San Diego, CA
A leading real estate investment platform is seeking an Associate to support corporate finance initiatives with a focus on portfolio reporting, performance analysis, and business insights. This role will work closely with senior leadership to deliver high-quality reporting and analysis that supports strategic decision-making across the organization.
Responsibilities:
- Prepare monthly and quarterly reporting packages for senior leadership and investors
- Develop portfolio-level reporting, including tenant exposure, leasing performance, and related analysis
- Conduct ad hoc analysis related to portfolio performance, operations, and broader business initiatives
- Collaborate cross-functionally to support reporting deliverables, planning efforts, and key initiatives
- Analyze portfolio trends and performance drivers, translating data into actionable insights
- Support the preparation of presentations and materials for internal and external stakeholders
- Utilize Excel, PowerPoint, and enterprise reporting tools to produce high-quality deliverables
- Assist in managing timelines and workflows to ensure accurate and timely reporting
Requirements:
- 2+ years of experience in corporate finance, FP&A, portfolio reporting, asset management, or related real estate investment roles
- Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or related field; advanced degree a plus
- Strong financial modeling and analytical skills, with experience in real estate analysis preferred
- Ability to interpret lease documents and understand portfolio-level performance drivers
- Advanced proficiency in Excel and PowerPoint, including financial modeling and presentation development
- Experience with enterprise reporting or data management systems is a plus
- Strong attention to detail and organizational skills
- Ability to analyze complex datasets and translate findings into clear insights
- Self-starter with the ability to manage multiple priorities in a fast-paced environment
- Strong communication skills, both written and verbal