Portfolio Management Analyst
cobalt recruitmentNew York (NY)
About the role
A high-growth real estate investment platform is seeking an Analyst to join its growing Portfolio Management team. This is an opportunity for an early-career real estate or finance professional to gain broad exposure across portfolio strategy, investment analysis, asset management, and transaction execution.
Key Responsibilities:
- Build and maintain portfolio and fund-level financial models
- Prepare portfolio reporting, performance analysis, and presentation materials
- Analyze portfolio performance, including actual vs. budget, forecasts, and key operating trends
- Evaluate portfolio composition, financing and capital structure, and potential exit opportunities
- Partner with Asset Management, Acquisitions, and FP&A to support investment decision-making
- Assist with portfolio reviews, budgeting, forecasting, and financial reporting
- Support acquisition, financing, and other transaction execution
- Identify asset and portfolio-level opportunities to improve financial performance
- Help develop scalable reporting and analytical processes using technology and business intelligence tools
- Qualifications1–3 years of experience in real estate, investment banking, private equity, FP&A, or a similar analytical role
- Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field
- Strong Excel and financial modeling skillsStrong quantitative and analytical abilities
- Ability to read and interpret financial statements
- Excellent attention to detail and organizational skillsStrong written and verbal communication skills
- Ability to manage multiple priorities in a fast-paced environment
- Real estate experience preferred but not requiredSQL, Python, Tableau, or similar tools are a plus
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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