Securitized Products Group - Portfolio Analyst
Chase, New York, NY, United States
Portfolio Analyst
Join our Housing Investments Group within Tax Oriented Investments (TOI) and help drive the financial performance and strategic management of affordable housing investments. As a Portfolio Analyst, you will play a key role in supporting asset managers and analytics leaders, analyzing portfolio trends, and identifying opportunities for value creation. If you are detail-oriented, analytical, and passionate about affordable housing, this is your opportunity to make a meaningful impact. Job responsibilities: Assist in standardizing and consolidating portfolio reporting across all Housing investment types (SIF, MIF, SHI, AI). Prepare adhoc portfolio analysis to address questions/concerns of Risk Executives. Identify portfolio trends that Asset Management, Underwriting, Risk, etc. can leverage to make more informed decisions. Learn multiple facets of Asset Management duties, showing flexibility to help in various areas as needed. Expand scope and depth of analysis for Portfolio Management Committee reporting including quarterly updates and Annual Portfolio Review. Conduct financial analysis and evaluations associated with the monitoring of housing investments. Analyze financial statements (unaudited/audited) and complete the analytic sheet for assigned properties in their portfolio. Required qualifications, capabilities, and skills: Bachelor's degree in finance, business, economics, or real estate finance. Ability to analyze, understand, and identify issues in financial statements. Strong analytical and critical thinking skills. Detail oriented and accurate, with a strong desire to learn and excel. Ability to work independently and interact with various levels of management. Ability to prioritize workload and competing demands for time and attention. Strong communication skills (written and verbal). Preferred qualifications, capabilities, and skills: Experience (e.g., internship) in real estate or related area, especially with multi-family properties.
Join our Housing Investments Group within Tax Oriented Investments (TOI) and help drive the financial performance and strategic management of affordable housing investments. As a Portfolio Analyst, you will play a key role in supporting asset managers and analytics leaders, analyzing portfolio trends, and identifying opportunities for value creation. If you are detail-oriented, analytical, and passionate about affordable housing, this is your opportunity to make a meaningful impact. Job responsibilities: Assist in standardizing and consolidating portfolio reporting across all Housing investment types (SIF, MIF, SHI, AI). Prepare adhoc portfolio analysis to address questions/concerns of Risk Executives. Identify portfolio trends that Asset Management, Underwriting, Risk, etc. can leverage to make more informed decisions. Learn multiple facets of Asset Management duties, showing flexibility to help in various areas as needed. Expand scope and depth of analysis for Portfolio Management Committee reporting including quarterly updates and Annual Portfolio Review. Conduct financial analysis and evaluations associated with the monitoring of housing investments. Analyze financial statements (unaudited/audited) and complete the analytic sheet for assigned properties in their portfolio. Required qualifications, capabilities, and skills: Bachelor's degree in finance, business, economics, or real estate finance. Ability to analyze, understand, and identify issues in financial statements. Strong analytical and critical thinking skills. Detail oriented and accurate, with a strong desire to learn and excel. Ability to work independently and interact with various levels of management. Ability to prioritize workload and competing demands for time and attention. Strong communication skills (written and verbal). Preferred qualifications, capabilities, and skills: Experience (e.g., internship) in real estate or related area, especially with multi-family properties.