What are the responsibilities and job description for the Portfolio Management Analyst position at Peachtree Group?
Role and Responsibilities
- Pipeline Management
- Gather and consolidate dynamic deal data from various teams, including Debt Capital Markets, Deal Teams, Accounting, and Asset Management.
- Synthesize pipeline data into weekly presentation materials and convey key takeaways to internal stakeholders.
- Verify data accuracy and consistency, addressing any discrepancies or missing information.
- Strategic Initiatives:
- Participate in strategic initiatives, such as C-PACE, Media Fund, and other ventures.
- Contribute to the development of fund models and cash flow mapping.
- Deal Tapes:
- Maintain and update syndication tapes for existing and pipeline deals.
- Collect and analyze deal-level data to facilitate timely responses to investor inquiries.
- Investor Requests and Track Record:
- Respond to ad-hoc requests from investors.
- Prepare materials for quarterly diligence reviews and internal portfolio performance presentations.
- Maintain accurate and up-to-date track records for all investments.
- Process Improvement:
- Identify opportunities to improve the efficiency and effectiveness of portfolio management processes.
- Collaborate with team members to implement new processes and tools.
Qualifications
- Bachelor's degree in finance, real estate, accounting, economics, or a related field.
- 2 years of experience in real estate, finance, valuation, or a similar role.
- Strong analytical skills and attention to detail.
- High proficiency in Excel, financial modeling and data analysis
- Excellent organizational and time management skills.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
