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Analyst, Portfolio Management

Kimco Realty
Pembroke, FL Full Time
POSTED ON 3/4/2025
AVAILABLE BEFORE 6/4/2025

Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position. We are currently seeking an Analyst of Investment Management, reporting to the Director of Portfolio Management. The individual will assist in the reporting process for all monthly, quarterly, and annual reports that are delivered to the JV partners, receive and answer accounting and performance related requests from our partners and provide functional support to the portfolio managers on their daily activities and special projects.

Core responsibilities include :

  • Managing and maintaining reporting distribution lists for the JV partners and their team members. Quarterly compilation of schedules provided by accounting and operations staff into professional reports ensuring consistency and completeness, while promoting an institutional quality work product that represents Kimco well. Working with Portfolio Managers to add clear and concise strategic descriptions and explanations of the period's key performance drivers.
  • Assisting in the review and compilation of annual budgets / business plans. Organizing the production, printing, and distribution of both the draft and final reports to ensure timely delivery to the partners.
  • Reviewing and writing up lease deals for partner approvals.
  • Addressing requests from joint venture partners and coordinating with internal functional units (e.g. legal, accounting, tax, leasing, property management) as appropriate.
  • Working with the Portfolio Management team on special projects including appraisals, refinancings, acquisitions, asset sales, and new joint venture presentations.

The ideal candidate will combine a strong grasp of the financial statements with excellent written and oral communication and presentation skills. Bachelor's degree required; Business, Marketing, Finance, or Accounting preferred. Core Microsoft Office skills are essential, specifically in Word, Excel, PowerPoint (specifically creating presentations) and Outlook.

Requirements :

  • Bachelor's degree; major in Business, Marketing, Finance or Accounting preferred
  • Proficiency in Microsoft Word, Excel, PowerPoint and Outlook
  • 3-5 years' experience creating and delivering professional reports to institutional clients
  • Demonstrated ability to manage a process with deadlines
  • Excellent oral / written communication abilities
  • Knowledge of Argus program preferred
  • Ability to travel, if needed
  • Kimco Realty is an Equal Opportunity Employer - Minority / Female / Veteran / Disability / Sexual Orientation / Gender Identity or Expression.

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