Senior Analyst (Portfolio Management)

Overview

Perform financial modeling and analysis for CRE portfolio, acquisitions, debt, and asset management.

Key Responsibilities

• financial modeling
• excel models
• market research
• due diligence
• deal negotiation
• loan structuring

Tasks

-Assist in preparing investment memoranda and presentation materials for investment committee. -Participate in front-facing activities essential to the acquisitions and dispositions process. -Work collaboratively with Portfolio and Asset Managers to optimize the performance and strategy for a 75 million square foot portfolio of office, industrial, medical office and life sciences real estate. -Conduct competitive set and general market research to validate underwriting assumptions. -Prepare and analyze data for quarterly earnings reports, board meetings, and budgeting. -Create and refine complex Excel models to evaluate prospective investments, incorporating sensitivity analyses, IRR/NPV calculations, and capital stack structures. -Collaborate with loan origination professionals, mortgage bankers and prospective borrower clients to evaluate potential debt investments in transitional commercial real estate projects. -Support the deal team in negotiating and closing acquisitions and dispositions. -Assist in preparing hold/sell analyses and disposition recommendation memoranda and presentation materials for investment committee. -Assist in preparing loan term sheets, internal investment memoranda, and quarterly loan asset summary reports for asset management. -Conduct in-depth market research on supply/demand fundamentals, economic trends, comparable sales and lease transactions, and more. -Develop strategic business plans through market research and rigorous financial modeling using ARGUS and advanced Excel techniques (e.g., scenario analysis, waterfall structures, VBA automation). -Build and maintain dynamic Excel models to evaluate redevelopment, new development, and other value-enhancing strategies. -Analyze and model property rent rolls, operating statements, and pro forma projections related to value-add business plans. -Support the due diligence and loan closing process, including reviewing real estate documents such as leases, loan documents, budgets, appraisals, and third-party reports.

Requirements

• bachelor’s
• excel vba
• argus
• 3 years
• self-motivated
• interpersonal

What You Bring

-Ability to learn quickly and solve problems in a dynamic environment. -Bachelor’s degree in finance, accounting, economics, real estate, or a related field. -Demonstrated expertise in Excel—ability to build complex models from scratch, audit formulas, and automate workflows using advanced functions and VBA. -Self-motivated and proactive with a strong sense of ownership and accountability. -Minimum of 3 years’ experience in commercial real estate or a related industry. -Excellent interpersonal skills and the ability to collaborate effectively across departments and with external stakeholders. -High level of discretion and professionalism, especially when handling sensitive or confidential information. -Working knowledge of ARGUS preferred. -Exceptional organizational and time management skills; thrives under pressure and meets deadlines without sacrificing accuracy.

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Benefits

-Health Savings Account (HSA) & Flexible Spending Plans (FSA) -Wide Array of Voluntary, Employee-Paid Benefits to choose from including Critical Illness & Accident Insurance, Identity Theft Protection & Pet Insurance -Vision Insurance -Dental Insurance -401(k) Plan with Employer Match -Parental Leave -Matching Gift Program -Tuition Assistance -Life & Disability Insurance -Holidays, Vacation & Sick Time -Health Insurance

About The Rmr Group

-Specializes in managing and investing in real estate properties. -Primarily focuses on commercial assets including office buildings, retail spaces, and residential properties. -Partners with institutional investors to deliver value through strategic acquisitions and management. -Known for repositioning and revitalizing underperforming assets to maximize long-term returns. -Has a strong reputation with deep industry expertise and long-standing relationships with tenants and investors. -Achievements include successful large-scale, mixed-use developments in major metropolitan areas.

Sector Specialisms