Portfolio Management & Analytics Analyst

New York, NY

Our client is seeking a Portfolio Management & Analytics Analyst located in NY.




  • Manage, maintain and analyze our propriety property database across 150+ LP interests, which is directly valuable for our secondary deal underwriting process.
  • Responsible for completeness of Annual Asset Review, prepared in collaboration with the Investment Team
  • Prepare track record and performance attribution models.
  • Prepare detailed performance analysis for RFIs/RFPs.
  • Recurring and ad hoc analysis for internal stakeholders (AUM, historical portfolio developments etc.)
  • Manage and coordinate with the accounting team the process of obtaining detailed and summary underlying fund/investment cash flow data to improve the analysis of existing investments and investor reporting
  • Ensure investor requests and questions are answered and that all reporting requirements are delivered on time.



  • 5-3 years of experience preferably within an RE or PE capacity
  • 5 GPA or higher
  • Needs to be very quantitative; high skills in mathematics
  • Modelling +++


Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 9/20/2017
Salary $60,000-$75,000 + Bonus

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