Senior Financial Analyst - Portfolio/Asset Management
About Our Client
Our client is a national real estate investment manager seeking an experienced Financial Analyst to join their team in Dallas. This individual will be involved in complex real estate transactions and support the portfolio management of a large commercial real estate portfolio (industrial, multifamily, retail, and hospitality).
Job Description
Reporting to the VP of Investments the Senior Financial Analyst, Asset Management will be an organized, detail‐focused candidate with sound knowledge of real estate investment concepts. The Senior Financial Analyst, Asset Management will work with portfolio and asset management to perform asset and portfolio level financial risk / opportunity analysis and projections.The position will interact with many business functions as well as senior and executive management.
Selected responsibilities:
- Assist with the preparation of annual property‐level budgets and monthly cash flow reforecasts for assigned portfolio
- Conduct regular variance analyses to ensure property performance is consistent with business plan and budget
- Develop and maintain financial models to forecast leasing activity and other portfolio‐level metrics
- Drive the onboarding process for new portfolio investments and ensure proper data collection procedures are in place
- Review and abstract various legal documents including leases and operating agreements
- Prepare ad hoc strategic financial analyses in support of asset and senior management
- Interact with several departments including Leasing, Property Management and Legal on various asset and portfolio management projects
- Maintain monthly reporting packages deliverable to Asset Managers
- Work with senior leadership to develop yearly strategy plan
MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
The Successful Applicant
The ideal Portfolio Analyst will posses the following qualities:
- Bachelor's degree in economics, finance, real estate or related field
- 1-4 years experience in a finance or data focused role. CFA, REFM and/or CPA a plus.
- GPA of 3.5 or higher
- Asset and/or portfolio management of non-residential assets (office, industrial, hospitality etc.)
- Proficient in Excel, strong financial modeling skills. ARGUS preferred.
- Ability to work with large data sets
- Highly motivated self-starter who works well in flexible environment
What's on Offer
Base salary, bonus and opportunity to work with an amazing team!
Senior Analyst level will pay roughly $80,000 to $90,000 plus bonus. Willing to go slightly higher for an exceptionally qualified applicant.