Senior Portfolio Financial Analyst
Posted Updated
Senior Portfolio Financial Analyst
Department: Finance
Reports To: Head of Portfolio Management
Location: New Jersey
Position Overview
The Senior Financial Analyst will play a key role in evaluating investment opportunities, supporting real estate development and acquisition activities, managing financing processes, and monitoring financial performance of the firm's residential portfolio. The position requires a strong understanding of real estate financial modeling, debt financing, capital markets, and asset-level financial analysis.
Primary Responsibilities
- Develop, maintain, and enhance financial models for real estate acquisitions, dispositions, development projects, and existing asset investments.
- Evaluate potential acquisition and development opportunities and analyze operating assumptions, construction costs, rents and capitalization rates.
- Support the sourcing, evaluation, and procurement of debt for acquisitions, development projects, refinancings, and existing portfolio assets.
- Prepare financing packages, lender presentations, underwriting materials, and financial analyses for banks and other capital providers – and analyze said proposals.
- Track financing maturities, refinancing opportunities, interest rate exposure, and upcoming capital requirements across the portfolio.
- Work with development and construction personnel to establish and monitor project budgets, sources and uses, and projected cash flows.
- Prepare draw schedules, construction loan funding projections, and analyses of remaining project costs.
- Monitor property-level and portfolio-level financial performance against budgets, underwriting assumptions, and business plans.
- Prepare periodic financial reports, management dashboards, and variance analyses highlighting material changes in performance.
- Conduct financial due diligence on prospective acquisitions.
- Improve financial reporting processes, analytical tools, and standardized underwriting templates.