What are the responsibilities and job description for the Portfolio Management Analyst position at Velocity Venture Partners?
Full-Time in office – 1 Belmont Ave, Bala Cynwyd, PA
About The Firm :
Velocity Venture Partners is a dynamic and fast-growing real estate development firm specializing in the acquisition and management of Class B industrial real estate in the Greater Philadelphia area. With over 9 million square feet acquired in the last six years, our portfolio spans more than 80 buildings across New Jersey and Pennsylvania, with over 300 tenants including major players like Amazon, FedEx, and Merck.
Position Overview :
The Portfolio Management Analyst will play a critical role within the Capital Markets Team at Velocity. This full-time, office-based role focuses on supporting the firm’s debt and equity processes for refinancing, dispositions, and overall portfolio financial management. The role involves detailed financial analysis, investor relations, underwriting, presentation development, due diligence support, transaction management, and asset management reporting.
Key Responsibilities :
- Conduct detailed cash flow analyses of portfolio assets using Excel and Argus.
- Analyze and monitor loan covenants and compliance metrics, including Debt Service Coverage Ratios and Debt Yields, based on loan document guidelines.
- Review property-level financial statements to identify variances, trends, and key performance indicators, and report findings to management.
- Provide data-driven recommendations for refinance or disposition opportunities.
- Prepare lender investment memorandums and regular investor updates.
- Manage and organize data rooms for investors, lenders, and third-party transaction partners.
- Assist with property-level due diligence and closing processes for refinancing and sales transactions.
- Prepare debt and equity reports, along with quarterly investor communications.
- Support other related tasks as needed.
Qualifications :
Preferred Competencies :
Benefits :
