Associate – Portfolio and Data Analytics - Virtus
February 6, 2024

Associate – Portfolio and Data Analytics

Download Job Description PDF Here

Please submit a resume and cover letter to with the subject line: Associate – Portfolio & Data Analytics 

About Virtus

Virtus Real Estate Capital is a private equity real estate company established in 2003 that manages both open- and closed-end funds. The Firm has launched investment funds and partnerships that have invested in over 280 commercial properties with a combined acquisition value of over $6 billion. Virtus has established a strong track record in making real estate investments that are well positioned for success in all phases of the real estate cycle. The firm focuses on both acquisitions and development in multifamily, student housing, self-storage, senior living, medical outpatient, life sciences, and education related properties.

About the Role

The Portfolio Analytics Associate will work directly with the CFO/COO but will be expected to coordinate across all areas of the Firm, including Finance and Accounting, Asset Management, Acquisitions, and Investor Relations. The role will manage an existing Data Scientist and future analyst resources as the Firm’s growth requires. Responsibilities include the following:

  • Build, update, enhance, and maintain fund (both open and closed-end) and separate account-level models
  • Aggregate, validate, and manage property, fund, and return data in proprietary data warehouse
  • Maintain data warehouse and add new data sets, and develop templates used for collecting data
  • Develop and maintain Tableau dashboards with key performance indicators and portfolio statistics for all divisions of the Firm
  • Analyze aggregated property level data to assess current fund needs and forecast fund performance
  • Update quantitative aspects of quarterly marketing materials utilized by the investor relations team
  • Respond to due diligence requests and develop Tableau, Excel, VBA, and Python tools to increase efficiency and accuracy
  • Continue to develop processes, policies, and procedures where necessary
  • Provide ad hoc analysis for management as requested
  • Work with Fund Controller and third-party Administrator to validate ongoing performance of open-end fund

The full-time position is available immediately. Virtus is an equal opportunity employer.

Preferred Qualifications

  • Bachelor’s degree in finance, accounting, or related field, with strong academic credentials, preferably with an MIS or computer science minor
  • 3+ years of related finance experience (Investment Banking, Consulting, Programming, etc.)
  • Diligent work ethic with ability to take initiative and comfortably work in fast-paced environment with simultaneous ongoing projects
  • Keen interest and curiosity in private equity and institutional-level real estate investing
  • High level of proficiency in Microsoft Office Professional Suite, especially as it relates to Excel
  • Knowledge of Tableau, Python, SQL, and VBA
  • Ability to work with large data sets and strong understanding of data warehouses
  • Impeccable organizational skills
  • Familiarity with private equity fee structure (performance fee waterfalls, management fees, etc.)

Please submit a resume and cover letter to with the subject line: Associate – Portfolio & Data Analytics

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