Sr. Real Estate Investment Portfolio Analyst
About The Position
NHK Capital Partners is looking for a Senior Real Estate Investment Analyst at their Dallas, TX office. The Senior Real Estate Investment Analyst supports the tracking, organization, and analysis of the company’s real estate and investment portfolio, including select family-held assets. This role provides visibility into asset performance, maintains accurate and organized financial data, and supports leadership through clear, concise reporting. This position does not make investment decisions but plays a critical role in enabling informed decision-making through strong analysis, organization, and discretion.
Requirements
- Strong analytical thinking and financial acumen.
- Effective communication and reporting capabilities.
- Strong organizational and data management skills.
- Demonstrate discretion and professional judgement.
- Strong attention to detail.
- Excellent relationship-building skills with professional and polished demeanor.
- Ability and willingness to take initiative without prompting.
- Excellent organizational skills with strong attention to detail and positive attitude.
- Excellent time management, verbal and written communication skills.
- Ability to use and operate office equipment and machinery such as computer, copier, scanner, and fax machine.
- 5 – 10 years of experience in real estate, finance, investment analysis, or related field
- Strong analytical and financial skills (Excel proficiency required)
- Experience working with multiple data sources or investment tracking preferred
- Highly organized with strong attention to detail
- Ability to synthesize data into clear, actionable insights
- Professional maturity and sound judgment
Nice To Haves
- Exposure to commercial real estate development, private equity, or investment portfolios
- Experience supporting senior leadership or working in a closely held organization
- Familiarity with financial reporting, underwriting, or asset performance tracking
Responsibilities
- Maintain a centralized view of real estate and investment holdings across entities
- Track key data points including any deviance from original underwriting, performance, cash flow, costs, and timelines
- Ensure documentation is current, accurate, and easily accessible
- Analyze asset-level and portfolio-level performance
- Compare actual performance to projections or underwriting assumptions
- Identify trends, risks, and variances
- Prepare regular (quarterly) reports and summaries for leadership
- Highlight key insights, risks, and “flag items” requiring attention
- Support ad hoc reporting and analysis requests
- Maintain accurate financial and operational data across multiple investments
- Ensure consistency, version control, and organization of reporting materials
- Support the development of dashboards or reporting tools as needed
- Work with internal teams, lenders, consultants, and external advisors
- Provide data and analysis support without stepping into decision-making roles
- Assist in organizing information for potential or ongoing investments
- Maintain strict confidentiality at all times
- Exercise sound judgment in handling and sharing information
- Adhere to company confidentiality standards and agreements
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
