Analyst

Job Description

• Assist with preparation and review of portfolio level and client reports
• Collect and input property level statistics and financial information into Excel templates for quarterly reporting and analysis, annual investment plan and scenario analysis
• Monitor and analyze the financial performance of the portfolio and properties
• Maintain portfolio models and internal support files
• Assist with the quarterly submission spreadsheets for MSCI and NCREIF-ODCE Index
• Assist with the production of flash, quarterly and annual reports for clients and consultants
• Coordinate with Client Capital Management to update standard marketing book on an as-needed basis
• Prepare and input fund information for consultant questionnaires, requests for information (RFIs), requests for proposals (RFPs), etc.
• Assist in the annual budgeting process
• Prepare ad-hoc reports and assist with special projects as needed

• Bachelor’s degree or higher, preferably in Business.
• 0-1 years of experience in real estate or financial services.
• Competency in Microsoft Office (Excel, PowerPoint and Word).
• Strong interpersonal communication and writing skills.
• Must be able to work independently and as part of a team that includes the disciplines of finance, research, acquisitions, asset management and marketing.
• Ability to meet deadlines and complete projects with minimal supervision.
• Candidate should be proactive and self-motivated.  Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.