Sr. Real Estate Investment Portfolio Analyst

Dallas, TX

Full Time

Mid Level

NHK Capital Partners is looking for a Senior Real Estate Investment Analyst at their Dallas, TX office.

The Senior Real Estate Investment Analyst supports the tracking, organization, and analysis of the company’s real estate and investment portfolio, including select family-held assets. This role provides visibility into asset performance, maintains accurate and organized financial data, and supports leadership through clear, concise reporting.

This position does not make investment decisions but plays a critical role in enabling informed decision-making through strong analysis, organization, and discretion.

Essential Job Functions
Portfolio Tracking & Organization

Maintain a centralized view of real estate and investment holdings across entities

Track key data points including any deviance from original underwriting, performance, cash flow, costs, and timelines

Ensure documentation is current, accurate, and easily accessible

Performance Analysis

Analyze asset-level and portfolio-level performance

Compare actual performance to projections or underwriting assumptions

Identify trends, risks, and variances

Reporting & Executive Support

Prepare regular (quarterly) reports and summaries for leadership

Highlight key insights, risks, and “flag items” requiring attention

Support ad hoc reporting and analysis requests

Data Management & Integrity

Maintain accurate financial and operational data across multiple investments

Ensure consistency, version control, and organization of reporting materials

Support the development of dashboards or reporting tools as needed

Cross-Functional Coordination

Work with internal teams, lenders, consultants, and external advisors

Provide data and analysis support without stepping into decision-making roles

Assist in organizing information for potential or ongoing investments

Confidentiality & Discretion
This role will have access to sensitive financial information, including company and select family-held investment data.

Maintain strict confidentiality at all times

Exercise sound judgment in handling and sharing information

Adhere to company confidentiality standards and agreements

Knowledge, Skills and Abilities

Strong analytical thinking and financial acumen.
Effective communication and reporting capabilities.
Strong organizational and data management skills.
Demonstrate discretion and professional judgement.
Strong attention to detail.
Excellent relationship-building skills with professional and polished demeanor.
Ability and willingness to take initiative without prompting.
Excellent organizational skills with strong attention to detail and positive attitude.
Excellent time management, verbal and written communication skills.
Ability to use and operate office equipment and machinery such as computer, copier, scanner, and fax machine.

Education and Experience

5 – 10 years of experience in real estate, finance, investment analysis, or related field

Strong analytical and financial skills (Excel proficiency required)

Experience working with multiple data sources or investment tracking preferred

Highly organized with strong attention to detail

Ability to synthesize data into clear, actionable insights

Professional maturity and sound judgment

Preferred Experience

Exposure to commercial real estate development, private equity, or investment portfolios

Experience supporting senior leadership or working in a closely held organization

Familiarity with financial reporting, underwriting, or asset performance tracking

Physical Requirements
Constant sedentary work for prolonged periods up to 100% of the time with routinely moving and transporting up to 10 pounds, occasionally up to 25 pounds. Must be able to travel frequently, both domestically and internationally, using various modes of transportation including airplane. Must be able to detect, identify, inspect, observe, perceive and assess investor relations for assigned market(s). Must be able to constantly communicate and exchange accurate information. Constantly operates and uses computer and other relevant equipment and office machinery while performing repetitious movements.

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Sr. Real Estate Investment Portfolio Analyst

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