Analyst-Portfolio Management

Position Overview:

We are seeking an Analyst to join our dynamic Real Estate Portfolio Management team. This is a client-facing role with direct exposure to partners, where the right candidate will communicate investment performance and updates to LP investors, co-ordinate reporting and asset management initiatives with GP partners, and deliver recommendations and updates to senior investment team members.

The ideal candidate will have a background in real estate investment and portfolio analysis. As a member of the Portfolio Management team, you will play a critical role in managing and optimizing the performance of a diverse portfolio of real estate investments across multiple property sectors and regions.

This is an exciting opportunity for an emerging professional looking to work in a fast-paced, collaborative environment and contribute to the growth and success of a premier real estate investment firm with over $15 billion in discretionary AUM.

Key Responsibilities:

• Portfolio Analysis & Strategy Development:
  • Assist in the creation and execution of portfolio strategies for real estate investment vehicles, ensuring alignment with investment goals and risk parameters.
  • Monitor and analyze portfolio performance including return metrics, cash flows, and asset valuations to inform decision-making and identify areas for improvement.
  • Provide insights into market trends, economic conditions, and property sector performance to support portfolio rebalancing and strategy adjustments.

• Reporting & Communication:
  • Leverage internal Stepstone reporting teams to prepare detailed performance reports, including financial analysis and operational summaries for senior management, investors, and stakeholders.
  • Communicate portfolio performance, market trends, and key issues to internal teams and clients.
  • Ensure accurate and timely reporting of portfolio performance metrics.

• Team Collaboration & Project Management:
  • Collaborate with internal teams including - acquisitions, finance, legal, and operations - to ensure cohesive execution of portfolio strategies.
  • Lead and participate in special projects, due diligence processes, and the evaluation of new investment opportunities.

• Investment & Asset Management:
  • Support the optimization of a portfolio of real estate investments, ensuring maximum value creation through operational improvements, leasing, capital expenditures, and strategic dispositions.
  • Collaborate with asset managers, third-party operators, and external stakeholders to ensure performance meets investment targets.
  • Assist in the development of financial models and valuations for existing assets and potential acquisitions.

• Risk Management & Compliance:
  • Identify potential risks within the portfolio and help develop mitigation strategies.
  • Ensure compliance with investment guidelines, legal, and regulatory requirements across all portfolio assets.
  • Contribute to the identification of key risks and opportunities for value enhancement across the portfolio.

Qualifications:

Education:

• Bachelor’s degree in Finance, Real Estate, Business, Economics, or a related field.

Experience:

• 1+ year(s) of real estate investment, accounting, reporting, or asset/portfolio management experience required
• Experience working in a fast-paced, dynamic investment environment, including familiarity with market research, financial modeling, and performance tracking.
• Proven ability to collaborate cross-functionally with other teams such as accounting, acquisitions, business development, and operations.

Technical Skills:

• Proficiency in financial modeling, including Excel and Argus or similar real estate software.
• Strong understanding of key performance metrics and concepts such as IRR, equity multiples, cap rates, and cash-on-cash return.
• Knowledge of real estate investment structures, market trends, and valuation techniques.
• Familiarity with legal and regulatory requirements related to real estate investments.

Other Skills:

• Excellent analytical and problem-solving skills with the ability to think strategically and provide actionable insights.
• Strong written and verbal communication skills, with the ability to present complex information clearly to senior leadership and clients.
• Proven ability to manage multiple projects simultaneously and meet deadlines.
• Detail-oriented and self-motivated with a strong work ethic and a high level of integrity.