Analyst/Associate – Portfolio Management

Michael Page
April 8, 2021
Houston, TX
Job Type


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Michael Page has partnered with a national real estate investment firm that is seeking a motivated and experienced Senior Analyst/ Associate to join their team in Houston. This individual will have the opportunity to be involved in complex real estate transactions and be responsible for the portfolio management of a large real estate fund.

Client Details

Global real estate private equity firm that is in the middle of deploying a new fund.


Reporting to the Director of Asset Management the Portfolio Analyst / Associate will bean organized, detail‐focused candidate with sound knowledge of accounting and financial concepts. The Analyst/Associate will Work with asset management to perform asset and portfolio level financial risk / opportunity analysis including projections. The position will interact with many business functions as well as senior and executive management.

Selected responsibilities:

  • Assist with the preparation of annual property‐level budgets and monthly cash flow reforecasts for assigned portfolio
  • Conduct regular variance analyses to ensure property performance is consistent with business plan and budget
  • Develop and maintain financial models to forecast leasing activity and other portfolio‐level metrics
  • Review and abstract various legal documents including leases and operating agreements
  • Prepare ad hoc strategic financial analyses in support of asset and senior management
  • Interact with several departments including Leasing, Property Management and Legal on various asset and portfolio management projects
  • Maintain monthly reporting packages deliverable to Asset Managers
  • Work with senior leadership to develop yearly strategy plan


The ideal Portfolio Analyst/Associate will posses the following qualities:

  • Bachelor's degree in economics, finance, real estate or related field
  • 1-4 years experience in a finance or data focused role
    • Investment Banking background a plus but not required
  • Proficient in Excel
  • Knowledge of Python, VBA, and SQL, Power BI is a plus but not required
  • Ability to work with large data sets
  • Highly motivated self-starter who works well in flexible environment

Generally speaking candidates with 0-2 years experience will join as an Analyst, candidates with 2-4 years experience will join as Associates. Exact compensation will depend on level of experience.

Job Offer

Strong basic salary plus bonus potential; exceptional benefits.

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