Investment Analyst - Global Real Estate

Do you know how to turn complex investment data into clear insights and scalable reporting? We’re looking for an Investment Analytics Analyst to:

• gather, integrate, organize, validate, reconcile and transform internal operational and financial data, external benchmark data from sources such as the National Council of Real Estate Investment Fiduciaries (NCREIF) and MSCI, and inputs from multiple systems and service providers, maintaining supporting documentation so data is accurate, consistent and ready for recurring analysis and reporting
• produce recurring reports, scorecards, interactive Power BI dashboards and presentation materials that show returns, attribution, expenses, income drivers, key performance indicators (KPIs) and performance trends at asset, investment and fund level for investment committee meetings, portfolio reviews and other internal reporting
• prepare benchmark, scorecard, operational and portfolio analysis for review, highlighting material variances and trends against internal targets and relevant market indices to help business units monitor investment performance and support investment decisions and ongoing portfolio monitoring
• complete ad hoc analysis and data requests, draft clear analytical narratives and develop portfolio review materials that make reliable insights easier for stakeholders to access, understand and act on
• maintain investment performance records, databases, reporting files and supporting datasets, and calculate measures such as internal rate of return (IRR), time-weighted returns and equity multiples at fund or asset level to support analytics, benchmarking and track-record reporting
• use Excel, Python, Power BI, Data Analysis Expressions (DAX) and SQL to build and maintain data frameworks, reusable scripts, queries, data models and dashboard components that automate data collection, validation, transformation and investment performance reporting
• use AI-assisted tools responsibly to explore data, develop code, summarize trends, validate logic, detect anomalies, create documentation and generate insights while protecting confidential information, applying appropriate human review and data governance, and verifying outputs
• collaborate with Fund Operations, Portfolio Management and Accounting to gather and validate inputs used in performance reporting and analysis, strengthen controls and improve consistency across recurring analytics and reporting
• improve the investment analytics data model and streamline workflows by identifying and implementing process improvements that reduce manual effort, make recurring data collection, validation, reconciliation and reporting more efficient, and document technical processes, data lineage, assumptions and AI-assisted workflows to support transparency, repeatability and continuity