Data Reporting Analyst (Real Estate)
TBG | The Bachrach Group, New York, NY, United States
A global real estate investment management firm is seeking a Data & Reporting Associate to support the Portfolio Management Team with portfolio analytics, data integrity, and investor reporting across its real estate debt platform. This role is part of the is central to ensuring high‑quality, timely, and accurate data for both recurring and ad‑hoc reporting needs.
The position requires close collaboration with internal teams and external partners. Strong analytical skills, attention to detail, professionalism, and the ability to work independently in a fast‑paced investment environment are critical. A mindset focused on process improvement, automation, and innovation is highly valued.
Key Responsibilities
Manage, analyze, and validate commercial real estate loan and portfolio data.
Maintain and enhance analytical models, reporting tools, and dashboards.
Prepare and coordinate recurring and ad‑hoc internal and investor reports, ensuring accuracy and timely distribution.
Enforce strong data governance through controls, reconciliations, and quality checks.
Partner with internal stakeholders and third‑party service providers to optimize data and reporting processes end‑to‑end.
Identify and implement automation and efficiency improvements across data workflows.
Support data reconciliations and provide clear explanations to internal stakeholders and investors.
Validate loan onboarding data at closing and review payoff calculations for accuracy.
Assess and support the integration of AI‑enabled tools and use cases where appropriate.
Qualifications
Bachelor’s degree in finance, data analytics, or a related quantitative field.
3–5 years of experience in data analytics and reporting within real estate or financial services.
Proven ability to manage large datasets, build dashboards, and streamline reporting processes.
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The position requires close collaboration with internal teams and external partners. Strong analytical skills, attention to detail, professionalism, and the ability to work independently in a fast‑paced investment environment are critical. A mindset focused on process improvement, automation, and innovation is highly valued.
Key Responsibilities
Manage, analyze, and validate commercial real estate loan and portfolio data.
Maintain and enhance analytical models, reporting tools, and dashboards.
Prepare and coordinate recurring and ad‑hoc internal and investor reports, ensuring accuracy and timely distribution.
Enforce strong data governance through controls, reconciliations, and quality checks.
Partner with internal stakeholders and third‑party service providers to optimize data and reporting processes end‑to‑end.
Identify and implement automation and efficiency improvements across data workflows.
Support data reconciliations and provide clear explanations to internal stakeholders and investors.
Validate loan onboarding data at closing and review payoff calculations for accuracy.
Assess and support the integration of AI‑enabled tools and use cases where appropriate.
Qualifications
Bachelor’s degree in finance, data analytics, or a related quantitative field.
3–5 years of experience in data analytics and reporting within real estate or financial services.
Proven ability to manage large datasets, build dashboards, and streamline reporting processes.
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