Real Estate Performance Associate

TA Realty • Boston, MA

5d

About The Position

The Real Estate Performance Analyst is responsible for analysis and reporting across multiple real estate portfolios, with a focus on converting financial and operating data into actionable investment insights. The role supports portfolio management, investor relations, and senior leadership by delivering accurate, timely, and thought-provoking analysis on asset, portfolio, and fund-level performance. This position requires strong financial modeling capabilities, attention to detail, and the ability to communicate complex information clearly and effectively.

Requirements

• Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or related field
• 3-5 years of progressive professional experience in real estate investment management, data analytics, performance reporting or a related financial services environment
• Strong understanding of real estate metrics (IRR, equity multiples, NOI, cap rates, leverage, fund structures)
• Strong attention to detail and ability to manage large datasets
• Advanced Excel skills; experience with financial modeling is required
• Intellectual curiosity, skilled at creative problem solving and deductive reasoning
• A reliable and resourceful team player who is assertive and enthusiastic
• Analytical rigor and problem-solving skills
• Ability to communicate complex financial concepts clearly and concisely
• Strong organizational and time management skills
• High level of accuracy, consistency, and accountability in reporting
• Excellent analytical skills and meticulous attention to detail
• Strong writing, communication and presentation skills
• Adept at working in a fast-paced environment and meeting tight deadlines
• Ability to collaborate with internal groups and individuals at all levels of an organization under tight timeframes

Nice To Haves

• Exposure to investor reporting and SEC marketing rule considerations is preferred

Responsibilities

• Analyze fund- and asset-level performance, including IRR, TWR, multiples, valuation changes to determine key drivers of performance
• Monitor actual performance results analyzing trends across market cycles, property types and property locations from asset entry to exit
• Complete high volume of investor and consultant data requests for due diligence and fundraising efforts
• Prepare performance attribution analysis and commentary
• Perform sensitivity analyses and support risk assessment initiatives
• Translate complex analytics into clear, concise, investor-facing materials
• Identify opportunities for process improvements and implement changes to enhance efficiency and accuracy
• Maintain performance analytics models and large data sets ensuring consistency, accuracy and completeness of underlying data
• Assist in internal audit and review processes, including validating portfolio management, valuations and financial outputs to identify discrepancies
• Analyze external benchmarks (e.g., NPI, ODCE, Cambridge Associates, Preqin) and position portfolio performance relative to peers
• Conduct thorough research and analysis of real estate market trends and performance metrics to develop industry best practices and advancements in data analytics
• Collaborate with Portfolio Management, Valuations and Accounting teams to analyze results and understand trends
• Support investment decision-making through ad hoc analysis and presentation materials
• Coordinate with Investor Relations to ensure consistent and accurate messaging to investors and consultants

What This Job Offers

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