Senior Finance Associate, Real Estate Portfolio Analytics

BAIN CAPITAL OVERVIEW

Since its inception in 1984, Bain Capital has employed a strategic, analytical approach to identify attractive investment opportunities and partner with management teams to transform and improve their businesses.

Our affiliates manage approximately $185 billion in private equity, public equity, leveraged debt, and venture capital investments across multiple sectors, industries, and asset classes.

Our competitive advantage is grounded in a diligence-intensive, value-added investment approach that enables the firm to deliver industry-leading returns for its investors.

Headquartered in Boston, Bain Capital offices are in Chicago, New York, Palo Alto, San Francisco, Dublin, London, Luxembourg, Madrid, Munich, Guangzhou, Hong Kong, Melbourne, Mumbai, Osaka, Seoul, Shanghai, Singapore, Sydney, and Tokyo.

REAL ESTATE OVERVIEW

POSITION DESCRIPTION

The Portfolio Analytics Senior Associate will join the BCRE Finance team and will be responsible for the maintenance and integrity of the portfolio’s financial records.

The Senior Associate will be the financial partner to the investment team and will be expected to provide financial insight, analysis and reporting for the investments within the portfolio.

The Senior Associate will report to the BCRE Portfolio Analytics Manager and will interact extensively with the BCRE Investment team.

This role relies on continuous communication with both the finance and investment teams to ensure that all team members have the necessary data and insight into each property and the portfolio.

An important component of this role is a constant understanding of the portfolio’s investments, recent and upcoming activity, and the current financial position of the portfolio.

The responsibilities of the Senior Associate will include, but not be limited to, the following :

Assist the Portfolio Analytics Manager with various tasks

Create, enhance, and maintain complex property, investment, and fund level performance track records

Prepare quarterly and year-end reporting, including portfolio update slides, executive summaries, fund and asset level dashboards, and year-end portfolio summaries for communication with investors and investment team

Diligently track investment activity to update team on upcoming acquisitions and dispositions, portfolio construction, and investment pace

Work closely with Investor Relations to update marketing materials utilizing fund financial data and portfolio track records

Partner with Investment team to provide data and insight into individual properties and portfolios

Develop complex excel models to enhance portfolio tracking and trend analysis

Identify the need for new analyses which will drive future portfolio management efficiencies

Identify / develop tools and analyses in Yardi Platform including Performance Manager to maximize the team’s capabilities for real-time use of data

Analyze property level data to derive key characteristics and risks of the portfolio as a whole

Produce and maintain accurate and timely reports related to portfolio and asset management for senior management

Assist in the build out, maintenance, review and integrity of reporting information in Yardi and Anaplan

GENERAL QUALIFICATIONS

We are actively seeking candidates with the following skills and qualifications :

A Bachelor’s degree in Finance, Economics, Financial Mathematics, or similar major

2-4 years of relevant experience. Preference will be given to candidates with experience working within the real estate or private equity industries

Advanced Excel skills and modeling experience

Progress towards a relevant professional designation (CFA, CAIA, CPA)

Knowledge and demonstrated interest of financial markets and products

Excellent communication skills plus demonstrated confidence and ability to communicate with all levels of management

Ability to work under pressure and meet deadlines

Must be extremely detail oriented and demonstrate a high degree of professionalism and self-motivation

Proficiency in Yardi or Anaplan a plus