1872 Consulting · 3 months ago
Equity Portfolio Analyst
Los Angeles, CA
Full-time
Onsite
Entry Level
$95K/yr - $100K/yr
1+ years exp1872 Consulting is an institutional real estate investment manager with a national footprint. They are seeking an Analyst to support their equity portfolio management team, focusing on portfolio reporting and data integrity across various accounts.
ConsultingInformation TechnologyRecruitingService IndustryTraining
Responsibilities
Maintain portfolio reporting for equity funds/JVs/separate accounts; ensure accurate quantitative and qualitative data across systems and dashboards
Drive quarterly valuation and external appraisal processes; support annual business plans across 200+ assets, including assumptions review and documentation
Analyze portfolio construction, diversification, leverage, commitments, cash flows, and performance versus benchmarks; develop sensitivities and scenarios
Prepare high-quality written reports and presentations for leadership and investors; support fundraising/IR with portfolio updates and materials
Partner with Asset Management, Finance/Accounting, and Business Applications to improve workflows, data quality, and real-time portfolio visibility
Contribute to ESG tracking and portfolio data integration initiatives; adopt new tools and evolving technology
Qualification
Required
Bachelor's in Finance, Business, Economics, Data Analytics, or related
Internship or 1–3 years in finance/investment/CRE analytics; institutional real estate exposure preferred
Advanced Excel modeling (build/maintain complex models, automate recurring reporting)
Familiarity with data tools (SQL/Python/Power BI/Tableau) and with ARGUS/CRE valuation concepts
Strong analytical writing and presentation skills; accuracy and structured thinking
High initiative, adaptability, and cross-functional collaboration
Preferred
Direct experience with quarterly valuations/appraisals and annual budgeting across multi-asset portfolios
Prior work preparing investor updates, fundraising materials, or portfolio dashboards
Benefits
20% annual bonus
Company
1872 Consulting
1872 Consulting is a recruitment and IT consulting company.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase