Portfolio Analyst

Employment Enterprises, Inc.; Warrenton (VA); Hybrid; USD 23,000 - 32,000; Full time

Benefits offered by this job

401K retirement plan

Medical and dental benefits for in-suc

Flex spending account

Pet Insurance

Credit Union Membership

Sick Leave available where mandated by

Worker Advantage discount program

Voluntary Supplemental Insurance

Job summary

Employment Enterprises is seeking a Portfolio Analyst to support multifamily portfolio performance by validating reporting data, analyzing inspections and financials, and supporting investor submissions in Warrenton, VA. This full-time contract position offers a hybrid work arrangement.

The role requires a Bachelor’s degree or comparable experience, 1+ year in real estate analysis, strong Excel/Word skills, and excellent organizational and communication abilities.

Qualifications

• Bachelor’s degree or comparable experience in finance/real estate/economics or related field.
• 1+ year of real estate or related analysis experience preferred.
• Proficiency with Microsoft Excel and Word.
• Knowledge of multifamily markets and strong communication skills.

Responsibilities

• Review and analyze property inspections to assess condition.
• Support QC reviews of inspection packages before investor submission.
• Monitor inspection-related items and track property concerns.
• Verify servicing data against loan documents.
• Analyze property financial statements and rent rolls for performance.
• Support QC reviews of financial reporting before investor submission.
• Create, review, and distribute monthly client notifications.
• Track and store communications related to financial reporting.

Skills

Communication

Organization

Time management

Self-motivation

Collaboration

Education

Bachelor’s degree in Finance, Real Estate, Accounting, or Economics, or comparable experience

Tools

Microsoft Excel

Microsoft Word

Job description

Our client is a national financial services organization delivering real estate lending and investment support for institutional stakeholders. The Portfolio Analyst supports multifamily portfolio performance by validating reporting data, analyzing inspections and financials, and supporting investor submissions. This is a full time contract position, hybrid, based in Warrenton, VA, paying $20 per hour.

Responsibilities

• Review and analyze property inspections to assess property condition
• Support quality control reviews of inspection packages prior to investor submission
• Monitor inspection-related items and track property concerns
• Verify servicing system data against loan documents (for example, agreements, narratives, appraisals)
• Analyze property financial statements and rent rolls to assess performance
• Support quality control reviews of financial reporting prior to investor submission
• Create, review, and distribute monthly notifications to external clients
• Track and store internal and external communications related to financial reporting

Qualifications

• Bachelor’s degree in Finance, Real Estate, Accounting, or Economics, or comparable experience (preferred)
• 1+ years of experience in real estate or related analysis (preferred)
• Proficiency in Microsoft Excel and Microsoft Word
• Knowledge of real estate markets, with emphasis on multifamily assets
• Strong organizational skills and attention to detail
• Strong verbal and written communication skills
• Self-motivated with the ability to work independently and collaboratively
• Ability to manage multiple projects and meet deliverables and deadlines

What We Offer

• 401K retirement plan
• Medical and dental benefits for qualifying professionals or Fixed Indemnity Health Benefits
• Flex spending account
• Pet Insurance
• Credit Union Membership
• Sick Leave available where mandated by law
• Worker Advantage discount program membership
• Voluntary Supplemental Insurance

Our Equal Employment Opportunity Policy: Employment Enterprises, Inc. is an equal employment opportunity employer. We recruit, employ, assign, train, compensate and promote without regard to race, color, sex, age, disability, religion, national origin, marital status, sexual orientation, ancestry, U.S. Veteran status, or any other protected category under applicable law.

Employment Enterprises, Inc is the parent company of Temporary Solutions, Inc. Temporary Solutions is a workforce solutions company based out of 10550 Linden Lake Plaza, Suite 200, Manassas, VA 20109.

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