Equity Asset Management Analyst

Overview

Provide financial analysis & reporting to drive hospitality equity portfolio performance

Key Responsibilities

• performance reporting
• scenario modeling
• financial modeling
• portfolio reporting
• risk management
• stakeholder collaboration

Tasks

-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 -Monitor and analyze performance of equity holdings using financial models, market data, and portfolio reporting tools -Collaborate with internal and external stakeholders to strengthen business relationships and to support advancing asset management strategies. -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.

Requirements

• excel
• financial modeling
• bachelor's
• 1-3 years
• asset management
• analytical

What You Bring

Peachtree Group is seeking a dynamic, detail-oriented Analyst to support the Asset Management Team in their leadership of the hospitality equity investment portfolio. The Analyst role will be focused primarily on preparing financial analysis, tracking portfolio performance, crafting investor reporting, partnering with internal teams and providing actionable insights to enhance returns, mitigate risk, and support investment decision-making. This role will collaborate closely with portfolio managers, research teams, and senior leadership. -Willingness to identify and lead continuous improvement opportunities -Bachelor’s degree either in Finance, Economics, Accounting, Business, or related field is required -Resourceful and natural problem-solver -Curious and proactive mindset with strong research orientation -Strong understanding of financial modeling, valuation techniques is essential -Excellent analytical, organizational, and problem-solving skills -Proficiency in Excel, financial modeling tools, business intelligence platforms and portfolio analytics software -Strong written and verbal communication skills with high attention to detail -Data-driven decision-maker -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 -Ability to work in a fast-paced environment and manage multiple priorities simultaneously -Ability to translate complex analysis into actionable insights

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About Peachtree Group

-Specializes in both commercial and residential real estate, focusing on value creation and long-term asset growth. -Known for its hands-on approach to property management, development, and strategic investment. -Strong presence in real estate markets across the U.S., successfully managing numerous large-scale projects. -Portfolio spans various sectors, including multifamily, hospitality, office, and mixed-use developments. -Prides itself on identifying opportunities in underperforming assets and repositioning them for value appreciation. -Leadership team brings decades of experience in real estate, finance, and operations, driving continued growth and success. -Investment strategy combines deep market insights, creative problem solving, and operational expertise.

Sector Specialisms