Portfolio Management Analyst B

Corporate Positions•New York, NY

9d•Hybrid

About The Position

Jonathan Rose Companies is seeking a Portfolio Management Analyst to join their team. This role involves analyzing, valuing, forecasting, and strategizing for all real estate private equity funds owned by the company. The analyst will collaborate with various departments including Investor Relations, Asset Management, Acquisitions, Development, Property Management, and Accounting. The company focuses on developing and operating green affordable and mixed-income communities, with a mission to create a more environmentally thriving, socially just world. They are committed to positive environmental and social impact through energy efficiency, decarbonization, water conservation, and expanding housing affordability. Rose Companies is a signatory to the UN PRI and benchmarks performance annually through GRESB, aligning reporting with TCFD, SASB, and GRI Standards.

Requirements

Proficiency with Microsoft Suite, especially Microsoft Excel.
Quantitative analytical skills.
Strong verbal and written communication skills.
Ability to be a self-starter, take initiative, and multi-task in a busy environment.
Attention to detail.
Advanced financial modeling skills.
Bachelor’s Degree in Finance, Business, Real Estate or related field.

Nice To Haves

GAAP accounting principles.
1-2 years of experience with overall financial analysis of an assigned portfolio of multifamily properties or projects.

Responsibilities

Performs portfolio analysis and valuations for funds, corporate entities, and underlying properties by communicating with asset management, acquisition, and accounting teams to ensure accuracy.
Works with external appraisers to meet deadlines for ordered appraisals.
Assists with initial asset-level and fund-level business plans, including documenting strategy and forecasting financial performance.
Works closely with Asset Managers to update asset-level business plans annually and reforecast returns.
Assists, reviews, and communicates analysis results to Asset Management and identifies key areas of concern.
Works with Asset Management and Investor Relations teams during quarterly reporting processes and annual investor meetings.
Updates REO, debt summary, track record, and PM database quarterly, and AUM tracker annually.
Assists the Director of Portfolio Management with ad hoc investor requests.
Performs fund-level cash flow projections and assists the team in strategizing ways to improve investor returns.