What are the responsibilities and job description for the Portfolio Analyst position at Clarity Recruiting?
Job Title: Portfolio Analyst
Reports to: Portfolio Manager
Location: NYC
Overview:
An independently owned New York-based real estate investment management firm is seeking a highly motivated Portfolio Management Analyst to support its growing multifamily investment portfolios. The firm was established in 1969 and currently has $9.3 billion of institutional quality real estate assets under management. The Analyst will be working on a range of multifamily investment strategies and will be engaged in all aspects of the real estate investment process, including analyzing and executing new investment opportunities; formulating new investment strategies and marketing materials; ongoing financial modeling and liquidity management; and investor reporting.
Responsibilities:
What You’ll Do:
• Develop customized investor and prospective investor memorandums and presentations • Monitor property-level performance through variance analysis and market research
• Maintain and analyze fund-level financial models in order to manage liquidity needs
• Execute quarterly and annual reporting
• Generate investment summaries, strategic plans and other documentation associated with fund operations
• Support portfolio management in annual budget and asset planning process
• Assist with preparation for advisory committee meetings, board meetings and annual meetings
with clients and consultants
Qualifications:
More About You:
You are highly motivated and a team player with a natural ability to build relationships across the organization to deliver superior results. Your innate desire to “roll up your sleeves” is essential. You have a desire to learn and grow within the team to take on more responsibilities. In addition, you must have:
- 2-3 years of real estate investment/development, investment banking, or finance experience
- Fundamental knowledge and understanding of multifamily transactions and management
- Experience underwriting ground-up multifamily development opportunities with
- waterfall structures as well as core/core-plus and value-add investment opportunities
- Exceptional proficiency in Microsoft Excel, including the ability to build detailed
- financial models from scratch
- Strong analytical and writing skills
- Effective business writing and communication skills
• Demonstrated time management skills with the ability to manage multiple projects simultaneously
• Bachelor’s Degree
Salary : $90,000 - $110,000