Portfolio Management Analyst/Associate

The Role: This position includes, but is not limited to, the following responsibilities:

• Develop, maintain, and improve complex investment and fund-level models, for leadership reporting and building investor-facing presentations
• Participate in investor portfolio reviews to understand each investment strategy's fundamental profile.
• Provide analysis on optimization of financial performance, portfolio composition, revenue & expense policy, financing/capital structure, exit opportunities etc.
• Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers)
• Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision making and operational processes e.g. financial reporting (pipeline update, forecasts) & budgeting
• Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition
• Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio
• Provide support on transaction execution
• Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities
• Assist in developing scalable infrastructure to drive decision making using technology and business intelligence tools

Qualifications and Experience

• Bachelor's degree required, with current CFA or a background in FP&A highly beneficial
• 2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not required
• Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction
• Highly proficient with databases and with Excel based modeling. Able to quickly model, chart, and present performance reviews in PowerPoint.
• Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.
• Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements)
• Highly organized and accurate, with excellent attention to detail
• Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors
• Interpret data and present thoughtful analysis and insight to investors and management
• Develop expertise across a broad spectrum of issues
• Translate strategy into execution
• Collaborate across organizations and manage stakeholders
• Work effectively on multiple projects and under tight time constraints
• Show curiosity about the industry e.g., actively monitor developing industry trends

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