Senior Portfolio Analyst

Waterton; Illinois; Hybrid; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Senior Portfolio Analyst to enhance its Portfolio Management team. This role involves conducting financial analyses, preparing real estate valuations, and supporting investor reporting. Ideal candidates will have a strong background in finance or real estate, with advanced skills in financial modeling and Microsoft Office tools. The firm values performance and offers a competitive compensation package, including a hybrid work environment and a commitment to employee development. Join a team dedicated to exceeding expectations and delivering exceptional experiences.

Benefits

Medical Insurance

Dental Insurance

Life Insurance

Disability Insurance

401k + match

Generous Paid Time Off

Volunteer Time Off

Paid Holidays

Tuition Reimbursement

Onsite Gym

Qualifications

• 3+ years experience in real estate investment management preferred.
• Advanced skills in financial modeling and valuation required.

Responsibilities

• Conduct financial analyses for internal and external reporting.
• Prepare real estate valuations and support investor reporting.

Skills

Financial Analysis

Valuation Modeling

Analytical Skills

Organizational Skills

Professional Communication

Problem Solving

Adaptability

Education

Bachelor's degree in Finance, Economics, or Real Estate

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Argus

Job description

About Waterton

Waterton has grown from very humble beginnings with one phone and two desks to the successful, nationally recognized real estate investment and management firm it is today. As Waterton has evolved and grown, one thing has remained constant - the drive to achieve results by exceeding expectations. For 25 years, Waterton remains passionate about delivering an incredible Resident Experience, which we believe is made possible by offering an extraordinary experience for our talented associates. We value performance that delivers experiences that exceed expectations, coupled with an unwavering commitment to Investor, Guest, and Resident service excellence. Overall we are a collection of people who strive daily to “find the good and leave it better.”

Job Summary

Waterton Residential is currently seeking a Senior Portfolio Analyst to join its Portfolio Management team. In this role, you will provide assistance to the team on portfolio, property, and valuation analysis, and investor reporting.

Your Impact and Job Responsibilities

• Complete financial analyses, including cash flow projections and returns, for utilization in internal and external reporting.
• Run property and portfolio level sensitivities to assist Portfolio Management Team in business decisions.
• Prepare internal real estate and debt valuations in Excel for specified funds in compliance with company and industry valuation policies and procedures.
• Assist in the review of third-party appraisal reports for specified investments.
• Support the quarterly investor reporting process for specified funds/accounts.
• Assist in preparation of annual budgets and business plans for specified funds including hold/sell, disposition, and refinancing analyses.
• Provide analytic support for periodic investor presentations.
• Respond to client and corporate financial requests.
• Assist in the development of business intelligence and portfolio management tools, and system and process improvements.
• Oversee fund and investor compliance requirements.
• Ad hoc analysis and reporting as assigned.

What You’ll Bring - Desired Skills and Experience

• Bachelor's degree or equivalent work experience highly preferred, ideally in finance, economics, real estate, or related field.
• Ideally a minimum of 3+ years work experience in the real estate investment management environment; multifamily experience is a strong plus.
• Advanced skillset with Microsoft Office, to include Excel, PowerPoint, and Word.
• Financial modeling experience required; strong knowledge of valuation modeling and theory; Argus and/or fund modeling experience is a plus.
• Strong analytical and investigative skills.
• Strong organizational skills with proficiency in managing and prioritizing a variety of tasks.
• Professional communication skills, both verbal and written.
• Ability to resolve matters independently.
• Ability to work well with others internally and externally, including frequent interaction with investor accounting and operations teams.
• Ability to adapt to changing circumstances.

At Waterton, we recognize that compensation and benefits are important to our associates. We offer a wide variety of benefits including:

• Competitive compensation and incentive program participation.
• Full suite of benefits, including Medical, Dental, Life, Disability, and even pet insurance.
• 401k + match.
• Generous paid time off, volunteer time off, and paid holidays.
• A commitment to life-long learning through learning plans that include internal and external trainings, as well as consideration for tuition reimbursement.
• Employee discounts and wellness initiatives, like an onsite gym.
• Hybrid work environment (based on business or position needs).

The typical base salary hiring range for this role is $80,000.00-$120,000.00 per year, plus bonus program participation.

The pay range is a base pay only and does not include any additional compensation or bonuses that this position may be eligible for. The pay range is approximate and the actual pay may vary depending on related work experience, certifications, education, and other job-related factors.

Waterton welcomes all.

Waterton is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.