Analyst, Shared Business Services (Secondaries Real Estate)

Role Overview

Primary Functions

• Evaluate investment opportunities through due diligence, market research, benchmarking, financial modeling, and data analysis.
• Analyze limited partnership interests, GP-led transactions, continuation vehicles, and underlying real estate assets and portfolios.
• Build fund-level and asset-level underwriting models for LP-led transactions.
• Populate internal underwriting, valuation, and metrics templates using sponsor, GP, and advisor models for GP-led transactions.
• Analyze property-level and fund-level performance across multiple real estate sectors.
• Prepare diligence and investment materials, including GP overviews, track records, comparables, and portfolio analyses.
• Support transaction execution, portfolio monitoring, asset management, valuation, and fund performance reporting.
• Use AI-enabled tools and data analysis to improve reporting, monitoring, and diligence workflows.
• Identify process automation and data-quality improvements.

Education and Experience

• Bachelor's or master's degree in business, finance, another pre-professional field, or a related discipline with real estate, infrastructure, and secondaries exposure.
• 1-3 years of relevant investment, valuation, advisory, consulting, asset management, fund operations, or analytical experience.
• Experience in modeling, due diligence, investment analysis, portfolio monitoring, valuation, or reporting for real estate or alternative assets.
• Fund-level or asset-level analysis, portfolio reporting, investment committee materials, or underwriting exposure is preferred.
• Power BI, VBA, Python, SQL, AI-enabled tools, or process automation experience is a plus.

General Requirements

• Advanced financial modeling and valuation skills, including real estate cash flow analysis, DCFs, NAV analysis, portfolio valuations, and fund-level modeling.
• Understanding of real estate investments, secondary transaction structures, and private market dynamics.
• Strong analytical, communication, and problem-solving skills with attention to accuracy.
• Ability to work independently while collaborating with global investment teams.