Financial Modeling & Portfolio Analyst (Real Estate)

Financial Modeling & Portfolio Analyst (Real Estate)

Location: Remote (LATAM)

Compensation:

• LATAM: USD $1800$2300/month

Industry: Real Estate Finance

Schedule: Full-time aligned with U.S. business hours (initially thereafter flexible)

About the Company

Our client is a privately held real estate debt and equity investment firm based in New York with a focus on lending on stabilized multifamily and other commercial properties. It is a U.S.-based real estate finance company specializing in loan origination portfolio management and structured lending solutions. Their team supports a growing portfolio of real estate investments and lending transactions through a combination of financial expertise operational excellence and data-driven decision-making.

As the business continues to grow they are looking to add another analyst to their high-performing team. This role will focus heavily on advanced Excel modeling financial analysis portfolio reporting and project-based analytical work that supports key business decisions.

Role Overview

The Financial Modeling & Portfolio Analyst will be responsible for building and maintaining financial models supporting portfolio reporting analyzing loan and investment data and assisting with special projects across the business.

This is an ideal opportunity for someone who genuinely enjoys working in Excel thrives on solving complex analytical problems and has the ability to transform large amounts of data into actionable insights. While the role includes aspects of loan operations and reporting the primary focus will be financial modeling and analytical project work with a specific focus on excel modelling.

Key Responsibilities

Financial Modeling & Analysis

• Build maintain and enhance Excel-based financial models for lending portfolio management and business initiatives
• Develop cash flow models forecasting tools and scenario analyses
• Analyze loan and portfolio performance data to identify trends risks and opportunities
• Support management with ad hoc financial analysis and decision-support modeling
• Validate assumptions calculations and model outputs to ensure accuracy

Portfolio Reporting & Loan Analysis

• Maintain and update loan tapes with key portfolio data
• Generate recurring reports and validate reporting accuracy
• Review monthly remittance reports and portfolio performance metrics
• Support portfolio management and underwriting teams with data analysis and reporting
• Assist with loan sizing and preliminary financial analysis for prospective transactions

Project-Based Analytical Support

• Support strategic projects through financial analysis and data modeling
• Create custom reports dashboards and analytical tools for internal stakeholders
• Perform research and analysis to support business initiatives and process improvements
• Assist leadership with special projects requiring detailed financial and operational analysis

Data Management & Process Improvement

• Work with large datasets while maintaining a high degree of accuracy
• Build and improve Excel-based workflows templates and reporting tools
• Utilize advanced Excel functionality including pivot tables lookup functions data validation and complex formulas
• Identify opportunities to automate reporting and improve operational efficiency
• Document processes and maintain consistency across analytical outputs

Quality Control

• Ensure accuracy and consistency across reports models and portfolio data
• Perform detailed quality reviews of financial information and reporting outputs
• Maintain strong attention to detail across all deliverables

Required Hard Skills

• Bachelors degree in Finance Accounting Economics Mathematics Engineering Business or a related field
• Advanced Microsoft Excel proficiency is required
• Strong experience with:
  • Financial modeling
  • Complex formulas and functions
  • Pivot tables
  • Lookup functions (VLOOKUP XLOOKUP INDEX/MATCH)
  • Data analysis and validation
  • Dashboard creation and reporting
• Experience working with large datasets
• Strong quantitative and analytical skills
• Proficiency with Microsoft Office Suite

Preferred Experience

• Experience within real estate lending banking finance investment analysis or related industries
• Exposure to underwriting loan operations portfolio management or financial reporting
• Experience building financial models used for business decision-making
• Familiarity with Power Query automation tools or advanced reporting solutions is a plus

Soft Skills

• Exceptional attention to detail
• Strong analytical and problem-solving abilities
• Highly organized and process-oriented
• Ability to manage multiple priorities and deadlines
• Strong written and verbal communication skills
• Self-motivated and comfortable working independently in a remote environment
• Curious mindset with a desire to improve processes and create efficiencies

About the Candidate

• 25 years of experience in financial analysis business analysis investment analysis real estate finance lending or related analytical roles
• Advanced Excel user who enjoys building models and working with complex datasets
• Comfortable supporting both recurring reporting responsibilities and project-based work
• Able to interpret financial information and communicate insights clearly
• Proactive dependable and committed to delivering high-quality work

Why This Role Matters

This position serves as a key analytical resource for the organization. The financial models reporting and insights produced by this role directly support lending decisions portfolio oversight operational efficiency and long-term business growth. Strong performance in this role will have a meaningful impact on the companys ability to scale and make informed financial decisions.

Required Experience:

IC