Portfolio Analyst

POSITION OVERVIEW

The Portfolio Analyst will be responsible for supporting the Portfolio Management team in all aspects of the portfolio management of a core, open-end, discretionary, actively managed real estate investment fund that invests in office, industrial, multifamily and retail properties across the United States.  The fund is a member of the NCREIF ODCE Fund index.

QUALIFICATIONS

• College degree, preferably in an investment- or quantitatively oriented discipline
• Solid understanding of investment theory and quantitative methods (CFA level I or higher preferred)
• 1-2 years investment experience in private equity commercial real estate preferred
• Ability to write quickly and effectively for external audiences, with a strong grasp of grammar, syntax and style
• Working knowledge of information systems a plus (but not required)

KEY RESPONSIBILITIES

• Efficiently and accurately complete detailed consultant and investor requests for quantitative information about the fund
• Support the portfolio management team in producing fund cash flow projections and performing research about the economy, local and national real estate markets, and existing and potential fund investments
• Work effectively with others across various departments to provide support or guidance, or to obtain needed information
• Work with in-house IT department to improve and further automate existing return attribution and other reporting and information systems
• Participate in discussions about fund strategy and investments
• Participate (and occasionally present) in presentations to consultants, prospective investors, and the New York Life real estate investment committee
• Assist in completing various, frequent ad hoc requests, working effectively with others where needed
• Occasionally travel for property visits and real estate conferences

SKILLS AND ATTRIBUTES

• Strong working knowledge of Excel
• Ability to analyze and summarize large amounts of information, identifying key components and making informed estimates where needed
• Ability to effectively work with others, including senior management and various individuals in asset management, acquisitions, accounting, research, legal, and IT departments
• Ability to work independently, and prioritize decisions and tasks that will be most impactful for the organization