Salary: $100,000–$120,000
Location: Needham, MA
Portfolio Analyst Opportunity
Our client, a growing commercial real estate investment and management firm, is seeking a Portfolio Analyst to join its expanding team. This Portfolio Analyst will support financial analysis, underwriting, and investment decisions across a portfolio of approximately 55 commercial properties, primarily retail and grocery-anchored shopping centers.
Why This Portfolio Analyst Opportunity Stands Out
- Join a growing real estate organization with continued acquisitions and opportunities for long-term advancement.
- Work directly with asset managers and senior leadership on investment decisions and portfolio strategy.
- Gain exposure to property valuations, refinancings, redevelopment, and capital markets initiatives.
- Hybrid schedule with one remote day per week.
- Competitive compensation with discretionary bonus potential.
- Comprehensive benefits, including 80% employer-paid medical and dental, company-paid vision, disability, and life insurance.
- Three weeks of vacation, 13 paid holidays, and additional sick/personal time.
Portfolio Analyst Key Responsibilities
- Maintain and update property-level ARGUS Enterprise and Excel financial models.
- Analyze property performance, financial forecasts, and investment returns to identify risks and opportunities.
- Perform buy/hold/sell evaluations, refinancing analyses, DCF valuations, and scenario modeling.
- Evaluate leasing decisions, capital expenditures, and redevelopment opportunities.
- Prepare portfolio reviews, investment recommendations, and financial presentations for senior leadership.
- Collaborate with Asset Management, Capital Markets, Leasing, and Development on strategic initiatives.
Portfolio Analyst Qualifications
- Bachelor’s degree in Finance, Economics, Real Estate, or related field.
- 5+ years of commercial real estate experience in asset management, portfolio management, acquisitions, or investment analysis.
- Hands-on ARGUS Enterprise experience required, including building, maintaining, and modifying property-level models.
- Advanced Excel financial modeling skills, including the ability to build models from scratch.
- Strong understanding of commercial real estate underwriting, DCF valuations, IRR/NPV, and investment analysis.
- Landlord-side real estate experience strongly preferred, particularly within retail properties.
- Strong analytical, communication, and organizational skills.
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