Portfolio Analyst, Investments

The Role

Spaulding & Slye Investments (SSI) is currently seeking an experienced analyst to join its growing real estate investment team.  The primary role of this positions is to provide analytical support to the asset management, acquisitions, and/or portfolio teams who oversee and execute the operating business plan related to existing and future assets acquired or managed for SSI. The successful candidate will have at least two years of real estate modeling and valuation experience and be highly proficient with Excel and Argus. The successful candidate will bring strong analytical, writing and communication skills, and a high energy “can do” attitude conducive to a fast-paced team environment.   The person will sit in either the Washington, DC or Boston, MA office of SSI, but will work collaboratively with team members across both offices.  

This analyst will gain immediate exposure to complex capital structures and value add real estate investment strategies by contributing to both the Spaulding and Slye asset management and acquisition teams. Additional experience will include strategy, evaluation and execution of potential dispositions, financing/refinancing, development/redevelopment opportunities. The role will include periodic travel opportunities related to the portfolio.

Compensation includes base salary and annual bonus. The candidate will have future opportunity to invest equity in select investments and participate in GP level incentives in company investments.

The Company

On behalf of investors, venture partners and clients, SSI makes investments in the primary property sectors in major markets across the United States and executes intensive asset management and value-creating programs. SSI is a privately owned real estate investment company consisting of seventeen (17) real estate professionals with offices in Washington, DC and Boston, MA. SSI manages a diverse and national portfolio valued more than $1.2B.


  • Support Asset Manager on all aspects of the assigned asset management portfolio and in tracking asset level performance.  
  • Assist Asset Manager with asset level responsibilities including budget and business plan preparation, lease evaluation, capital improvement execution, disposition and refinance processes, tracking and maintaining critical dates and ad hoc financial analysis.
  • Maximize value of the portfolio by working closely with the Asset Manager to develop and implement the annual business plan inclusive of asset strategy and budgeting.  Assist in performing short and long-term analysis of property and investor level returns. 
  • Maintain a cash flow valuation model and Argus model for each asset in the portfolio. Utilize the models to evaluate leasing and capital plans, evaluate dispositions and refinancing and other ROI opportunities; formalize findings and analysis to be presented to Investment Committee, as needed for approvals.  
  • Underwrite prospective investments utilizing Argus, working with acquisition team leaders to determine key assumptions and scenarios.
  • Gather relevant market data from internal and external data sources to produce market analysis for potential acquisitions or owned-asset reports.
  • Assist in the preparation of investment committee presentation materials and participate in investment committee presentations.
  • Monthly review of asset level cashflow and reconciliation to budget, to include forecasting and projection of future cashflow.  
  • Assist asset management teams in preparation of quarterly reporting to third-party ownership, JV partners and investors.
  • Abstract and interpret commercial lease documents (leases, amendments, subleases).
  • Assemble financial due diligence materials and coordinate distribution of information and manage workflows in highly time-sensitive pre-acquisition due diligence process.
  • Assist in refinancing/sales processes including review of cash flows and materials prepared by appropriate brokers, assembling financial due diligence materials, maintenance of “due diligence checklists” and coordination and distribution of information in highly time-sensitive sales or refinancing processes.
  • Work with portfolio management team to update and maintain investor portal and each investor’s investment information including capital contributions, distributions, and partnership value.
  • Work with Director of Portfolio Management to maintain actual contributions and distributions across all investment entities.
  • Work with Director of Portfolio Management to maintain historical and projected return calculations including IRR and equity multiples.


  • Minimum 2 years of real estate modeling and valuation experience and highly proficient with Microsoft Excel and Argus.
  • Detail oriented with the ability to efficiently analyze and synthesize qualitative and quantitative information.
  • Demonstrated interest and experience in commercial real estate with strong experience in financial analysis (required) and exposure to real estate operations (encouraged). 
  • Excellent written and oral communication skills and ability to work both independently and collaboratively. 
  • Ability to multi-task, work successfully under pressure and effectively manage time and workload.
  • Must be energetic and enthusiastic, proactive and creative. 
  • Bachelor’s Degree in business, finance, economics or related field preferred 
  • High proficiency with Microsoft Office Software required
  • A desire to work within a diverse, collaborative, and driven professional environment.

To apply please submit cover letters and resumes to ssinvests@ssinvests.com