Summary
A top real estate investment firm is seeking an Analyst, Portfolio Management who is a motivated self-starter with excellent interpersonal communication and problem-solving skills.
Company Information:
A leading real estate investment firm focused on acquiring and managing commercial properties across various sectors with $11+ billion in AUM.
Job Description:
- Review monthly reporting packages from third party property managers
- Review annual property budgets, CAM reconciliations and reforecasts
- Stay on top of property cash management including – timely payment of expenses and monthly debt service; prepare cash flow projections to determine future needs / capital calls; review accuracy of bank reconciliations prepared by property managers
- Calculate property level dividend distributions and property returns
- Review and coordinate approval of property funding requests (both operating and capital)
- Conduct variance analysis comparing actual performance to historical, budget and underwriting
- Ensure accuracy of rent rolls and options reports
- Monitor accounts receivable aging report and work with asset management on addressing delinquencies
- Assist in preparation of quarterly investor reports
- Review audit adjustments for both properties and portfolios
- Work in conjunction with internal teams to analyze, prepare and review all necessary documentation, statements and financial information needed to complete transaction
Requirements / Qualifications:
- BS in Finance or Accounting required
- 2-4 years Real Estate Accounting and Investment experience required
- Public and/or Private Accounting experience required (public accounting experience preferred)
- Experience with Yardi preferred
- Exceptional proficiency with Excel required
- Exceptional analytical skills required and ability to identify areas of process improvement opportunities
- Excellent written / verbal communication and presentation skills are essential to synthesize information, make assumptions, and present key findings, conclusions and recommendations
- Ability to work within tight timeframe’s and meet strict deadlines
- Team player who demonstrates the ability to collaborate with employees throughout all levels of the organization
