Senior Analyst – Portfolio Management

F1650 Clarion Partners, LLC; Los Angeles (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401K

Volunteer opportunities

Volunteer time off

Parental leave

Discount programs

Job summary

Clarion Partners in Los Angeles seeks a Real Estate Financial Analyst to support portfolio and asset management, including modeling, valuation analysis, budgeting, and client reporting. You will work with senior Asset Managers and cross-functional teams to prepare hold/sell recommendations, review operating budgets, and analyze leases.

The role emphasizes independence, deadlines, and clear communication to ensure accurate reporting across multiple accounts, with opportunities for special

Qualifications

• Bachelor’s degree required, Business preferred.
• Financial modeling experience and proficiency in Excel and fundamental finance concepts.
• Exposure to ARGUS (Enterprise or DCF) is a plus.
• Competency in Argus, Excel and Word.

Responsibilities

• Assist with portfolio management, asset management and acquisition duties including client meetings/presentations, modeling, client reporting, property valuation analysis, lease analysis and special projects for several accounts.
• Assist with investment analysis and dispositions to meet portfolio goals, including Hold/Sell analysis, market reviews, rollover exposure, return thresholds and concentration risks.
• Prepare and present hold/sell recommendations and assist with the disposition process.
• Prepare and review portfolio-level and client reports.
• Monitor and analyze financial performance of properties and portfolios.
• Maintain property valuation files and conduct internal valuations for business plans and deals.
• Review annual operating budgets and business plans.
• Analyze lease transactions.
• Assist with financing and disposition transactions.
• Prepare ad-hoc reports and participate in special projects.

Skills

Financial Modeling

Excel

Word

Interpersonal communication

Writing skills

Teamwork

Education

Bachelor’s Degree

Tools

ARGUS

DCF

Job description

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe.

Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Responsibilities

• The primary responsibilities will include assisting with portfolio management, asset management and acquisition duties including client meetings / presentations, modeling, client reporting, property valuation analysis, lease analysis and special projects for several separate account portfolios.
• Assist with the analysis for new investments and dispositions to ensure that the opportunity meets the goals and objectives of the portfolio, including Hold / Sale analysis, market reviews, analyzing rollover exposure, confirming return thresholds and assessing concentration risks.
• Assist with preparing and presenting hold/sell recommendations and with the disposition process.
• Assist with preparation and review of portfolio level and client reports.
• Monitor and analyze the financial performance of the properties and portfolios.
• Maintain property valuation files including conducting periodic internal valuations for business plans and specific deal analysis.
• Review annual operating budgets & business plans.
• Analyze lease transactions.
• Assist with financing and disposition transactions.
• Prepare ad-hoc reports when needed.
• Assist with special projects as needed.
• Maintain fund and portfolio organizational documents and processes.
• Interact with senior level Asset Managers in order to gain information necessary to update assumptions in model and report to portfolio managers.
• Communicate back to Asset Managers important valuation-oriented property level targets for budgeting purposes.
• Administer valuation information exchange for valuations with third party appraiser.
• Process client ad hoc information requests undefined.

Qualifications

• Bachelor’s Degree required, Bachelor’s degree in Business preferred.
• Financial Modeling experience and proficiency in Excel and fundamental finance concepts is required.
• Exposure to ARGUS (Enterprise or DCF) and multiple real estate product types is a plus.
• Competency in Argus, Microsoft Excel and Word.
• 2 - 4 years of experience in real estate or financial services.
• Strong interpersonal communication and writing skills.
• Must be able to work independently and as part of a team that includes the disciplines of finance, research, acquisitions, asset management and marketing.
• Ability to meet deadlines and complete projects with minimal supervision.
• Candidate should be proactive and self-motivated.
• Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.

Compensation

If based in Los Angeles, the base salary range for this position is USD $90,000 - $110,000. Actual base salary offered will be determined by several components including but not limited to the candidate's experience, job-related knowledge, and qualifications. Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Total compensation may vary based on role, location, and individual performance. For roles located outside of Los Angeles, please disregard the posted salary range as these roles will follow a separate compensation process based on the local market.

Equal Opportunity

Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Benefits

• highly competitive and expansive health care coverage
• a comprehensive 401K
• company-sponsored volunteer opportunities
• individual volunteer time off
• parental leave and childcare programs
• other benefits and discount purchase programs

AI Consideration

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.

At Clarion Partners, you will have the opportunity to build a career based on your dedication and talent in a culture that values both collaboration and autonomy. The work you do will have a real impact. Whether you're looking to begin your journey in commercial real estate, or strengthen an already robust career, Clarion Partners offers several ways to contribute to the growth of our Firm and success of our clients.