Commercial Real Estate Portfolio Analyst

San Francisco or New York
Up to $150,000 per year + benefits, depending on experience
Jun 16, 2022
Jul 16, 2022
Industry Sector
Asset Management
Employment Type
Full Time


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.



  • College degree, preferably in an investment- or quantitatively oriented discipline
  • Solid understanding of investment theory and quantitative methods (CFA level I or higher preferred, but will consider CFA Level I candidates)
  • 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)



  • 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



  • 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
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