Portfolio Analyst

Rochester, NY

JK Executive Strategies is proud to partner with a locally owned Rochester residential real estate brokerage in search of a Portfolio Analyst to join its team!

The Portfolio Analyst plays a key role in evaluating commercial lending opportunities and managing an existing portfolio of commercial real estate assets. This position is responsible for conducting financial and credit analysis, assessing risk, preparing loan recommendations, and monitoring portfolio performance. The ideal candidate has a strong analytical mindset and experience in commercial banking, commercial credit, or commercial real estate finance.

Responsibilities

·       Collect and analyze tenant financial statements (typically quarterly), including preparation of tenant credit-rating analysis.

·       Collect and analyze real estate market data for existing investment locations (inventory, vacancy rate, market rental rate, key lease/sale transactions) using CoStar and other sources.

·       Maintain the firm’s proprietary “Scorecard” for each investment — continuous analysis of tenant credit profile, market fundamentals, and building/lease attributes.

·       Prepare investment return analysis, including cash-flow modeling, scenario analysis and property valuation estimates for each investment.

·       Assist in determining the investment “View” for each existing investment.

·       Prepare and present monthly investment summaries for existing investments.

·       Calculate and maintain portfolio metrics (e.g., total square footage, average lease term) and prepare and present quarterly portfolio summaries.

·       Communicate with tenants as needed to procure information required for the above.

·       Assist the Manager of Portfolio Management and other members of management on special projects and assignments.

Requirements

·       Bachelor’s degree or higher in real estate, finance, accounting or business.

·       Two to five (2–5) years of experience in commercial real estate or a related industry.

·       Understanding of financial statements and financial analysis; superior analytical and problem-solving skills.

·       High level of attention to detail/accuracy and ability to manage multiple projects and meet deadlines.

·       Excellent oral and written communication and strong reading comprehension.

·       Proactive, self-sufficient and organized; able to work both independently and collaboratively.

·       Strong Microsoft Office proficiency — especially Excel (advanced conditional formatting, what-if analysis, VLOOKUP) and PowerPoint.

·       Financial modeling, DCF and forecast modeling.

·       Growing proficiency in Artificial Intelligence (AI) tools.

Salary Range

·       80 -100k

JK Executive Strategies is an Equal Opportunity Employer. It is the policy of JK Executive Strategies to provide equal opportunity in employment and conditions of employment to all individuals regardless of age, race, color, religious beliefs, national origin, sexual orientation, gender identity, sex, veteran or military status, disability, pregnancy-related condition, predisposing genetic characteristics, genetic information, marital status, familial status, prior arrest, domestic violence victim status, non-job related convictions, participation in lawful activities outside of our workplace, or any other status protected by law.