Senior Portfolio Analyst
A Real Estate Investment Firm with $10+ Billion AUM and over 100 employees is looking to bring on a Senior Analyst to join their Portfolio Management Group. The firm has excellent retention - 40% of the employees have been at the firm 10+ years. They have a hybrid schedule and the culture is family oriented with a very flat organization.
Responsibilities:
- 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:
• 3-5 years of Real Estate Audit
A Real Estate Investment Firm with $10+ Billion AUM and over 100 employees is looking to bring on a Senior Analyst to join their Portfolio Management Group. The firm has excellent retention - 40% of the employees have been at the firm 10+ years. They have a hybrid schedule and the culture is family oriented with a very flat organization.
Responsibilities:
- 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:
• 3-5 years of Real Estate Audit