Real Estate Fund Portfolio Analytics - Analyst
Listed on 2026-07-14
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Finance & Banking
Financial Analyst, Financial Reporting
The individual will play an integral role in supporting all aspects of portfolio analytics for the North Haven Real Estate Funds ("NHREF"). This role uniquely positions the candidate to collaborate with global teams and senior management of MSREI. Strong analytical/problem‑solving skills and attention to detail are critical to success, alongside the ability to multitask and efficiently utilize resources.
Primary Responsibilities- Prepare quarterly portfolio metrics summary, fund models, and portfolio overview presentations
- Review carried‑interest calculations
- Prepare sensitivity analyses, liquidity projections and other scenario tools to analyze performance of the NHREF funds
- Assist in the review of quarterly fund‑level track record
- Collaborate cross‑functionally within the MSREI platform on capital‑raising efforts, technology, ESG, research and hedging
- Assist in coordinating the business‑plan process and valuation‑committee meetings by reviewing discount rates, cash‑flow projections and cap‑rates across the global NHREF platform
- Prepare internal valuation estimates and review Valuation‑Committee materials
- Conduct valuation sensitivity analyses
- Prepare/coordinate fund‑level quarterly reports
- Prepare/coordinate Advisory Committee Meeting materials
- Create portfolio and investment‑level materials for external investors and internal committees
- Assist with investor queries/requests including DDQs, RFPs and other capital‑raising related data requests that involve fund and investment‑level performance
- Prepare ad‑hoc analysis for senior management, work on platform‑wide strategic business initiatives
- BA/BS required
- 2+ years of financial services consulting or advisory experience in a major firm (real estate, investment banking, private equity or management consulting preferred)
- Advanced Microsoft Office skills including PowerPoint, Excel and Word
- Strong modeling and data analytical skills; ability to multi‑task and pivot between different projects; strong attention to detail
- Responsive to stakeholder needs, ability to work under pressure and with flexibility to meet tight deadlines
- Team‑player who thrives in a dynamic environment, with a strong work ethic, entrepreneurial spirit and desire to learn
- Prior experience with reporting tools (Tableau, iLEVEL), programming languages (Python, JavaScript, SQL) and data analytics tools (Power BI, Snowflake) preferred
Expected base pay rates for the role will be between $100,000 and $115,000 per year at the commencement of employment. Base pay will be determined on an individualized basis and is only part of the total compensation package, which may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages, and other Morgan Stanley‑sponsored benefit programs.
Equal Employment OpportunityIt is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
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