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Real Estate Fund Portfolio Analytics - Analyst

Morgan Stanley
New York City, NY Full-time 11/25/2025 $100k - $115k per year
Undergraduate with 2+ Years of Experience

Job Description

The role involves supporting portfolio analytics for the North Haven Real Estate Funds, collaborating with global teams and senior management, and requires strong analytical skills, attention to detail, and the ability to multitask.

Requirements

  • BA/BS required
  • 2+ years of financial services consulting or advisory experience in a major firm, with a preference for real estate, investment banking, private equity, or management consulting
  • Advanced Microsoft Office skills including PowerPoint, Excel, and Word
  • Strong modeling and data analytical skills
  • Ability to multi-task and pivot between different projects
  • Strong attention to detail
  • Responsive to stakeholder needs and ability to work under pressure
  • Team-player with a strong work ethic and desire to learn
  • Prior experience with reporting tools (Tableau, iLEVEL), programming languages (Python, JavaScript, SQL), and data analytics tools (Power BI, Snowflake) preferred

Responsibilities

  • Prepare quarterly portfolio metrics summary, fund models, and portfolio overview presentations
  • Review carried interest calculations
  • Prepare sensitivity analyses, liquidity projections and other scenario tools to analyze the performance of the NHREF funds
  • Assist in the review of quarterly fund-level track record
  • Collaborate cross-functionally within the MSREI platform on capital raising efforts, technology, ESG, research and hedging
  • Assist in the coordination of the business plan process and valuation committee meetings by reviewing discount rates, cash flow projections and cap rates
  • Prepare internal valuation estimates and review Valuation Committee materials
  • Conduct valuation sensitivity analyses
  • Prepare/coordinate fund-level quarterly reports
  • Prepare/coordinate Advisory Committee Meeting materials
  • Create portfolio and investment level materials for external investors and internal committees
  • Assist with investor queries/requests including DDQs, RFPs and other capital raising related data requests
  • Prepare ad-hoc analysis for senior management and work on platform-wide strategic business initiatives