Blake Smith Staffing, LLC

Responsibilities The Senior Analyst will be a key member of the Portfolio Management team, supporting the management and execution of investment strategy across a diversified fund. The role provides broad exposure to portfolio management, acquisitions, asset management, financing, dispositions, valuations, and client reporting. Primary responsibilities include: Support portfolio-level analysis, forecasting, and strategic decision-making, including portfolio construction, investment pacing, liquidity, concentration, and risk analysis. Evaluate prospective investments to determine alignment with portfolio objectives, including return requirements, market and sector exposure, tenant and lease rollover, concentration, and overall portfolio fit. Prepare and review portfolio-level financial analyses, performance reports, client materials, and internal management reporting. Assist with the analysis of new investments to ensure that the opportunity meets the goals and objectives of the portfolio, including market reviews, analyzing rollover exposure, confirming return thresholds and assessing concentration risks. Monitor property and portfolio performance relative to budgets, business plans, underwriting, and investment objectives; identify key trends, risks, and opportunities. Maintain and enhance portfolio models, forecasts, cash flow projections, and other analytical tools used to support portfolio management decisions. Coordinate with Asset Management and third-party appraisers in connection with property valuations, operating budgets, business plans, and quarterly portfolio reviews. Support financing, refinancing, disposition, and other capital markets transactions. Maintain historical portfolio and peer data, and prepare recurring competitive set updates benchmarking performance, strategy, investment activity, and positioning relative to peers. Partner with colleagues across Portfolio Management, Acquisitions, Asset Management, Research, Finance, and Client Capital Management In portfolio initiatives and special projects. Qualifications Bachelors degree required; degree in finance, economics, real estate, business, or a related discipline preferred. 13 years of relevant experience in commercial real estate, investment management, investment banking, financial services, or a related field. Strong financial modeling and analytical skills, with advanced proficiency in Microsoft Excel. Experience with ARGUS Enterprise preferred. Excellent written and verbal communication skills, with the ability to synthesize complex analysis into clear conclusions. Strong attention to detail and organizational skills, with the ability to manage multiple priorities and deadlines. Ability to work both independently and collaboratively across multidisciplinary teams. Candidate should be proactive and self-motivated. Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.

Derivatives Analyst & Trader (Hybrid) Overview Our client, a well-established institutional investor and insurance-related asset management organization, is seeking a Derivatives Analyst & Trader to join its front-office investment team. This role offers a unique blend of derivatives trading, quantitative analysis, risk management, and technology development. The ideal candidate will be a hands-on professional with experience trading derivatives, building analytic tools, and automating processes within a fast-paced investment environment. Key Responsibilities Derivatives Trading & Execution Execute derivatives transactions across multiple asset classes, including: Equities Interest Rates Credit Commodities Foreign Exchange Trade both exchange-listed and OTC derivative instruments. Manage all aspects of the trade lifecycle, including: Trade execution Confirmation review Trade booking Reconciliation Settlement support Collateral management Quantitative Analysis & Risk Management Analyze derivative portfolios and underlying liabilities to support hedging and investment objectives. Perform: P&L analysis and attribution Scenario analysis Risk reporting Hedge effectiveness reviews Transaction cost analysis Partner with investment, risk, and operations teams to support portfolio management initiatives. Technology & Process Development Develop and maintain trading tools, analytics platforms, and automated reporting solutions. Create scalable infrastructure supporting trading and risk management activities. Write and maintain: Python applications SQL queries VBA automation tools Support data integration, reporting, and workflow automation initiatives. Reporting & Business Intelligence Build and enhance reporting capabilities using Power BI and related technologies. Develop processes supporting: Portfolio reporting Risk analytics Market data management Trade data retrieval Performance measurement Qualifications Required Bachelor's degree in Computer Science, Mathematics, Engineering, Finance, or a related quantitative discipline. 5+ years of experience in one or more of the following: Derivatives trading and hedging Quantitative analytics Front-office technology development Risk management systems development Strong understanding of: Options Futures Swaps Derivatives valuation methodologies Hedging strategies Risk-neutral pricing concepts Advanced programming skills in: Python SQL Excel/VBA Experience developing production-facing tools and automated processes. Ability to thrive in a fast-paced, deadline-driven environment. Preferred Experience supporting insurance-related hedging programs. Knowledge of: Equity index options Structured insurance products Collateral and margin management Quantitative risk systems Numerix or similar derivatives analytics platforms Experience with Power BI and data visualization solutions. Compensation Base Salary: $132,000 - $179,000, plus 50% bonus Annual Bonus Eligibility Comprehensive Benefits Package 401(k) with Company Match Flexible PTO Program Hybrid Work Environment (2 days in office) Ideal Backgrounds Derivatives Trader Quantitative Analyst Quant Developer Hedge Analyst Risk Analyst Insurance Hedging Specialist Portfolio Analytics Professional

Responsibilities: The Senior Analyst will be responsible for assisting the portfolio management team of a large real estate fund with modeling/financial analysis, client reporting and presentations, property valuations, investment memorandums and special projects. The real estate fund is focused on multifamily investments in the U.S. and includes a mix of operating properties and new development projects. Major responsibilities include, but are not limited to: Investment and financial analyses for acquisitions and dispositions, analysis of existing portfolio properties, and quarterly appraisal process; management of critical financial information across functional teams; Maintain and construct proprietary portfolio financial models; Prepare, distribute and ensure adherence to critical deadlines for fund and investor reporting; Coordinate responses for investor/consultant RFPs and assist with due diligence questionnaires; Monitor and analyze the performance for the portfolio and Fund; Assist in the drafting and assembly of investment and client memorandums; Assist with special ad-hoc projects. Qualifications: Undergrad degree in business and/or real estate with a GPA of 3.3 or higher; 2 to 3 years' experience in a real estate, finance or accounting position; Strong skills in financial analysis and modeling; high competency in constructing custom models and analyses; High proficiency in Microsoft Office, especially in Excel, Word and Powerpoint; expertise in excel data analysis; Argus experience a plus but not required; Excellent organizational skills and attention to detail; Candidate should be proactive and self-motivated. Essential candidate attributes include strong work ethic, integrity and commitment to team and individual project deadlines; attention to detail Candidate must also possess strong interpersonal communication and writing skills; Must be able to work as part of a team that includes the functional areas of portfolio finance, asset management, acquisitions, research and marketing/client service.