Real Estate Portfolio Analyst

Real Estate Portfolio Analyst

Naperville, Illinois

COMPANY OVERVIEW: Medium size full service Real Estate Company focusing on private and institutional investment in Real Estate through land acquisition, development, and acquisition of existing apartments / multi-family opportunities throughout the Midwest and Southern United States. Approximately $1 Billion in existing portfolio, seeking to grow team to expand private portfolio. Company is privately held, has good financial strength and has been in business for over 35 years.

JOB SUMMARY: Company is seeking a full-time Real Estate asset management analyst to assist in conducting financial analysis to provide support in the execution of the business plan for multi-family assets.

KEY JOB RESPONSIBILITIES:

• Financial analysis of individual property performance as it relates to the business plan;
• Perform competitive analysis of metrics on existing portfolio and competition;
• Assist in preparation of investor updates/reporting;
• Partner/Lender communication and support;
• Develop and analyze existing investment and financial models with the ability to create new analytics;
• Underwrite existing assets to facilitate hold / sell / refinance decisions; and
• Participate in due diligence and overall transaction support.

KNOWLEDGE AND SKILLS:

• Analytical thinker / self-starter / self-motivated
• Excellent organizational skills
• Detail oriented
• Ability to work on multiple tasks with multiple people
• 1 to 3 years of prior financial analysis, preferably in asset management of commercial Real Estate, Real Estate investment banking, or other applicable Real Estate background
• Willingness to learn Adobe InDesign for pitchbooks and investor reporting
• Strong verbal and written communication skills
• Strong computer skills
• High proficiency in Excel
• A Multi-Family Case Study and Excel Modeling Test will be given.