Portfolio Analyst

Our client, a growing student housing provider in Berkeley, is seeking a Portfolio Analyst to support strategic decision-making through data analysis, reporting, and financial modeling. This role is ideal for a detail-oriented individual with 2+ years of experience in financial analysis, who is highly proficient in Excel and capable of building complex financial models. The Portfolio Analyst will play a critical role in portfolio management, quarterly reporting, and driving data-driven insights.

Key Responsibilities:

Financial Modeling & Data Analysis:

• Develop and maintain detailed financial models to support portfolio performance evaluation and decision-making.
• Conduct data analysis to identify trends, risks, and opportunities within the portfolio.
• Provide analytical support for investment decisions, including acquisitions, dispositions, and capital allocation.

Quarterly Reporting:

• Own the preparation of quarterly financial and operational reports, ensuring accuracy and timely delivery.
• Collaborate with various teams to gather data, validate findings, and present comprehensive reports to senior management.
• Monitor key performance indicators (KPIs) and financial metrics to track portfolio performance.

Portfolio Management & Strategy:

• Support portfolio management by analyzing asset performance and recommending adjustments to optimize profitability.
• Assist in the preparation of annual budgets and long-term financial forecasts.
• Provide insights on market trends and competitive dynamics that impact portfolio strategy.

Collaboration & Cross-Functional Support:

• Work closely with the finance, operations, and property management teams to ensure accurate financial tracking and reporting.
• Communicate findings and recommendations to senior leadership and key stakeholders.
• Support ad-hoc analysis and special projects as needed.

Qualifications:

• 2+ years of experience in financial analysis, preferably within real estate or property management.
• Advanced proficiency in Excel, including building and maintaining complex financial models.
• Strong analytical and problem-solving skills with the ability to handle large datasets.
• Excellent attention to detail and organizational skills.
• Familiarity with financial reporting and portfolio management principles.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.