Analyst/Associate, Real Estate Portfolio Management | Residential & SFR/BTR

About the Company

Our Client is a high-growth Real Estate Company and institutional investment platform in the single-family residential ("SFR") and build-to-rent ("BTR") sectors. We are committed to changing the way investors own and manage SFR homes, and to building a modern way to deliver the data, tools, and services that enable our clients to invest in the world's largest asset class at scale. Our team is collaborative, open-minded, and curious. Transparency is a core value; we speak our minds, are responsible for our actions, and celebrate our wins. We are serious about our business but don’t take ourselves too seriously.

If you are self-motivated and mission-driven with a "can-do" mindset and see solutions where others may see problems, come and grow with us!

About the Role

Take your career to the next stage with a high-growth Single-Family Residential real estate start-up. We are building out our Portfolio Management function and seek highly motivated individuals to play a key role in the execution of portfolio optimization for single-family rental (SFR) investment vehicles. Our high-visibility team serves as the internal fiduciary for investors and provides key messaging, analysis, and strategy implementation for optimal portfolio performance. We communicate with institutional investors daily and provide subject-matter expertise across asset management, debt optimization, cash management, financial reporting and performance, valuation, and valuation attribution.

As an Analyst or Associate in the team, your activities in portfolio modeling and analysis, creating investor-facing presentations, and supporting transaction execution are critical to the success of the function.

Team

Reports to the Chief Financial Officer and coordinates with managers across business functions.

Responsibilities

• Develop, maintain, and improve complex investment and fund-level models for leadership reporting and building investor-facing presentations.
• Participate in investor portfolio reviews to understand each investment strategy's fundamental profile.
• Provide analysis on optimization of financial performance, portfolio composition, revenue and expense policy, financing/capital structure, and exit opportunities.
• Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs. estimates, portfolio vs. platform, platform vs. peers).
• Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision-making and operational processes (e.g., financial reporting, pipeline updates, forecasts, and budgeting).
• Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition.
• Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio.
• Provide support on transaction execution.
• Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities.
• Highlight fund and asset-specific issues and opportunities.
• Assist in the development of scalable infrastructure to drive decision-making using technology and business intelligence tools.

Qualifications and Experience

• Bachelor’s degree required; current CFA or a background in FP&A highly beneficial.
• 2–5 years (3+ for Associate) in investment banking, private equity, or similar. Exposure to real estate and property management helpful though not required.
• Strong quantitative and analytical skills are a prerequisite, with an understanding of portfolio construction.
• Highly proficient with databases and Excel-based modeling. Able to quickly model, chart, and present performance reviews in PowerPoint.
• Knowledge of programming and common data visualization tools such as SQL, Python, and Tableau is a plus.
• Able to read and understand financial statements and interpret term sheets and legal disclosure (e.g., transaction documents, loan agreements).
• Highly organized and accurate, with excellent attention to detail.
• Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors.

Demonstrated ability to:

• Interpret data and present thoughtful analysis and insight to investors and management.
• Develop expertise across a broad spectrum of issues.
• Translate strategy into execution.
• Collaborate across organizations and manage stakeholders.
• Work effectively on multiple projects under tight time constraints.
• Show curiosity about the industry (e.g., actively monitor developing industry trends).