Senior Portfolio Analyst

Senior Portfolio Analyst

The Senior Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services (PMCS) team as well as other stakeholders throughout the organization. The Senior Portfolio Analyst will be responsible for supporting Portfolio Managers in the overall development and implementation of client timberland investment strategies and performance analysis / reporting. This will include financial analysis of existing and hypothetical client portfolios with the dual goal of improving portfolio performance and ensuring the objectives and constraints in client Investment Management Agreements are met.

Position Responsibilities :

• Lead analytics and performance analysis / reporting related to assigned client portfolios
• Conduct in-depth evaluations of historical and forecasted portfolio performance, identifying trends, risks, and opportunities
• Analyze acquisition and disposition opportunities, supporting investment decision-making with robust financial modeling and scenario analysis
• Collaborate with operations, research, planning, and accounting teams to understand and interpret performance drivers
• Review and assess property-level budgets and long-term management plans to ensure consistency with portfolio objectives
• Monitor global timberland market dynamics and macroeconomic trends to inform investment strategy and client communications
• Draft management discussion and analysis (MD&A) narratives to accompany quarterly and annual financial reports
• Prepare materials for client portfolio reviews, and participate, with Portfolio Managers, in the presentation of materials in client meetings
• Respond promptly and professionally to client inquiries, delivering customized analytics and data-driven insights
• Support the development and implementation of acquisition funding strategies, including preparation of investment offering materials and financial models
• Perform ad hoc analysis and contribute to special projects that support portfolio development and client relationship management
• Support continuous improvement initiatives with a focus on analytical processes and reporting capabilities

Required Qualifications :

When You Join Our Team :

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Ubicacin principal Charlotte, North Carolina

Modalidades de Trabajo Hbrido

Se prev que el rango salarial est entre $91,000.00 USD - $165,000.00 USD