The Professionals’ Choice for Real Estate Jobs
  1. Home
  2. Find Jobs
  3. Senior Analyst Performance Reporting

Senior Analyst Performance Reporting

Full Time
Work Place
Real Estate Field
San Antonio
Postal Code
United States

Apply Now


The Senior Analyst Performance Reporting works closely with the Director of Performance and senior leadership team to synthesize and interpret performance of the Company’s investment programs and underlying investments. This position will assist in historical performance metric calculations for reporting and will assist in delivering actionable, performance-based insights for communicating to and assisting senior management with decision making.  

Essential Duties:

  • Assist in the calculation of recurring historical performance measures, including money (IRR) and time-weighted returns, equity multiples relied upon by business units and disclosed in both investor reports and financial statement footnote disclosures.
  • Assist and manage data streams to benchmark service providers, interpret performance results through the use of attribution methods and analysis and communicate results to senior management and colleagues both orally and in written form, as required.
  • Interpret and summarize quarterly NCREIF index releases relied upon for benchmarking purposes and use related querying and analytical tools to glean insights into relative performance.
  • Performance reporting on the firm’s underlying properties, investments, and funds.
  • Reporting for third-party data providers, including NCREIF and MSCI.
  • Collaborate with IT and accounting personnel to further automate performance calculations through Yardi’s performance-based system. To that end, assist IT and lead and assist automation efforts to assemble, validate and store relevant performance-related data from multiple sources and make them available real-time.
  • Assist in the creation and maintenance of baseline models that are relied upon by Portfolio Management in performing further sensitivity and scenario ad-hoc analyses.
  • Assist in the design, implementation and monitoring of performance-based workflows amongst the Accounting, Asset Management, Portfolio Management, Global Investors Group (GIG), Investor Reporting Services, and Marketing units to streamline and ensure an efficient quarter-end analysis and reporting process.
  • Recommend appropriate disclosures for performance metrics and other calculations in according with SEC guidance and  other regulatory requirements.
  • Closely interact with and assist the Portfolio Management and GIG units in responding in a timely and accurate manner to ad-hoc portfolio management and client performance-based requests.
  • Perform other essential duties as assigned.


  • Relevant Bachelor’s degree.
  • 2+ years of performance reporting or relevant quantitative experience.
  • Fundamental understanding of performing recurring performance measure calculations, as well as interpreting and communicating results in a clear and concise manner.
  • Strong knowledge of capital markets, business cycles, and monetary policies and their interrelated relationships with the institutional real estate industry and direct and indirect influence on performance.
  • Must be willing to work on-site full time.
  • Qualifications may warrant placement in a different job title.

Key Competencies:

  • Ability to work with colleagues to achieve broader organizational goals.
  • Strong project management skills, attention to detail and the ability to multi-task under recurring time constraints.
  • Critical thinking and ability to problem solve financial reporting and data analysis.
  • Exceptional written and verbal communication skill.
  • Proficiency in Office applications, particularly Excel.
  • Intermediate to advanced skill level utilizing tables, pivot tables, and excel functions.
  • Accuracy and attention to detail.
  • Ability to prioritize assignments to meet numerous deadlines in a fast-paced environment.
  • Excellent analytical, quantitative and problem-solving skills.

Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the “CCPA”). The Company's privacy policy and contact information for questions regarding your data or the policy may be found .   


At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! Qualified applicants must successfully complete a pre-employment background and drug screen. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.


Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regarding to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Job Sector

Not specified



2+ to 5 years

Apply Now
Finance / Investment San Antonio Full Time TX Accounting / Control, Financial Analysis Real Estate Finance Summer 2024 Intern other