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Real Estate Portfolio Analyst Jobs (NOW HIRING)

ontrac

Real Estate Contract Portfolio Analyst

Atlanta, GA · Remote

$54K - $81K/yr

OnTrac is hiring a Real Estate Contract Portfolio Analyst ! Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense ...

ontrac

Real Estate Contract Portfolio Analyst

Atlanta, GA · Remote

$54K - $81K/yr

OnTrac is hiring a Real Estate Contract Portfolio Analyst ! Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense ...

ontrac

Real Estate Contract Portfolio Analyst

Atlanta, GA · Remote

$54K - $81K/yr

OnTrac is hiring a Real Estate Contract Portfolio Analyst ! Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense ...

ontrac

Real Estate Contract Portfolio Analyst

New York, NY · Remote

$54K - $81K/yr

OnTrac is hiring a Real Estate Contract Portfolio Analyst ! Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense ...

ontrac

Real Estate Contract Portfolio Analyst

New York, NY · Remote

$54K - $81K/yr

OnTrac is hiring a Real Estate Contract Portfolio Analyst ! Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense ...

OnTrac

Real Estate Contract Portfolio Analyst

Atlanta, GA · On-site

$54K - $81K/yr

OnTrac is hiring a Real Estate Contract Portfolio Analyst ! Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense ...

ontrac

Real Estate Contract Portfolio Analyst

Atlanta, GA · Remote

$54K - $81K/yr

OnTrac is hiring a Real Estate Contract Portfolio Analyst ! Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense ...

ontrac

Real Estate Contract Portfolio Analyst

Atlanta, GA · Remote

$54K - $81K/yr

OnTrac is hiring a Real Estate Contract Portfolio Analyst ! Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense ...

ontrac

Real Estate Contract Portfolio Analyst

New York, NY · Remote

$54K - $81K/yr

OnTrac is hiring a Real Estate Contract Portfolio Analyst ! Are you eager to join a dynamic and expanding company where you can both learn and make a meaningful impact? If you possess a strong sense ...

FAVARH

Senior Real Estate Portfolio Analyst

Atlanta, GA

$100K - $113K/yr

Start your Voyage - Apply Now Get to Know the Opportunity The Senior Real Estate Portfolio Analyst's primary role is providing asset management and analytical support related to the existing high ...

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Real Estate Portfolio Analyst information

See salary details

$30K

$71.6K

$107.5K

How much do real estate portfolio analyst jobs pay per year?

As of Aug 17, 2026, the average yearly pay for real estate portfolio analyst in the United States is $71,579.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,500.00 and $85,500.00 per year, depending on experience, location, and employer.

How does a real estate portfolio analyst typically collaborate with asset managers and other stakeholders?

A Real Estate Portfolio Analyst works closely with asset managers, property managers, and finance teams to ensure that property performance aligns with investment objectives. This involves regular meetings to review portfolio data, sharing analytical insights, and providing recommendations for maximizing returns or mitigating risks. Analysts often prepare reports and presentations for stakeholders, enabling informed decision-making regarding acquisitions, dispositions, or capital improvements. Collaboration is key, as the analyst’s work supports both day-to-day operations and long-term strategic planning.

What is the difference between Real Estate Portfolio Analyst vs Real Estate Analyst?

AspectReal Estate Portfolio AnalystReal Estate Analyst
CredentialsBachelor's degree in finance, real estate, or related field; certifications like CCIM or CPM are commonBachelor's degree in finance, real estate, or related field; certifications are optional
Work EnvironmentFocuses on managing multiple property portfolios, analyzing performance, and strategic planningConducts market research, property analysis, and financial modeling for individual assets
Employer & Industry UsageUsed by real estate investment firms, REITs, and asset management companiesCommon in real estate development firms, brokerage, and consulting agencies

The main difference is that a Real Estate Portfolio Analyst manages and analyzes entire property portfolios, focusing on overall performance and strategy, while a Real Estate Analyst typically concentrates on analyzing individual properties or markets. Both roles require similar credentials but differ in scope and responsibilities.

How do you become a real estate portfolio analyst?

To become a real estate portfolio analyst, candidates typically need a bachelor's degree in finance, real estate, economics, or a related field. Gaining experience in real estate analysis, financial modeling, and using tools like Excel or Argus is important, and professional certifications such as the CCIM or CFA can enhance prospects.

What are the key skills and qualifications needed to thrive as a real estate portfolio analyst, and why are they important?

A Real Estate Portfolio Analyst should have strong analytical abilities, a solid understanding of real estate markets, and a background in finance or business, often supported by a bachelor's degree. Familiarity with financial modeling tools, real estate management software, and advanced Excel is typically required. Exceptional attention to detail, communication skills, and strategic thinking help analysts interpret data and convey insights effectively. These competencies are crucial for optimizing portfolio performance, mitigating risk, and supporting sound investment decisions.

What does a real estate portfolio analyst do?

A real estate portfolio analyst evaluates and manages a company's real estate investments by analyzing property performance, market trends, and financial data. They use tools like Excel and real estate management software to optimize portfolio returns and support strategic decision-making. Strong analytical skills and knowledge of real estate markets are essential for this role.
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Real Estate Portfolio Analyst jobs near you
Infographic showing various Real Estate Portfolio Analyst job openings in the United States as of August 2026, with employment types broken down into 1% Internship, 75% Full Time, 20% Part Time, and 4% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $71,579 per year, or $34.4 per hour.

Real Estate Portfolio Analyst

Invest with Roots

Atlanta, GA • On-site, Remote

Full-time

Posted 7 days ago

Job description

Who We Are
Roots is a wealth-building platform built on a simple belief: everyone deserves a real path to financial growth, and that path should feel achievable.
We create simple, accessible ways for people to participate in ownership and invest in real assets, making wealth-building more engaging and within reach. Today, Roots is a growing ecosystem that combines an investment platform, financial tools, and education to support long-term financial progress.
We're already helping a rapidly growing community take meaningful steps toward building wealth, and we've seen that when the experience feels intuitive and rewarding, people actually stick with it. That's what we're continuing to build.
Why We Need You
As our real estate portfolio has grown to more than 1,500 single-family rental homes across multiple states, we're building a finance function that reflects the complexity of owning and operating institutional-quality real estate.
This is a new role on our Finance team that will work day-to-day alongside our President of Real Estate, helping bridge finance and operations as we continue to scale. While you'll report through Finance, you'll become the primary accounting partner supporting our real estate portfolio.
You'll own the financial reporting and portfolio accounting for our REIT, sitting at the intersection of property-level accounting and portfolio-level financial reporting. Working closely with third-party property management companies, you'll ensure accurate, timely, and well-organized financial data that supports internal decision-making, investor reporting, and the continued growth of our portfolio.
This is a highly operational role for someone who enjoys owning monthly close processes, reconciling data from multiple sources, and transforming property management data into clean, standardized financial reporting. You'll primarily support management accounting and internal reporting while ensuring our books and financial statements remain GAAP compliant.
Role Responsibilities
  • Maintain monthly portfolio schedules, including acquisitions, dispositions, and portfolio changes across our single-family rental portfolio.
  • Maintain accurate accounting records at both the property and portfolio levels.
  • Record and track annual replacement reserves and other portfolio-level adjustments.
  • Serve as the primary accounting contact for third-party property management companies.
  • Collect, review, and reconcile monthly financial information, including rent rolls, income statements, trial balances, invoices, and supporting documentation.
  • Follow up with variance analysis on discrepancies, missing information, and reporting delays to keep month-end close on schedule.
  • Prepare monthly portfolio reporting and consolidated financial statements for internal leadership.
  • Support investor reporting, Regulation A reporting requirements, audits, tax preparation, and other financial reporting needs.
  • Partner closely with the President of Real Estate, acquisitions, and finance teams to ensure portfolio activity is accurately reflected in financial reporting.
  • Prepare journal entries, account reconciliations, and supporting schedules during month-end close.
  • Identify opportunities to improve accounting processes, reporting accuracy, internal controls, and automation as we continue to scale.
  • Perform ad hoc financial analyses and reporting to support operational and investment decisions.
  • Own the accuracy and integrity of portfolio financial data, proactively identifying issues and driving them to resolution.
Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field.
  • 5+ years of accounting experience, preferably within real estate, property management, fund accounting, or a REIT.
  • Strong understanding of property accounting principles and month-end close processes.
  • Experience reconciling and consolidating financial information from multiple external sources.
  • Experience working with residential real estate portfolios, preferably single-family rentals.
  • Familiarity with REIT accounting and financial reporting is preferred.
  • Experience with Yardi, AppFolio, Sage, or similar accounting software is a plus.
  • Advanced Excel skills, including Pivot Tables, XLOOKUP/VLOOKUP, and financial analysis.
  • Excellent organizational skills with the ability to manage recurring monthly deadlines.
  • Strong communication skills and confidence working with internal stakeholders and external partners.
  • Highly analytical with exceptional attention to detail.
  • Comfortable working in a fast-paced, entrepreneurial environment where priorities evolve.
  • Excited to build new processes and help establish a scalable real estate accounting function.
How We Work
Our values show up in how we work: we take ownership, stay curious, communicate clearly, use resources wisely, treat people fairly, and aren't afraid to challenge how things have always been done.
At Roots, we're committed to providing equal employment opportunities to all individuals, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, or Veteran status. We firmly believe that diversity fuels creativity and innovation, enhancing the quality of our work and the strength of our team. Join us and be part of an inclusive environment where every perspective is valued.

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