Senior Associate, FP&A

We are seeking a Senior Associate OR Manager, Portfolio Financial Reporting to join our client’s team. In this role, you will work closely with the accounting and portfolio management departments and play a key role in financial forecasting, reporting, and portfolio analysis within a leading real estate investment firm. Additionally, the position contributes to the ongoing financial management of multiple institutional real estate portfolios, providing strategic insights and supporting data-driven investment decisions.

Why Join This Company?

• Gain exposure to $80B in assets under management and participate in high-profile investment strategies across property types and geographies.
• Join a team recognized for its deep analytical expertise, collaborative culture, and commitment to professional growth.
• Enjoy a flexible hybrid schedule and a robust benefits package.

Responsibilities:

• Oversee and maintain the integrity of the investment management platform.
• Collaborate with accounting, data analytics, and portfolio management teams to enhance reporting capabilities.
• Monitor portfolio transaction activity, including acquisitions, financings, dispositions, and other capital events for reporting and forecasting purposes.
• Analyze financial data to identify trends, risks, and performance drivers, maintaining KPIs and management dashboards for leadership review.
• Support quarterly investor reporting alongside senior FP&A and portfolio management leadership, including composition analysis, valuation trends, benchmark comparisons, and performance summaries.
• Assist in annual forecasting and long-range investment planning by aggregating property-level data and creating portfolio-level projections.
• Participate in the preparation and presentation of portfolio implementation plans for investors.
• Conduct return, promote, and waterfall calculations, ensuring accuracy and transparency in performance reporting.
• Evaluate and refine financial processes, models, and systems to improve reporting efficiency and data accuracy.
• Collaborate with cross-functional teams to ensure alignment between financial plans and broader strategic objectives.
  

For background check purposes, material job duties for this position include developing, analyzing, and presenting financial forecasts, portfolio performance metrics, and investment planning reports for institutional real estate clients.

Minimum Qualifications:

• Bachelor’s degree.
• 5 years of prior experience in financial planning and analysis, preferably within the real estate investment industry.
• Advanced proficiency in Microsoft Excel.
• Prior experience with financial ERPs such as Pereview, Yardi, or MRI.

Preferred Qualifications:

• Bachelor’s degree in Finance, Accounting, or a related field.
• MBA or advanced degree in Finance, Accounting, or Real Estate.
• Experience managing institutional real estate portfolios and investor reporting.
• Familiarity with data visualization and business intelligence tools (e.g., Power BI, Tableau).
• Proven track record of driving process improvements and enhancing reporting frameworks.
• Strong understanding of accounting principles, portfolio analysis, and performance reporting.
• Excellent analytical, problem-solving, and communication skills with a high attention to detail.
• Ability to manage multiple deliverables and collaborate effectively with cross-functional teams.

Compensation:

*The below represents the lowest to highest expected salary range for this job opening. Our client ultimately may pay more or less than the posted salary range, and the salary range may be modified in the future. Our client will consider job-related factors including, but not limited to, education, qualifications, certifications, experience, skills, geographic location, and business or organizational needs when determining pay.

Non-base compensation: Employees are eligible for discretionary annual bonuses, dependent upon individual and company performance.

Benefits: Employees are covered by medical, dental and vision insurance. Employees can enroll in the company’s matching 401k plan. Employees will also accrue vacation