Portfolio Management Analyst B

Jonathan Rose Companies; New York (NY); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401K with company match

Competitive PTO

Job summary

Jonathan Rose Companies is seeking a Portfolio Management Analyst to join our NYC team. You will collaborate with the Director of Portfolio Management to analyze, value, forecast, and strategize for real estate private equity funds. The role interacts with Investor Relations, Asset Management, Acquisitions, Development, Property Management, and Accounting.

Salary ranges from $85k to $95k, hybrid work arrangement, and opportunities to contribute to cash flow projections and investment strategy.

Qualifications

• Proficiency with Microsoft Excel is required.
• Strong quantitative and financial modeling abilities.
• Clear verbal and written communication essential.

Responsibilities

• Perform portfolio analysis and valuations for funds, corporate, and underlying properties with internal teams.
• Coordinate with external appraisers to meet deadlines.
• Assist asset and fund level business plans and forecast financial performance.
• Update asset-level plans annually and reforecast returns with Asset Managers.
• Communicate analysis results to Asset Management and flag key concerns.

Skills

Microsoft Excel

Quantitative analysis

Communication skills

Self-starter

Advanced financial modeling

Education

Bachelor's Degree in Finance/Business/Real Estate or related field

Job description

Job Category: Investment/Acquisitions/Invest Rel/Port. Mgmt

Requisition Number: PORTF003066

• Posted : July 28, 2026
• Full-Time
• Hybrid

Locations

Showing 1 location

Main NYC Office
551 Fifth Avenue
Floor 23
New York, NY 10176, USA

Jonathan Rose Companies is one of the country’s leading owners, developers and operators of green affordable and mixed-income communities. Founded in 1989, Rose has created projects with more than $5.3 billion of value with a current portfolio of 19,000 apartment homes in 14 states and Washington DC.

Our mission is to create a more environmentally thriving, socially just world through the development, preservation, renovation and management of green, affordable and mixed income housing.

The firm is a fully integrated investment management, development and asset management company with, construction management, solar energy, mortgage finance and title company affiliates.

We strive to achieve positive environmental impact by investing in energy efficiency, decarbonization, and water conservation to reduce our use of natural resources and toxins. Our social impact is achieved by preserving and expanding housing affordability, and connecting our residents to health, education, financial, cultural and social services. And we aim to achieve these impacts in a co-creative process with governments, our residents and staff.

We are signatories to the United Nations Principles for Responsible Investing (UN PRI), benchmark performance annually through GRESB, and align our reporting with the Task Force for Climate-related Financial Disclosures (TCFD) guidelines, SASB Standards, and GRI Standards.

Position Description

The Portfolio Management Analyst is responsible for working with the Director of Portfolio Management to analyze, value, forecast, and strategize for all real estate private equity funds owned by Jonathan Rose Companies. The position requires interactions with other departments within the company such as Investor Relations, Asset Management, Acquisitions, Development, Property Management, and Accounting.

The pay range for this position is $85-95k based upon factors including but not limited to related experience and time in the industry.

Essential Functions

• Performs portfolio analysis and valuations for both the funds, corporate, and underlying properties through communication with asset management, acquisition, and accounting team to ensure the completeness and accuracy of the valuations.
• Work directly with external appraisers to meet deadlines when external appraisals are ordered.
• Assists with initial asset level and fund level business plans, including documentation of strategy and forecast of financial performance.
• Works closely with Asset Managers to update asset level business plans annually and reforecast returns.
• Assists, reviews, and communicates the results of the analysis to Asset Management and identifies key areas of concern where applicable.

REPORTING & INVESTOR MEETINGS

• Works with the Asset Management and Investor Relations team during the quarterly reporting process and annual investor meetings.
• Update REO, debt summary, track record, and PM database quarterly and AUM tracker annually.

SUPPORT

• Assists Director of Portfolio Management with ad hoc investor's request.

CASH FLOW PROJECTIONS

• Performs fund level cash flow projections and assist the team to strategize ways to improve the returns to investors.

Skills

• Proficiency with Microsoft Suite, especially Microsoft Excel required.
• Quantitative analytical skills required.
• Strong verbal and written communication skills required.
• Abilities to be self-starter, take initiative, and multi-task in busy environment required.
• Advanced financial modeling skills required.

Travel

• Ability to travel up to 10% of the time.

Education Requirements and/or Years of Experience

• Bachelor’s Degree in Finance, Business, Real Estate or related field required.
• 1-2 years of experience with overall financial analysis of an assigned portfolio of multifamily properties or projects preferred.

Rose Companies Benefits:

• Medical
• Dental
• Vision
• Flexible Spending Accounts
• Life
• Short-Term Disability
• Long-Term Disability
• 401K with company match
• competitive paid time off policy
• paid holidays
• parental bonding leave
• educational assistance

Rose Companies is committed in policy and practice to providing equal employment opportunities for all applicants and employees, based upon their training, experience, and overall qualifications. Consistent with this commitment, discrimination against an applicant or employee based upon the individual’s race, color, creed, religion, sex, gender, age, national origin, ancestry, citizenship status, marital or familial status, sexual orientation, gender identity, gender expression, disability, military status, protected veteran status, genetic information, or any other condition or characteristic protected by law is strictly prohibited.

Qualifications

Skills

Required

Detail Oriented