The Portfolio Analyst will be responsible for supporting the two portfolio managers, the deputy portfolio manager, and the rest of the portfolio management team in all aspects of portfolio management of both the General Account portfolio and the Madison Core Property Fund portfolio. These two commercial real estate private equity portfolios combined consist of direct investments in approximately 175 assets located throughout the U.S., primarily core assets in the property types of industrial, office, self-storage, residential, and retail. There is also limited exposure to non-core assets, preferred equity investments, and debt investments. Assisting in the procurement of real estate loans from lenders is also a key part of the role.

Key Role Responsibilities

• Efficiently and accurately complete detailed consultant and investor requests for quantitative information
• Develop the ability to quickly form a buy/hold/sell opinion, and justify it, based on the evidence at hand, including an asset’s discounted cash flow model, the submarket and its outlook, and other factors
• Perform research about the economy, local and national real estate markets, and existing and potential investments
• Participate in discussions about portfolio management and investment strategy
• Participate (and occasionally present) in presentations to consultants, prospective investors, and the New York Life real estate investment committee
• Occasionally travel for property visits and real estate conferences
• Support the portfolio management team in producing cash flows and other financial projections
• Find ways to streamline or automate various data-intensive analyses, including performance attribution and the ranking of potential investment markets
• Work collaboratively with others across various departments to provide support or guidance, or to obtain needed information

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