What are the responsibilities and job description for the Portfolio Analyst position at Arc70 Capital LLC?
Arc70 is seeking a Portfolio Analyst to join its Portfolio Management team in Burlingame, CA. Ideal candidates will have 2-5 years of experience working in real estate investments or asset management, familiarity with affordable housing, and distressed workouts. This role will report to the firm’s portfolio managers.
Arc70 is an investment management firm based in Burlingame, CA that is focused on financing affordable housing across the U.S. The firm has financed the preservation or creation of over 47,000 units of affordable housing since inception. Arc70 manages over $5.0 billion in affordable housing related investments and works with notable and sophisticated long-term investors. This is an exciting opportunity for qualified individuals to hit the ground running and contribute to the firm’s impact while working alongside highly accomplished principals and investors. This person will be a critical member of the team and will be involved in key aspects of the business.
Responsibilities
- Work with the underwriting team to incorporate closed deals into the asset and portfolio management pipeline.
- Monitor construction, lease-up, and stabilization of assets. Strategize with the capital markets team to identify candidates for securitization or other long-term financing solutions.
- Work with asset managers and data teams to summarize asset performances including DSCRs, LTVs, and occupancy rates.
- Monitor and update asset summary reports, actual vs proforma returns, and project cash flows and return of capital.
- Support the portfolio manager and capital markets team on optimizing the portfolio. This will include, but not be limited to, building and updating cash flow models and datatapes, updating asset performances and market research from underwriting, and executing securitizations.
- Evaluate and support execution of special investment opportunities including: secondaries, distressed debt, and other structured debt/equity investments.
- Support ongoing asset, portfolio, and risk management efforts across multiple funds.
- Work closely with senior management to drive continuous improvement initiatives.
Qualifications
- Strong problem solving and financial modeling skills, attention to detail, and communication skills.
- Affordable housing investing/asset management/capital markets experience strongly preferred.
- Ability to work in a high pressure environment and adapt to various deadlines and deliverables.
- Fluency in Microsoft Office and Google Suites.
- Bachelor’s degree in business, accounting, or finance.