Portfolio Analyst Jobs

3 open positions found · Salary range: $78,000 - $120,000

View Analyst / Senior Analyst, Finance – Portfolio Reporting & Business Insights
B

Analyst / Senior Analyst, Finance – Portfolio Reporting & Business Insights

BioMed RealtySan Diego, CA, USonsite

$78,000 - $120,000/yr

BioMed Realty, a Blackstone portfolio company, is the largest private provider of real estate solutions for the life science industry. BioMed owns and operates high-quality life science real estate in leading innovation markets across the United States and the United Kingdom, including Boston/Cambridge, San Francisco, San Diego, Seattle, Boulder, and Cambridge, U.K. About the Opportunity This role is a key contributor to how senior management, the Board, and investors understand portfolio performance. The Analyst / Senior Analyst will transform leasing, occupancy, and development data into actionable analysis and reporting that supports executive decision-making. This position offers a strong opportunity for a finance professional who enjoys working at the intersection of data, reporting, and business insight. The role includes ownership of recurring executive and investor deliverables, ad hoc portfolio analysis, and collaboration with teams across the company to help explain what is happening in the business. It is well suited for someone who is highly analytical, detail-oriented, and comfortable operating in a fast-paced environment with multiple priorities. Title and level will be determined based on experience, skill set, and demonstrated ability in financial reporting, analysis, and cross-functional partnership. What You'll Do * Prepare recurring dashboards and reporting packages for senior management and investors, including portfolio occupancy reporting, quarterly investor presentations, and responses to ad hoc investor requests * Analyze portfolio performance trends, including occupancy, leasing activity, tenant mix, and development activity, and translate findings into clear reporting and presentations for senior management and investors * Provide concise analysis, summaries, and supporting materials to help leadership understand portfolio performance and key business trends at both the asset and portfolio levels * Lead the monthly rent roll variance review process to ensure data accuracy in executive and investor reporting, partnering with Lease Administration to investigate and resolve discrepancies * Review and analyze lease transactions and related documentation to support portfolio metrics and reporting accuracy * Manage leasing and portfolio databases, ensuring data quality, consistency, and reliability across reporting deliverables * Partner with teams across the company to coordinate data flow and support accurate, timely, and consistent reporting * Perform detailed reviews of reporting materials to ensure accuracy, grammar, formatting, and consistency across deliverables * Utilize Excel, PowerPoint, and the organization's enterprise reporting software, Oracle EPM Cloud, to support analysis and reporting responsibilities * Identify opportunities to improve reporting processes, data quality, and the efficiency of recurring deliverables What Success Looks Like in This Role You will likely thrive in this role if you: * Are energized by a fast-paced environment and enjoy managing multiple concurrent deadlines * Take pride in producing thoughtful, polished, high-quality work with a high degree of accuracy * Can move effectively between recurring production work and ad hoc analysis without losing momentum * Enjoy working with large data sets and translating them into clear, useful insights. * Are comfortable asking questions, investigating issues, and speaking up when something does not look right * Bring a proactive mindset and look for ways to improve processes rather than simply complete tasks This role may be a less natural fit for someone who: * Prefers highly structured, step-by-step direction for each task * Strongly prefers working on one project at a time with long lead times * Is uncomfortable with shifting priorities or unexpected requests * Prefers to wait for direction rather than proactively researching and solving problems Skills and Experience * Bachelor's degree in finance, business, accounting, economics, or a related field * Experience or exposure to corporate financial analysis, reporting, or accounting required * Understanding of real estate fundamentals is a plus * Familiarity with commercial leases and related financial terms is a plus * Strong technical proficiency in Microsoft Excel and PowerPoint * Experience with enterprise reporting systems, planning tools, or large financial data sets is a plus * Prior experience with Oracle EPM Cloud or similar reporting platforms is a plus Core Competencies * Attention to Detail: Produces accurate, error-free, polished deliverables for a management and investor audience * Productivity: Manages a high volume of recurring deliverables while effectively prioritizing work and maintaining quality * Curiosity: Learns quickly, applies new skills, and continuously seeks to improve for individual and team success * Communication: Communicates clearly and proactively, both verbally and in writing, and escalates issues early when needed * Collaboration: Builds strong working relationships across departments and approaches colleagues as partners * Drive / Initiative: Takes ownership of work and continuously looks for ways to improve processes and solve problems * Organization: Operates effectively in a fast-paced, team-oriented environment with multiple deadlines and competing priorities * Data Synthesis: Coordinates data from multiple sources and consolidates it into a unified reporting structure, while maintaining an understanding of source data and downstream reporting impacts * Flexibility: Adapts readily to changing priorities and business needs Compensation: Analyst: $78,000 - $102,500 per year + bonus + benefits Senior Analyst: $92,000 - $120,000 per year + bonus + long term incentive + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining pay, we'll consider location, experience, and other job-related factors. Benefits At BioMed Realty, we make sure you have the support and resources to leverage and develop your skills, secure your financial future, and take care of your health and well-being. BioMed Realty continually seeks to provide a workplace where everyone can be their authentic self. Through BioMed Realty's competitive benefits offerings and various training and development opportunities, we have you covered with our Benefits Program which includes: * Employer-Paid Medical, Dental, and Vision Insurance * Paid Time Off and Paid Family Leave Benefits * 401(k) Retirement Savings Plan * Tuition Reimbursement * Flexible Spending Accounts * Commuter Benefits * Lifestyle Spending Account * Pet Insurance * ID Theft Insurance * Legal Insurance * Employee Assistance Program * 100% Employer-Paid Life \& AD\&D Insurance, Short and Long Term Disability Amenities * Onsite Gym * Complimentary Snacks, Fresh Fruit, Cold Brew Coffee, Kombucha and Soda Water Provided * Dry Cleaning Services Onsite Notice to Recruiters and Third-Party Agencies The Talent Acquisition team manages the recruitment and employment process for BMR To protect the interests of all parties involved, BMR will only accept resumes from a recruiter once a fully-executed search agreement is in place. Agencies are hereby specifically directed not to contact BMR employees directly in an attempt to present candidates. BMR will consider any candidate for whom an Agency and/or Recruiter has submitted an unsolicited resume to have been referred, free of any charges or fees. #LI-EW1 About the company BioMed Realty, a Blackstone portfolio company, is a leading provider of real estate solutions to the life science and technology industries. As of September 30, 2025, BioMed Realty owns and operates high-quality life science real estate comprising more than 17 million square feet concentrated in leading innovation markets throughout the United States and the United Kingdom, including Boston/Cambridge, San Francisco, San Diego, Seattle, Boulder and Cambridge, U.K. In addition, BioMed Realty maintains a premier development platform with 1.5 million square feet of Class A properties in active construction to meet the demand of the life science and technology industries. BioMed Realty is an equal opportunity employer. Employment decisions are made based on individual qualifications, job-related requirements, and business needs, without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, marital status, veteran or military status, or any other characteristic protected by applicable law. BioMed Realty is committed to providing reasonable accommodations to qualified individuals with disabilities and for religious observances, in accordance with applicable law. If you require a reasonable accommodation to complete the application or interview process, please contact careers@biomedrealty.com. As a participant in the federal E-Verify program, BioMed Realty uses E-Verify to confirm the identity and employment eligibility of all individuals hired to work in the United States, in accordance with applicable law. Right To Work E-Verify Participation

3 months agovia universal intelligenceApply ›
View Lead Portfolio Risk & Quantitative Analyst
G

Lead Portfolio Risk & Quantitative Analyst

Goldsmith & CoNew York, NYonsite

We are representing an established, global alternative asset manager with an extensive footprint across the U.S., Europe, and Asia. With a multi-decade track record, the firm focuses on the full spectrum of the capital structure, managing capital across credit-oriented hedge funds, CLOs, private credit, and real estate debt. Sitting within the core Portfolio Analytics function, this pivotal role drives the risk infrastructure and quantitative modeling for the firm’s liquid strategy vehicles. This is a high-visibility, high-ownership position that interfaces directly with executive investment leadership and business unit heads. The successful candidate will act as the quantitative engine for the platform—building sophisticated risk frameworks, optimizing portfolio construction, and translating complex data into actionable insights for both technical and non-technical stakeholders. Core Responsibilities * Executive \& Committee Reporting: Own the architecture and delivery of critical risk dashboards, stress tests, and scenario analyses utilized directly by the Investment Committee to inform positioning. * Portfolio \& Liquidity Dynamics: Model fund liquidity mechanics, redemption scenarios, and financing impacts specifically tailored for multi-asset credit and mutual fund vehicles. * Hedging \& Beta Optimization: Evaluate and refine the effectiveness of the firm's hedging frameworks (interest rate, credit, equity) and advise Portfolio Managers on beta allocation and risk budgeting. * Quantitative Infrastructure \& Automation: Manage and modernize institutional risk systems (e.g., Bloomberg PORT, RiskMetrics). Drive the automation of internal data workflows and recurring reporting via Python/SQL scripting. * Cross-Functional Integration: Serve as the quantitative authority for regulatory risk filings, capital planning, and bespoke data requests from marketing and investor relations teams. Technical Profile * Experience: 5+ years of dedicated risk, quantitative analysis, or portfolio analytics experience within alternative credit, hedge funds, or multi-asset strategies. Direct exposure to liquid vehicles is required. * Asset Class Mastery: Deep fluency in fixed income, credit derivatives, distressed debt, and structured products. Must possess a strong grasp of both security-level and portfolio-level risk dynamics, including cash flow and waterfall modeling. * Technical Stack: Hands-on expertise with institutional risk platforms (PORT, RiskMetrics) coupled with strong programming capabilities in Python, SQL, R, or equivalent for workflow automation. * Communication \& Synthesis: Proven ability to distill dense quantitative output into clear, strategic takeaways for the Investment Committee and senior non-technical audiences. * Operational Rigor: Uncompromising standard for data integrity, precision, and process discipline, with an ability to thrive in a fast-paced environment. * Education: Bachelor’s or advanced degree in a highly quantitative discipline (Quantitative Finance, Mathematics, Engineering, Statistics, etc.).

3 months agovia universal intelligenceApply ›
View Portfolio Analyst
Parvana logo

Portfolio Analyst

ParvanaCape Town, South Africaonsite

Parvana Strategic Sourcing has established itself as a leading provider of permanent and temporary recruitment services to the South African, European and UK marketplace. In addition to this we have enjoyed considerable success in Australia and other part Duties & Responsibilities Client Details: With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top achievers who are looking to redefine and shape the future of the investment industry. Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers. What you will be doing: • Agree, prioritise, and manage work deliverables and plans. • Handle substantial portfolio and market data daily. • Retrieve, validate, reconcile, and analyse data for regular and periodic reports. • Interrogate, interpret, and analyse data to produce client reports and advisory insights. • Safeguard the integrity of sensitive client data and manually verify statistics. • Review reports from fellow analysts and address report queries when needed. • Provide ad hoc analyses, suggestions, and support. • Contribute ideas for technical solutions and process improvements. • Participate in quality management processes and identify inefficiencies. • Set and pursue career objectives, annual goals, and engage in knowledge sharing. • Actively participate in organisational discussions, events, and innovation. • Perform ad hoc analyses as required. What our client is looking for: • Holds an undergraduate degree, preferably in Statistics, Mathematics, Computer Science or finance. • An Honours degree is preferable. • Shows interest in pursuing CFA, FRM, or CAIA charter. • 1 - 2 years of relevant experience. • Demonstrates attention to detail and sensitive client data integrity. • Manages large volumes of portfolio and market data. • Understands portfolio and instrument-level information. • Quick learner with interest in financial services and industry trends. • Possesses strong analytical skills and good time management. • Exposure to or experience with Excel, SQL and Power BI would be beneficial. • Able to handle pressure, meet deadlines, and work independently. • Communicates clearly and politely with clients, both verbally and in writing. • Exhibits initiative, proactive problem-solving, and teamwork. • Willing to dedicate extra hours when needed to meet deadlines. Job ID: • J107063 For a more comprehensive list of opportunities that we have on offer, do visit our website - https://www.parvana.co.uk/careers Desired Experience & Qualification Portfolio Data Analysis, Client Reporting, SQL/Excel/PowerBI, CFA/FRM/CAIA Interest, Data Integrity, Complex Reconciliation, Initiative, Time Management

recentlyvia google jobsApply ›

Companies hiring for Portfolio Analyst

Track these jobs with Jobfu

Get AI-powered resume tailoring, application tracking, and job alerts for Portfolio Analyst roles. Sign up free.

Sign up free