Senior Analyst, Portfolio Management

Job Description

Key Job Responsibilities

• Maintains and updates fund-level models used to revalue current portfolio, produce fund-level return metrics, and evaluate the impact of various investment activities on future Fund performance
• Helps design and prepare materials and deliverables for presentation to internal committees, outside institutional investors, and other stakeholders.
• Marks financial and operational performance of all fund or vehicle assets. Identifies, designs, and implements asset-level operational improvements.
• Conducts financial analysis of investment opportunities, including the creation of detailed pro-forma and financial models. Gathers, compiles, investigates, and analyzes market data to identify potential investment opportunities, and prepares narrative investment memoranda, detailed reports, and market summaries that provide insights on proposed investment activities.

Qualifications

• 2+ years of experience in real estate finance and/or investment banking. Asset underwriting experience is a plus.
• A bachelor’s degree is required in finance, business, or related field.
• Attention to detail and strong creative problem-solving skills.
• Proficiency in Excel and strong financial modeling skills.
• Proficiency in PowerPoint and experience creating high quality external presentations.
• Proficiency in AI systems. Experience with Claude and/or ClaudeCode is preferred.
• Strong written and verbal communication skills.

Additional Compensation

• Corporate Positions: In addition to the base salary, this role may be eligible to participate in a quarterly or annual bonus program based on individual and company performance.
• Onsite Property Positions: In addition to the base salary, this role may be eligible to participate in weekly, monthly, and/or quarterly bonus programs.

Robust Benefits Offered

• Competitive Medical, Dental, Vision, and Disability & Life insurance benefits. Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.
• Generous Paid Time off. All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 11 paid holidays. Plus your birthday off after 1 year of service! Additional vacation accrued with tenure.
• For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.
• 6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).
• 401(k) with Company Match up to 6% of pay after 6 months of service.
• Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).
• Employee Assistance Program.
• Critical Illness, Accident, Hospital Indemnity, Pet Insurance and Legal Plans.
• Charitable giving program and benefits.

*Benefits offered for full-time employees. For Union and Prevailing Wage roles, compensation and benefits may vary from the listed information above due to Collective Bargaining Agreements and/or local governing authority.