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Portfolio Analyst

Corporate / East Region (Maitland, FL)

SUMMARY

A portfolio analyst is responsible for the communication of property performance and issues to asset managers and owners. The position works closely with investment managers, regional vice presidents, and key site personnel. The position reports directly to the regional vice president and may take direction from investment managers.

ESSENTIAL FUNCTIONS

Provides direct support for 13 investment managers and all sites under their managing authority. This includes, but is not limited to, the following:

o RealPage set up and maintenance

o Lease updates/corrections and upload into RealPage

o Yardi, Compliance Depot, insurance requests, lender requests and all third party requestors of financial information

o Vendor and resident relations

o Training (RealPage, Budgets, etc)

Completes weekly site performance reports with direct submission to Asset Manager for multiple sites.

Communicates with the Asset Manager and owners for multiple portfolios as often as needed to discuss marketing, occupancy, budget conformance, personnel, capital improvements and other material topics.

Completes monthly financial statement review for properties including uploading of complete financial package into SmartSheet.

Assists with all budget related matters for entire East Region. This includes, but is not limited to, the following:

o Budget creation, upload into Yardi, corrections and updates

o Budget training for all sites and investment managers

o Budget template corrections and/or changes

o Writing and maintaining budgets throughout the budget calendar year

Assists in implementing the action plan for maximizing property performance in the Annual Property Plan.

To perform the role successfully, an individual must be able to perform all essential functions satisfactorily. The requirements define the knowledge, skill, and/or ability necessary to perform the essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND EXPERIENCE

A Bachelor's degree in Business, Accounting or other business related degree. Minimum of two years general ledger experience, two years industry related experience, or an incorporation of the two.

LICENSE / CERTIFICATION

NA

JOB KNOWLEDGE AND SKILLS

An analytical background with a working knowledge of accounting principles (i.e. general ledger, accounts payable and accounts receivable) using current accounting software products, Word, Access, and Excel. Proven leadership, strategic thinking skills, high degree of flexibility, and adaptability to change management. Must be able to communicate effectively and provide exceptional customer service.

PHYSICAL REQUIREMENTS

The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The work is described as light in physical demand. Requirements include the ability to frequently sit, stand, walk, and reach forward and overhead, finger and grasp. Must be able to occasionally bend, crouch or stoop. Must be able to lift and carry up to 25 lbs. and push and pull up to 50 lbs. with mechanical assistance. Must have close and distance vision and the ability to adjust focus.

COGNITIVE REQUIREMENTS

Work is of high mental demand and attention focus requiring ability to multitask and prioritize work with accuracy and clarity. Must be able to understand and relate to the concepts behind specific ideas.

ENVIRONMENTAL CONDITIONS

Normal office work environment with little or no exposure to undesirable elements. May have contact with business machine toner chemicals.

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