Portfolio Management Analyst
Description
Responsibilities:
- Update and complete quarterly investor reports for all fund investors, containing commentary, financial snapshots and returns projections (including profit and IRR). Reporting packages include overviews of each fund and summary pages for individual investments
- Create the presentations for the annual investor meeting, which include market outlooks, fund performance summaries and individual investment summaries
- Maintain rollup financial models for each of Starwood Capital’s funds, ensuring the accuracy of all information, including historical and projected asset cash flows, investor contributions/distributions and fund‑level expenses
- Track and analyze asset and fund information utilizing the group’s proprietary databases, facilitating the production of all fund-related analyses and financial reporting
- Continually improve financial models as well as processes and procedures to increase efficiency and quality
- Proactively highlight and communicate fund and asset-specific issues and opportunities
- Assist with ad hoc projects and analyses as needed
- Communicate with numerous people across virtually all departments of the firm (Asset Management, Acquisitions, Capital Markets, Fund Accounting, Property Accounting, Investor Relations, Legal, Treasury, Design, etc.)
- Provide support to the Head of Portfolio Management and team, Asset Management, Investor Relations and the CEO/CFO as necessary
Requirements:
- Bachelor’s degree
- Strong academic background, preferably in finance or accounting
- 1 to 3 years of relevant finance, accounting and/or analytical experience (real estate experience a plus)
- Proficient in Microsoft Excel, Word and PowerPoint
- Familiarity with financial modeling, including discounted cash flow analyses
- Exceptional attention to detail
- Experience in managing, updating and analyzing large quantities of data
- Ability to manage and effectively present information
- Strong business writing and communication skills
- Highly organized
- Authorization to work in the United States