Analyst/Associate, Real Estate Portfolio Management | Residential & SFR/BTR

Our Client is a high growth Real Estate Company and institutional investment platform in the single-family residential ('SFR') and build-to-rent ("BTR") sectors. We are committed to changing the way investors own and manage SFR homes, and to building a modern way to deliver the data, tools and services that enable our clients to invest in the world's largest asset class at scale. Our team is collaborative, open-minded and curious. Transparency is a core value, we speak our minds, are responsible for our actions and celebrate our wins. We are serious about our business, but we don't take ourselves too seriously.

If you are self-motivated and mission driven with a 'can do' mindset and see solutions where others may see problems, come and grow with us!

Overview: Take your career to the next stage with a high growth, Single Family Residential real estate start-up. We are building out our Portfolio Management function and seek highly motivated individuals to play a key role in the execution of portfolio optimization for single-family rental (SFR) investment vehicles. Our high visibility team serves as the internal fiduciary for investors and provides key messaging, analysis, and strategy implementation for optimal portfolio performance. We communicate with institutional investors daily and provide subject matter expertise across asset management, debt optimization, cash management, financial reporting & performance, valuation, and valuation attribution. As an Analyst or Associate in the team your activities in portfolio modelling and analysis, creating investor-facing presentations, and supporting transaction execution are important to the success of the function.

Team: Reports into the Chief Financial Officer, will coordinate with managers across business functions

The Role: This position includes, but is not limited to, the following responsibilities:

• Develop, maintain, and improve complex investment and fund-level models, for leadership reporting and building investor-facing presentations
• Participate in investor portfolio reviews to understand each investment strategy's fundamental profile.
• Provide analysis on optimization of financial performance, portfolio composition, revenue & expense policy, financing/capital structure, exit opportunities etc.
• Prepare financial performance packages on portfolio progression (operational variance analysis including actual vs estimates, portfolio vs platform, platform vs peers)
• Partner closely with Asset Management and Financial Planning & Analysis to facilitate investment decision making and operational processes e.g. financial reporting (pipeline update, forecasts) & budgeting
• Coordinate with the Acquisition team to forecast fund sources and uses and drive portfolio composition
• Utilize statistical and mathematical tools, probability theory, and optimization methods to properly allocate assets across the portfolio
• Provide support on transaction execution
• Understand the economic impact of revenue, expense, and cost of capital within SFR and identify fund and asset-specific issues and opportunities
• Highlight fund and asset-specific issues and opportunities
• Assist in development of scalable infrastructure to drive decision making using technology and business intelligence tools

Qualifications and Experience

• Bachelor's degree required, with current CFA or a background in FP&A highly beneficial
• 2 - 5 years (3+ for Associate) in investment banking, private equity or similar. Exposure to real estate and property management helpful though not required
• Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction
• Highly proficient with databases and with Excel based modelling. Able to quickly model, chart, and present performance reviews in PowerPoint.
• Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.
• Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements)
• Highly organized and accurate, with excellent attention to detail
• Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors
• Demonstrate ability to:
  • ​Interpret data and present thoughtful analysis and insight to investors and management
  • Develop expertise across a broad spectrum of issues
  • Translate strategy into execution
  • Collaborate across organizations and manage stakeholders
  • Work effectively on multiple projects and under tight time constraints
  • Show curiosity about the industry e.g., actively monitor developing industry trends