Portfolio Management Analyst (12-Month Contract)

GWL Realty Advisors; Toronto; In loco; CAD 71.000 - 107.000; Tempo pieno

Descrizione del lavoro

GWL Realty Advisors is seeking a maternity-leave cover for the Portfolio Management team. The role focuses on managing and evaluating core real estate mandates across industrial, multi-family, office, and retail assets, with emphasis on rigorous analysis and reporting.

You will collaborate with the research department and external resources to deliver research topics on market trends and portfolio performance, supporting informed investment decisions through sophisticated analytical tools.

Competenze

• Recent post-secondary education in a related discipline is required.
• Post-graduate education will be considered an asset.
• Minimum of 1-2 years of relevant experience in commercial asset management, investment analysis, brokerage, or appraisal.
• Working knowledge of real estate financing and valuation methodologies is required.

Mansioni

• Coordinate the production and presentation of regular portfolio reporting, including quarterly and annual updates and real estate market commentary.
• Collaborate with internal research and external resources to present topics on regional market trends, macro-economic influences, and portfolio performance.
• Review asset valuations and support the portfolio’s valuation processes.
• Identify and assess market value trends across regions and asset classes.
• Perform regular and ad-hoc portfolio analysis to track performance and inform strategy, allocations, and capital planning.
• Assist in devising portfolio investment strategies and develop relationships with business units to support portfolio strategy.

Conoscenze

Asset management

French language

CFA/CPA

Formazione

Bachelor's degree in real estate or related field

Post-graduate education asset

Strumenti

Excel

PowerPoint

Power BI

Argus Enterprise

Descrizione del lavoro

This role will cover a 12-month maternity leave and support the Portfolio Management team’s efforts related to the management and performance of its core, diversified open-ended segregated fund real estate investment mandates with a focus on the four major asset classes - industrial, multi-family, office and retail. The successful candidate will combine a strong work ethic with intellectual curiosity and be a motivated, self-starter with a passion for real estate. Practical skills required for this position include excellent communication skills, critical thinking and an interest in developing sophisticated analytical and research-based tools to help shape and inform the investment decision making processes.

RESPONSIBILITIES

Research, Presentation, and Reporting

• Coordinate the production and presentation of regular portfolio reporting critical to client requirements, including quarterly and annual updates, and real estate market commentary
• Work closely with the internal research department and external resources to devise and present research topics on regional market trends, macro-economic influences, and portfolio performance (reporting and presentation may take the form of report writing, memo production, and face-to-face client meetings)

Portfolio Analysis and Valuation

• Review asset valuations and support the portfolio’s asset valuation process
• Identify and assess market value trends across regions and asset classes
• Perform regular and ad-hoc portfolio analysis to track performance and gain insights to drive future strategy, investment, and asset management initiatives. These include analysis of portfolio returns, risk, allocations, attribution studies, capital flow projections and others as required

Planning and Strategy

• Assist in devising portfolio investment strategies, including diversification targets, leverage and liquidity positions; strategy that will inform the review of acquisitions, dispositions, development, leasing, operations, and capital expenditures
• Develop internal relationships with various business units and key stakeholders to support the assessment and implementation of the portfolio strategy

QUALIFICATIONS

• Recent post-secondary education in a related discipline is required. A post-graduate education will be considered an asset
• Minimum of 1-2 years of relevant experience in commercial asset management, investment analysis, brokerage, or appraisal, gained through full-time employment, co-op placements, and/or summer internship opportunities
• Working level knowledge of real estate financing and valuation methodologies is a minimum requirement for this role
• Relevant real estate experience gained through portfolio management, asset management, investments, debt, valuations and/or leasing is considered an asset.
• Strong proficiency with MS Excel and PowerPoint, including being able to prepare and work with dynamic models and creating formal and ad-hoc reporting presentations
• French language proficiency is considered an asset
• Experience with Power BI and Argus Enterprise is considered an asset
• Further related designations/training, completed or in pursuit (AACI, PGCV, CFA, CPA, etc.) is considered an asset

The base salary for this position is between $71,400.00 to $107,100.00 annually. This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.