Portfolio Management Analyst
Our client is seeking a full-time, detail-oriented professional to join their growing team as a Portfolio Management Analyst. This position supports the firm's reporting function, working closely with the Head of Finance to build, maintain, and deliver portfolio analytics across the organization. You will develop financial models in Excel, learn to leverage Microsoft Power Platform and other data visualization tools, and grow your ability to translate complex information into actionable insights.
The ideal candidate has 0-3 years of experience in finance, real estate, or a related analytical field and is eager to develop expertise in financial modeling and reporting. Strong proficiency in Excel and a willingness to learn new technologies are essential. This role offers significant growth potential for a motivated individual looking to expand their responsibilities over time. Compensation is competitive based upon candidate experience and includes a discretionary, performance-based bonus. This is an in-person position based in our Miami office.
Responsibilities
- Build, maintain, and automate financial models in Excel, including fund models, sources and uses schedules, proformas, asset allocation reports, and portfolio performance analytics
- Learn to query and extract data from the firm's centralized database using Microsoft Dataverse or other data sources
- Assist in developing dashboards and visualizations using Power BI, PowerApps, or similar tools
- Conduct weekly QA reviews and periodic internal audits of reports, dashboards, fund documentation, and database integrity to maintain high data standards
- Analyze portfolio data to identify trends, patterns, and anomalies; flag potential issues and highlight positive performance indicators
- Assist in preparing materials and recommendations for senior leadership as skills develop
- Lead fund operations and data automation projects; respond to ad hoc reporting requests and support new report development as business needs evolve
- Maintain strong client relationships by responding to inquiries regarding fund performance, allocations, and portfolio risks, while communicating complex financial and risk concepts clearly and effectively.
- Drive process improvement initiatives to enhance risk management reporting and streamline manual workflows for greater operational efficiency.
- Collaborate with finance, operations, originations, asset management, and investor relations teams to gather data and reporting requirements
Desired Skills & Experience
- 0-3 years of experience in finance, real estate, investment management, or a related analytical role
- Bachelor's degree required; Finance, Accounting, Economics, Math, Real Estate, or related field preferred
- Strong proficiency in Microsoft Excel, including financial modeling and data analysis
- Experience or coursework in financial modeling and reporting
- Eagerness to learn Microsoft Power Platform (Power BI, PowerApps, Dataverse) or similar data visualization tools; prior experience a plus
- Strong analytical mindset with the ability to identify trends and draw insights from data
- Exceptional attention to detail and commitment to data accuracy
- Strong written and verbal communication skills
- Self-starter mentality with excellent organizational skills and the ability to manage multiple priorities
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