Sr. Analyst, Portfolio Data Operations

Realty Income CorporationSan Diego, CA
2d$80,695 - $133,944Hybrid

About The Position

Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take. Our employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement. We are committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day. The Senior Analyst, Portfolio Data Operations is responsible for driving operational excellence across a commercial real estate portfolio by optimizing business processes, supporting acquisitions, and ensuring data quality. This role leads workflow design, AI tool development, and Salesforce report improvement, while coordinating data quality assurance with internal and external parties. The analyst collaborates closely with technology teams (Salesforce, Yardi, Snowflake), the Operational Excellence team, and cross-functional partners in Legal, Risk Management, Asset Management, and Credit to support acquisition and transition pipeline management. The ideal candidate brings expertise in lease administration, abstraction, and interpretation, experience establishing data quality standards and validation rules, and excels in communication, training, and collaborative problem-solving

Requirements

  • Bachelor’s degree required.
  • Minimum of three (3+) years of commercial lease abstraction/analysis experience or 5+ years of related experience in commercial real estate administration or paralegal field; having worked in either the Landlord or Tenant sector is a plus.
  • Prior experience working with cross-functional teams within a commercial real estate portfolio.
  • Knowledge of Salesforce, Yardi and other software solutions preferred.
  • Commercial real estate experience with strong foundation in lease abstraction, interpretation, and administration.
  • Experience in business process optimization, workflow design, and documentation.
  • Experience supporting acquisitions, pipeline management, and delivery tracking.
  • Proficiency in Salesforce report development, testing, and process improvement.
  • Experience collaborating with technology teams (Salesforce, Yardi, Snowflake) and Operational Excellence teams.
  • Experience establishing data quality standards and validation rules.
  • Strong analytical and problem-solving skills; data-informed decision making.
  • Proficiency in data analytics tools (Power BI, SQL, Alteryx, Excel).
  • Excellent verbal and written communication skills; ability to present complex information clearly.
  • Accounting and financial acumen relevant to lease and portfolio management.
  • Intellectually curious, proactive, and adaptable; thrives in fast-paced environments.

Responsibilities

  • Process Optimization & Workflow Design: Lead and support the design, documentation, and continuous improvement of end-to-end portfolio data management and lease abstraction processes. Collaborate with cross-functional teams to identify inefficiencies, recommend solutions, and implement best practices. Develop standardized process documentation and training materials.
  • Acquisition Support & Pipeline Management: Direct efforts to support acquisitions, including pipeline management, deal prioritization, and delivery tracking. Work closely with Legal, Risk Management, Asset Management, Credit teams, and third-party partners on acquisition and transition pipeline management.
  • Salesforce & Technology Collaboration: Lead Salesforce report development, testing, and process improvement. Collaborate with technology teams supporting Salesforce, Yardi and Snowflake and Operational Excellence teams on solution design, testing, training, and change management.
  • AI Tool Development & Testing: Design, develop, and test AI prompting tools for lease abstraction and workflow automation. Document requirements and testing protocols.
  • Data Management & Decision Support: Ensure integrity and accuracy of lease data. Develop actionable reports and dashboards for data-driven decision making. Apply accounting and financial acumen to interpret lease terms and portfolio metrics.
  • Quality Assurance: Coordination of data quality assurance efforts with internal and external parties.
  • Stakeholder Engagement & Communication: Serve as liaison between Portfolio Data Operations and internal/external customers. Communicate process changes and insights effectively. Foster collaboration and continuous improvement.
  • Perform other duties as assigned to support team success.

Benefits

  • We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents.
  • Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation.
  • Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time.
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