Senior Analyst - Portfolio Management (Real Estate)

Our client, a fast-growing self-storage provider backed by private equity, is looking for a Senior Analyst, Portfolio Management. In this role, you'll help drive portfolio performance and support strategic decisions as the company expands. You'll work closely with cross-functional teams and provide valuable insights that guide the company's growth.

Key Responsibilities:

Portfolio Management

• Monitor and optimize portfolio performance across a comprehensive range of metrics, including topline, NOI, loan performance, and free cash flow.
• Develop and implement strategies for loan refinancing, ensuring alignment with broader portfolio objectives.
• Analyze and mitigate risks associated with real estate investments, including financial, operational, and market-related risks.
• Benchmark portfolio performance against industry standards and provide insights for continuous improvement.
• Collaborate with cross-functional teams to support M&A, divestitures, and strategic investment decisions.

Debt & Financing Management

• Evaluate and manage the portfolio's capital structure, including loan covenant compliance, debt refinancing, and funding strategies.
• Lead efforts to optimize debt servicing and manage financing agreements to enhance free cash flow.
• Develop financing models to support acquisition and post-acquisition processes, ensuring alignment with portfolio goals.

Financial Strategy & Analytics

• Conduct detailed cash flow analyses, scenario planning, and financial modeling to inform portfolio decisions.
• Oversee budgeting, forecasting, and capital allocation to maximize portfolio returns.
• Provide data-driven insights into value-creation opportunities, leveraging in-depth financial and market analysis.
• Ensure robust reporting and governance processes to maintain accuracy and integrity in financial data.

Stakeholder Engagement

• Prepare detailed reports and presentations on portfolio performance, strategic plans, and financial outcomes.
• Present actionable recommendations to senior leadership, including insights into portfolio risks and opportunities.
• Collaborate with platform functions, business units, and external advisors (e.g., legal, tax, and compliance) to align portfolio strategies with corporate objectives.

Qualifications

• Minimum 5 years of experience in portfolio management, investment analysis, or financial strategy, preferably in real estate, private equity, or asset management.
• Proven track record in managing portfolio performance holistically, including NOI, debt management, and free cash flow optimization.
• Chartered Accountant, CFA, or equivalent qualification preferred. A bachelor's degree in finance, real estate, or business administration is required; an advanced degree (e.g., MBA) is a plus.
• Expertise in financial modeling, forecasting, and scenario analysis; advanced proficiency in Excel and other financial tools.
• Strong analytical and problem-solving skills, with a focus on translating complex data into actionable recommendations.
• High degree of accuracy and attention to detail in financial reporting, budgeting, and portfolio management.
• Ability to thrive in a fast-paced, dynamic environment with evolving business needs and market conditions.
• Exceptional stakeholder management and communication skills, with the ability to collaborate across teams and present to senior leadership.

Other Advantageous Experience

• Experience with loan refinancing, debt structuring, and capital allocation processes.
• Familiarity with end-to-end investment lifecycle management, including deal structuring, financial diligence, and post-acquisition controls.
• Background in real estate asset management or investment banking asset management teams.