Portfolio Analyst (Core Property Fund)
TA Realty
Boston, MA
Salary Estimate: Confidential
Employment Type: Full Time
Work Place: Office
Experience Required: 2+ to 5 years
Education Required: 4 Year College
Job Description
Position Description:
This role will report to the Core Property Fund (CPF) Sr. Portfolio Manager and provide support to the entire CPF team. CPF is a $4 Billion, Core, Open-End, Fund launched in 2018. This role will conduct timely analysis, provide actionable reports and insights to management on CPF.
Essential Job Functions:
- Partner with portfolio managers, acquisitions, asset management and investor relations to provide data and insights regarding CPF’s performance
- Design, improve, refine and implement fund models
- Gather data and benchmarks through meetings with stakeholders, industry/market research, etc.
- Produce monthly, quarterly and semi-annual analysis on asset acquisitions, hold/sell analytics and fund portfolio analytics
- Support investor requests by providing timely information and reports
- Prepare regular reports and complete special projects as requested
Education and Experience Required:
- Extreme attention to detail
- Ability to interpret and evaluate financial and other data
- Strong written and verbal communication skills
- Works effectively in a fast-paced, deadline orientated, team environment and consistently demonstrates a high level of organizational skill and customer service
- Ability to multitask with great time management skills
- Bachelor's degree in business, economics or finance.
- Real estate or analytical courses a plus
- 2 to 4 years of work experience in finance and/or real estate
- Expertise in excel required, advanced modeling techniques a plus
- Expertise using Argus preferred
- Expertise using Yardi is a plus
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