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Analyst, Performance Analytics and Portfolio Modeling
Analyst, Performance Analytics and Portfolio ModelingRealterm • Annapolis, MD, United States
Analyst, Performance Analytics and Portfolio Modeling

Analyst, Performance Analytics and Portfolio Modeling

Realterm • Annapolis, MD, United States
13 hours ago
Job type
  • Full-time
Job description

Realterm is a real estate operator whose employees have a track record of capitalizing on durable insights into the supply and demand of real assets through the global supply chain. Realterm seeks to build and invest in value-added business platforms that have a proprietary position in their markets, source investments with favorable supply / demand dynamics and bring intense focus to operating results.

Realterm offers several career fields such as Accounting, Asset Management, Capital Markets and Investor Relations, Construction, Finance, Investments, Leasing, and Property Management that make working here unique, challenging, stimulating, and rewarding. With offices in Amsterdam, Annapolis, Baltimore, Chicago, Frankfurt, Houston, Los Angeles, Montre al, New York, Singapore and Sydney, you are empowered to take your career where you want it to go.

A career at Realterm allows you thrive in a fast-paced workplace environment with tremendous scale. Enjoy working in a collaborative environment with supportive teammates where you will be challenged to grow and be at your best every day. We offer our employees a robust and competitive benefits package. If you are looking for a rewarding career in private equity commercial real estate, apply today.

We are seeking a high-energy, detail-oriented, and curious Analyst to join our growing Performance Analytics & Portfolio Modeling team. This role is critical in providing accurate and timely performance reporting and analysis across Realterm's private equity fund platforms. The ideal candidate will have a passion for data integrity, a willingness to learn complex modeling, and the drive to contribute meaningfully in a collaborative and dynamic environment. This position will be part of a broader Analyst Program at Realterm, and will be located in Annapolis, MD.

Responsibilities

  • Calculate, and maintain key fund and deal-level performance metrics, including but not limited to :
  • Gross and Net IRR
  • Gross and Net MOIC (Multiple on Invested Capital)
  • Gross and Net Time-Weighted Return (TWR)
  • Individual asset-level performance and projections
  • Partner closely with Fund Management, Fund Accounting, and Capital Markets teams to ensure accuracy and timeliness of all performance data.
  • Ensure all metrics and reports comply with standards applicable to an SEC-registered investment advisor.
  • Develop, enhance, and maintain complex financial models used in fund performance analysis and forecasting.
  • Contribute to the standardization and consistency of performance metrics across all investment platforms.
  • Support ongoing fund reporting, capital raising, and investor relations efforts with ad hoc analysis and deliverables.
  • Participate in building automated processes and scalable tools for performance tracking.

Qualifications

  • Strong analytical and quantitative skills, with proven ability to work with financial models and large datasets.
  • Proficiency in Excel; familiarity with performance systems or business intelligence tools is a plus.
  • Highly organized with strong attention to detail and commitment to data accuracy.
  • Excellent communication and interpersonal skills; ability to collaborate effectively across teams.
  • Self-starter with eagerness to learn and thrive in a fast-paced environment
  • Education and / or Experience

  • Bachelor's degree in Finance, Accounting, Economics, or a related field; advanced coursework or certifications (e.g., CFA, CAIA) a plus.
  • 1-3 years of experience in a finance, investment, fund reporting, or analytical role; real estate or private equity experience preferred.
  • Work Environment

    The position will work in a general office setting and may require travel, up to 10% of time annually, to remote office locations based on organizational / business needs.

    Physical Demands

    Must be able to remain in a stationary position for most of the workday, sitting at a desk, consistently operating a computer. The person in this position must be able to access file cabinets and office machinery (to include a computer, copier, and fax machine). On occasion, may need to lift boxes of up to 10 lbs.

    Realterm prioritizes, embraces and values safe, inclusive and collaborative environments and is committed to intentionally building a workplace where our employees can succeed. Full-time eligible employees may participate in our robust benefits program which includes healthcare (single and family coverage available), retirement plan with matching contributions, paid leave, volunteer time off, wellness / lifestyle benefits and more. More information regarding benefits and total compensation will be provided during the hiring process.

    Realterm is an equal opportunity employer, as we value and respect diversity. We encourage diversity in ideas, opinions, experiences and identities. We do not discriminate in our employment practices based upon protected class, to include race, color, religion, sex, national origin, age, disability or genetic information.

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    Portfolio Analyst • Annapolis, MD, United States

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