Portfolio Management Analytics Analyst (San Antonio, TX)

Affinius Capital, along with its affiliate companies, invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. The firm provides strategic equity and debt capital to capitalize on technology-driven real estate assets, housing solutions, and other market opportunities with compelling risk-return characteristics.

About the role

The Portfolio Management Analytics (PMA) Analyst develops, maintains, and enhances analytical solutions supporting Affinius Capital's global real estate debt and equity investment platform. This role partners with Portfolio Management, Asset Management, Development, Capital Markets, and Corporate Finance to provide forecasting, portfolio analytics, scenario modeling, and decision-support tools across a diverse investment portfolio. Based in San Antonio, Texas, the Analyst supports quarterly forecasting, enterprise-wide reporting, and the evolution of analytical infrastructure. The ideal candidate combines financial and quantitative skills with advanced Excel proficiency, intellectual curiosity, and a passion for leveraging emerging technologies like Artificial Intelligence.

This highly visible position offers direct exposure to senior leadership, including Portfolio Managers, Department Heads, and Executive Leadership. It supports traditional property types (multifamily, office, industrial, retail) and alternative sectors (data centers, senior housing, self-storage, and emerging asset classes). The role reports to the PMA San Antonio Lead and collaborates with investment professionals, asset managers, developers, capital markets teams, and finance teams across multiple regions.

Responsibilities

• Lead the quarterly reforecast process for sponsored investments, joint ventures, funds, and managed accounts using proprietary forecasting and valuation models.
• Coordinate forecasting deliverables across departments and regional offices to ensure consistency, accuracy, and timely completion.
• Perform complex financial, operational, and portfolio-level analyses to support investment decisions, strategic planning, and investor communications.
• Produce ad hoc analyses, sensitivity studies, scenario modeling, and performance attribution analyses for senior management and investment professionals.
• Serve as a subject matter expert for proprietary analytical models and enterprise forecasting tools.
• Design, build, maintain, and enhance complex Excel-based financial models and analytical solutions supporting portfolio management activities.
• Develop scalable solutions for managing large volumes of investment, property, fund, and entity-level data.
• Support model governance initiatives, including documentation, testing, version control, and quality assurance practices.
• Continuously evaluate analytical workflows to improve efficiency, transparency, accuracy, and scalability.
• Partner with stakeholders to redesign and optimize business processes through automation and technology solutions.
• Assess emerging Artificial Intelligence technologies and identify practical use cases for forecasting, reporting, data management, and analytical production.
• Contribute to the design of future-state analytical infrastructure supporting enterprise-wide reporting and decision-making.
• Assist in developing and enhancing management reporting solutions using Power BI and other business intelligence platforms.
• Translate complex analytical findings into clear, concise, and actionable insights for executive leadership and investment professionals.
• Design dashboards and reporting tools supporting portfolio management, fund management, development, and executive decision-making.
• Establish strong working relationships across Portfolio Management, Asset Management, Capital Markets, Development, Corporate Finance, Compliance, and Operations.
• Support investment teams in responding to investor inquiries, strategic initiatives, and special projects.
• Participate in departmental initiatives and strategic projects as assigned.
• Contribute to knowledge-sharing efforts and support the continued development of analytical best practices.

Requirements

• Bachelor’s degree from an accredited university, preferably in a quantitative discipline such as Finance, Mathematics, Data Science, Statistics, Economics, or a related field.
• 1-3 years of experience in private equity analytics, portfolio management, investment management, investment banking, or a similarly analytical financial environment.
• Advanced proficiency in Excel (macros, VBA, advanced formulas, pivot tables, conditional formatting, data simulations) and Word.
• Proficiency in Power Query, data transformation techniques, large-scale dataset management, and structured data modeling.
• Excellent written and verbal communication skills, including the ability to clearly communicate analytical findings to diverse audiences.
• Strong organizational skills and the ability to develop and meet deadlines in a fast-paced environment.
• Willingness to work extended hours on-site.

Skills

• Demonstrated ability to manage multiple priorities and deliver high-quality work within competing deadlines.
• Strong analytical, quantitative, and critical thinking capabilities, with a proven ability to solve complex business problems.
• Working knowledge of Power BI, Data Analysis Expressions (DAX), and business intelligence reporting tools (preferred).
• Strong attention to detail, organizational skills, and commitment to accuracy.
• Ability to adapt to evolving business needs and proactively identify opportunities for process improvement, automation, and innovation.

Benefits

• Comprehensive medical, dental, and vision plans.
• 401k retirement plan.
• Educational and professional designation assistance.
• Business casual dress attire.