Portfolio Analyst- Acquisitions

Clarity Recruiting; New York (NY); On-site; USD 100,000 - 110,000; Full time

Job summary

A New York-based real estate investment management firm is seeking a Portfolio Management Analyst to support multifamily investment portfolios. The role involves analyzing new investment opportunities, financial modeling, and investor reporting. Ideal candidates are motivated team players with real estate or finance experience.

Qualifications

• 2-3 years of real estate investment/development or finance experience.
• Experience underwriting multifamily development opportunities.

Responsibilities

• Develop investor memorandums and presentations.
• Monitor property-level performance through variance analysis.
• Execute quarterly and annual reporting.

Skills

Analytical Skills

Communication Skills

Time Management

Tools

Microsoft Excel

Job description

This range is provided by Clarity Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $110,000.00/yr

Overview:

An independently owned New York-based real estate investment management firm is seeking a highly motivated Portfolio Management Analyst to support its growing multifamily investment portfolios. The firm was established in 1969 and currently has $9.3 billion of institutional quality real estate assets under management. The Analyst will be working on a range of multifamily investment strategies and will be engaged in all aspects of the real estate investment process, including analyzing and executing new investment opportunities; formulating new investment strategies and marketing materials; ongoing financial modeling and liquidity management; and investor reporting.

This role will be apart of the acquisitions and transactions team.

Responsibilities

What You’ll Do:

• Develop customized investor and prospective investor memorandums and presentations • Monitor property-level performance through variance analysis and market research

• Maintain and analyze fund-level financial models in order to manage liquidity needs

• Execute quarterly and annual reporting

• Generate investment summaries, strategic plans and other documentation associated with fund operations

• Support portfolio management in annual budget and asset planning process

• Assist with preparation for advisory committee meetings, board meetings and annual meetings

with clients and consultants

Qualifications

More About You:

You are highly motivated and a team player with a natural ability to build relationships across the organization to deliver superior results. Your innate desire to “roll up your sleeves” is essential. You have a desire to learn and grow within the team to take on more responsibilities. In addition, you must have:

• 2-3 years of real estate investment/development, investment banking, or finance experience
• Fundamental knowledge and understanding of multifamily transactions and management
• Experience underwriting ground-up multifamily development opportunities with
• waterfall structures as well as core/core-plus and value-add investment opportunities
• Exceptional proficiency in Microsoft Excel, including the ability to build detailed
• financial models from scratch
• Strong analytical and writing skills
• Effective business writing and communication skills
• Experience in Acquisitions and Transactions

• Demonstrated time management skills with the ability to manage multiple projects simultaneously

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst

• Industries

  Financial Services and Real Estate

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