Portfolio Management and Analytics Analyst

Job Description

Savanna – New Hire Opportunity, Portfolio Management and Analytics Analyst

Description:

Savanna is seeking a new hire to join its portfolio management team.

Founded in 1992, Savanna is a vertically-integrated real estate investment manager headquartered in New York City and primarily focused on strategic property investments throughout the city’s five boroughs. Savanna’s team of investment, project management, construction, property management, and leasing professionals has executed a wide array of business plans including repositioning, redevelopment, and ground-up development projects. Savanna has invested over $5 billion in total capital across approximately 17 million square feet of real estate.

Savanna’s portfolio management and analytics team focuses on performance measurement of the firm’s assets asset under management. The team is responsible for creating and maintaining various investment and fund-level models for the purposes of delivering insights informing the investment decision making process, reporting, compliance, and ad-hoc support for Savanna’s multiple funds and investment vehicles. This role will be focused on supporting the team’s focus through robust data management, modeling, and expanding the company’s ability to apply internally and externally produced data.

The ideal candidate possesses excellent communication skills and is highly organized, detail-oriented, reliable, and resourceful. 1-2 years of prior professional experience, ideally in a data analytics or portfolio management related role within the real estate industry is preferred. Candidates should be available to start working full-time.

Position Responsibilities:

• Create, enhance, and maintain detailed fund models used for capturing historical asset and fund-level performance, projecting forward-looking operational performance, ensuring compliance with leverage restrictions, and calculating asset and fund-level metrics used in the investment decision making process.
• Provide new investment impact analysis to portfolio management team during the acquisition underwriting process.
• Create, enhance, and maintain fund-specific reports to summarize current portfolio positioning, historical performance, capacity for additional investment, and forward-looking operational and performance projections.
• Review historical performance against projections and understand the reasons directly driving variances.
• Assist with creation of department policies, procedures, and process documentation.
• Review quarterly performance calculations, populating data warehouses for asset and fund-level reporting, and performance attribution analysis.
• Closely interact with and assist Investors Relations unit in responding in a timely and accurate manner to ad-hoc investor requests.
• Collaborate with team members on automations, efficiency improvements and thought leadership initiatives.
• Coordinate with accounting, asset management, and counsel to facilitate the operation of funds and separate accounts. Oversee cash management process, short-term borrowings and quarterly distribution process, among other things.
• Review quarterly asset valuations and waterfall calculations; communicate performance impact of changes in asset valuations to portfolio management team.

Position Requirements:

• Bachelor’s degree Finance/Economics/Business Administration or related field.
• Minimum 1-2 years of professional experience, ideally in a similar role.
• Ability to understand, transform, and analyze and unstructured data.
• Demonstrated ability creating robust and dynamic financial models.
• Proficiency in Microsoft Word, PowerPoint, and Access.
• Advanced proficiency in Excel.

Key Competencies:

• Strong project management and interpersonal skills, attention to detail and the ability to multi-task under recurring time constraints.
• Excellent time management and prioritization skills with the ability to multi-task under pressure.
• Exceptional verbal and written communication skills.
• Highly proficient in Office applications, particularly Excel.
• Strong understanding of private equity fund structures and operations.
• Willingness and ability to take initiative and leadership role on key projects.
• Ability to prioritize assignments to meet numerous deadlines.
• Excellent analytical, quantitative, and problem-solving skills.
• Anaplan, Juniper Square, Alteryx, MS- BI or other Software modelling and working knowledge preferred.
• Data Visualization skills in MS Power BI, Tableau etc. preferred.
• Qualifications may warrant placement in different job title.

Position Benefits:

• Direct and frequent interaction with senior management team
• Responsibility for communicating with the firm’s most important stakeholders
• Exposure to a variety of different projects and initiatives across several different business areas
• Development of commercial real estate fundamentals and New York City market knowledge
• Ability to pursue related professional designations, such as CAIA, FDP
  
  

Savanna is an equal opportunity employer and does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Savanna is committed to a diverse, equitable and inclusive workplace where all employees feel valued and respected. We strongly encourage people from underrepresented groups to apply.