Portfolio AnalystSDL Search Partners • Boston, MA, United States

Portfolio Analyst

SDL Search Partners • Boston, MA, United States

25 days ago

Job type

Full-time

Job description

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.

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

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Portfolio Analyst • Boston, MA, United States

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