Lead Analyst Portfolio Management

Role Overview

The Lead Analyst will support the Asia Core+ Strategy within the Real Estate Funds platform, working closely with Portfolio Management, Asset Management, Fund Controllers and Investor Reporting teams. The role involves end ‑ to ‑ end ownership of investor ‑ facing materials, fund ‑ level reporting and strategic analysis. The Lead Analyst will also mentor and guide the Analyst on day ‑ to ‑ day workstreams.

Key Responsibilities:

·        Own preparation and review of quarterly letters, flash reports, talking points, fund snapshots and investor templates

·        Develop, refine and maintain pitchbooks, marketing materials, and content for the Limited Partners Annual Conference

·        Lead responses for due diligence requests from LPs and consultants, coordinating inputs across multiple teams

·        Oversee creation and accuracy of Separately Managed Account (SMA) letters

·        Ensure consistent and accurate information flow between portfolio management, asset management and controllers

·        Maintain and enhance datasets across valuation metrics, property attributes, financial performance and fund ‑ level trackers

·        Conduct analysis to identify trends, variances and key performance drivers, present insights to stakeholders

·        Manage quality control and workflow allocation for the Analyst; provide training and feedback

·        Partner with onshore and offshore teams to align messaging, data integrity and reporting timelines

·        Support ad ‑ hoc strategic projects and operational improvement initiatives across the fund

·        Maintain a strong focus on compliance, governance and data accuracy

Essential Skills & Experience:

·        5-7 years’ experience in real estate, investment banking, private equity, valuation, portfolio management, financial reporting or related areas

·        Strong understanding of real estate valuation, fund structures and Core/Core+ investment strategies

·        Expertise in preparing investor materials, DDQs, pitchbooks and fund ‑ level communications

·        Advanced Excel and PowerPoint proficiency

·        Strong communication and stakeholder ‑ management skills

·        Demonstrated ability to mentor junior analysts and manage workflows

·        Master’s degree in Finance, Accounting, Business, Economics or related fields (preferred)

·        CFA designation is a plus

·        High attention to detail, data accuracy and analytical rigor

·        Ability to manage multiple priorities in a fast ‑ paced environment

Strong initiative, energy and confidence completing assignments with limited supe