Senior Analyst

About This Role

Support all aspects of portfolio management for Northwood's real estate investments in the US, with a primary focus on multifamily assets. This role involves quarterly valuations, internal and investor reporting, and enhancing the financial platform within a leading private equity firm.

Responsibilities

• Prepare and review quarterly valuations and support annual asset planning process for a portfolio of assets
• Develop comprehensive understanding of asset valuation drivers, analyze changes in asset values and document findings
• Develop relationships with Asset & Investment Managers and periodically visit properties
• Support valuation automation projects and assist in enhancing reporting processes, procedures, and analytics
• Assist in other asset performance tracking and planning processes
• Build and maintain valuation, asset plan, budgeting, forecasting, waterfall, cash management, debt covenant tracking, and other relevant financial models
• Oversee collection, consolidation, and review of monthly financial reports from operating partners
• Provide performance analysis and reporting to Asset Managers on a regular and ad hoc basis
• Prepare and oversee monthly, quarterly, and annual portfolio level and investment level financial reporting for investors and senior management
• Maintain data marts, spreadsheets, and other information systems to ensure accurate, real-time portfolio management information

Requirements

• Bachelor’s degree in finance or accounting
• 3-5 years of real estate financial analysis, valuations, and portfolio management experience
• Prior experience with private equity or real estate funds
• Ability to manage/maintain large amounts of data and review for accuracy
• Understanding of complex real estate investments and financial metrics
• Highly skilled in Excel modeling
• Strong communication skills
• Multifamily experience

Qualifications

• Bachelor’s degree in finance or accounting
• 3-5 years of real estate financial analysis, valuations, and portfolio management experience

Nice to Have

• Experience with a variety of asset classes (office, industrial, mixed-use, retail, and hospitality)
• Experience with other analytics, modeling, or data platforms

Skills

* Required skills