Senior Financial Analyst, Real Estate -Asset Management

Overview

A leading institutional real estate investment manager is seeking a Senior Financial Analyst, Portfolio Modeling & Analytics to support and enhance its enterprise portfolio modeling, forecasting, and investment analytics platform.

This individual will partner closely with Portfolio Management, Investments, Finance, and Technology teams to develop sophisticated forecasting models, scenario analysis tools, and portfolio planning solutions that support investment decision-making across multiple real estate investment vehicles.

The platform serves as a central component of the firm's investment process, enabling stakeholders to evaluate acquisitions, dispositions, financing strategies, capital allocation decisions, portfolio construction, and fund-level financial performance.

This is an outstanding opportunity for an intellectually curious and analytically driven professional who enjoys working at the intersection of finance, real estate, data, and technology.

Why This Opportunity?

This role provides direct exposure to investment professionals, portfolio managers, and senior finance leaders responsible for capital deployment and portfolio strategy.

The successful candidate will contribute to a mission-critical analytics environment used to:

• Evaluate acquisition and disposition opportunities
• Forecast fund and portfolio performance
• Analyze financing alternatives
• Support portfolio construction decisions
• Conduct scenario planning and sensitivity analysis
• Drive strategic capital allocation initiatives

This position offers the opportunity to play a meaningful role in shaping investment decisions while developing expertise across institutional real estate, portfolio management, forecasting, and enterprise analytics.

Key Responsibilities

Portfolio Forecasting & Financial Modeling

• Design, develop, and enhance portfolio forecasting and investment analytics models.
• Support portfolio construction, fund planning, investment underwriting, and performance analysis initiatives.
• Develop sophisticated scenario analysis tools utilized for evaluating acquisitions, dispositions, refinancing strategies, and capital deployment decisions.
• Build models that measure the impact of investment decisions on:
• NAV
• GAV
• Cash flow
• Revenue and expense forecasts
• Leverage metrics
• Fund-level financial performance
• Develop and improve forecasting methodologies supporting investment and business planning activities.

Investment & Business Partnership

• Partner directly with portfolio managers, acquisitions teams, finance leadership, and other business stakeholders.
• Translate business objectives into scalable analytical and financial modeling solutions.
• Support strategic planning initiatives through financial analysis and decision-support modeling.
• Provide analytical insight and challenge assumptions to improve decision quality.
• Assist stakeholders in evaluating alternative investment and portfolio scenarios.

Analytics Platform Development

• Help drive enhancements to the firm's portfolio modeling and forecasting infrastructure.
• Work closely with technology teams to develop scalable analytical solutions and system integrations.
• Identify opportunities to improve:
• Automation
• Data quality
• Reporting capabilities
• Model performance
• Operational efficiencies
• Participate in testing, implementation, and deployment of new analytical capabilities.

Project Management & Documentation

• Lead projects from requirements gathering through implementation.
• Develop and maintain:
• Business requirements
• Functional specifications
• Process documentation
• Testing plans
• End-user training materials
• Coordinate project activities across business and technology teams.
• Support change management and user adoption of new capabilities.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Engineering, Computer Science, or a related field.
• 3+ years of experience in:
• Financial analysis
• Financial modeling
• FP&A
• Investment analysis
• Business analytics
• Related finance or analytical disciplines
• Experience within one or more of the following environments:
• Commercial real estate
• Investment management
• Private equity
• Asset management
• Fund accounting
• Corporate finance
• Advanced financial modeling and analytical skills.
• Advanced Microsoft Excel proficiency.
• Strong problem-solving and critical-thinking abilities.
• Proven ability to manage initiatives independently from conception through implementation.
• Excellent communication and stakeholder management skills.
• Strong attention to detail and commitment to delivering accurate results.
• Ability to manage multiple priorities in a fast-paced environment.
• Demonstrated interest in portfolio management, forecasting, investment analysis, and data-driven decision-making.
• Experience leveraging AI-enabled productivity tools such as Microsoft Copilot, ChatGPT, or similar technologies.

Preferred Qualifications

• Experience with enterprise planning and modeling platforms, particularly Anaplan.
• Background developing models used for:
• Portfolio forecasting
• Financial planning
• Scenario analysis
• Capital planning
• Investment decision support
• Strong understanding of:
• Institutional real estate investing
• Portfolio construction
• Fund structures
• Debt financing
• Investment performance measurement
• Experience supporting enterprise-scale forecasting and analytics environments.
• Strong SQL and relational database knowledge.
• Experience with Power BI or similar business intelligence platforms.
• Ability to evaluate complex business scenarios and develop practical, data-driven solutions.