Analyst, Portfolio Management
NRE is seeking to hire an Analyst, Portfolio Management, for its U.S. Cities Industrial Fund ("Fund"), a perpetual, open-ended fund. Reporting to the Managing Director, Portfolio Management responsible for leading the Fund, the Analyst will be pivotal in helping implement and execute the investment strategy for the Fund, including portfolio construction, market and asset selection, financing, and making investment recommendations. The Analyst will also work closely with the U.S. Industrial Sector Team, which includes acquisitions, asset management, development, and capital markets, as well as the distribution, product, research, finance, and marketing teams.
The Analyst's primary responsibilities will be (i) extensive financial analysis (i.e. fund-level and property-level financial modeling, property valuation analyses, fund performance and benchmark analyses), (ii) investor reporting and presentations, and (iii) prospective investor marketing and due diligence. The Analyst will also be instrumental in assisting in executing the capital raising strategy for the Fund in partnership with the distribution team. Additionally, the Analyst will be an ambassador for the U.S. Industrial Sector at conferences and networking events on a national basis.
Key Responsibilities and Duties
- Support the Fund's objective of generating and sustaining outperformance by assisting in implementing and executing the Fund's investment strategy
- Develop and maintain extensive proprietary financial models to monitor and analyze the financial performance of the Fund portfolio, potential new investments, and financing
- Assist in ongoing property valuations, developing strategies for maximizing value, and creating hold / sell analyses in partnership with the U.S. Industrial Sector Team.
- Think critically about the risks and varying components of investments and the effect on overall Fund dynamics and composition
- Assess and evaluate the existing and potential operating characteristics of each Fund investment (i.e. revenue, expenses, capital expenditures, tenant credit, leases)
- Collaborate with asset management, finance, and performance measurement teams to obtain portfolio / asset information and prepare Fund performance analyses and reports
- Assist in drafting and presenting investment memorandums to the Investment Committee
- Assist in creating, maintaining, and presenting Fund investment overview presentations
- Assist in the ongoing preparation of Fund and property business plans
- Perform industry, market, and property specific research as well as competitive fund analyses
- Support fundraising and investor relations efforts including : setting and executing capital raising strategy, annual investor conference, advisory committee meetings, DDQ and RFP review, fulfilling investor requests, investor on-site meetings, and ongoing investor relations.
- Develop relationships with industry experts, strategic partners, investors, and fiduciaries by attending seminars, conferences, networking events to identify industry trends, potential capital sources, and promote the NRE brand.
Educational Requirements
University (Degree) PreferredWork Experience
No Experience RequiredPhysical Requirements
Physical Requirements : Sedentary WorkCareer Level 5IC
Preferred Qualifications :
1-3 years of experience in real estate; institutional real estate experience is a plusBA Degree in Accounting, Finance, Real Estate, or EconomicsCPA, and / or CFA a plusAI experience a plusTeam player who embraces collaboration with the ability to take initiative, work autonomously, and lead projects in an entrepreneurial environmentHigh proficiency in math, financial modeling, and understanding of valuation and return concepts; Argus experience a plusAbility to interact with investors and senior executives in a responsible and professional mannerWillingness to travel between the New York and Dallas offices, for investor meetings and property tours, and for industry events (15-25%)Related Skills Business Development, Client Relationship Management, Due Diligence, Financial Analysis, Financial Risk Management, Investment Management, Investment Strategy Acumen, Investor Relationship Management, Market / Industry Dynamics, Opportunity Strategy, Organizational Savviness, Portfolio Management, Real Estate Investments
Anticipated Posting End Date : 2025-11-06 Base Pay Range : $75,000 / yr - $125,000 / yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).