Portfolio Analyst - Daley and Associates

Portfolio Analyst

Our client, a local real-estate management firm located just west of Boston, Is searching for a skilled Portfolio Analyst.  This position will require a candidate who is highly knowledgeable in real estate valuations and modeling and skilled with excel and Argus Enterprise software.  The Portfolio Analyst will work regularly with members of the Asset Management and Accounting teams to analyze asset data and market data.

Responsibilities:

• Responsible for maintaining accurate projection models of real estate assets and portfolios using Excel, Argus Enterprise financial software and Yardi accounting system data, to aid in the quarterly valuation process and other financial analysis and requests as needed.
• Regularly review third party research data for historical and future trends.
• Review, analyze and confirm quarterly third-party appraisal reports, models and market values.
• Use financial statements from Yardi and tenant leases and amendments to update the models frequently including rent roll terms, expenses, capital improvements, etc.
• Produce and present asset reviews, historical and projected performance, and variance analyses for assets
• Maintain professional and technical knowledge
• Serve as ambassador of the company: all employees must maintain appropriate conduct and professionalism. This extends to every internal and external business contact or meeting.

Requirements:

• Bachelor’s degree in Real Estate, Finance, Accounting, Economics, Mathematics or related degree
• 2+ years of related analytical experience with heavy emphasis on financial modeling using Excel
• Advanced knowledge of Excel, discounted cash flow analysis and Argus Enterprise software
• Proficient in Excel, PowerPoint, Word, Adobe and Outlook
• Previous experience in the real estate industry with knowledge of real estate documentation (i.e. leases, mortgages, operating agreements, etc.)
• Real estate valuation/appraisal experience a plus
• Experience with Yardi Accounting software a plus
• The job requires a detail oriented, focused individual with strong analytical skills
• Must be organized, capable of multitasking and be able to prioritize to meet deadlines
• Strong work ethic, ability to work independently, but able to work in a team environment as well
• Must be able to convey analytical observations into supportable conclusions and recommendations

If you are interested in this position, please email your resume to Wade at wkittelson@daleyaa.com.

Please note: While we are interested in all qualified candidates, we seek candidates authorized to work in the U.S. without employer sponsorship, as we cannot sponsor immigration-related employment visas for this particular role. Daley And Associates in an equal opportunity employer and it is Daley And Associates' policy to review applications regardless of race, gender, national origin, citizenship status or any other classification protected by law.

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