Hybrid Senior Analyst, Portfolio Analytics

Posted 23 minutes ago

Apply now

About the role

  • Senior Analyst supporting Torchlight Asset Management team overseeing private real estate investments across various asset classes and performing complex analytical reporting.

Responsibilities

  • Assist in monthly and quarterly analytical reporting processes;
  • Actively engage and coordinate deliverables with Asset Management teams;
  • Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;
  • Compile aggregation and review of investment-level cash flows into fund models;
  • Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;
  • Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;
  • Lead compilation of responses for due diligence responses and review for accuracy;
  • Communicate effectively with other groups within Bellwether to advance team projects/goals;
  • Identify and implement process improvements;
  • Perform ad-hoc financial analyses, including special projects, at the request of management.

Requirements

  • A minimum of 2 years of experience in real estate investment and at least the same amount of time in an analytical role.
  • Advanced in Excel and PowerPoint skills.
  • Experience with Salesforce, Tableau, and iLevel is a plus.
  • Client-facing experience preferred.

Benefits

  • Employer-paid Medical, Dental & Vision, with buy-up options available
  • Flexible Spending Account, Health Savings Account
  • Carrot Fertility Benefit - $10,000 lifetime benefit
  • 401k company match 4%, immediately vested
  • Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure
  • 14 weeks Maternity Leave & 12 weeks Parental Leave
  • Wellbeing program offerings
  • Cell phone reimbursement
  • Engaging team events & holiday parties

Job title

Senior Analyst, Portfolio Analytics

Job type

Experience level

Senior

Salary

$100,000 - $110,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job