX) is a plus.