Portfolio Management Analytics Associate (San Antonio, TX)

Affinius Capital • San Antonio, TX

1d • Onsite

About The Position

Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com. The Associate is part of Affinius Capital’s centralized Portfolio Management Analytics (PMA) department and is based in San Antonio, providing integrated analytical support to the firm’s New York–based credit platform. The role reports to the Managing Director of PMA and is responsible for building and maintaining cash flow models and analytical solutions for the firm’s credit vehicles and lending strategies. The ideal candidate has advanced Excel and cash flow modeling expertise (preferably within private equity real estate), experience working with large datasets, and exceptional attention to detail. Strong communication skills and the ability to collaborate effectively across San Antonio‑ and New York‑based teams are essential to ensure credit portfolios and loan positions are accurately captured, analyzed, and connected to the broader global platform.

Requirements

• Bachelor’s degree from an accredited university, with preference for candidates demonstrating strong intellectual curiosity, technical aptitude, and quantitative proficiency.
• 3-5 years of relevant experience developing advanced Excel-based cash flow models, preferably in private equity real estate and credit lending strategies.
• Advanced proficiency and proven experience in Excel (macros, VBA, advanced formulas, pivot tables, conditional formatting, data simulations).
• Attention to detail is a must, as are strong communication skills and a high degree of emotional intelligence.
• Strong organizational skills are required.
• Self-starter; capable of developing and meeting deadlines in a fast-paced environment.
• Willing to work extended hours, on-site.

Nice To Haves

• Working knowledge of Power BI and Data Analysis Expressions (DAX) is a plus.

Responsibilities

• Build, enhance, and maintain Excel‑based proprietary cash flow models for the firm’s real estate credit vehicles and underlying investments – including senior and subordinated loans, mezzanine debt, and preferred equity – serving as the subject matter expert for credit modeling tools and ad hoc analytical needs across PMA and the broader platform.
• Ensure credit cash flow models and analytical tools adhere to Affinius Capital’s best practices, quality standards, and control frameworks, and are consistently maintained, governed, and integrated within the firm’s broader data, reporting, and analytical ecosystem.
• Support the design and development of analytical models and tools that conform to evolving credit strategy needs – including sensitivities, scenario analysis, stress testing, and portfolio roll‑ups – participate in the evaluation, pilot, and migration of loan cash flow modeling from Excel into dedicated loan cash flow systems to improve scalability, control, consistency, and enterprise integration across the credit platform .
• Respond to ad‑hoc analytical requests from credit portfolio managers, senior management, and investors, with a focus on actual and projected credit performance, portfolio composition, liquidity, and economic impact to Affinius Capital’s management company.
• Support the development and delivery of credit‑focused reporting solutions for internal and external stakeholders, leveraging existing reporting platforms (including Power BI) and alternative tools as appropriate, all with a focus on publishing information to decision makers.
• Foster strong cross‑functional collaboration with teams in San Antonio, New York, and Europe, contributing to a cohesive, team‑oriented culture.
• Coordinate with the Compliance team to establish and maintain necessary disclosures around analytical work products.
• Perform additional duties as assigned.

Benefits

• At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level