Portfolio Management Analytics Associate

2 days ago

San Antonio, Texas, United States Affinius Capital Full time
Job Title: Portfolio Management Analytics Associate

At Affinius Capital, we are seeking a highly skilled Portfolio Management Analytics Associate to join our team. As a key member of our Portfolio Management Analytics group, you will play a critical role in supporting the development and maintenance of our analytical and reporting platform.

Key Responsibilities:
  • Support the Head of Analytics/Portfolio Management Analytics in managing the quarterly production of all investment, fund, and investor proprietary models and related historical and forward cash flows and metrics of the portfolio.
  • Develop and maintain advanced Excel-based financial models for institutional managers, with a focus on private equity real estate.
  • Enhance existing proprietary models and build additional Excel-based models and related tools as required, utilizing proven knowledge of and experience in using Excel macros and VBA, advanced formulas, conditional formatting, pivot tables, and data simulations.
  • Provide thought-leadership around the design of all analytical tools and the supporting infrastructure that connects those tools with external data sources and systems.
  • Collaborate with members of the Compliance team to establish and maintain necessary disclosures around analytical work product.
Requirements:
  • Bachelor's degree from an accredited university, preferably with an emphasis in a quantitative field of study, such as Finance, Mathematics, Data Science, or related field.
  • 3-5 years of relevant experience developing Excel-based financial models for an institutional manager, preferably in private equity real estate.
  • Advanced proficiency and proven experience in Excel (macros, VBA, advanced formulas, pivot tables, conditional formatting, data simulations).
  • Strong organizational skills, with the ability to prioritize assignments to meet several deadlines.
  • Excellent analytical, quantitative, and problem-solving skills, with exceptional written and verbal communication skills.
What We Offer:

At Affinius Capital, we offer a comprehensive benefits package, including comprehensive medical, dental, and vision plans, 401(k), educational and professional designation assistance, business casual dress attire, and much more. Qualified applicants must successfully complete a pre-employment background screen.

Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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