Senior Portfolio Analyst

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Summary

Seeking a Senior Portfolio Analyst to join our client’s Portfolio Management Group!


Company Information:

Real Estate Investment Firm!


Job Description:
  • Monthly reporting packages from third party property managers.
  • Annual property budgets, CAM reconciliations and reforecasts.
  • Audit adjustments for both properties and portfolios.
  • Review and coordinate approval of property funding requests (both operating and capital).
  • Ensure accuracy of rent rolls and options reports.
  • Calculate property level dividend distributions and property returns.
  • Conduct variance analysis comparing actual performance to historical, budget and underwriting.
  • Oversee cash management
  • Monitor accounts receivable aging report and work with asset management on addressing delinquencies.
  • Assist in preparation of quarterly investor reports.
  • Coordinate with asset managers and acquisitions dept. regarding ongoing property issues.
  • Maintain property IRR including prepare/review waterfall calculations in joint venture documents.

Requirements / Qualifications:
  • 3-5 years of Real Estate Audit

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