The Portfolio Analytics Analyst will provide analytical support to the Investments, Asset Management and Development teams by developing financial pro forma models, building financial waterfall models, and monthly/quarterly performance reporting.

• Create pro-forma cash flow models for new acquisitions, existing investments and new development projects for a variety of asset types like multifamily, condo, office and retail.
• Model complex joint venture structures via waterfall distribution analysis.
• Compile a quarterly summary of key portfolio metrics, maintain fund models, and create portfolio overview presentations.
• Support the team by analyzing data to prepare real estate valuations and provide portfolio-level forecasts for strategic review.
• Design and develop interactive dashboards and reports in Power BI Desktop
• Connect data sources including excel, SQL databases, SharePoint and cloud-based platforms.
• Assist the valuation process by reviewing discount rates, cash flow projections and cap rates across the portfolio.
• Assist in drafting investment committee memorandum and miscellaneous offering packages.

• Must have a bachelor’s degree in a related Finance, Economics, or other quantitative discipline.
• Must have a minimum of 1 year of experience building financial and waterfall models.
• Experience working in an environment that requires recurring deliverables as well as projects and initiatives in support of a rapidly growing business.
• Detail oriented with the ability to manage a diverse number of tasks simultaneously.
• Proficiency in Microsoft Office Suite (Excel, Word, Power Point)
• Experience with reporting tools (PowerBI, Tableau, iLEVEL), and programming language (Python, SQL)
• Acquisition, Capital Markets, Asset Management and Development experience helpful

The above-referenced position summary is a guideline designed to present an overview of the job duties and is not intended to be a comprehensive list of responsibilities and requirements.