Portfolio Management Analyst

Portfolio Management Analyst

Job Summary

The Portfolio Management Analyst supports the execution and the implementation of the Companys strategies and programs that drive the financial and operational performance of the funds by gathering market, property, and portfolio data, and performing analytical or other tasks that support the daily operation of the fund. This role will specifically focus on data gathering and the completion of internal and external reporting and requires strong analytical skills, attention to detail, and the ability to communicate complex financial information in a clear and concise manner.

Key Responsibilities

• Support completion of internal reporting, providing insight into the operational and financial key metrics across the portfolio. Analysis of data range from key metrics such as occupancy, collection ratios, rate growths, etc. to analyzing property level income statements, capital spend, and overall cash flows
• Deriving data from the firm’s internal reporting system and aggregating it into various analytical tools and reports. The datasets often include working with large amounts of datasets for roughly 300 assets
• Complete production of various client reports using in-house applications and the Microsoft Office package, ensuring timely and accurate distribution of all deliverables and proactively communicating potential delays
• Perform variance analysis to understand the key drivers of the results, and explaining changes from prior forecasts, budgets, and prior year
• Support and participate in ad hoc projects as they emerge across the broader Investment Management organization
• Collaborate across various teams within portfolio management, asset management, investment accounting, property accounting, and investor relations
• Help design new reports and dashboards to efficiently deliver the financial results to management and broader PM team

Qualifications

• Bachelor's degree in finance, accounting, or a related field
• 2-5 Years of relevant experience
• Basic understanding of financial reports
• Attention to detail and ability to work under tight deadlines
• Established quantitative skills with strong cognitive and problem-solving capabilities and experience working with multiple data sets
• Strong interpersonal skills: can build effective business relationship with cross functional/geographical teams and coordinate with teams to action items.
• Effective communicator, being comfortable discussing results with a variety of business stakeholders
• Strong client focus - adhering to response time to client and maintaining high client satisfaction.
• Commitment to quality and control.
• Expert level MS Excel skills and Powerpoint skills