TA Realty- Portfolio Analyst
Apply here.
Location
Boston, MA
Description
This role will report to the Core Property Fund (CPF) Sr. Portfolio Manager and provide support to the entire CPF team. CPF is a $4 Billion, Core, Open-End, Fund launched in 2018. This role will conduct timely analysis, provide actionable reports and insights to management on CPF.
Essential Job Functions:
Partner with portfolio managers, acquisitions, asset management and investor relations to provide data and insights regarding CPF’s performance
Design, improve, refine and implement fund models
Gather data and benchmarks through meetings with stakeholders, industry/market research, etc.
Produce monthly, quarterly and semi-annual analysis on asset acquisitions, hold/sell analytics and fund portfolio analytics
Support investor requests by providing timely information and reports
Prepare regular reports and complete special projects as requested
Education and Experience Required:
Extreme attention to detail
Ability to interpret and evaluate financial and other data
Strong written and verbal communication skills
Works effectively in a fast-paced, deadline orientated, team environment and consistently demonstrates a high level of organizational skill and customer service
Ability to multitask with great time management skills
Bachelor's degree in business, economics or finance.
Real estate or analytical courses a plus
2 to 4 years of work experience in finance and/or real estate
Expertise in excel required, advanced modeling techniques a plus
Expertise using Argus preferred
Expertise using Yardi is a plus