Analyst, Debt Portfolio Management en Berkshire Residential Investments

Company Overview

Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.

If you’re interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.

Position Summary 

The Analyst, Debt Portfolio Management is responsible for supporting the Debt Portfolio Management team in all aspects of portfolio oversight, including the evaluation and underwriting of new investment opportunities, as well as the ongoing management of existing portfolio assets

Responsibilities include, but are not limited to:

• Provide analytical support as requested by Portfolio Manager(s)
• Assist Portfolio Manager in evaluating acquisition and disposition opportunities for the Fund
• Assist in all aspects of due diligence of new investments including site inspections, market research, sponsor analysis, underwriting, and preparing investment recommendation reports
• Maintain and update fund level models and other portfolio tracking reports
• Monitor and evaluate portfolio performance and exposure concentrations
• Work with asset management to track and analyze the performance of existing investments
• Assist with building and updating models for new and existing investments
• Assist with the preparation and updating of quarterly performance reports for management and investors
• Assist with ad-hoc due diligence and portfolio management requests
• Work with Portfolio Performance Reporting Group in quarterly valuation for PM review
• Visit markets and properties to perform investment due diligence, as well as to monitor property operations of existing investments
• Work with Berkshire’s Research team to assess and track risk associated with different markets
• Participate in internal and external meetings, as appropriate
• Communicate with multiple internal groups to coordinate due diligence and underwriting for new investments
• 10-20% travel is required
• Consistently demonstrates use of tact and discretion

Knowledge/Experience:

• At least 1-2 years of experience in the real estate or finance industry
• Experience in building business models using excel
• Multifamily finance / debt experience
• Ability to produce excellent quality work that is thorough, accurate, complete, consistent, and able to get information when requested
• Works independently and with others; has complete ownership of work and projects
• Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic
• Aptitude for organizing, prioritizing, and managing multiple priorities, using critical thinking and problem solving
• Proficiency and willingness to adopt new systems and processes
• Excellent verbal and written communication skills
• Can develop and maintain effective internal and external relationships with a range of individuals including Clients, third-party partners, and other groups within Berkshire

Technical/Educational Requirements:

• Bachelor’s Degree required
• Demonstrated advanced financial modeling and Excel skills
• Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
• Experience using Bloomberg Terminal is a plus
• Proficiency with computers, keyboards, monitors and telephone headsets.
• Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point)

Berkshire Residential offers an excellent benefits package, focusing on our employees’ total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details – and to learn more about how we value our employees.

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.