Portfolio Analyst II
About The Position
As a Portfolio Analyst, you’ll join the dedicated portfolio management team of the Principal Enhanced Property Fund, L.P., a $5 billion open-end fund with a 21-year track record. In this role you’ll review private commercial real estate investments and provide analytical, reporting, and other support within the real estate investment team. Responsibilities include investment and capital deployment review, sensitivity and variance analysis of annual operating budgets and business plans, asset valuation models, portfolio diversification measures, performance returns and attribution, client reporting and other asset/portfolio metrics. This is an opportunity for an analytically curious professional who enjoys connecting data, technology, and investment strategy—and who is comfortable leveraging AI-enabled tools and advanced analytics to enhance efficiency, accuracy, and insight. What You’ll Do Portfolio & Investment Analysis Develop deep knowledge of portfolio assets and support business plans and investment strategies through analysis of performance, diversification, valuation, sensitivities, and variances Analyze annual operating budgets, capital deployment, asset valuation models, returns, and attribution Support ESG-related analysis and portfolio metrics Data, Technology & Reporting Leverage data, analytics platforms, and AI-enabled tools to enhance portfolio analysis, reporting, and insight generation Ensure accurate, timely, and high-quality information flows to portfolio managers, consultants, and clients Assist in preparing economic, statistical, regulatory, and client-facing portfolio reports, including quality control of portfolio management data Research & Market Insight Conduct ongoing and ad hoc research on portfolio holdings, acquisition and disposition opportunities, and macro real estate trends Build and expand understanding of real estate markets, portfolio dynamics, and capital markets
Requirements
- Bachelor’s degree or equivalent experience, in finance, real estate, accounting, business, mathematics, statistics, data science, or a related field
- 2+ years of analytical experience; candidates with less experience will be considered with relevant internships or analyst experience in commercial real estate
- Strong quantitative, analytical, organizational, and communication skills
- High level of comfort working with data, analytics tools, and emerging technologies (including AI-assisted analysis, automation, or reporting tools)
- Ability to collaborate effectively in a fast-paced, deadline-driven environment while managing multiple priorities
- Success in this role requires intellectual curiosity, sound judgment, attention to detail, and a team-oriented mindset.
Responsibilities
- Develop deep knowledge of portfolio assets and support business plans and investment strategies through analysis of performance, diversification, valuation, sensitivities, and variances
- Analyze annual operating budgets, capital deployment, asset valuation models, returns, and attribution
- Support ESG-related analysis and portfolio metrics
- Leverage data, analytics platforms, and AI-enabled tools to enhance portfolio analysis, reporting, and insight generation
- Ensure accurate, timely, and high-quality information flows to portfolio managers, consultants, and clients
- Assist in preparing economic, statistical, regulatory, and client-facing portfolio reports, including quality control of portfolio management data
- Conduct ongoing and ad hoc research on portfolio holdings, acquisition and disposition opportunities, and macro real estate trends
- Build and expand understanding of real estate markets, portfolio dynamics, and capital markets
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
