Senior Analyst – Portfolio Management

Clarion Partners•Los Angeles, LA

About The Position

Clarion Partners is seeking a Senior Analyst to serve as an integral member of the portfolio management team, helping craft, oversee, and execute strategic objectives for multiple Separate Accounts. The portfolios include multiple investment strategies, property types, and markets. The role supports portfolio management, asset management, and acquisition activities, including client meetings and presentations, financial modeling, client reporting, property valuation analysis, lease analysis, and special projects. The analyst works with senior Asset Managers and teams across finance, research, acquisitions, asset management, and marketing.

Requirements

Bachelor's degree required; a bachelor's degree in Business is preferred.
Financial modeling experience and proficiency in Excel and fundamental finance concepts are required.
Competency in ARGUS, Microsoft Excel, and Word.
Two to four years of experience in real estate or financial services.
Strong interpersonal, communication, and writing skills.
Ability to work independently and as part of a team spanning finance, research, acquisitions, asset management, and marketing.
Ability to meet deadlines and complete projects with minimal supervision.
Proactive and self-motivated, with a strong work ethic, integrity, and commitment to meeting deadlines.

Nice To Haves

Bachelor's degree in Business.
Exposure to ARGUS Enterprise or DCF.
Experience with multiple real estate product types.

Responsibilities

Assist with analysis of new investments and dispositions to assess alignment with portfolio goals and objectives, including hold/sale analysis, market reviews, rollover exposure, return thresholds, and concentration risks.
Assist with preparing and presenting hold/sell recommendations and with the disposition process.
Assist with preparation and review of portfolio-level and client reports.
Monitor and analyze the financial performance of properties and portfolios.
Maintain property valuation files and conduct periodic internal valuations for business plans and specific deal analysis.
Review annual operating budgets and business plans.
Analyze lease transactions.
Assist with financing and disposition transactions.
Prepare ad hoc reports and assist with special projects as needed.
Maintain fund and portfolio organizational documents and processes.
Work with senior Asset Managers to obtain information needed to update model assumptions and report to portfolio managers.
Communicate valuation-oriented property-level targets to Asset Managers for budgeting purposes.
Administer the exchange of valuation information with third-party appraisers.
Process client ad hoc information requests.