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Financial Analyst – Portfolio Management

Salary
$100,000-$124,999
Employment
Full Time
Real Estate Field
Location
New York
 NY
Postal Code
10012
Country
United States

This job is no longer active.

Description


Senior Analyst - Portfolio Management 

Clarion Partners is one of the largest real estate investment managers in the Americas and has managed real estate investments on behalf of institutional investors for more than 35 years. Our investment philosophy focuses on fundamental research within a broad operating platform of 9 offices strategically located across the United States, Europe and Latin America. Clarion’s investment capabilities span the spectrum from core to opportunistic investments in both the equity and debt sectors

Responsibilities
Primary responsibilities will include assisting with portfolio management, asset management and acquisition duties including modeling, client reporting, property valuation analysis, lease analysis and special projects within the value-add and opportunistic space.
• Assist with preparation and review of portfolio level and client reports
• Assist in the preparation and presentation of Preliminary and Final Investment Memoranda to the firm's Investment Committee and Portfolio Management personnel 
• Monitor and analyze the financial performance of the properties and portfolios
• Maintain portfolio models
• Maintain property valuation files including conducting periodic internal valuations for business plans and specific deal analysis. 
• Review annual operating budgets & business plans 
• Analyze lease transactions
• Assist with financing and disposition transactions
• Prepare ad-hoc reports when needed
• Assist with special projects as needed
• Collaborate with Portfolio Administrator to maintain fund and portfolio organizational documents and processes
• Interact with senior level Asset Managers in order in order to gain information necessary to update assumptions in model and report to portfolio managers 
• Communicate back to Asset Managers important valuation-oriented property level targets for budgeting purposes 
• Administer valuation information exchange for valuations with third party appraiser
• Process client ad hoc information requests
• Participate in due diligence including lease reviews, pro forma analysis, including undertaking detailed analyses of a property's (1) tenants and in-place leases; (2) operating and financial statements; (3) market and competitive position; (4) engineering and environmental condition; (5) taxes, insurance and service contracts; and (6) other pertinent property-level factors and market feasibility review.

Qualifications:
• Bachelor’s Degree required, Bachelor’s degree in Business preferred.
• Financial Modeling experience.
• Competency in Argus, Microsoft Excel and Word.
• 2 -3 years of experience in real estate or business related activities, with RE retail experience preferred.
• 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.

Job Function


 

Job Sector


Not specified

 

Experience


2+ to 5 years


This job is no longer active.

Corporate Real Estate New York Full Time NY Portfolio Management Asset Management Analyst other