6 Portfolio Analyst Jobs in Minneapolis, MN
Värde Partners is Hiring a Portfolio Analyst Near Minneapolis, MN
- Corporate & Traded Credit: Investments in opportunistic and dislocated traded credit, as well as restructurings and liquidations in corporate, structured product, sovereign, and other credit instruments and related assets.
- Real Estate Credit & Assets: Debt and equity investments related to commercial and residential real estate in public markets as well as private credit and asset-level investments in segments such as transportation and infrastructure.
- Financial Services: Investments across the capital structure in consumer finance, commercial finance, and other areas related to financial services, including private credit lending, loan portfolio purchases, and private equity.
- Review and analyze investment performance vs. forecast; monitoring operational & forecast KPIs, debt covenant compliance and cash flow projections;
- Perform detailed financial modeling, including credit analysis, cash flow, valuation, and investment return analyses;
- Drive and enhance daily, monthly, and ad-hoc reporting dashboards across multiple real estate asset classes and portfolios;
- Support Senior Investment Professionals with active asset management activities including business plan analysis, disposition strategies and valuation creation initiatives;
- Work with various involved parties including, but not limited to, JV partners, attorneys, external asset managers.
- Assist in monthly valuations process for all US real estate investments;
- Perform detailed analysis to identify key drivers of valuation uncertainty and establish appropriate sensitivities for each driver;
- Create and present valuation and performance reporting to our Valuation Committee;
- Create and present valuation and performance reporting to the broader Real Estate team, including Senior Investment Professionals and Partners;
- Interface and develop internal relationships with Accounting, Tax, Treasury, and Investor Relation functions on periodic reporting and ad-hoc requests;
- Interface and develop external relationships with third party valuation providers and external auditors.
- Bachelor's Degree (Accounting, Economics, Mathematics, and/or Finance a plus);
- Experience with CLOs, whole loans, Private Equity, and Real Estate (residential development and homebuilding) preferred;
- 1-2 years of prior experience at a Big Four accounting firm, Hedge Fund, Asset Manager, Global Bank or within a valuation and/or performance management function is strongly preferred;
- Basic understanding of GAAP Accounting as it relates to appropriate application of valuation policies preferred;
- Excellent computer skills, particularly Excel. Knowledge of Intex and DCF modeling experience a plus;
- Strong written and verbal communication skills;
- Extremely organized, detail-oriented, and able to thrive in a fast-paced environment. Ability to multitask and prioritize among many time-sensitive demands;
- A team player, who will need to take a proactive and engaged approach to the job and who can work reliably and independently. This role would suit an inquisitive candidate, who is comfortable with a degree of uncertainty.
Job Summary
Full Time
$91k-128k (estimate)
04/06/2024
06/05/2024
The job skills required for Portfolio Analyst include Analysis, Integrity, Commitment, Financial Services, Accounting, Economics, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Analyst positions, which can be used as a reference in future career path planning. As a Portfolio Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Analyst. You can explore the career advancement for a Portfolio Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Portfolio Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Portfolio Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Portfolio Analyst job description and responsibilities
Yet, despite the differences, portfolio analysts typically perform several common duties, such as conducting detailed portfolio analysis and preparing reports.
02/11/2022: Fort Collins, CO
The portfolio analyst job description entails undertaking data analytics of a bank’s credit portfolios and providing monthly and quarterly credit risk reporting over the health and composition of a bank’s lending portfolios to the executive management and
03/10/2022: Medford, OR
The credit portfolio analyst performs various functions related to the development and maintenance of the loan portfolio, and support credit analysis function.
04/07/2022: Jackson, MS
Portfolio analysts are responsible for managing and analyzing investments on behalf of their organization.
03/16/2022: Madison, WI
Portfolio analysts may also be tasked with creating reports that summarize the performance of various investments over time. These reports can be used by senior management to make decisions about future investments or to inform employees about how well th
03/05/2022: Johnstown, PA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Portfolio Analyst jobs
Learn how to build a winning data analytics portfolio, even with no prior job experience.
05/08/2022: Temple, TX
Portfolio analysts are typically required to have a bachelor’s degree in finance, economics, statistics or another closely related field. Many portfolio analysts choose to pursue a master’s degree in finance or a related field to increase their earning po
05/02/2022: El Paso, TX
Portfolio analysts typically receive on-the-job training after they are hired. This training may last for a few weeks to a few months and may include instruction on the company’s specific software and processes.
02/20/2022: Portsmouth, NH
Certifications are required to become a portfolio analyst, but they can help you become a more competitive candidate when applying for jobs.
02/25/2022: Lawrence, MA
Join professional organizations or associations.
03/02/2022: Mcallen, TX
Step 3: View the best colleges and universities for Portfolio Analyst.
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