SDL Search Partners

Portfolio Analyst

SDL Search Partners  •  Boston, MA (Onsite)  •  5 months ago
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Job Description

We are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate investment firm. This role will support the management and performance analysis of real estate investment funds, working closely with senior leadership to drive portfolio optimization and decision-making.

Key Responsibilities:

  • Support portfolio monitoring and performance analysis across multiple real estate funds
  • Develop and maintain fund-level financial models to support forecasting, scenario analysis, and investment decisions
  • Prepare executive-level financial reports and presentations for internal stakeholders, investors, and partners.
  • Collaborate with acquisitions, asset management, and finance teams to consolidate portfolio data and track key performance metrics
  • Identify and implement process improvements to enhance reporting accuracy, efficiency, and scalability
  • Assist in annual budgeting, reforecasting, and valuation processes for real estate portfolios

Qualifications:

  • Bachelor's degree in Finance, Real Estate, Economics, or a related field
  • 35 years of relevant experience in real estate investment, fund analysis, or portfolio management
  • Strong financial modeling skills with experience in fund-level modeling and performance tracking
  • Proven ability to prepare and present financial data to executive stakeholders
  • Proficiency in Excel, PowerPoint, and data visualization tools (e.g., Tableau or Power BI); experience with real estate software platforms is a plus
  • Excellent analytical, organizational, and communication skills.

Preferred Qualifications:

  • Experience with private equity real estate funds or REIT structures
  • Understanding of real estate valuation methodologies and performance metrics
  • Exposure to process improvement initiatives and cross-functional collaboration
SDL Search Partners

About SDL Search Partners

SDL Search Partners is a woman-owned search firm that puts values and relationship first. Our team has over 30 years of combined accounting & finance recruiting experience, a deep network, and a "quality-over-quantity" approach. At SDL, we are partners for the long-term, so what you can expect is a relationship that prioritizes transparency, integrity, and ultimately, finding you the right person to join your team or the right next step in your career.

Areas of focus:

• Accounting, Finance, Audit, Tax & Analytics

Examples of positions we support:

• Every position in the org chart from Staff Accountant / Senior Accountant up to Controller / CFO

• Financial Analyst, Finance Manager / FP&A Manager to VP of Finance

• Treasury, Internal Controls, Audit, Tax, M&A

• Public Accounting, Transaction Services, Advisory

• Technical Accounting, SEC Accounting, Financial Reporting

• Operational Accounting including Accounts Payable, Accounts Receivable, Payroll

• Sales Operations, Deal Desk, Pricing Manager, Data Analyst

• Investment Accounting, Fund Accounting, Operations Analyst, Client Service Specialist

A few of the industries we specialize in:

Technology, SaaS; Pharmaceuticals, Biotech, Life Sciences, Healthcare; Financial Services, Private Equity, Asset Management; Real Estate; Manufacturing; Energy, CleanTech; Higher Education, and more

If you are a company looking to hire, or a candidate looking to explore the job market, we are excited to partner with you.

Industry
HR & Recruiting
Company Size
1-10 employees
Headquarters
Boston, MA
Year Founded
Unknown
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