Real Asset Performance Analyst

Overview

• Support a growing real assets portfolio, focusing on investments in real estate, infrastructure, and agriculture across the U.S. and Europe.
• Collaborate with a global investment management organization affiliated with a major insurance institution.
• Contribute to research, reporting, and due diligence processes for real asset investments.
• Engage in ESG initiatives and maintain communication with international teams.
• Participate in site visits and meetings with investment teams to evaluate strategies.
• Work in a hybrid environment combining remote and on-site collaboration.
• Opportunity to develop expertise in commingled fund investing and macroeconomic research.
• Enhance skills in financial modeling, reporting tools, and investment analysis.

Key Responsibilities & Duties

• Prepare monthly and quarterly reports to monitor portfolio performance and investment metrics.
• Conduct real assets and macroeconomic research for presentations to senior management.
• Assist with investment due diligence for real asset-focused commingled funds.
• Participate in meetings and site visits to evaluate proposed investment strategies.
• Support operations in managing investment-related activities and processes.
• Implement and measure ESG initiatives across the investment portfolio.
• Develop and maintain reports using Power BI and other automated tools.
• Maintain frequent communication with international offices to ensure alignment.

Job Requirements

• Bachelor’s degree in finance, real estate, or a related field required.
• 2–3 years of experience in real assets at institutional investors or investment managers preferred.
• Strong understanding of financial metrics, investment concepts, and commingled fund investing.
• Proficiency in MS Office, advanced Excel, financial modeling, and automated research tools.
• Experience with Power BI, including DAX formulas and Power Query, is advantageous.
• Excellent organizational, written, and verbal communication skills.
• Detail-oriented, proactive, and effective in a collaborative global environment.
• Eligibility for a discretionary bonus based on qualitative and quantitative performance factors.