Real Estate Senior Portfolio Analyst

Marquette Management; Naperville (IL); On-site; USD 60,000 - 90,000; Full time

Job summary

An established industry player is seeking a full-time real estate asset management analyst to support financial analysis for multi-family assets. This role involves conducting detailed property performance evaluations, preparing investor communications, and developing financial models to guide investment decisions. The ideal candidate will possess strong analytical skills, proficiency in Microsoft Excel, and a background in real estate finance. Join a dynamic team dedicated to expanding a robust portfolio and making impactful investment decisions in the real estate market.

Qualifications

• 1 to 3 years of financial analysis experience in real estate.
• Strong proficiency in Microsoft Excel for data analysis.

Responsibilities

• Conduct financial analysis of property performance.
• Assist in preparation of investor updates and reporting.
• Participate in due diligence and transaction support.

Skills

Financial Analysis

Analytical Thinking

Microsoft Excel

Organizational Skills

Communication Skills

Detail Oriented

Education

Bachelor's Degree in Finance or Real Estate

Tools

Adobe InDesign

Job description

COMPANY OVERVIEW : Medium sized full service real estate Company focusing on private and institutional investment in real estate through land acquisition, development, and acquisition of existing apartments / multi-family opportunities throughout the Midwest and Southern United States. Approximately $2.5 billion in the existing portfolio, seeking to grow the team to expand the joint-venture portfolio. Company is privately held, has good financial strength, and has been in business for over 40 years.

JOB SUMMARY : Company is seeking a full-time real estate asset management analyst to assist in conducting financial analysis to provide support in the execution of the business plan for multi-family assets.

KEY JOB RESPONSIBILITIES :

• Financial analysis of individual property performance as it relates to the business plan;
• Perform competitive analysis of metrics on existing portfolio and competition;
• Assist in preparation of investor updates / reporting;
• Partner / Lender communication and support;
• Develop and analyze existing investment and financial models with the ability to create new analytics to drive business decisions;
• Underwrite existing portfolio assets to facilitate hold / sell / refinance decisions; and
• Participate in due diligence and overall transaction support.

KNOWLEDGE AND SKILLS :

• Analytical thinker / selfstarter / self-motivated
• Excellent organizational skills
• Detail oriented
• Ability to work on multiple tasks with numerous people / departments
• 1 to 3 years of prior financial analysis experience, preferably in asset management of commercial real estate, real estate investment banking, or other applicable real estate background
• Willingness to learn Adobe InDesign for pitch books and investor reporting
• Strong verbal and written communication skills
• Strong computer skills with high proficiency in Microsoft Excel
• A multifamily case study and Microsoft Excel modeling test will be given