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Peachtree Group · 1 month ago

Equity Asset Management Analyst

Atlanta, GA

Full-time

Onsite

Entry, Mid Level

1+ years exp

Peachtree Group is a privately held, fully integrated real estate investment management platform focusing on hospitality and commercial real estate. They are seeking a dynamic Analyst to support the Asset Management Team by preparing financial analysis, tracking portfolio performance, and providing actionable insights to enhance investment decision-making.

Commercial LendingCommercial Real EstateHospitalityReal EstateReal Estate Investment

Responsibilities

Monitor and analyze performance of equity holdings using financial models, market data, and portfolio reporting tools

Prepare regular performance reports, dashboards, and presentations for internal stakeholders and investors

Maintain up-to-date knowledge of market activity, valuation trends, and competitive landscape

Support senior asset managers with research, scenario modeling, and performance forecasting

Collaborate with finance, reporting, and compliance teams to meet regulatory, reporting, and audit standards

Help develop and refine investment strategies, performance metrics, and risk-management frameworks

Collaborate with internal and external stakeholders to strengthen business relationships and to support advancing asset management strategies

Qualification

Financial modelingValuation techniquesPortfolio analytics softwareExcel proficiencyAnalytical skillsOrganizational skillsProblem-solving skillsWritten communicationVerbal communicationTeam-oriented

Required

Bachelor's degree either in Finance, Economics, Accounting, Business, or related field is required

1 to 3 years of experience in asset management, equity research, investment banking, financial analysis, or similar role, preferably with a focus on the hospitality industry

Strong understanding of financial modeling, valuation techniques are essential

Proficiency in Excel, financial modeling tools, business intelligence platforms and portfolio analytics software

Excellent analytical, organizational, and problem-solving skills

Strong written and verbal communication skills with high attention to detail

Ability to work in a fast-paced environment and manage multiple priorities simultaneously