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Sr. Real Estate Investment Portfolio Analyst

CMB Regional CentersDallas, Texas

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site

Job Description

NHK Capital Partners is looking for a Senior Real Estate Investment Analyst at their Dallas, TX office.The Senior Real Estate Investment Analyst supports the tracking, organization, and analysis of the company’s real estate and investment portfolio, including select family-held assets. This role provides visibility into asset performance, maintains accurate and organized financial data, and supports leadership through clear, concise reporting. This position does not make investment decisions but plays a critical role in enabling informed decision-making through strong analysis, organization, and discretion. Essential Job FunctionsPortfolio Tracking & Organization 

  • Maintain a centralized view of real estate and investment holdings across entities 
  • Track key data points including any deviance from original underwriting, performance, cash flow, costs, and timelines 
  • Ensure documentation is current, accurate, and easily accessible 
Performance Analysis 
  • Analyze asset-level and portfolio-level performance 
  • Compare actual performance to projections or underwriting assumptions 
  • Identify trends, risks, and variances 
Reporting & Executive Support 
  • Prepare regular (quarterly) reports and summaries for leadership 
  • Highlight key insights, risks, and “flag items” requiring attention 
  • Support ad hoc reporting and analysis requests 
Data Management & Integrity 
  • Maintain accurate financial and operational data across multiple investments 
  • Ensure consistency, version control, and organization of reporting materials 
  • Support the development of dashboards or reporting tools as needed 
Cross-Functional Coordination 
  • Work with internal teams, lenders, consultants, and external advisors 
  • Provide data and analysis support without stepping into decision-making roles 
  • Assist in organizing information for potential or ongoing investments 
Confidentiality & Discretion This role will have access to sensitive financial information, including company and select family-held investment data. 
  • Maintain strict confidentiality at all times 
  • Exercise sound judgment in handling and sharing information 
  • Adhere to company confidentiality standards and agreements 
Knowledge, Skills and Abilities
  • Strong analytical thinking and financial acumen.
  • Effective communication and reporting capabilities.
  • Strong organizational and data management skills.
  • Demonstrate discretion and professional judgement.
  • Strong attention to detail.
  • Excellent relationship-building skills with professional and polished demeanor.
  • Ability and willingness to take initiative without prompting.
  • Excellent organizational skills with strong attention to detail and positive attitude.
  • Excellent time management, verbal and written communication skills.
  • Ability to use and operate office equipment and machinery such as computer, copier, scanner, and fax machine.
Education and Experience
  • 5 – 10  years of experience in real estate, finance, investment analysis, or related field 
  • Strong analytical and financial skills (Excel proficiency required) 
  • Experience working with multiple data sources or investment tracking preferred 
  • Highly organized with strong attention to detail 
  • Ability to synthesize data into clear, actionable insights 
  • Professional maturity and sound judgment 
Preferred Experience
  • Exposure to commercial real estate development, private equity, or investment portfolios 
  • Experience supporting senior leadership or working in a closely held organization 
  • Familiarity with financial reporting, underwriting, or asset performance tracking 

Physical RequirementsConstant sedentary work for prolonged periods up to 100% of the time with routinely moving and transporting up to 10 pounds, occasionally up to 25 pounds. Must be able to travel frequently, both domestically and internationally, using various modes of transportation including airplane. Must be able to detect, identify, inspect, observe, perceive and assess investor relations for assigned market(s). Must be able to constantly communicate and exchange accurate information. Constantly operates and uses computer and other relevant equipment and office machinery while performing repetitious movements.

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FAQs About Sr. Real Estate Investment Portfolio Analyst Jobs at CMB Regional Centers

What is the work location for this position at CMB Regional Centers?
This job at CMB Regional Centers is located in Dallas, Texas, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at CMB Regional Centers?
Employer has not shared pay details for this role.
What employment applies to this position at CMB Regional Centers?
CMB Regional Centers lists this role as a Full-time position.
What experience level is required for this role at CMB Regional Centers?
CMB Regional Centers is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at CMB Regional Centers?
You can apply for this role at CMB Regional Centers either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.