Portfolio Management Analyst
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-06-14
Listing for:
Soni
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Corporate Finance -
Business
Financial Analyst
Job Description & How to Apply Below
Permanent | Fully Onsite (Some Flexibility to Work Remotely on Fridays)
Analyst, Portfolio Management to support portfolio strategy, investment analysis, and capital planning initiatives. This is an excellent opportunity for an analytical finance professional who enjoys financial modeling, working with large datasets, and partnering with leadership to drive strategic business decisions.
Responsibilities- Build and maintain financial models, including cash flow forecasts, valuations, IRR analyses, and portfolio performance models
- Support hold/sell analysis, portfolio optimization, and disposition strategy initiatives
- Analyze portfolio composition, capital structure, and growth opportunities
- Prepare executive, board, and investor presentations and reporting packages
- Partner cross-functionally to gather data, develop assumptions, and provide actionable insights
- Support monthly and quarterly investor reporting and ad hoc analysis requests
- Assist with strategic projects and business initiatives across the organization
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
- 1–3 years of experience in finance, investment analysis, banking, consulting, FP&A, asset management, real estate, or a related analytical environment
- Advanced Excel skills with the ability to build models from scratch
- Strong SQL skills required;
Python experience is a plus - Experience analyzing large datasets and translating findings into business recommendations
- Strong financial modeling, analytical, and problem-solving skills
- Excellent communication and presentation abilities
- Self-starter with strong attention to detail and intellectual curiosity
- MBA, CFA, or other advanced financial designation
- Experience in real estate, asset management, portfolio management, or investment environments
- Exposure to Tableau, Yardi, or similar reporting and analytics tools
$75,000 – $80,000 base salary plus bonus potential.
Compensation may vary based on experience, skills, and qualifications.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×