Portfolio Manager

4 days ago


Chicago, Illinois, United States Waterton Full time
About Waterton

Waterton is a leading real estate investment and management firm that has grown significantly over the years. Our commitment to delivering exceptional results and exceeding expectations has remained constant. We believe that our talented associates are the key to our success, and we strive to provide them with an extraordinary experience. Our company values performance, service excellence, and a commitment to our investors, guests, and residents.

Job Summary

The Portfolio Analyst will play a crucial role in supporting the portfolio management team by providing analytical and reporting support related to property and portfolio performance. This role will assist in managing performance for the Waterton multi-family portfolio, including providing financial analyses, running property and portfolio level sensitivities, and preparing internal valuations. The successful candidate will also assist in the review of third-party appraisal reports, compliance of property and debt business plans, and managing lender obligations.

Key Responsibilities
  • Financial Analysis: Prepare hold/sell analysis and quarterly asset internal valuations, and prepare and update investor and consultant deliverables related to Hold/Sell, on-going performance returns, and valuation content.
  • Market Analysis: Analyze market research to understand the position of assets and debt collateral in the portfolio, and work with the Portfolio Manager to develop hold sell strategies for each of the assets in a portfolio.
  • Investor Relations: Assist in preparing Portfolio Management deliverables within the investor reporting process, and continue to support investor initiatives by responding to ad hoc investor and lender requests.
Requirements
  • Bachelor's degree in Business, Real Estate, Finance, or a related field.
  • 2-3+ years of related finance, real estate, and portfolio and/or asset management experience.
  • Strong knowledge of valuation modeling and theory, and experience with Argus and/or fund modeling.
  • Familiarity with budget and accounting software applications such as Vena or Yardi.
About Waterton

At Waterton, we recognize that compensation and benefits are important to our associates and their families. We offer a wide variety of rewards, including competitive compensation and incentive programs, a full suite of benefits, and a commitment to life-long learning through learning plans and tuition reimbursement.


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