Portfolio Analyst

At DWS, we recognize that markets are facing new challenges, but also a wealth of opportunities to innovate, invest responsibly, and create positive change. As part of an industry-leading firm with a global presence, you will have the chance to help shape the future of investing, support clients, local communities, and contribute to environmental sustainability.

We are seeking creative thinkers and innovators to join our team as we continue to navigate a changing world. At DWS, we pride ourselves on working together to seize opportunities for tomorrow. We are ‘Investors for a New Now.’

As investors on behalf of our clients, our role is to provide tailored investment solutions, ensuring the best possible foundation for their financial future. In return, we provide you with the support and platform to develop new skills, make an impact, and work alongside some of the most respected thought leaders in the industry. This is your opportunity to invest in your future and lead a remarkable career.

Team/Division Overview:

The Real Estate CFO Analyst role supports Portfolio Managers by monitoring portfolio performance, conducting statistical and performance analyses, and producing investor reports. By applying strong financial, mathematical, and statistical expertise, the CFO Analyst uses complex databases and quantitative tools to assess, reconcile, and attribute portfolio performance. The Analyst ensures that portfolio performance is transparent to key stakeholders while adhering to governance guidelines and legal/regulatory restrictions. They may also participate in company due diligence, research meetings, and client meetings, effectively communicating portfolio information to clients and relaying client requirements to Portfolio Managers.

Key Responsibilities: As a Real Estate Analyst, you will:

• Prepare client reports and materials including Flash Reports, Board Books, Investor Teleconferences, Client Updates/Pitchbooks, and Quarterly Investor Reports.
• Assist in preparing the quarterly fund cash model.
• Complete client and consultant information requests.
• Review client-side letters for compliance.
• Administer debt covenant compliance materials.
• Maintain and update various support files.

What We’re Looking For:

• A BA or BS degree is required.
• Analytical and problem-solving skills within a real estate environment.
• Strong organizational skills with the ability to manage multiple tasks and prioritize effectively, ensuring deadlines are met with attention to detail.
• Proficiency in Microsoft Excel.
• Self-motivated with the ability to work independently and as part of a team.

At DWS, we are committed to fostering diversity, equity, and an inclusive culture where everyone can be themselves and enjoy a healthy, happy, and rewarding work experience. You will have access to a wide range of benefits that you can tailor to your lifestyle. From healthcare and company perks to retirement plans, there’s something for everyone.

Some of the core benefits include:

• Competitive Salary and Matched 401K Savings Plan.
• Generous Paid Time Off plus Bank Holidays.
• Physical and Mental Health Well-Being benefits, including Health & Life Insurance Plans and Mental Health First Aider support.
• Family-friendly benefits, including generous parental leave packages, healthcare plans, and travel insurance.
• The opportunity to engage in our CSR strategy focused on combating climate change and promoting social justice through donations or volunteering in your local community.

DWS' Hybrid Working model offers the flexibility to balance in-person collaboration in the office with the benefits of remote work. Each business group has a different approach to the office-home split, which will be discussed as part of your application and interview process. We continue to refine our working environment to best support our people.