Analyst, Portfolio Management

La Salle University; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company in real estate investment management seeks an Analyst to join its Portfolio Management team in Toronto. This role involves fund analysis, financial modeling, and investor relations, requiring strong analytical and communication skills. Candidates should have 2-3 years of relevant experience and an undergraduate degree in a related field. Proficiency in financial modeling software such as Excel and ARGUS is essential for success in this dynamic environment.

Qualifications

• 2-3 years of experience in real estate investment analysis or portfolio management.
• Proficiency in financial modeling with Excel and other analysis software.
• Strong knowledge of DCF, NPV, and cash flow modeling.

Responsibilities

• Develop actionable portfolio analysis to support strategic decision-making.
• Support Canadian value-add funds with fund-level modeling and compliance monitoring.
• Prepare investor presentations and draft internal Investment Committee memorandums.

Skills

Analytical skills

Quantitative skills

Communication skills

Attention to detail

Flexibility

Education

Undergraduate degree in Accounting, Finance, Commerce, or Real Estate

Tools

Excel

ARGUS

Yardi

Job description

LaSalle Investment Management (“LaSalle”) is a global real estate investment manager with $89 billion of private and public real estate assets under management and over 900 people in 13 countries. Our diverse investor base includes public and private pension funds, insurance companies, governments, endowments, and high net worth investors from across the globe. LaSalle sponsors private custom accounts, private open and closed-end commingled funds, and public real estate securities programs. As a wholly-owned member of JLL, LaSalle's investment teams also draw on the intelligence and resources of its parent company, providing unique access to market opportunities and key industry leaders.

At LaSalle, we deliver investment performance for a better tomorrow for all our stakeholders. We believe investment performance can be impacted by physical climate hazards as well as sustainability-related market and regulatory changes. We integrate sustainability into our portfolio construction, acquisitions, and asset management activities to maximize value for our clients.

Objective of Role :

LaSalle Investment Management is seeking an Analyst to join its Portfolio Management team in our Toronto, Canada office. The Analyst, Portfolio Management will be responsible for fund analysis, financial modeling, reporting, and investor relations. They will report to the Vice President, Portfolio Management, and work closely with other areas of organization including asset management, research, transactions, accounting and finance.

Accountabilities :

1. Develop actionable portfolio analysis to support strategic decision-making for the portfolio management team.
2. Support Canadian value-add funds with fund-level modeling, asset event tracking, fund compliance monitoring, valuation reviews, cash flow projections, and liquidity analysis.
3. Assist portfolio and asset managers in determining optimal asset strategies to maximize investor returns.
4. Coordinate and review client reporting and presentations to ensure compliance with investment management agreements.
5. Prepare investor presentations, requests, and questionnaires.
6. Build and refine financial models, perform scenario analysis, and test assumptions.
7. Analyze investment decisions, including hold/sell strategies, financings, and capital events.
8. Contribute to the development of asset and portfolio strategic plans, including leasing, capital improvements, acquisitions, and dispositions.
9. Prepare annual portfolio budgets and monitor performance and variances quarterly.
10. Support the asset management team with the appraisal process on a monthly, quarterly, and annual basis.
11. Draft internal Investment Committee memorandums as needed.
12. Stay informed about market trends, economic indicators, and industry landscape.
13. Assist with special projects and other analytical duties as required.

Required Qualifications, Skills & Experience :

• 2-3 years of experience in real estate investment analysis, portfolio management, or related analytical fields.
• Undergraduate degree in Accounting, Finance, Commerce, or Real Estate preferred.
• Proficiency in financial modeling with Excel, ARGUS, Yardi, and other analysis software.
• Strong knowledge of DCF, NPV, and cash flow modeling.
• Excellent analytical, quantitative, and communication skills, with attention to detail.
• Ability to work collaboratively in a team-oriented, entrepreneurial environment.
• Flexibility to adapt to changing priorities and market conditions.