About the role
Position Summary
The Real Estate Performance Analyst is responsible for analysis and reporting across multiple real estate portfolios, with a focus on converting financial and operating data into actionable investment insights. The role supports portfolio management, investor relations, and senior leadership by delivering accurate, timely, and thought-provoking analysis on asset, portfolio, and fund-level performance. This position requires strong financial modeling capabilities, attention to detail, and the ability to communicate complex information clearly and effectively.
Key Responsibilities
Performance Analysis & Reporting
Analyze fund- and asset-level performance, including IRR, TWR, multiples, valuation changes to determine key drivers of performance
Monitor actual performance results analyzing trends across market cycles, property types and property locations from asset entry to exit
Complete high volume of investor and consultant data requests for due diligence and fundraising efforts
Prepare performance attribution analysis and commentary
Perform sensitivity analyses and support risk assessment initiatives
Translate complex analytics into clear, concise, investor-facing materials
Identify opportunities for process improvements and implement changes to enhance efficiency and accuracy
Data Management & Validation
Maintain performance analytics models and large data sets ensuring consistency, accuracy and completeness of underlying data
Assist in internal audit and review processes, including validating portfolio management, valuations and financial outputs to identify discrepancies
Market & Benchmark Analysis
Analyze external benchmarks (e.g., NPI, ODCE, Cambridge Associates, Preqin) and position portfolio performance relative to peers
Conduct thorough research and analysis of real estate market trends and performance metrics to develop industry best practices and advancements in data analytics
Cross-Functional Collaboration
Collaborate with Portfolio Management, Valuations and Accounting teams to analyze results and understand trends
Support investment decision-making through ad hoc analysis and presentation materials
Coordinate with Investor Relations to ensure consistent and accurate messaging to investors and consultants
Key Competencies
Intellectual curiosity, skilled at creative problem solving and deductive reasoning
A reliable and resourceful team player who is assertive and enthusiastic
Analytical rigor and problem-solving skills
Ability to communicate complex financial concepts clearly and concisely
Strong organizational and time management skills
High level of accuracy, consistency, and accountability in reporting
Excellent analytical skills and meticulous attention to detail
Strong writing, communication and presentation skills
Adept at working in a fast-paced environment and meeting tight deadlines
Ability to collaborate with internal groups and individuals at all levels of an organization under tight timeframes
Qualifications
Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or related field
3-5 years of progressive professional experience in real estate investment management, data analytics, performance reporting or a related financial services environment
Strong understanding of real estate metrics (IRR, equity multiples, NOI, cap rates, leverage, fund structures)
Strong attention to detail and ability to manage large datasets
Advanced Excel skills; experience with financial modeling is required
Exposure to investor reporting and SEC marketing rule considerations is preferred
EQUAL EMPLOYMENT OPPORTUNITY
TA Realty LLC is an Equal Opportunity Employer that is committed to creating a diverse and inclusive company culture believing it adds to the strength and vitality of our organization. TA Realty does not discriminate against candidates and employees on the basis of race, religion, national origin, age, veteran status, sexual orientation, or any other protected status under law.
About TA Realty LLC
Founded in 1982, TA Realty is an experienced and established real estate investment management firm. Since its inception, through June 30, 2025, TA Realty has acquired, invested and/or managed over $44 billion of real estate assets through core, core plus and value-add strategies and customized separate/advisory accounts. Leveraging deep expertise in acquiring, developing, managing, and selling real assets in the U.S., we focus on delivering value to investors and communities.
TA Realty manages core, core plus and value-add strategies and customized separate/advisory accounts for U.S. and non–U.S. investors.
For more information visit:
www.tarealty.com