Portfolio Management Analyst
3 weeks ago
Position Summary The Portfolio Management Analyst will support the management and performance analysis of a multifamily real estate portfolio. This role involves data analysis, financial modeling, reporting, and supporting strategic decision-making to maximize portfolio returns and mitigate risk. The Analyst will work closely with development, asset management, finance, and senior leadership teams. Key Responsibilities Assist in monitoring and evaluating the performance of multifamily real estate assets within the portfolio, using financial and operational metrics. Build and maintain detailed financial models and cash flow projections at the asset and portfolio levels. Prepare monthly, quarterly, and annual investor reporting, including performance summaries, benchmarking, and variance analysis. Conduct hold/sell/refinance analysis and support business plan updates. Analyze market trends and portfolio risk exposure to help inform strategic decisions. Support budgeting, reforecasting, and valuation processes in coordination with Asset Management, Development, and Accounting teams. Maintain and enhance internal dashboards and portfolio analytics tools. Assist in ESG data collection and reporting, where applicable. Participate in Investment Committee preparation as needed. Collaborate with Development and Investments to assess pipeline impact on overall portfolio strategy. Qualifications Bachelor's degree in Real Estate, Finance, Economics, or a related field. 1-3 of experience in real estate, finance, or investment analysis; internship experience in real estate or investment banking may be considered. Strong financial modeling and Excel skills (Argus a plus). Proficient in PowerPoint and data visualization tools (Tableau, Power BI, or similar preferred). Understanding of real estate fundamentals, investment principles, and valuation methodologies. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities in a fast-paced, deadline-driven environment. Team-oriented with a strong work ethic and attention to detail.
-
Portfolio Management Analyst
5 days ago
Charlotte, NC, United States Quarterra Full timePosition Summary The Portfolio Management Analyst will support the management and performance analysis of a multifamily real estate portfolio. This role involves data analysis, financial modeling, reporting, and supporting strategic decision-making to maximize portfolio returns and mitigate risk. The Analyst will work closely with development, asset...
-
Charlotte, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams.The Analyst will manage client account...
-
Charlotte, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
-
Senior Analyst, Portfolio Management
2 days ago
Charlotte, United States Chubb Full timeSr Portfolio AnalystAs an integral member of the Small & Lower Mid-Market Portfolio Management team, the Sr Portfolio Analyst will be responsible for driving the Division's commercial P&C underwriting profitability, growth and digital transformation objectives. He/she will collaborate closely with advanced analytics and data science colleagues to advance...
-
Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
-
Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
-
Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
-
Charlotte, NC, United States Horizon Investments Full timeThe Analyst will support the daily oversight and operations of Horizon's Custom Portfolio Offering within the Investment Management team. This role combines investment analysis, portfolio management, trading, and performance reporting, with an emphasis on precision, process improvement, and collaboration across teams. The Analyst will manage client account...
-
Portfolio Analyst
2 weeks ago
Charlotte, United States Allspring Global Investments Full timeDescriptionElevate Your Career Work where your ideas have impact COMPANY Allspring is a leading asset management firm with close to $600 billion of assets under management, 24 offices globally, and specialized investment teams supported by more than 480 investment professionals. Allspring and our investment teams provide a broad range of differentiated...
-
Portfolio Analyst
2 weeks ago
Charlotte, United States Allspring Full timeElevate Your Career Work where your ideas have impactCOMPANY Allspring is a leading asset management firm with close to $600 billion of assets under management, 24 offices globally, and specialized investment teams supported by more than 480 investment professionals. Allspring and our investment teams provide a broad range of differentiated products and...
