Senior Analyst, Portfolio Management

Greystar•Charleston, SC

1d•Onsite

About The Position

The Senior Analyst, Portfolio Management role supports the execution and the implementation of the Company’s strategies and programs that drive the financial and operational performance of the fund by gathering and analyzing market, property, and portfolio data, identifying opportunities for improving operational performance, managing programs that promote revenue or client satisfaction enhancement, and performing analytical, program management, or other tasks that support the daily operation of the fund.

Requirements

2+ years of experience in real estate finance and/or investment banking.
A bachelor’s degree is required in finance, business, or related field.
Attention to detail and strong creative problem-solving skills.
Proficiency in Excel and strong financial modeling skills.
Proficiency in PowerPoint and experience creating high quality external presentations.
Proficiency in AI systems.
Strong written and verbal communication skills.

Nice To Haves

Asset underwriting experience is a plus.
Experience with Claude and/or ClaudeCode is preferred.

Responsibilities

Maintains and updates fund-level models used to revalue current portfolio, produce fund-level return metrics, and evaluate the impact of various investment activities on future Fund performance
Helps design and prepare materials and deliverables for presentation to internal committees, outside institutional investors, and other stakeholders.
Monitors and reports on financial and operational performance of all fund or vehicle assets.
Identifies, designs, and implements asset-level operational improvements.
Conducts financial analysis of investment opportunities, including the creation of detailed pro-forma and financial models.
Gathers, compiles, investigates, and analyzes market data to identify potential investment opportunities, and prepares narrative investment memoranda, detailed reports, and market summaries that provide insights on proposed investment activities.

Benefits

Competitive Medical, Dental, Vision, and Disability & Life insurance benefits.
Low (free basic) employee Medical costs for employee-only coverage; costs discounted after 3 and 5 years of service.
Generous Paid Time off.
All new hires start with 15 days of vacation, 4 personal days, 10 sick days, and 11 paid holidays.
Plus your birthday off after 1 year of service!
Additional vacation accrued with tenure.
For onsite team members, onsite housing discount at Greystar-managed communities are available subject to discount and unit availability.
6-Week Paid Sabbatical after 10 years of service (and every 5 years thereafter).
401(k) with Company Match up to 6% of pay after 6 months of service.
Paid Parental Leave and lifetime Fertility Benefit reimbursement up to $10,000 (includes adoption or surrogacy).
Employee Assistance Program.
Critical Illness, Accident, Hospital Indemnity, Pet Insurance and Legal Plans.
Charitable giving program and benefits.