Sr. Analyst, Real Estate Portfolio Management
1872 Consulting, Dallas, TX, United States
Dallas, TX – 4 days onsite, 1 day WFH
Summary This is a newly created role for a new $80B real estate lending platform, on a newly created team, focused on Reporting, Financial Modeling and Process Improvements for a growing real estate portfolio that spans broad categories including residential and commercial, across multiple geographies, spanning both private and public markets. We are looking for candidates strong with Excel, passionate about financial modeling and creating efficient processes through technology, who can manage projects end-to-end, sourcing data, through doing the financial modeling, through putting together recommendations for the deal team.
What you’ll be doing:
Responsible for preparing and delivering comprehensive reports and insights for executive team and external clients, focusing on portfolio performance, activity and composition
Creation of presentations and other deliverables for internal and external meetings
Work with broader Portfolio Management to gather, coordinate and synthesize data and analytics, ensuring accurate and timely reporting
Document business requirements for reporting and process changes, ensuring clarity and alignment across business areas and reducing redundancies
Identify opportunities for process enhancements and enhance existing processes and operations
Evaluate technology solutions to automate reporting processes and enhance data accuracy
Collaborate with technology teams to ensure integration of new tools and systems
If you have experience with SQL, Python, VBA or other data mining tools, you’ll have the ability to leverage them to drive better data inputs into the financial models – but experience is not required
Position Requirements:
Must have a Bachelor’s Degree, ideally in Finance or a related field
Must have Advanced Excel experience – there will be an Excel assessment in the interview process
Must have 2+ years of experience working in real estate, doing financial modeling/analysis – we are open on specifics here (residential, commercial, PE firm, Asset Manager, iBank, Broker, Lender, Owner/Operator, etc.)
Also open to more senior candidates! Just looking for great people
Must have polished communication skills
Nice to haves
Experience with SQL, Python, VBA or other programming languages
Experience presenting recommendations on portfolio analysis to executive stakeholders
#J-18808-Ljbffr
Summary This is a newly created role for a new $80B real estate lending platform, on a newly created team, focused on Reporting, Financial Modeling and Process Improvements for a growing real estate portfolio that spans broad categories including residential and commercial, across multiple geographies, spanning both private and public markets. We are looking for candidates strong with Excel, passionate about financial modeling and creating efficient processes through technology, who can manage projects end-to-end, sourcing data, through doing the financial modeling, through putting together recommendations for the deal team.
What you’ll be doing:
Responsible for preparing and delivering comprehensive reports and insights for executive team and external clients, focusing on portfolio performance, activity and composition
Creation of presentations and other deliverables for internal and external meetings
Work with broader Portfolio Management to gather, coordinate and synthesize data and analytics, ensuring accurate and timely reporting
Document business requirements for reporting and process changes, ensuring clarity and alignment across business areas and reducing redundancies
Identify opportunities for process enhancements and enhance existing processes and operations
Evaluate technology solutions to automate reporting processes and enhance data accuracy
Collaborate with technology teams to ensure integration of new tools and systems
If you have experience with SQL, Python, VBA or other data mining tools, you’ll have the ability to leverage them to drive better data inputs into the financial models – but experience is not required
Position Requirements:
Must have a Bachelor’s Degree, ideally in Finance or a related field
Must have Advanced Excel experience – there will be an Excel assessment in the interview process
Must have 2+ years of experience working in real estate, doing financial modeling/analysis – we are open on specifics here (residential, commercial, PE firm, Asset Manager, iBank, Broker, Lender, Owner/Operator, etc.)
Also open to more senior candidates! Just looking for great people
Must have polished communication skills
Nice to haves
Experience with SQL, Python, VBA or other programming languages
Experience presenting recommendations on portfolio analysis to executive stakeholders
#J-18808-Ljbffr