Portfolio Analyst

Spectraforce

US


25 days ago

Similar Jobs
Portfolio Analyst
Spectraforce
US

25 days ago

Job Description

Job Summary:

The Merchant Banking division oversees investment management activities, including raising new debt and equity capital, forming new ventures, strategic acquisition and disposition of assets, and managing and operating portfolio investments. The business unit works in close collaboration with other divisions across a fully integrated platform to optimize real estate portfolios and drive strategic growth.

We are seeking to expand our global footprint and establish a team of professionals working across multi-disciplinary functional areas, closely collaborating with U.S.-based personnel. The Analyst role within the Merchant Banking division will support the Portfolio Management team, offering a unique opportunity to gain valuable experience in investment and real estate finance. The ideal candidate will have an analytical mindset, a proactive approach to learning, and the ability to thrive in a fast-paced environment.

Essential Responsibilities:

  • Assist Senior Portfolio Managers in maintaining and enhancing complex investment and fund-level models.
  • Collaborate with Portfolio Analysts to complete monthly and quarterly investor relations reporting.
  • Aggregate and analyze data across functions to address ad hoc investor inquiries.
  • Provide analytical support for strategic decision-making related to portfolio composition, capital structure, and growth/exit opportunities.
  • Work closely with Asset Management, Property Management, and Fund Finance teams to facilitate investment decisions and operational processes.
  • Identify and analyze fund and asset-specific issues and opportunities.

Minimum Requirements:

  • Education: Bachelor’s degree (MBA / CA / CFA with financial markets understanding preferred).
  • Experience: 3-5 years of experience in investment management, banking, consulting, financial services, or real estate. Strong analytical skills required.
  • Technical Skills: Proficiency in MS Excel and PowerPoint (advanced). Experience with Yardi, Tableau, and SQL is preferred.
  • Time Management: Ability to manage multiple projects and meet deadlines in a fast-paced environment, responding to requests with urgency.
  • Language: Advanced English proficiency (B2+/C1, 85-90%).

Core Values:

  • Culture & Conduct: High integrity, adaptability, and accountability in a dynamic environment.
  • Client-Centricity & Business Acumen: Strong team player with stakeholder management experience.
  • Communication & Connectivity: Excellent written and verbal communication skills; collaborative mindset.
  • Execution & Delivery: Self-starter with strong organizational and time management skills.
  • Agility: Responsive and adaptable in a fast-moving environment.
  • Community: Committed to creating a sense of belonging for all.

This role is ideal for individuals with a passion for investment management and real estate, eager to contribute to a dynamic team and gain exposure to portfolio optimization, asset management, and financial modeling.