Position Summary
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.
Key Responsibilities
Performance Analysis & Reporting
- 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
Data Management & Validation
- 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
Market & Benchmark Analysis
- 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
Cross-Functional Collaboration
- 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
Key Competencies
- 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
Qualifications
- 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
- Exposure to investor reporting and SEC marketing rule considerations is preferred
EQUAL EMPLOYMENT OPPORTUNITY
TA Realty LLC is an Equal Opportunity Employer that is committed to creating a diverse and inclusive company culture believing it adds to the strength and vitality of our organization. TA Realty does not discriminate against candidates and employees on the basis of race, religion, national origin, age, veteran status, sexual orientation, or any other protected status under law.