Senior Analyst, Real Estate Portfolio Management

Senior Analyst, Real Estate Portfolio Management
Dallas, TX – 4 days onsite, 1 day WFH

Summary
This is a newly created role for a new $80B real estate lending platform, on a newly created team, focused on Reporting, Financial Modeling and Process Improvements for a growing real estate portolio that spans broad categories including residential and commercial, across multiple geographies, spanning both private and public markets. We are looking for candidates strong with Excel, passionate about financial modeling and creating efficient processes through technology, who can manage projects end-to-end, sourcing data, through doing the financial modeling, through putting together recommendations for the deal team.

What you'll be doing:

• Responsible for preparing and delivering comprehensive reports and insights for executive team and external clients, focusing on portfolio performance, activity and composition
• Creation of presentations and other deliverables for internal and external meetings
• Work with broader Portfolio Management to gather, coordinate and synthesize data and analytics, ensuring accurate and timely reporting
• Document business requirements for reporting and process changes, ensuring clarity and alignment across business areas and reducing redundancies
• Identify opportunities for process enhancements and enhance existing processes and operations
• Evaluate technology solutions to automate reporting processes and enhance data accuracy
• Collaborate with technology teams to ensure integration of new tools and systems
• If you have experience with SQL, Python, VBA or other data mining tools, you'll have the ability to leverage them to drive better data inputs into the financial models – but experience is not required

Position Requirements:

• Must have a Bachelor's Degree, ideally in Finance or a related field
• Must have Advanced Excel experience – there will be an Excel assessment in the interview process
• Must have 2+ years of experience working in real estate, doing financial modeling/analysis – we are open on specifics here (residential, commercial, PE firm, Asset Manager, iBank, Broker, Lender, Owner/Operator, etc.)
• Must have polished communication skills

Nice to haves

• Experience with SQL, Python, VBA or other programming languages
• Experience presenting recommendations on portfolio analysis to executive stakeholders