Daley And Associates, LLC.

Portfolio Analyst - 24787

Portfolio Analyst - Real Estate - Boston - up to $85k + bonus

A prestigious real estate investment firm is seeking a Portfolio Analyst to maintain and update financial models. You will report directly to the CIO and Director of Portfolio Management.

Responsibilities:

  • Develop and maintain projection models for real estate assets
  • Coordinate and analyze third-party appraisal reports on a quarterly basis
  • Collaborate with internal groups to analyze market data
  • Utilize various methods to ensure accurate property valuations
  • Update models with tenant lease details and financial statements from Yardi
  • Monitor and validate model projections
  • Create and present quarterly asset reviews and variance analyses
  • Research historical and future real estate market trends
  • Create meaningful presentation materials for clients
  • Support ad hoc projects

Qualifications:

  • Bachelor’s degree in a related field
  • 1-3 years of experience with a focus on financial modeling
  • Proficiency in Excel, Argus, and Yardi preferred
  • Knowledge of real estate documentation preferred
  • Real estate valuation or appraisal experience preferred

Contact Erin Sullivan at esullivan@daleyaa.com if you are interested in learning more about this opportunity!

  • Seniority level

    Entry level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Staffing and Recruiting

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