Portfolio Management Associate

1 week ago


Charlotte, NC, United States Quarterra Full time
Position Summary

The Portfolio Management Associate 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.
  • 3-5 years 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.


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