Portfolio Management Analyst B

Jonathan Rose Companies is one of the country’s leading owners, developers and operators of green affordable and mixed-income communities. Founded in 1989, Rose has created projects with more than $5.3 billion of value with a current portfolio of 19,000 apartment homes in 14 states and Washington DC.

Our mission is to create a more environmentally thriving, socially just world through the development, preservation, renovation and management of green, affordable and mixed income housing.

The firm is a fully integrated investment management, development and asset management company with, construction management, solar energy, mortgage finance and title company affiliates.

We strive to achieve positive environmental impact by investing in energy efficiency, decarbonization, and water conservation to reduce our use of natural resources and toxins. Our social impact is achieved by preserving and expanding housing affordability, and connecting our residents to health, education, financial, cultural and social services. And we aim to achieve these impacts in a co-creative process with governments, our residents and staff.

We are signatories to the United Nations Principles for Responsible Investing (UN PRI), benchmark performance annually through GRESB, and align our reporting with the Task Force for Climate-related Financial Disclosures (TCFD) guidelines, SASB Standards, and GRI Standards.

Position Description

The Portfolio Management Analyst is responsible for working with the Director of Portfolio Management to analyze, value, forecast, and strategize for all real estate private equity funds owned by Jonathan Rose Companies. The position requires interactions with other departments within the company such as Investor Relations, Asset Management, Acquisitions, Development, Property Management, and Accounting.

The pay range for this position is $85-95k based upon factors including but not limited to related experience and time in the industry.

Essential Functions

PORTFOLIO ANALYSIS

• Performs portfolio analysis and valuations for both the funds, corporate, and underlying properties through communication with asset management, acquisition, and accounting team to ensure the completeness and accuracy of the valuations.
• Work directly with external appraisers to meet deadlines when external appraisals are ordered.

ASSET & FUND LEVEL BUSINESS PLANS

• Assists with initial asset level and fund level business plans, including documentation of strategy and forecast of financial performance.
• Works closely with Asset Managers to update asset level business plans annually and reforecast returns.
• Assists, reviews, and communicates the results of the analysis to Asset Management and identifies key areas of concern where applicable.

REPORTING & INVESTOR MEETINGS

• Works with the Asset Management and Investor Relations team during the quarterly reporting process and annual investor meetings.
• Update REO, debt summary, track record, and PM database quarterly and AUM tracker annually.

SUPPORT

• Assists Director of Portfolio Management with ad hoc investor's request.

CASH FLOW PROJECTIONS

• Performs fund level cash flow projections and assist the team to strategize ways to improve the returns to investors.

Work Experience Requirements:

Skills

• Proficiency with Microsoft Suite, especially Microsoft Excel required.
• Quantitative analytical skills required.
• Strong verbal and written communication skills required.
• Abilities to be self-starter, take initiative, and multi-task in busy environment required.
• Attention to detail required.
• Advanced financial modeling skills required.
• GAAP accounting principles preferred

Rose Companies Benefits:

At Rose Companies our goal is to provide an affordable and comprehensive benefits package that provides security for you and your family and supports your overall wellbeing. Benefits offered include, but are not limited to: Medical, Dental, Vision, Flexible Spending Accounts, Life, Short-Term Disability, Long-Term Disability, 401K with company match, competitive paid time off policy, paid holidays, parental bonding leave and educational assistance.

Rose Companies is committed in policy and practice to providing equal employment opportunities for all applicants and employees, based upon their training, experience, and overall qualifications. Consistent with this commitment, discrimination against an applicant or employee based upon the individual’s race, color, creed, religion, sex, gender, age, national origin, ancestry, citizenship status, marital or familial status, sexual orientation, gender identity, gender expression, disability, military status, protected veteran status, genetic information, or any other condition or characteristic protected by law is strictly prohibited.

Experience

• 1 - 2 years: Overall financial analysis of an assigned portfolio of multifamily properties or projects preferred.

Education

• Bachelors or better in Finance or related field

Skills

• Detail Oriented
• Financial Modeling
• Accuracy

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.