Associate, Portfolio Analytics
Boston MA : Landmark, United States
USD 100K-120K Mid-level Full Time
Tasks
- Analyze quarterly investment report valuations
- Analyze valuation changes and drivers
- Calculate valuation gains and losses
- Compute portfolio and fund performance metrics
- Monitor real estate investment portfolios
- Prepare investor reports
- Process investment amendments and consents
- Support investor relations presentations and fundraising
Perks/Benefits
- 401k match
- Commuter benefits
- Disability insurance
- Employee assistance program
- Flexible spending accounts
- Health savings account
- Life insurance
- Medical/Dental/Vision
- Mental health coaching
- Psychiatry
- Therapy
Skills/Tech-stack
Accounting | Financial Modeling | Fund Performance | Fund performance analysis | Internal Rate of Return | Investment Analysis | Investment reporting | Microsoft Excel | Microsoft Word | Multiples Analysis | Partnership accounting | Performance Analysis | Portfolio monitoring | Rate of Return | Real Estate | Time-weighted return | Valuation
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
Regions
Countries
States
Cities
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