Financial Modeling & Portfolio Analyst (Real Estate)

Location: Remote (LATAM)

Compensation:

LATAM: USD $1,800–$2,300/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

Bachelor’s 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

2–5 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 company's ability to scale and make informed financial decisions.

Financial Modeling & Portfolio Analyst (Real Estate) - 61352364873