Hybrid Analyst, Portfolio Management chez Bonaventure

About Bonaventure:

Bonaventure is a vertically integrated real estate investment company with a deep understanding and decades of experience in how to best invest throughout the economic cycle in multifamily properties. Focused on the Mid-Atlantic and Southeast regions, we have $2.6 billion in multifamily assets under management (AUM). Our strategy is centered on long-term, tax-efficient compounding of after-tax returns. We leverage our extensive experience as owner-operators to invest our capital and our clients' capital throughout the economic cycle. To learn more, visit www.bonaventure.com.

The Role:

We're looking to add a highly analytical, numbers-driven team member who is advanced in Excel and can articulate complex data clearly. As our Portfolio Management Analyst, you'll be at the intersection of value-creation in Bonaventure’s growing portfolio and will be the go-to expert for all things numbers/analytics. You will create and maintain detailed reports, financial projections, and business plans, playing a pivotal role in the short and long-term success of the company. You will directly support our SVP of Portfolio Management and act as a link between our investments, asset management, capital markets, and accounting teams.

Who You Are:

• You're an intellectually curious go-getter with a passion for numbers and a knack for making data easy to understand.
• You thrive in a fast-paced environment and are always looking for ways to improve processes and deliver top-notch results.
• You have the ability to interpret complex data, forecast trends, and assess investments.
• You aren't afraid to suggest implementing strategies to maximize portfolio value.
• Deep understanding of the real estate market and corresponding economic factors.
• You believe that data is the source of truth.
• You are great at spotting and managing potential risks.
• You have an eye for detail and take pride in accuracy in financial reporting and compliance.

Responsibilities:

• Monitor and evaluate current and projected performance of our portfolio and its underlying assets. 
• Analyze financial statements and reports to identify trends and insights.
• Maintain and update financial databases and tracking systems.
• Prepare and present financial models and forecasts.
• Analyze and evaluate real estate opportunities to inform strategic decisions.
• Assist in the development of investment strategies, recommendations, and presentations.
• Conduct thorough market research and analysis to support buy/hold/sell decisions.
• Perform risk assessments and develop risk mitigation strategies.
• Support the preparation of investment and asset management presentations.
• Provide ad-hoc financial analysis and reporting as needed.

Qualifications:

• 1+ years of industry experience in the multifamily asset class.
• Bachelor's degree in business, real estate, finance or a related field
• Strong analytical skills and attention to detail
• Advanced in Excel and proficient in financial analysis tools such as Power BI
• Experience in multifamily real estate
• Excellent communication and teamwork abilities