Position SummaryThe Real Estate Performance Analyst is responsible for analysis and reporting across multiple real estate portfolios, with a focus on converting financial and operating data into actionable investment insights. The role supports portfolio management, investor relations, and senior leadership by delivering accurate, timely, and thought-provoking analysis on asset, portfolio, and fund-level performance. This position requires strong financial modeling capabilities, attention to detail, and the ability to communicate complex information clearly and effectively.
Key ResponsibilitiesPerformance Analysis & Reporting- Analyze fund- and asset-level performance, including IRR, TWR, multiples, valuation changes to determine key drivers of performance
- Monitor actual performance results analyzing trends across market cycles, property types and property locations from asset entry to exit
- Complete high volume of investor and consultant data requests for due diligence and fundraising efforts
- Prepare performance attribution analysis and commentary
- Perform sensitivity analyses and support risk assessment initiatives
- Translate complex analytics into clear, concise, investor-facing materials
- Identify opportunities for process improvements and implement changes to enhance efficiency and accuracy
Data Management & Validation- Maintain performance analytics models and large data sets ensuring consistency, accuracy and completeness of underlying data
- Assist in internal audit and review processes, including validating portfolio management, valuations and financial outputs to identify discrepancies
Market & Benchmark Analysis- Analyze external benchmarks (e.g., NPI, ODCE, Cambridge Associates, Preqin) and position portfolio performance relative to peers
- Conduct thorough research and analysis of real estate market trends and performance metrics to develop industry best practices and advancements in data analytics
Cross-Functional Collaboration- Collaborate with Portfolio Management, Valuations and Accounting teams to analyze results and understand trends
- Support investment decision-making through ad hoc analysis and presentation materials
- Coordinate with Investor Relations to ensure consistent and accurate messaging to investors and consultants
Key Competencies- Intellectual curiosity, skilled at creative problem solving and deductive reasoning
- A reliable and resourceful team player who is assertive and enthusiastic
- Analytical rigor and problem-solving skills
- Ability to communicate complex financial concepts clearly and concisely
- Strong organizational and time management skills
- High level of accuracy, consistency, and accountability in reporting
- Excellent analytical skills and meticulous attention to detail
- Strong writing, communication and presentation skills
- Adept at working in a fast-paced environment and meeting tight deadlines
- Ability to collaborate with internal groups and individuals at all levels of an organization under tight timeframes
Qualifications- Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field
- 3-5 years of progressive professional experience in real estate investment management, data analytics, performance reporting or a related financial services environment
- Strong understanding of real estate metrics (IRR, equity multiples, NOI, cap rates, leverage, fund structures)
- Strong attention to detail and ability to manage large datasets
- Advanced Excel skills; experience with financial modeling is required
- Exposure to investor reporting and SEC marketing rule considerations is preferred
