Hybrid Portfolio Analytics Analyst bei Kettler Enterprises, Inc
Kettler Enterprises, Inc · McLean, Vereinigte Staaten Von Amerika · Hybrid
- Junior
- Optionales Büro in McLean
Overview:
The Portfolio Analytics Analyst will provide analytical support to the Investments, Asset Management and Development teams by developing financial pro forma models, building financial waterfall models, and monthly/quarterly performance reporting.
Responsibilities:- Create pro-forma cash flow models for new acquisitions, existing investments and new development projects for a variety of asset types like multifamily, condo, office and retail.
- Model complex joint venture structures via waterfall distribution analysis.
- Compile a quarterly summary of key portfolio metrics, maintain fund models, and create portfolio overview presentations.
- Support the team by analyzing data to prepare real estate valuations and provide portfolio-level forecasts for strategic review.
- Design and develop interactive dashboards and reports in Power BI Desktop
- Connect data sources including excel, SQL databases, SharePoint and cloud-based platforms.
- Assist the valuation process by reviewing discount rates, cash flow projections and cap rates across the portfolio.
- Assist in drafting investment committee memorandum and miscellaneous offering packages.
- Must have a bachelor’s degree in a related Finance, Economics, or other quantitative discipline.
- Must have a minimum of 1 year of experience building financial and waterfall models.
- Experience working in an environment that requires recurring deliverables as well as projects and initiatives in support of a rapidly growing business.
- Detail oriented with the ability to manage a diverse number of tasks simultaneously.
- Proficiency in Microsoft Office Suite (Excel, Word, Power Point)
- Experience with reporting tools (PowerBI, Tableau, iLEVEL), and programming language (Python, SQL)
- Acquisition, Capital Markets, Asset Management and Development experience helpful
The above-referenced position summary is a guideline designed to present an overview of the job duties and is not intended to be a comprehensive list of responsibilities and requirements.
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