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Senior Associate - Real Estate Portfolio Monitoring (Private Markets)

Acuity Analytics

RemoteFull timeMid levelPosted today
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About the role

  • The position is execution-focused and requires working directly on large-scale institutional data projects supporting the client's quarter-end reporting process.
  • The successful candidate will manage the end-to-end quarterly submission cycle, ensuring timely receipt and processing of real estate investment data across Direct, Fund, and Credit/Debt asset classes.
  • Key responsibilities include managing submission trackers, coordinating with client teams, resolving data quality issues, handling DQ portal activities, validating data, preparing escalation reports, and ensuring compliance with strict service-level agreements.
  • Candidates should possess a strong understanding of real estate investment metrics, including NAV, valuations, financial statements, operational performance metrics, capital activity, debt facilities, and various investment structures.
  • The role also involves managing partner queries, supporting onboarding processes, maintaining knowledge repositories, tracking operational KPIs, updating SOPs, and contributing to vendor transition and data migration initiatives.
  • The ideal candidate will have advanced Excel skills and experience with Power BI or Tableau.
  • Knowledge of SQL or Python is an added advantage.
  • Strong communication, stakeholder management, analytical thinking, and attention to detail are critical for success.
  • This role is best suited for professionals who can combine investment data expertise with operational efficiency, client management, and continuous process improvement in a fast-paced institutional investment environment

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