Senior Analyst – Portfolio Management

Franklin Templeton•Los Angeles, CA

2d•$90,000 - $110,000

About The Position

The Senior Analyst is an integral member of Clarion Partners’ portfolio management team, supporting the development, oversight, and execution of 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 work, including client meetings and presentations, financial modeling, client reporting, property valuation and lease analysis, and special projects. The Senior Analyst works with portfolio managers and senior Asset Managers to assess investment opportunities, dispositions, portfolio and property performance, valuations, budgets, business plans, and financing transactions. The role also supports client reporting and information requests, coordinates valuation information exchanges with third-party appraisers, and maintains fund and portfolio organizational documents and processes.

Requirements

Bachelor’s degree required.
Financial modeling experience and proficiency in Excel and fundamental finance concepts.
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 multidisciplinary team.
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 preferred.
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/sell analysis, market reviews, rollover exposure, return thresholds, and concentration risks.
Assist with preparing and presenting hold/sell recommendations and support 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 ad hoc client information requests.
Support portfolio management, asset management, and acquisition duties, including client meetings and presentations, modeling, client reporting, property valuation analysis, and special projects.