Data Analyst - Portfolio Reporting, Real Estate Debt

Job Summary

Data Analyst – Portfolio Reporting, Real Estate Debt (12‑month contract). Report directly to the Director, Portfolio Reporting, Real Estate Debt. This role supports management reporting, forecasting and portfolio analysis across the Real Estate Debt portfolio and serves as the primary liaison to IT and ED&A.

• Support scenario modelling, cash‑flow forecasting, leverage and liquidity analysis through Anaplan and other ad‑hoc financial models.
• Analyze portfolio exposures, return attribution, and market trends; develop presentation materials with AI‑enhanced insights.
• Assist in preparing monthly, quarterly and ad‑hoc management reports for senior management, Board of Directors and BCI.
• Support real‑estate debt investment underwriting by providing portfolio impact analysis.
• Assist with ad‑hoc research projects for benchmarking, peer analysis, risk analysis and other relevant topics.
• Query and extract data from enterprise data platforms to support portfolio reporting and analytics needs.
• Develop and maintain business logic, portfolio calculations and data transformation rules that underpin reporting outputs.
• Serve as the primary business‑side liaison to IT and ED&A, translating reporting requirements into data specifications and validating platform outputs.
• Support data enablement initiatives and ongoing data management and governance priorities across the RE Debt portfolio.
• Validate and reconcile data collected from different systems using AI‑powered anomaly detection to improve data quality and identify process‑improvement opportunities.

• University degree in a quantitative discipline (Statistics, Computer Science, Information Systems, Mathematics, Engineering, or related field) or a background in Economics, Finance or a related business field.
• 2–3 years of experience in a data analyst role, ideally in investment management or real estate.
• Strong quantitative and analytical skills; detail‑oriented and proficient with complex data sets.
• Excellent communication and presentation skills; ability to effectively communicate and present results to senior audiences.
• Ability to manage time effectively, work under pressure to meet tight deadlines, and handle multiple competing priorities.
• Advanced knowledge of SQL, Power Query, Excel, and Power BI.
• Familiarity with Anaplan or a similar planning tool; experience with Tableau or Python is a plus.
• Proactive approach to leveraging technology for process improvement and analytical enhancement, including GenAI applications (e.g., Claude, ChatGPT, Microsoft Copilot).

Expected annualized base salary range: $74,000 – $84,000. Work arrangement:
Hybrid.