What are the responsibilities and job description for the Senior Portfolio Analyst position at Endeavor Agency?
Endeavor Agency (www.endeavorCRE.com) is a commercial real estate talent agency providing high touch recruitment services throughout California and major western US cities. Endeavor has engaged with a privately held, established and well known real estate development and investment company seeking a Senior Portfolio Analyst to support the Asset Management team by building and maintaining portfolio financial models, analytical tools, and automated workflows to drive portfolio performance and strategic decision-making. The role ensures data integrity across reporting systems, prepares investment materials, and leads process improvements. The Sr Portfolio Analyst also assists with underwriting for leases and capital projects, quarterly portfolio reviews, business plans, and market analysis.
Responsibilities:
- Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making
- Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development
- Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information
- Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities
- Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications
Additional Skills:
- Superior Excel skills, including strong modeling capability; VBA and ARGUS experience preferred, but not required
- Experience with financial statement analysis and a strong understanding of corporate finance concepts
- Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly
- Strong written communication skills with the ability to translate quantitative findings into business-ready messaging