Securitized Products Group - Portfolio Analyst

Join our Housing Investments Group within Tax Oriented Investments (TOI) and help drive the financial performance and strategic management of affordable housing investments. As a Portfolio Analyst, you will play a key role in supporting asset managers and analytics leaders, analyzing portfolio trends, and identifying opportunities for value creation. If you are detail-oriented, analytical, and passionate about affordable housing, this is your opportunity to make a meaningful impact.

Job responsibilities:

• Assist in standardizing and consolidating portfolio reporting across all Housing investment types (SIF, MIF, SHI, AI).
• Prepare adhoc portfolio analysis to address questions/concerns of Risk Executives.
• Identify portfolio trends that Asset Management, Underwriting, Risk, etc. can leverage to make more informed decisions.
• Learn multiple facets of Asset Management duties, showing flexibility to help in various areas as needed.
• Expand scope and depth of analysis for Portfolio Management Committee reporting including quarterly updates and Annual Portfolio Review.
• Conduct financial analysis and evaluations associated with the monitoring of housing investments.
• Analyze financial statements (unaudited/audited) and complete the analytic sheet for assigned properties in their portfolio.

Required qualifications, capabilities, and skills:

• Bachelor’s degree in finance, business, economics, or real estate finance.
• Ability to analyze, understand, and identify issues in financial statements.
• Strong analytical and critical thinking skills.
• Detail oriented and accurate, with a strong desire to learn and excel.
• Ability to work independently and interact with various levels of management.
• Ability to prioritize workload and competing demands for time and attention.
• Strong communication skills (written and verbal).

Preferred qualifications, capabilities, and skills:

• Experience (e.g., internship) in real estate or related area, especially with multi-family properties.