What are the responsibilities and job description for the Sr. Analyst - Asset Management position at Proven Recruiting?
Senior Portfolio Analyst – Leading Real Estate Investment Firm!
A premier real estate investment organization is looking to bring on a Senior Portfolio Analyst to support its Office Properties Asset Management team. In this highly visible role, you’ll build financial models, streamline reporting workflows, and produce analytical insights that directly impact leasing strategy, capital planning, and overall portfolio performance. If you’re someone who thrives in data-driven environments and enjoys solving complex portfolio challenges, this is an excellent opportunity to grow your career within a stable and well-capitalized organization.
Who you are:
Note: We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle, and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Do not hesitate to apply now!
A premier real estate investment organization is looking to bring on a Senior Portfolio Analyst to support its Office Properties Asset Management team. In this highly visible role, you’ll build financial models, streamline reporting workflows, and produce analytical insights that directly impact leasing strategy, capital planning, and overall portfolio performance. If you’re someone who thrives in data-driven environments and enjoys solving complex portfolio challenges, this is an excellent opportunity to grow your career within a stable and well-capitalized organization.
Who you are:
- 2–5 years of experience in asset management, real estate, FP&A, corporate finance, or another analytical function.
- Strong financial modeling and analytical skills across Excel and Google Sheets; exposure to Argus preferred.
- Experience working with large datasets and maintaining data accuracy and consistency.
- Automation mindset: familiarity with or interest in VBA, Google Scripts, or similar tools.
- Strong communicator capable of presenting clear insights to leadership.
- Maintain, enhance, and build financial models for forecasting, scenario analysis, and strategic decision-making.
- Develop automation tools and improve reporting workflows across analytics and portfolio reporting.
- Ensure accuracy and consistency across financial dashboards, templates, and data systems.
- Support underwriting for leases, tenant credit analysis, capital projects, developments, and acquisitions.
- Contribute to quarterly portfolio reviews, including trends, variances, OpEx/CapEx updates, and refinancing analysis.
- Present analytical findings to senior leadership in clear, compelling ways.
- Partner with both regional asset managers and portfolio-level leadership—offering a unique dual exposure within the group.
- Long-term vision: Decisions prioritize sustainable value over short-term pressures.
- Financial stability: Backed by one of the most well-capitalized ownership structures in the industry.
- High-impact role: Your analytics will directly influence strategy across a large, diverse real estate portfolio.
- Career growth: Many internal promotions—team members advance quickly based on performance.
- Exposure: Work with leaders across regions and asset classes, gaining a full-picture view of the business.
- Innovation mindset: Opportunity to build tools, automate workflows, and modernize portfolio reporting.
- Compensation is determined by several factors which may include skillset, qualifications/certifications, experience level, and geographic location.
- The expected range for this role is 100k–133k, annualized base compensation, with additional compensation components. Please note this range is an estimate and actual may vary based on qualifications and experience.
Note: We actively support and promote people of various backgrounds, from race, religion and gender to geographical area, university, lifestyle, and personality type. Proven Recruiting is minority-owned, majority women, and is a strong advocate for diversity and inclusion in the broader community. Do not hesitate to apply now!
Salary : $100,000 - $133,000