Senior Portfolio Management Analyst

Our client, a well-established and growing real estate investment and management organization, is seeking a Senior Analyst, Portfolio Management to join its team. This position offers the opportunity to work with a large, geographically diverse residential real estate portfolio while partnering closely with senior leadership on financial analysis, portfolio performance, strategic planning, and investment decisions.

The ideal candidate will bring a strong background in real estate asset or portfolio management, excellent financial modeling and analytical skills, and the ability to independently manage projects and communicate financial insights to key stakeholders.

• Analyze financial and operational performance across a large residential real estate portfolio, identifying trends, risks, and opportunities to improve returns and operational efficiency.
• Develop and maintain financial models, forecasts, cash flow projections, and performance reporting to support asset management and investment decisions.
• Support capital allocation, annual budgeting, business planning, and financial performance initiatives.
• Monitor portfolio and property-level financial results, asset conditions, operating metrics, and performance against established targets.
• Prepare monthly, quarterly, and annual financial and operational reports, including consolidated reporting for management and investors.
• Evaluate real estate markets, economic trends, and investment opportunities to support strategic planning and portfolio decisions.
• Provide recommendations regarding portfolio strategy, individual asset performance, capital investments, and potential development opportunities.
• Partner cross-functionally with Accounting, FP&A, Operations, Legal, and other departments to improve reporting, processes, and overall portfolio performance.
• Lead analytical projects and process improvement initiatives, including enhancements to reporting tools, technology, workflows, and internal controls.
• Leverage financial systems, data analytics, and technology to improve the accuracy, efficiency, and effectiveness of reporting and decision-making.
• Develop performance metrics, identify areas requiring corrective action, and collaborate with leadership on improvement strategies.
• Support organizational initiatives, special projects, and interdepartmental committees as needed.
• Provide guidance and mentorship to junior analysts or interns, as applicable.

• Bachelor's degree in Finance, Real Estate, Business, Economics, Mathematics, or a related field required. Advanced degree or MBA is a plus.
• Approximately 3–5+ years of experience in real estate asset management, portfolio management, investment analysis, or a related analytical function. Residential or institutional real estate experience preferred.
• Strong financial modeling, forecasting, budgeting, cash flow analysis, and financial reporting capabilities.
• Advanced proficiency in Microsoft Excel, with the ability to analyze large datasets and translate findings into actionable recommendations.
• Experience with data analysis, reporting tools, and financial information systems. Familiarity with SQL, Python, R, or similar analytical tools is a plus.
• Experience utilizing AI tools to support analysis, reporting, research, or workflow efficiency.
• Exposure to real estate technology platforms, such as Yardi, Salesforce, or similar systems, is beneficial.
• Familiarity with GIS/mapping tools and real estate market research is a plus.
• Understanding of real estate investment fundamentals, property-level financial performance, and relevant market trends.
• Strong organizational and project management skills, with the ability to…