What are the responsibilities and job description for the Real Estate Portfolio Management Analyst/Associate position at Alexander Chapman?
A San Francisco-based real estate private equity firm is seeking an Analyst to join its Portfolio Management & Investor Relations team. The firm focuses on real estate investments across major West Coast markets and manages a diverse portfolio of assets across multiple property types.
This is a unique opportunity to join a lean, entrepreneurial team and gain exposure to asset management, fund performance reporting, investor communications, and capital raising strategy.
Key Responsibilities:
- Support the preparation of quarterly investor reports, fund performance updates, and asset-level reporting
- Maintain and update fund models, investor databases, and internal reporting tools
- Collaborate with the acquisitions and asset management teams to synthesize asset-level performance into portfolio-level insights
- Assist in responding to investor inquiries and due diligence requests
- Contribute to the preparation of investor presentation materials and fundraising documents
- Participate in tracking and analyzing portfolio performance metrics and market trends
Qualifications:
- Bachelor’s degree in Finance, Real Estate, Economics, or a related field
- 1–2 years of relevant / direct experience in real estate investment, portfolio management, or investor relations
- Strong financial modeling, analytical, and quantitative skills
- Exceptional written and verbal communication skills
- Proficiency in Excel and PowerPoint; experience with real estate reporting systems is a plus
- Highly organized with strong attention to detail and the ability to manage multiple workstreams in a fast-paced environment
Why Join?
As part of a small, high-impact team, the Analyst will work directly with the firm’s Managing Partners and gain firsthand exposure to institutional investors and limited partners. This level of access provides unmatched insight into the strategic direction of the firm, the capital raising process, and relationship management at the highest level—offering a rare learning experience early in your career.
