What are the responsibilities and job description for the Portfolio Management Analyst position at Associate Services, LLC?
Position Summary
The Portfolio Management Analyst will support the management and performance analysis of a multifamily real estate portfolio. This role involves data analysis, financial modeling, reporting, and supporting strategic decision-making to maximize portfolio returns and mitigate risk. The Analyst will work closely with development, asset management, finance, and senior leadership teams.
Key Responsibilities
- Assist in monitoring and evaluating the performance of multifamily real estate assets within the portfolio, using financial and operational metrics.
- Build and maintain detailed financial models and cash flow projections at the asset and portfolio levels.
- Prepare monthly, quarterly, and annual investor reporting, including performance summaries, benchmarking, and variance analysis.
- Conduct hold/sell/refinance analysis and support business plan updates.
- Analyze market trends and portfolio risk exposure to help inform strategic decisions.
- Support budgeting, reforecasting, and valuation processes in coordination with Asset Management, Development, and Accounting teams.
- Maintain and enhance internal dashboards and portfolio analytics tools.
- Assist in ESG data collection and reporting, where applicable.
- Participate in Investment Committee preparation as needed.
- Collaborate with Development and Investments to assess pipeline impact on overall portfolio strategy.
Qualifications
- Bachelor’s degree in Real Estate, Finance, Economics, or a related field.
- 1–3 of experience in real estate, finance, or investment analysis; internship experience in real estate or investment banking may be considered.
- Strong financial modeling and Excel skills (Argus a plus).
- Proficient in PowerPoint and data visualization tools (Tableau, Power BI, or similar preferred).
- Understanding of real estate fundamentals, investment principles, and valuation methodologies.
- Excellent analytical, organizational, and communication skills.
- Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
- Team-oriented with a strong work ethic and attention to detail.