Portfolio & Strategy Analyst

• Develop and maintain investment presentations, pitch books, and investor reports
• Ensure all materials reflect accurate financial, market, and portfolio data
• Maintain consistent branding, messaging, and storytelling across investment materials
• Update and manage content on a quarterly reporting cycle

• Collect and synthesize multifamily market data, economic trends, and geographic insights
• Translate research into clear visualizations and concise investment narratives
• Monitor competitors and industry trends through a competitive intelligence process

• Manage the firm’s investment materials library and version control
• Coordinate updates and approvals across teams including legal counsel and broker-dealers
• Maintain presentation templates and ensure adherence to brand and compliance standards

• Explore and implement AI and technology tools to improve efficiency and accuracy
• Research tools that enhance data gathering, presentation creation, and reporting

• Work closely with teams across Investments, Investor Relations, Capital Formation, Marketing, and Operations
• Participate in team meetings and gain exposure to fund strategy and capital raising initiatives

• Bachelor’s degree in business, finance, real estate, marketing, or a related field

• Advanced proficiency in PowerPoint and Excel
• Strong command of Microsoft Office tools
• Experience with research platforms or databases such as:
  • FINTRX
  • Preqin
  • Green Street
  • Yardi
  • CoStar
• Familiarity with CRM platforms such as Salesforce or HubSpot

• 1–3 years of experience or internships in:
  • Real estate
  • investment management
  • financial services

• Strong attention to detail
• Excellent written and verbal communication
• Ability to translate data into clear, compelling narratives
• Strong project management and organizational skills
• Ability to manage multiple deadlines and stakeholders
• Willingness and ability to travel

MANAGEMENT HAS THE RIGHT TO REVISE THIS JOB DESCRIPTION AT ANY TIME. THE JOB DESCRIPTION IS NOT A CONTRACT FOR EMPLOYMENT, AND EITHER YOU OR THE EMPLOYER MAY TERMINATE EMPLOYMENT AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE