What are the responsibilities and job description for the Portfolio Management Analyst position at Velocity Venture Partners?
Job Summary
The Portfolio Management Analyst will support the Capital Markets Team at Velocity Venture Partners, focusing on debt and equity processes for refinancing, dispositions, and portfolio financial management.
About Us
Velocity Venture Partners is a dynamic real estate development firm specializing in Class B industrial real estate in the Greater Philadelphia area.
Key Responsibilities
- Conduct detailed cash flow analyses of portfolio assets using Excel and Argus.
- Analyze and monitor loan covenants and compliance metrics.
- Review property-level financial statements to identify variances and trends.
- Provide data-driven recommendations for refinance or disposition opportunities.
- Prepare lender investment memorandums and investor updates.
- Manage data rooms for investors, lenders, and transaction partners.
- Assist with due diligence and closing processes.
- Prepare reports and communications.
Qualifications
- Bachelor's degree from an accredited institution.
- Experience in commercial real estate or private equity investment roles.
- Strong analytical skills and proficiency in financial modeling and Excel.
- Familiarity with loan structures and real estate terminology.
- Excellent verbal and written communication abilities.
Benefits
- Competitive pay.
- Paid holidays and vacation.
- Access to 401k, medical, vision, and dental insurance.
- Casual work environment.
- Potential bonus and investment opportunities.