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Portfolio Management Financial Analyst

Salary
Competitive
Employment
Full Time
Work Place
Office
Real Estate Field
Location
Boston
 MA
Postal Code
02108
Country
United States

This job is no longer active.

Description


Berkshire Residential Investments is a vertically integrated residential real estate investment and property management company with over 50 years of experience. Berkshire aspires to improve lives through expert capital stewardship and exceptional living experiences. Berkshire invests in affordable, middle-income, market rate and luxury apartments as well as senior housing, active adult housing, student housing, and residential asset-backed debt, based on specified investment strategies, and creates unparalleled living experiences for our residents.

The Portfolio Management Financial Analyst will be responsible for the development, maintenance, updating and analysis of various comprehensive financial models and supporting analysis. They will also prepare requested financial reports for select divisions and/or business entities and assist in special projects as directed. This position will assist in strategic planning for business units and funds.

Essential Functions

  • Develop, maintain, update and analyze comprehensive financial models, integrating both historical, current and proforma information; work closely with various levels of the organization to effectively identify and address business issues through models and presentations, and prepare for ad hock and regular meetings
  • Develop a comprehensive understanding of the various business drivers of our industry and apply the knowledge in developing, maintaining and analyzing financial models
  • Maintain the organization’s historical track record integrating historical and liquidation values on a quarterly basis
  • Maintain valuation models for select divisions and/or entities on a quarterly basis
  • Master existing company technology and assist in identifying, evaluating and implementing new technology tools to enhance the modeling, analysis and reporting of financial information
  • Assist in the preparation of monthly, quarterly and annual reporting packages for select divisions and/or entities
  • Prepare and coordinate the annual budget process for designated entities
  • Participate in the semiannual forecasting and acquisition processes as requested and update models as necessary
  • Coordinate the reconciliation of various subsidiary entities into master models
  • Participate in “as needed” accounting and asset management meetings
  • Participate in “as needed” in financial meetings and conference calls
  • Perform any special projects, additional duties or tasks as assigned

Job Qualification Requirements

Knowledge and Experience:

  • 3 - 5 years real estate financial analysis experience, multifamily preferred.
  • Experience in building complex business models using Excel or Excel based tools.
  • Solid understanding of accounting and finance required.
  • Ability to present thoughts, content and conclusions to senior management.
  • Ability to produce excellent quality work that is thorough, accurate, complete, consistent; able to obtain information when requested.
  • Has excellent communication skills; written and verbal.
  • Works independently and with others; has complete ownership of work and projects.
  • Excellent problem solving and interpersonal skills.

Technical/Educational Requirements:

  • Bachelor’s degree required.
  • Strong computer skills; experience with Excel, Word, and PeopleSoft.

Physical Requirements: (amount of standing, walking, sitting, typing, lifting etc.)

  • Stand and walk or sit alternatively depending on specific needs of the day.
  • Have occasional need to perform the following physical activities:
    Bend/Stoop/Squat:  Frequent need
    Climb Stairs:   Rare need
    Push or Pull Reach Above Shoulder:  Frequent need
  • Constant need to perform the following physical activities:
    Writing/Typing:   Frequent need
    Finger Dexterity:   Frequent need
    Grasping/Turning:   Frequent need
  • Lifting/Carrying (paperwork, deliveries, files, computers, miscellaneous):
    20 lbs. - 25lbs.:   Rare need
    Less than 20 lbs.:   Frequent need
    Under 10 lbs.:   Constant need

Vision Requirements: (visual needs for the position – color, small details, inspections etc.)

  • Constant need to complete forms, read and review reports and a wide variety of
    correspondence, view computer screen. Frequent need to see small detail.

Hearing Requirements: (hearing needs for the position –telephone, meetings, etc.)

  • Constant need to communicate over telephone and in person with corporate level
    employees.

Speaking Requirements: (clarity, customer interaction, presentations, etc.)

  • Constant need to communicate over telephone and in person.
  • Must be comfortable speaking to senior management.

 Driving Requirements: (Driving needs for the position – from property to property, travel, etc.)

  • Some travel may be required.

Reasoning Development: (Low, Medium, High – for ability to apply logical thinking to defined
problem solving)

  • HIGH.  Must be able to apply principles of logical thinking to define problems, collect
    pertinent data, establish facts, draw valid conclusions and initiate appropriate course of
    action. Must effectively convey ideas, images and goals to a diverse group of
    personalities.

Working Environment: (Indoors, Outdoors, special things to know about job)

  • Indoors, office environment.

Job Function


 

Job Sector


 

Experience


2+ to 5 years


This job is no longer active.

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