Portfolio Analytics Specialist
4 days ago
About the Role
The Portfolio Analytics Associate will work closely with the Chief Financial Officer (CFO) and Chief Operating Officer (COO) to provide strategic support to the firm's growth initiatives. This role will require coordination across various departments, including Finance, Accounting, Asset Management, Acquisitions, and Investor Relations.
Key Responsibilities
- Develop, maintain, and enhance fund and separate account-level models to support investment decisions.
- Aggregate, validate, and manage property, fund, and return data in the proprietary data warehouse to ensure accuracy and reliability.
- Maintain the data warehouse, add new data sets, and develop templates for collecting data to support business needs.
- Design and maintain Tableau dashboards with key performance indicators and portfolio statistics for all divisions of the firm.
- Analyze aggregated property-level data to assess current fund needs and forecast fund performance.
- Update quantitative aspects of quarterly marketing materials used by the investor relations team.
- Respond to due diligence requests and develop tools to increase efficiency and accuracy.
- Continuously develop processes, policies, and procedures to support business growth.
- Provide ad hoc analysis for management as requested.
- Collaborate with the Fund Controller and third-party Administrator to validate ongoing performance of open-end funds.
Preferred Qualifications
- Bachelor's degree in finance, accounting, or a related field with strong academic credentials, preferably with a minor in Management Information Systems (MIS) or computer science.
- At least 3 years of related finance experience in investment banking, consulting, programming, or a related field.
- Diligent work ethic with the ability to take initiative and work comfortably in a fast-paced environment with simultaneous ongoing projects.
- Keen interest and curiosity in private equity and institutional-level real estate investing.
- High level of proficiency in Microsoft Office Professional Suite, especially as it relates to Excel.
- Knowledge of Tableau, Python, SQL, and VBA.
- Ability to work with large data sets and a strong understanding of data warehouses.
- Impeccable organizational skills.
- Familiarity with private equity fee structure (performance fee waterfalls, management fees, etc.).
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