22 Portfolio Analyst - 24755 Jobs in Boston, MA
Daley and Associates is Hiring a Portfolio Analyst - 24755 Near Boston, MA
- Responsible for maintaining projection models of real estate assets and portfolios using Excel, Argus Enterprise financial software and Yardi accounting system data, to aid in the quarterly valuation process
- Coordinate, review and analyze quarterly third-party appraisal reports
- Gather data and work with members from the Asset Management and Accounting teams to analyze and understand real estate market data to calculate and confirm quarterly valuations of properties. Use several valuation methods including income approach (discounted cash flow analysis and direct capitalization) and sales comparable approach
- Use tenant lease documents and financial statements from Yardi to update the models including rent roll terms, expenses, capital improvements, etc.
- Work with the Asset Management team to monitor accurate model projections and assumptions
- Bachelor’s degree in Real Estate, Finance, Accounting, Economics, Mathematics or related degree
- 1-3 years of related analytical experience with heavy emphasis on financial modeling using excel
- Proficient in Excel, PowerPoint, Word, Adobe and Outlook
- Advanced knowledge of Excel (building and maintaining financial models), discounted cash flow analysis and Argus Enterprise software
Job Summary
Full Time
Business Services
$107k-140k (estimate)
06/27/2024
07/25/2024
daleyaa.com
BOSTON, MA
25 - 50
2005
MIKE DALEY
$5M - $10M
Business Services
Related Companies
About Daley and Associates
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals. We are a customer driven company and tailor every search and placement to the unique needs of every client. Daley and Associates works with some of the most prominent businesses in the greater Boston area ranging from promising start-ups to Fortune 100 companies.
The job skills required for Portfolio Analyst - 24755 include Accounting, Economics, Asset Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Analyst - 24755. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Analyst - 24755. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Analyst - 24755 positions, which can be used as a reference in future career path planning. As a Portfolio Analyst - 24755, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Analyst - 24755. You can explore the career advancement for a Portfolio Analyst - 24755 below and select your interested title to get hiring information.
If you are interested in becoming a Portfolio Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Portfolio Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Portfolio Analyst job description and responsibilities
Yet, despite the differences, portfolio analysts typically perform several common duties, such as conducting detailed portfolio analysis and preparing reports.
02/11/2022: Fort Collins, CO
The portfolio analyst job description entails undertaking data analytics of a bank’s credit portfolios and providing monthly and quarterly credit risk reporting over the health and composition of a bank’s lending portfolios to the executive management and
03/10/2022: Medford, OR
The credit portfolio analyst performs various functions related to the development and maintenance of the loan portfolio, and support credit analysis function.
04/07/2022: Jackson, MS
Portfolio analysts are responsible for managing and analyzing investments on behalf of their organization.
03/16/2022: Madison, WI
Portfolio analysts may also be tasked with creating reports that summarize the performance of various investments over time. These reports can be used by senior management to make decisions about future investments or to inform employees about how well th
03/05/2022: Johnstown, PA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Portfolio Analyst jobs
Learn how to build a winning data analytics portfolio, even with no prior job experience.
05/08/2022: Temple, TX
Portfolio analysts are typically required to have a bachelor’s degree in finance, economics, statistics or another closely related field. Many portfolio analysts choose to pursue a master’s degree in finance or a related field to increase their earning po
05/02/2022: El Paso, TX
Portfolio analysts typically receive on-the-job training after they are hired. This training may last for a few weeks to a few months and may include instruction on the company’s specific software and processes.
02/20/2022: Portsmouth, NH
Certifications are required to become a portfolio analyst, but they can help you become a more competitive candidate when applying for jobs.
02/25/2022: Lawrence, MA
Join professional organizations or associations.
03/02/2022: Mcallen, TX
Step 3: View the best colleges and universities for Portfolio Analyst.
Similar Jobs
Popular Articles
