• Portfolio Analytics Analyst/Senior Analyst (New York, NY)

    Job Location US-NY-New York
    # of Openings
  • Company Overview

    Acquiring, developing, financing and managing quality real estate investments since 1982, USAA Real Estate provides superior returns investing across the risk spectrum, with expertise in office, industrial, multi-family, retail and hotel assets. Investing for the USAA membership and aligned with more than one hundred investment partners across the world, we maintain an “Investor First” mindset with a significant co-investment in all programs. As the real estate investment management arm of USAA, a leading financial services company serving military families since 1922, USAA Real Estate has achieved a track record of success living up to the high standards set at USAA and sharing its culture. USAA’s balance sheet puts us in a position of strength – well capitalized to invest in multiple strategies. This is a distinct competitive advantage. USAA Real Estate is headquartered in San Antonio, Texas. www.usrealco.com

    Job Description

    Job Purpose:


    As an integral member of the Portfolio Analytics team in the New York office, the Analyst/Senior Analyst will work closely with USAA Real Estate and Square Mile portfolio management, asset management, investor relations, accounting, and investment teams, with a primary focus on Square Mile Real Estate Private Equity funds. This position will assist the Portfolio Management and Analytics teams in portfolio reporting, operational execution, and analytical support for multiple Real Estate Private Equity funds.


    Essential Duties:


    The Analyst/Senior Analyst will support Portfolio Management and Analytics for various portfolios, and taking a primary role in the completion of analyses, ad-hoc requests, and projects.  The Analyst/Senior Analyst will report on behalf of all Square Mile sponsored Real Estate Private Equity funds and separate account vehicles to existing investors, prospective investors, and other parties.  The Analyst/Senior Analyst will create and refine processes that allow for scalable and efficient portfolio operations and management. 

    • Produce the quarterly investor reports of Square Mile sponsored programs (Equity and Debt Funds) by working closely with accounting, asset management, and related business units to assemble, analyze, and process operational and financial data.
    • Support the internal reporting and capital raising teams in responding to requests and inquiries from investors and senior management.
    • Create, enhance, and maintain fund-specific reports to analyze current and historical portfolio performance, and assist in forward-looking performance projections.
    • Implement and improve operational and reporting processes to be adopted across both Square Mile and USAA Real Estate platforms.
    • Assist with treasury functions including cash management, warehouse/subscription line, compliance, short-term borrowings, and quarterly distributions.
    • Process and calculate capital calls, distributions, and other investor communications.
    • Assist with creation of department policies, procedures, and process documentation.
    • Collaborate with the other team members on automation, efficiency improvement, and thought leadership initiatives.
    • Special projects and other related responsibilities as assigned.



     At USAA Real Estate Company our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, USAA Membership eligibility, educational and professional designation assistance, business casual dress attire and much more! https://usaarealestatecareers.com/careers/benefits/ 

    Qualified applicants must successfully complete a pre-employment background and drug screen.  The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.


    USAA Real Estate is an Equal Opportunity and Affirmative Action Employer of Females, Minorities, Veterans and Disabled.


    Minimum Qualifications:

    • Bachelor’s degree (BA/BS), preferably in Finance/Economics/Business Administration/Accounting or related field.
    • 0-2 years of applicable professional experience, preferably in a quantitative or analytic-based role. Real estate private equity and fund modeling experience strongly preferred.
    • Strong attention to detail, organizational, and project management skills
    • Strong quantitative analysis skills
    • Advanced Excel skills
    • Proficient with Word and PowerPoint
    • Willingness and flexibility to work extended hours as needed to accomplish tasks and projects
    • Qualifications may warrant placement in a different job level
    • Candidates must be eligible to work in the U.S. without USAA Real Estate sponsorship

    Preferred Skills:

    • Exceptional verbal and written communication skills. Ability to summarize complex results, and effectively communicate findings.
    • Demonstrated understanding of advanced financial concepts and cash flow analysis.
    • Strong interpersonal skills and ability to interface with all levels of internal employees and external parties in a polished and professional manner.
    • Ability to work in a highly collaborative team environment to achieve broader organizational goals.
    • Experience within real estate, private equity or investment management. 

    Physical Requirements:

    • Regularly required to sit for extended periods of time; frequently required to stand, walk, and use business equipment daily such as computer, copier, fax, telephone, etc.; frequently required to reach overhead, bend, and lift objects of up to 25lbs.
    • Ability to handle stress caused by multiple priorities, and other unforeseen situations associated with the organization.
    • Eyesight and hearing must be correctable to standard level.


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