Senior Analyst - Portfolio Management

Preparation of Operational management reports and data tapes (an excel file with asset level characteristics and data points) for our Single-Family Residential JV investors on a monthly and quarterly cadence ensuring timeliness and accuracy

Maintain an accurate inventory of operational management reports and data tapes and any modifications across all investment strategies for our SFR JV investors

Work with the Manager based in Austin, TX to evaluate and clarify investor requests. Offer alternative solutions and perform a deep dive into operational metrics when applicable

Responsible for monitoring the performance of operational reports and taking corrective action to optimize or improve the reporting process when necessary.

Identify data discrepancies within the weekly, monthly, and quarterly operational reports and communicate corrective solutions to the Manager based in Austin, TX. Perform quality control checks, build controls and drive efficiencies through automation.

Serve as needed as a day-to-day resource for certain PM team members based in Austin, Texas. This may include additional reporting asks, or special projects that will build on your understanding of the SFR business and automation projects to build / improve the MI.

Help maintain key portfolio statistics on our SFR platform for corporate marketing presentations.

Ideal Candidate:

Education: Bachelor’s degree and MBA/ CA/ CFA with financial markets understanding a plus.

Experience (2-5 years): Prior experience in Banking, Accounting, Financial Services and/or Real Estate firm preferred. Highly analytical mindset.

Technical Qualifications: Intermediate-advanced skills in MS Office Excel and PowerPoint. Prior experience in using Yardi and Tableau is preferred. Experience with SQL will be a plus.

Time Management: Proven ability to multi-tasking / manage multiple simultaneous projects and meet deadlines in a fast-paced environment. Must react quickly to requests with a sense of urgency.