Senior Portfolio Analyst
Newmark, San Francisco, CA, United States
JOB DESCRIPTION
Support large property portfolio consisting of mostly office day to day and support for residential and development projects along with all Property Management Teams. Increase knowledge sharing and efficiencies and reduce workload for individual property management teams within the portfolio.
ESSENTIAL DUTIES
Oversee the communication, implementation, and training of all new platforms and systems across the portfolio. Including Yardi, Monday.com, Dropbox, JLL Asset Beacon, Argus etc.
Manage a remote part-time allocated jr. analyst including training and support
Provide detailed excel models for various ad-hoc reports and support creation of any efficiency through the use of macros, pivot tables and other time saving tools
Using Yardi Deal Manager, provide deal management across all properties including initial deal analysis and working through legal negotiations through final execution
Once trained, provide full admin support for the Yardi system and work with the core team on that system in a leadership roll as a SME
Support all lender reporting requirements including quarterly reporting, DSCR/DY calcs, scenario analysis, Cash Flow analysis as well as client reporting requirements
Facilitate communication between Asset Management and Property Management in the Budgeting and Reforecasting process including detailed review, comments, and correctios prior to budget submission
Research, analyze, and propose new platforms and software to improve efficiency and profitability for the portfolio.
this includes cost/benefit analysis, data entry and system testing prior to implantation of new platforms
this includes maximizing value from existing platforms
Assist with compilation, recording and analysis of portfolio’s data and statistics.
Create, review, modify and maintain SOPs for various functions and support annual efforts to maintain relevance including the various AI Agents used to support communication with the teams
Attend all leasing meetings and take detailed notes including documenting action items and following up as needed
Support creation of marketing materials
Produce cycle reporting on a monthly and ad hoc basis.
Identify efficient property process based on existing process experience and knowledge.
Create templates or other data collection tools as needed.
Write executive level memos on proposed efforts
Support Portfolio’s Asset Manager in creating greater efficiency, collaboration/communication, and tenant retention.
Provide administrative support when needed to Asset Manager and other Portfolio Team Members
Other duties as may be assigned.
SKILLS, EDUCATION AND EXPERIENCE
Prior experience working as an analyst in the real estate space strongly preferred, those without experience would only be considered for non-senior role
Bachelor’s Degree in business related field (accounting, finance, business, real estate) preferred
Intermediate to advanced proficiency in MS Office
Argus experience strongly preferred
Ability to work independently with minimal supervision once trained
Flexibility to handle changing priorities and projects with strong time management skills
Strong organization skills
Ability to prioritize workload with an attention to detail and willingness to complete projects in a timely and efficient manner
Strong proofreading and editing skills
Strong business vocabulary, grammar, and effective written communication skills
Discretion regarding personnel and industry-related matters
Excellent interpersonal skills
Strong attention to detail
Salary Range Language The expected base salary for this position ranges from $85,000 to $ 125,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
WORKING CONDITIONS Normal working conditions with the absence of disagreeable elements
NOTE The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
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ESSENTIAL DUTIES
Oversee the communication, implementation, and training of all new platforms and systems across the portfolio. Including Yardi, Monday.com, Dropbox, JLL Asset Beacon, Argus etc.
Manage a remote part-time allocated jr. analyst including training and support
Provide detailed excel models for various ad-hoc reports and support creation of any efficiency through the use of macros, pivot tables and other time saving tools
Using Yardi Deal Manager, provide deal management across all properties including initial deal analysis and working through legal negotiations through final execution
Once trained, provide full admin support for the Yardi system and work with the core team on that system in a leadership roll as a SME
Support all lender reporting requirements including quarterly reporting, DSCR/DY calcs, scenario analysis, Cash Flow analysis as well as client reporting requirements
Facilitate communication between Asset Management and Property Management in the Budgeting and Reforecasting process including detailed review, comments, and correctios prior to budget submission
Research, analyze, and propose new platforms and software to improve efficiency and profitability for the portfolio.
this includes cost/benefit analysis, data entry and system testing prior to implantation of new platforms
this includes maximizing value from existing platforms
Assist with compilation, recording and analysis of portfolio’s data and statistics.
Create, review, modify and maintain SOPs for various functions and support annual efforts to maintain relevance including the various AI Agents used to support communication with the teams
Attend all leasing meetings and take detailed notes including documenting action items and following up as needed
Support creation of marketing materials
Produce cycle reporting on a monthly and ad hoc basis.
Identify efficient property process based on existing process experience and knowledge.
Create templates or other data collection tools as needed.
Write executive level memos on proposed efforts
Support Portfolio’s Asset Manager in creating greater efficiency, collaboration/communication, and tenant retention.
Provide administrative support when needed to Asset Manager and other Portfolio Team Members
Other duties as may be assigned.
SKILLS, EDUCATION AND EXPERIENCE
Prior experience working as an analyst in the real estate space strongly preferred, those without experience would only be considered for non-senior role
Bachelor’s Degree in business related field (accounting, finance, business, real estate) preferred
Intermediate to advanced proficiency in MS Office
Argus experience strongly preferred
Ability to work independently with minimal supervision once trained
Flexibility to handle changing priorities and projects with strong time management skills
Strong organization skills
Ability to prioritize workload with an attention to detail and willingness to complete projects in a timely and efficient manner
Strong proofreading and editing skills
Strong business vocabulary, grammar, and effective written communication skills
Discretion regarding personnel and industry-related matters
Excellent interpersonal skills
Strong attention to detail
Salary Range Language The expected base salary for this position ranges from $85,000 to $ 125,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
WORKING CONDITIONS Normal working conditions with the absence of disagreeable elements
NOTE The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
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