Current jobs related to Asset Management Analyst - Dallas - Compatriot Capital, Inc.
-
Private Asset Data Analyst
6 days ago
Dallas, Texas, United States LP Analyst Full timeAbout LP AnalystLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors.Job SummaryPrivate...
-
Private Asset Analyst Intern
3 months ago
Dallas, United States LP Analyst Full timeJob DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision making intelligence into the hands of today’s...
-
Private Asset Analyst Intern
3 months ago
Dallas, United States LP Analyst Full timeCompany Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision making intelligence into the hands of today's demanding investors. Our firm truly...
-
Private Asset Investment Analyst Intern
1 week ago
Dallas, Texas, United States LP Analyst Full timeCompany Overview LP Analyst is a premier independent firm specializing in cloud-based analytics and consulting solutions for private assets. We collaborate closely with many of the most distinguished institutional investors (LPs) and fund managers (GPs) to provide actionable insights that enhance decision-making processes for today's discerning investors....
-
Private Asset Investment Analyst Internship
1 week ago
Dallas, Texas, United States LP Analyst Full timeJoin Our Team at LP AnalystLP Analyst stands at the forefront of private asset analytics and advisory services, partnering with institutional investors and fund managers to deliver insightful intelligence. We invite motivated individuals to become part of our vibrant team.Position OverviewWe are pleased to offer a paid internship opportunity within our...
-
Private Equity Analyst
3 months ago
Dallas, United States LP Analyst Full timeJob DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s...
-
Private Equity Analyst
2 months ago
Dallas, United States LP Analyst Full timeCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...
-
Private Equity Analyst
7 days ago
Dallas, United States LP Analyst Full timeJob DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s...
-
Private Equity Analytics Senior Analyst
3 months ago
Dallas, United States LP Analyst Full timeJob DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s...
-
Private Equity Analytics Senior Analyst
3 months ago
Dallas, United States LP Analyst Full timeCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...
-
Private Equity Analytics Senior Analyst
3 months ago
Dallas, United States LP Analyst Full timeCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s demanding investors.Our firm truly...
-
Private Equity Analyst Intern
2 weeks ago
Dallas, Texas, United States LP Analyst Full timeCompany Overview LP Analyst is a premier independent analytics and consulting firm specializing in private asset cloud-based solutions. We collaborate closely with some of the most distinguished institutional investors (LPs) and fund managers (GPs) to enhance actionable decision-making intelligence for today's discerning investors. Our organization operates...
-
Private Equity Analysts
1 week ago
Dallas, United States LP Analyst Full timeCompany Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry's most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today's demanding investors. Our firm truly...
-
Private Equity Analyst
7 days ago
Dallas, United States LP Analyst Full timeJob DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s...
-
Dallas, United States LP Analyst Full timeCompany OverviewLP Analyst is the leading cloud-based private asset portfolio management analytics platform for institutional limited partners. We work closely with many of the industry’s most prominent institutional investors and fund managers to get better, more actionable decision-making intelligence into the hands of today’s demanding investors. Our...
-
Dallas, United States LP Analyst Full timeJob DescriptionJob DescriptionCompany OverviewLP Analyst is the leading cloud-based private asset portfolio management analytics platform for institutional limited partners. We work closely with many of the industry’s most prominent institutional investors and fund managers to get better, more actionable decision-making intelligence into the hands of...
-
Dallas, United States LP Analyst Full timeJob DescriptionJob DescriptionCompany OverviewLP Analyst is the leading cloud-based private asset portfolio management analytics platform for institutional limited partners. We work closely with many of the industry’s most prominent institutional investors and fund managers to get better, more actionable decision-making intelligence into the hands of...
-
Asset Management Analyst
2 weeks ago
Dallas, Texas, United States PNC Bank NA Full timeJob Overview:PNC Bank NA is seeking a dedicated individual to fill the role of Division Order Analyst. The ideal candidate will engage in the oversight and evaluation of fiduciary, investment, and operational activities pertaining to the assessment and movement of special assets.Assists fiduciary analysts with matters related to special assetsEvaluates...
-
Analyst, Asset Management
2 months ago
Dallas, Texas, United States Michael Page Full timeGrowing real estate investment firm with immediate needs in Asset ManagementCompetitive compensation & benefits package About Our Client Michael Page have partnered with a growing real estate investment and development firm specializing in Multifamily assets throughout the US. Our client is seeking a Multifamily Asset Management Analyst to join their team....
-
Document Administrator
3 weeks ago
Dallas, United States LP Analyst Full timeJob DescriptionJob DescriptionCompany OverviewLP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutional investors (LPs) and fund managers (GPs) to get better, more actionable decision-making intelligence into the hands of today’s...
Asset Management Analyst
4 weeks ago
Job Title: Asset Management Analyst
FLSA Status: Exempt
About Us: At Compatriot Capital, Inc. (“Compatriot”), our strategic focus is on investing in real estate companies and their projects. We are dedicated to growing enterprise value by forging strong relationships with talented and committed partners in the real estate industry. Our mission is to provide crucial capital support to facilitate the growth and expansion of private real estate operating companies while building a diverse portfolio of real estate assets. Compatriot currently manages $2.0bn of real estate investments with an ambitious growth plan for the next 10 years. Compatriot is a wholly owned subsidiary of Sammons Enterprises, Inc. (“Sammons”), one of the largest privately held companies in the U.S. according to Forbes. Sammons is proudly 100% employee owned. Our unique capitalization is the foundation of our culture of ownership.
Supervisor: Asset Manager
Job Summary: As an Asset Management Analyst at Compatriot, you will provide analytical support to the asset management team, assisting in the monitoring and optimization of the performance of Compatriot’s diversified real estate portfolio. You will be involved in various aspects of asset management, including financial analysis, reporting, and collaboration with internal and external stakeholders to ensure the successful execution of Compatriot strategies.
Key Responsibilities:
- Provide analytical support to asset managers by preparing and maintaining financial models, conducting market research, and performing data analysis to inform decision-making.
- Assist in developing and implementing strategies to optimize the existing real estate portfolio.
- Coordinate with asset managers and portfolio managers to ensure seamless execution of investment strategies on stabilized assets.
- Support the coordination of asset valuations and appraisals.
- Perform site visits as required to assess property conditions and performance.
- Collect, review, and catalog reports, financial statements, and other materials from portfolio companies according to established procedures.
- Identify and flag material deviations from business plans or projections for senior management.
- Assist in creating detailed financial projections for individual assets and the portfolio.
- Support the preparation of quarterly and annual financial reports for senior management.
- Support the review of property level budgets and incorporation into the annual Compatriot plan for submission to Sammons.
- Help establish scalable processes and procedures for the portfolio management and asset management functions.
- Assist in the implementation of a data strategy and platform for the Compatriot portfolio.
- Assist in ongoing asset management activities, including evaluating operator and property performance compared to underwriting and ensuring business plan execution.
- Collaborate with property management partners, insurance brokers, lending partners, brokers, tax consultants, and attorneys to provide direction for and oversight of business plans, budgets, forecasts, leases, analysis, and approvals.
- Support special projects and ad hoc analysis as needed to address operational or capital issues and identify new opportunities to increase property value.
Education and Qualifications:
- BA/BS degree with strong record of academic achievement; graduate degree a plus.
- 2-5 years of real estate/finance or consulting experience a plus.
- Strong financial, oral, and written communication skills.
- Highly organized, detail-oriented, and able to handle multiple projects in team settings.
- Proficient in Excel, Office, PowerPoint, and willingness to adopt new technologies leveraged across the company’s portfolio.
- High level of initiative, strong work ethic, attention to detail, and willingness to work across teams.
- Ability to travel overnight for property inspections and site visits.
- Availability to perform work in the corporate office (located in Dallas, Texas) up to five (5) days per week.
Other Duties: Please note this job description is not exhaustive. Responsibilities and activities may evolve in line with the Compatriot’s needs.
