Senior Portfolio Financial Analyst
About The Position
The Senior Portfolio Financial Analyst, within the Finance department and reporting to the Head of Portfolio Management, evaluates investment opportunities, supports real estate development and acquisition activities, manages financing processes, and monitors financial performance across the firm’s residential portfolio. The position requires a strong understanding of real estate financial modeling, debt financing, capital markets, and asset-level financial analysis. The role is based in New Jersey. The organization states a mission of excellence within the health care community and maximizing patient outcomes, with a commitment to treating residents, families, employees, and communities with respect, dignity, and compassion.
Requirements
- Strong understanding of real estate financial modeling, debt financing, capital markets, and asset-level financial analysis.
Responsibilities
- Develop, maintain, and enhance financial models for real estate acquisitions, dispositions, development projects, and existing asset investments.
- Evaluate potential acquisition and development opportunities, including operating assumptions, construction costs, rents, and capitalization rates.
- Support sourcing, evaluation, and procurement of debt for acquisitions, development projects, refinancings, and existing portfolio assets.
- Prepare financing packages, lender presentations, underwriting materials, and financial analyses for banks and other capital providers, and analyze proposals.
- Track financing maturities, refinancing opportunities, interest rate exposure, and upcoming capital requirements across the portfolio.
- Work with development and construction personnel to establish and monitor project budgets, sources and uses, and projected cash flows.
- Prepare draw schedules, construction loan funding projections, and analyses of remaining project costs.
- Monitor property-level and portfolio-level financial performance against budgets, underwriting assumptions, and business plans.
- Prepare periodic financial reports, management dashboards, and variance analyses highlighting material changes in performance.
- Conduct financial due diligence on prospective acquisitions.
- Improve financial reporting processes, analytical tools, and standardized underwriting templates.
Benefits
- Comprehensive healthcare benefits, including multiple medical plans with pharmacy and Teladoc, multiple dental plans, and a vision plan.
- Health Savings Account, subject to eligibility restrictions, and Flexible Spending Accounts.
- Voluntary life and AD&D insurance, short-term and long-term disability plans, hospital indemnity insurance, critical illness insurance, accident insurance, and whole life insurance.
- Medicare Employee Assistance.
- Legal plan.
- Commuter benefits.
- 401k retirement plan.
- Employee Assistance Program, available to all employees.
- Paid time off, including vacation and sick plans in accordance with state laws.
- Opportunities to advance and grow your career.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
