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Atlantic Group

Portfolio Analyst (Hybrid)

Atlantic Group, Boston, Massachusetts, us, 02298


Job Overview - Portfolio Analyst (Hybrid):

Become a Portfolio Analyst with our client in Boston, MA, where you'll assist in managing and analyzing real estate assets and portfolios. In this role, you'll collaborate with cross-functional teams to ensure accurate financial performance and maintain data integrity for real estate investments.

Compensation:

$75,000 - $90,000/year + bonus

Location:

Boston, MA

Schedule:

Monday to Friday (Hybrid)

Responsibilities as the Portfolio Analyst:

Financial Modeling:

Maintain and update financial models for real estate assets and portfolios using Excel, Argus, and Yardi systems.

Data Analysis:

Collaborate with Asset Management and Accounting teams to analyze key asset data and market trends.

Appraisal Review:

Review and validate quarterly third-party appraisal reports and market values.

Reporting:

Prepare and present asset reviews, financial performance reports, and variance analyses.

Market Research:

Monitor market data and trends to support valuation and investment strategies.

Process Improvement:

Identify opportunities for process enhancements and data accuracy improvements.

Qualifications for the Portfolio Analyst:

Education:

Bachelor’s degree in Real Estate, Finance, Accounting, Economics, or a related field.

Experience:

2+ years of Analytical experience, preferably in Real Estate or a related field.

Technical Skills:

Advanced proficiency in Excel, Argus Enterprise, and knowledge of Yardi accounting systems.

Analytical Abilities:

Strong attention to detail with excellent organizational and multitasking skills.

Industry Knowledge:

Familiarity with real estate documentation, valuation, and financial reporting processes.

Application Notice:

Qualified candidates will be contacted within 2 business days of application.

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