Senior Analyst, Portfolio Analytics

Bellwether•Dallas, TX

About The Position

The Senior Analyst, Portfolio Management (Torchlight) will support the Torchlight Asset Management Team, which is responsible for overseeing the private real estate debt and equity investments in Torchlightâs fund businesses, which include assets throughout the U.S. in office, retail, multifamily, hospitality, and industrial asset classes. The Senior Analyst, Portfolio Management (Torchlight) role is a unique opportunity for someone eager to play an integral role in producing highly leveraged and impactful analytical reports. The individual will interact with multiple stakeholders while gaining exposure to various asset classes and fundraising and marketing initiatives. Additionally, this role will be critical in helping conduct portfolio analysis, create new client reporting, and spearhead various production efforts across teams. Torchlight Investors â Company Description The firm is an SEC registered investment advisor with over $4.0 billion in assets under management in commercial real estate debt. Since its inception in 1995, the firm has invested over $20 billion in its funds and separate accounts. For additional information please visit www.torchlight.com.

Requirements

A minimum of 2 years of experience in real estate investment and at least the same amount of time in an analytical role.
Advanced in Excel and PowerPoint skills.
Strong analytical skills and detail oriented. Proven ability to grasp new concepts, initiate ideas and implement new processes. Exhibits an eagerness to learn. Ability to work cross-functionally with different parts of the organization. Ability to manage and organize large amounts of data and communications. Advanced financial modeling and analytical skills using Excel. Ability to update or modify fund models, with limited guidance. Moderate understanding of real estate/fund concepts and financial statements. Ability to identify and resolve reporting issues, sometimes with limited guidance. Ability to understand fund documents and accounting files, and work with other parties on any issues or clarifying points.
Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information both internally and externally to clients.
Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.
Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.

Nice To Haves

Experience with Salesforce, Tableau, and iLevel is a plus.
Client-facing experience preferred.

Responsibilities

Assist in monthly and quarterly analytical reporting processes;
Actively engage and coordinate deliverables with Asset Management teams;
Review materials/analysis, identifying and resolving reporting issues, and interpreting fund documents;
Compile aggregation and review of investment-level cash flows into fund models;
Efficiently and accurately build and/or update complex fund models and analyses as well as supporting materials for management review;
Identify trends and maintain firm grasp of key drivers to quarter over quarter variances;
Lead compilation of responses for due diligence responses and review for accuracy;
Communicate effectively with other groups within Bellwether to advance team projects/goals;
Identify and implement process improvements; and
Perform ad-hoc financial analyses, including special projects, at the request of management.