HYBRID Portfolio Management Fund: Junior Analyst

HYBRID Junior Portfolio Management Fund FPA / $$$ / bonuses, work life balance, incredible growth, amazing opportunity!!!

  • Austin, TX
  • $75,000 - $95,000
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A bit about us:

A growing investment company is looking for a Junior Portfolio Management Analyst to assist in their Portfolio Management team. This role is hybrid and requires someone to relocate or live near Austin, TX. This company is revolutionizing the way U.S. real estate is priced, managed and financed in order to unlock opportunities for all market participants. Driven by data, analytics, and technology, this company has a 20-year history of anticipating where the next risks and opportunities are likely to emerge and designing actionable strategies for investors to capitalize on opportunities across residential real estate, commercial real estate and public securities. This company, along with its affiliates and subsidiaries, has more than 900 employees, $5 billion under management and approximately $15 billion under advisement and oversight.

Why join us?

Our full-time employee benefits include:
  • A competitive compensation package, annual bonus, 401k match
  • Flexible PTO including 7 paid holidays, 1 floating holiday, and 1 volunteer day
  • Employer-paid benefits (medical, dental, vision, health savings account)
  • Professional career development and reimbursement
  • Up to 16 weeks paid maternity leave; up to 4 weeks of paid parental leave
  • Backup childcare offered through Bright Horizons
  • Relaxed casual environment with virtual office events

Job Details

The Portfolio Management team sits at the center of the action, serving as leaders and collaborators with every function that serves the lifecycle of our investment products. We seek a highly motivated individual to play a key role in execution of portfolio optimization for our many investment vehicles invested in single-family rental (SFR) properties. We communicate with leading institutional investors daily and must articulate our strategy and performance well. We are subject matter experts in many areas of the firm – including venture strategy, asset management, debt optimization, cash management, financial reporting and performance, valuation, and valuation attribution. This high visibility team serves as the internal fiduciary for investors –working across all departments to ensure key messages, analysis, and strategy implementation result in optimal portfolio performance.

  • Partner with Accounting, Asset Management, and Investor Relations to report and interpret monthly financial performance across 35,000+ homes in multiple funds
  • Assist with the preparation of monthly financial packages and variance analysis against budget and prior periods
  • Develop, maintain, and improve complex investment and fund-level models, ensuring accuracy
  • Produce the annual budget and forward forecasts outlining performance for both cash flow and GAAP reporting
  • Provide scenario analysis on both past and future performance to inform investment decisions and optimize operational processes
  • Maintain, enhance, and design the reporting tool (Adaptive Insights)
  • Other duties assigned to ensure the proper functions of the team

Qualifications:
  • 1-2+ years of relevant experience
  • Bachelor’s degree in Economics, Accounting, or Finance, CFA or CFA in progress a plus
  • Strong interest in corporate finance/private equity/investment management and/or residential real estate preferred
  • Mature knowledge of business modeling in Excel
  • High potential individual, able to rise within the portfolio management organization or move into other roles within the company
  • Excellent analytical and problem-solving skills
  • Strong verbal, quantitative, and written communication skills required
  • High standards of accuracy and precision; strong attention to detail; highly organized
  • Ability to work effectively under tight time constraints, and multi-task on various projects
  • Familiar with, or can quickly become familiar with, the company’s operations and strategy
  • Strong Excel and PowerPoint skills (Macros, Power Query, Power Pivot, and Power BI skills a plus)
  • Knowledge of reporting in Tableau and SQL/database structures a plus
  • Experience with structured ERP systems (Adaptive, Anaplan, etc) a plus

Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Location
Austin, TX
Job Type
Permanent
Compensation
$75,000 - $95,000