Portfolio Manager/Analyst

3 weeks ago


Atlanta, United States NorthPoint Search Group Inc Full time

Real Estate Development Non profit organization is looking for a Portfolio Manager with both accounting and finance background.
Responsibilities include:

  • Work closely with Asset Managers on the monthly financial statements reviews of all assigned multi-family projects for variances between actual and budget, ensuring adequate escrow balances and accruals.
  • Provide accounting guidance to Property Accountants on transactions necessary to correct account balances on the financial statements.
  • Perform calculations for surplus cash flow, debt service coverage ratios and other metrics.
  • Work with independent Auditors on the year-end property financial audits, project cost certification, developer and partnership tax returns to ensure accuracy of the financial data.
  • Perform partner's tax basis capital account analysis utilizing the partnership agreements and knowledge of the relevant internal revenue codes
  • Participate in the annual property budget review process by providing operational trend to budget analysis.
  • Work closely with Property Management, Asset Management and Development teams with pre- and post-acquisition activities/integration of assets into the company's portfolio.
  • Maintain and track reporting requirements for all syndicators, investors and financial institutions.
  • Handle all tax related correspondence with the Treasury Department and various Department of Revenue
  • Organize, track and provide financial analysis on the financial impact of real estate investments including REITs
Qualifications and Education Requirements:
  • S. or B.A in Accounting or Finance required
  • 5+ years experience in real estate development or multi-family property management
  • CPA License required (Active)
  • Proficiency in Sage Intacct, Microsoft Excel, Word and PowerPoint


  • Atlanta, United States Stockbridge Capital Group Full time

    Stockbridge Atlanta Office, Atlanta, Georgia, United States of America Job Description Posted Wednesday, February 21, 2024 at 5:00 AM Atlanta, GA Stockbridge is an established real estate investment management firm with over $33 billion in AUM across a wide range of investment strategies and asset types across the U.S. with offices in San Francisco, Atlanta...


  • Atlanta, United States Vident Asset Management Full time

    Job DescriptionJob DescriptionVident Asset Management is excited to expand our team with a Portfolio Analyst position. This person would join our team locally in the greater Atlanta area. This position will work closely with our dynamic trading and portfolio management teams both locally and virtually.Who we are:Vident Asset Management is a specialized...


  • Atlanta, United States Alliance of Professionals & Consultants Full time

    Job Description Are you an experienced Project or Portfolio Analyst? If so, let’s talk! Our client is actively seeking a talented Project or Portfolio Analyst. This is a 12 month contract opportunity. This position is a remote opportunity. Job Responsibilities Support the daily and weekly financial management/tracking for assigned projects, including...


  • Atlanta, United States Atlanticus Full time

    The Credit Risk Senior Professional will be responsible for portfolio management strategy while continuously leading the analysis of credit trends, making change recommendations to leadership, and supporting projects that cover all aspects of credit risk. This position requires a combination of strategic thinking, quantitative analytics, and financial...


  • Atlanta, United States Atlanticus Full time

    The Credit Risk Senior Professional will be responsible for portfolio management strategy while continuously leading the analysis of credit trends, making change recommendations to leadership, and supporting projects that cover all aspects of credit risk. This position requires a combination of strategic thinking, quantitative analytics, and financial...


  • Atlanta, United States Atlanticus Full time

    The Credit Risk Senior Professional will be responsible for portfolio management strategy while continuously leading the analysis of credit trends, making change recommendations to leadership, and supporting projects that cover all aspects of credit risk. This position requires a combination of strategic thinking, quantitative analytics, and financial...


  • Atlanta, United States Atlanticus Full time

    The Credit Risk Senior Professional will be responsible for portfolio management strategy while continuously leading the analysis of credit trends, making change recommendations to leadership, and supporting projects that cover all aspects of credit risk. This position requires a combination of strategic thinking, quantitative analytics, and financial...


  • Atlanta, United States Revel Systems Full time

    Company Overview Revel Systems is the POS and platform built to help businesses achieve their goals. Improving day-to-day operations and fueling merchant growth, Revel's streamlined ecosystem pairs an intuitive point of sale with powerful management tools, integrating inventory management, employee management, sales reporting, and more into a single...


  • Atlanta, United States Revel Systems Full time

    Job DescriptionJob DescriptionCompany Overview Revel Systems is the POS and platform built to help businesses achieve their goals. Improving day-to-day operations and fueling merchant growth, Revel's streamlined ecosystem pairs an intuitive point of sale with powerful management tools, integrating inventory management, employee management, sales...

  • Portfolio Manager

    4 days ago


    Atlanta, Georgia, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Atlanta, United States Lincoln International Full time

    We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than 900...

  • Portfolio Manager

    2 weeks ago


    Atlanta, United States Quest Financial Full time

    Our client located in Midtown is looking for a Portfolio Manager to join their team! Pay: $100k - $120k In Office/Hybrid Opportunity Medical, Dental, 401k The portfolio manager is responsible for working the Banks commercial loan portfolio to manage loan renewals, loan extensions, collection of financial statements, credit underwriting, loan structuring...

  • Portfolio Manager

    3 weeks ago


    Atlanta, United States Quest Financial Full time

    Our client located in Midtown is looking for a Portfolio Manager to join their team!Pay: $100k - $120kIn Office/Hybrid OpportunityMedical, Dental, 401kThe portfolio manager is responsible for working the Bank’s commercial loan portfolio to manage loan renewals, loan extensions, collection of financial statements, credit underwriting, loan structuring and...

  • Portfolio Manager

    2 weeks ago


    Atlanta, United States Quest Financial Full time

    Our client located in Midtown is looking for a Portfolio Manager to join their team!Pay: $100k - $120kIn Office/Hybrid OpportunityMedical, Dental, 401kThe portfolio manager is responsible for working the Bank’s commercial loan portfolio to manage loan renewals, loan extensions, collection of financial statements, credit underwriting, loan structuring and...

  • Portfolio Manager

    3 weeks ago


    Atlanta, United States Quest Financial Full time

    Our client located in Midtown is looking for a Portfolio Manager to join their team!Pay: $100k - $120kIn Office/Hybrid OpportunityMedical, Dental, 401kThe portfolio manager is responsible for working the Bank’s commercial loan portfolio to manage loan renewals, loan extensions, collection of financial statements, credit underwriting, loan structuring and...

  • Portfolio Manager

    1 week ago


    Atlanta, United States Quest Financial Full time

    Our client located in Midtown is looking for a Portfolio Manager to join their team! If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. Pay: $100k - $120k In Office/Hybrid Opportunity Medical, Dental, 401k The portfolio manager is responsible for working the Bank’s...

  • Portfolio Manager

    1 week ago


    Atlanta, United States Quest Financial Full time

    Our client located in Midtown is looking for a Portfolio Manager to join their team! If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. Pay: $100k - $120k In Office/Hybrid Opportunity Medical, Dental, 401k The portfolio manager is responsible for working the Bank’s...

  • Portfolio Manager

    1 month ago


    Atlanta, United States LanceSoft Full time

    DESCRIPTION: We are looking for a portfolio manager to be responsible for programs and operational efforts for the Office of Infrastructure Technology. You will be tasked with leading programs that support the organization's strategic direction, as well as supporting operational initiatives. In order to be successful in this role, you will need to have prior...


  • Atlanta, Georgia, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Atlanta, United States Federal Home Loan Bank of Atlanta Full time

    Compensation Grade: 14 OUR VISION FOR DIVERSITY AND INCLUSION: FHLBank Atlanta contributes to our members' success through a diverse, inclusive, and engaged culture that enables all individuals to work together to fulfill our purpose. BASIC PURPOSE: Directs the compliance, monitoring, asset management, loss mitigation, and reporting activities of the Federal...