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Real Estate Portfolio Performance Analyst

Active
State & Local

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Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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The Real Estate Portfolio Performance Analyst subcontract involves collecting investment data and calculating returns for prime contractors associated with Oregon State Treasury investment projects. The selected provider will gather performance data from investment managers across 86 portfolio positions, utilizing Internal Rate of Return and Equity Multiple methodologies to determine returns. To ensure the integrity of quarterly reporting, the contractor is responsible for reconciling all data sets. This engagement is managed by the Oregon Investment Alternatives agency and is based in Tigard, Oregon. The project falls under NAICS code 541611 and requires the delivery of comprehensive quarterly performance reports and reconciled data sets. The response deadline for this opportunity is December 4, 2026.

General Info

Analyst collects investment data and calculates returns for Oregon State Treasury quarterly reports.

Documents

This scope was carved out of OIC1063.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

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Real Estate Portfolio Consultant Services

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Organization & Contact Information

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AgencyOregon → Investment - Alternatives
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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Collects investment data and calculates returns for prime contractors on Oregon State Treasury investment projects. Gathers performance data from investment managers for 86 portfolio positions and calculates returns using IRR and Equity Multiple methodologies. Reconciles data to ensure accuracy for quarterly reporting. Delivers quarterly performance reports and reconciled data sets.

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