
Chief Portfolio Strategist
2 weeks ago
We are seeking a skilled Portfolio Financial Analyst to join our team.
- Key Responsibilities:
- Analyze and interpret financial data to assess portfolio performance and risk.
- Develop and maintain complex financial models, including mark-to-market analyses and portfolio-level return modeling.
- Consolidate asset performance, aggregate cash flows, and support capital stack evaluations.
- Prepare consolidated debt schedules and debt maturity profiles across assets and legal entities.
- Conduct market and asset-level research to support acquisition due diligence.
- Support reporting deliverables, prepare asset-level updates, manage data room materials, and respond to investor inquiries.
- Bachelor's degree in Finance, Real Estate, Economics or related field.
- 5+ years of relevant experience in finance or CRE preferred.
- Advanced Excel modeling skills.
- Understanding of REIT structures strongly preferred.
This is a full-time position based in Charleston, South Carolina.
Employment Details- Mid-Senior level.
- Full-time.
- Finance and Sales.
-
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