The Atlantic Group has partnered with a reputable real estate company in Boston, MA that is looking for a talented Portfolio Analyst to join their team!
The primary responsibility of this role is to maintain and update financial models for the firm's portfolio of assets.
Key Responsibilities:
Maintain and update accurate projection models for real estate assets using Excel, Argus Enterprise, and Yardi.
Collaborate with Asset Management and Accounting teams to analyze asset and market data.
Review and validate third-party appraisal reports and market values.
Regularly update models with financial data from Yardi and tenant leases.
Prepare and present asset reviews, including performance and variance analyses.
Document and maintain accurate historical data.
Stay current with industry trends and best practices.
Qualifications:
Bachelor's degree in Real Estate, Finance, Accounting, Economics, Mathematics, or a related field.
2+ years of experience in financial modeling, particularly in Excel.
Advanced proficiency in Excel and Argus Enterprise; experience with Yardi is a plus.
Strong analytical skills and attention to detail.
Ability to work independently and in a team, prioritize tasks, and meet deadlines.
Prior experience in real estate, particularly with real estate documentation and valuation, is preferred.