Portfolio Analyst (Core Property Fund)

TA Realty

Boston, MA

Salary Estimate: Confidential

Employment Type: Full Time

Work Place: Office

Experience Required: 2+ to 5 years

Education Required: 4 Year College

Job Description

Position Description:

This role will report to the Core Property Fund (CPF) Sr. Portfolio Manager and provide support to the entire CPF team.  CPF is a $4 Billion, Core, Open-End, Fund launched in 2018.  This role will conduct timely analysis, provide actionable reports and insights to management on CPF. 

 

 

Essential Job Functions:

  • Partner with portfolio managers, acquisitions, asset management and investor relations to provide data and insights regarding CPF’s performance
  • Design, improve, refine and implement fund models
  • Gather data and benchmarks through meetings with stakeholders, industry/market research, etc.
  • Produce monthly, quarterly and semi-annual analysis on asset acquisitions, hold/sell analytics and fund portfolio analytics
  • Support investor requests by providing timely information and reports
  • Prepare regular reports and complete special projects as requested

Education and Experience Required:

  • Extreme attention to detail
  • Ability to interpret and evaluate financial and other data
  • Strong written and verbal communication skills
  • Works effectively in a fast-paced, deadline orientated, team environment and consistently demonstrates a high level of organizational skill and customer service
  • Ability to multitask with great time management skills
  • Bachelor's degree in business, economics or finance. 
  • Real estate or analytical courses a plus
  • 2 to 4 years of work experience in finance and/or real estate
  • Expertise in excel required, advanced modeling techniques a plus
  • Expertise using Argus preferred
  • Expertise using Yardi is a plus


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