Job Description

Company Overview:

A national, vertically-integrated real estate investment manager specializing in acquisitions, development, and asset management, primarily within the multifamily and mixed-use sectors is looking to add an Associate - Portfolio Management to the team. This position will support senior leadership and enhance portfolio optimization.

The Analyst/Associate will be:

The Analyst/Associate - Portfolio Management will be a key player in supporting the strategic oversight and performance of a diverse real estate portfolio. This role involves providing analytical support, managing data, and assisting in various portfolio management tasks to enhance asset performance and maximize portfolio value.

Key Responsibilities:

• Prepare and analyze monthly, quarterly, and annual portfolio reports.
• Support budgeting and forecasting processes through data collection and financial modeling.
• Participate in the annual business planning for portfolio assets.
• Maintain and update financial models at both asset and fund levels.
• Assist with property valuation and market research.
• Support investor reporting by preparing quarterly reports and responding to ad-hoc requests.
• Develop and maintain portfolio performance dashboards and KPI tracking.
• Support strategic data initiatives and technology implementation.
• Manage investment management software and other portfolio management technologies.
• Contribute to portfolio-wide initiatives and process improvements.

Qualifications:

• Bachelor's degree in Finance, Economics, Real Estate, or a related field. An MBA or Master's degree is preferred.
• 2-6 years of experience in real estate analysis or investments.
• Strong analytical and quantitative skills.
• Extensive experience in financial modeling, valuation techniques, and building waterfalls.
• Advanced Excel skills; experience with real estate software (e.g., Argus, Yardi) is preferred.
• Excellent written and verbal communication skills.
• Detail-oriented with strong organizational abilities.
• Experience with data visualization tools.

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