Portfolio Management Analyst

Houston Permanent USD70,000 - USD100,000
  • Work on a global portfolio comprised of all asset types
  • Lean dynamic team

About Our Client

Global Private Equity firm with over 50B in real estate AUM

Job Description

The Portfolio Management Analyst will provide critical strategic and analytical support to the Management team. Key responsibilities will include:

  • Preparing, reviewing and presenting valuation materials for the firm's quarterly and year-end fair values of its real estate portfolio
  • Providing analytical support for all of the firm's operating companies, including but not limited to: (1) Creating analyses in support of strategic business decisions. (2) Assisting in the development of KPIs and performance reporting tools. (3) Tracking industry trends and understanding correlations with company performance
  • Building and maintaining dynamic financial models to monitor and provide insight on asset-, sector-, and fund-level performance and returns
  • Developing detailed financial analyses to evaluate value-add opportunities
  • Performing financial analyses for informing fund-level cash flow decisions including refinancings, dispositions, capital calls, and distributions
  • Working with senior leadership to evaluate sector-level disposition strategies, including both private and public sector-level exits
  • Presenting and communicating results of analyses to senior leadership and other internal stakeholders
  • Working closely with third-party appraisers and auditors in conjunction with the fair value process

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

The Successful Applicant

The Associate for Portfolio Management should have:

  • Bachelor degree in Real Estate, Economics, Finance or related
  • 1-3+ years of experience in investments, finance, portfolio or asset mgmt.
  • Real estate finance exposure is a plus
  • Proficient in financial modeling in Excel
  • Understand and work with valuation concepts such as DCF, IR, NPV etc.
  • Ability to understand and interpret large volumes of data

What's on Offer

The ideal candidate for the Portfolio Management Analyst role will receive:

  • Competitive base salary
  • Bonus potential
  • Comprehensive benefit package
  • Clear promotion and career advancement structure
  • Boutique environment
Ursula Trevino
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Job summary

Banking & Financial Services
Sub Sector
Portfolio / Fund / Asset Manager
Contract Type
Consultant name
Ursula Trevino
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