Portfolio Management Specialist
5 days ago
About Waterton
Waterton is a leading real estate investment and management firm that has grown significantly since its inception. With a strong commitment to delivering exceptional results, the company has established itself as a nationally recognized player in the industry.
At Waterton, we believe that our success is driven by the passion and dedication of our talented associates. We strive to create an environment that fosters growth, innovation, and excellence in all aspects of our business.
Job Summary
The Portfolio Analyst will play a critical role in supporting the portfolio management team by providing analytical and reporting support related to property and portfolio performance. This includes assisting with the administration of lender requests, property dispositions, real estate tax consultant & retail commercial space programs.
Key Responsibilities
- Complete financial analyses, including cash flow projections and returns, for utilization in internal and external reporting.
- Run property and portfolio level sensitivities to assist Portfolio Management Team in business decisions.
- Prepare internal valuations in conformity with Waterton policies and procedures, investor operating agreements and requirements and industry standards.
- Assist in the review of third-party appraisal reports.
- Work with asset managers and real estate tax consultants on analyses pertaining to tax assessments and appeals.
- Evaluate property and debt portfolio compliance with investor and venture operating agreements and guidelines, management agreements, property purchase agreements and loan documentation.
- Assist in managing lender obligations (i.e., required capital projects, loan covenants, draws and casualty claims) and implementing the terms of any joint venture agreements.
Requirements
- Bachelor's degree, preferably in Business, Real Estate, Finance, or other relevant field.
- 2-3+ years of related finance, real estate, and portfolio and/or asset management experience.
- Experience in a multi-family environment preferred.
- Strong knowledge of valuation modeling and theory; Argus and/or fund modeling experience a plus.
- Familiarity with budget and accounting software applications such as Vena or Yardi a plus.
What We Offer
At Waterton, we recognize that compensation and benefits are important to our associates and their families. We offer a wide variety of rewards to meet everyone's needs, including competitive compensation and incentive program participation, full suite of benefits, 401k + match, generous paid time off, volunteer time off, and paid holidays.
We are committed to life-long learning through learning plans that include internal and external trainings, as well as consideration for tuition reimbursement. Employee discounts and wellness initiatives, like an onsite gym, are also available. A hybrid work environment is offered based on business or position needs.
Waterton Welcomes All
Waterton is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
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