Senior Portfolio Financial Analyst

Company : Careone

Job Type : Full Time

United States

Job Description - Senior Portfolio Financial Analyst

Description

Senior Portfolio Financial Analyst

Department: Finance

Reports To: Head of Portfolio Management

Location: New Jersey

Position Overview

The Senior Financial Analyst will play a key role in evaluating investment opportunities, supporting real estate development and acquisition activities, managing financing processes, and monitoring financial performance of the firm's residential portfolio. The position requires a strong understanding of real estate financial modeling, debt financing, capital markets, and asset-level financial analysis.

Primary Responsibilities

Develop, maintain, and enhance financial models for real estate acquisitions, dispositions, development projects, and existing asset investments.

Evaluate potential acquisition and development opportunities and analyze operating assumptions, construction costs, rents and capitalization rates.

Support the sourcing, evaluation, and procurement of debt for acquisitions, development projects, refinancings, and existing portfolio assets.

Prepare financing packages, lender presentations, underwriting materials, and financial analyses for banks and other capital providers – and analyze said proposals.

Track financing maturities, refinancing opportunities, interest rate exposure, and upcoming capital requirements across the portfolio.

Work with development and construction personnel to establish and monitor project budgets, sources and uses, and projected cash flows.

Prepare draw schedules, construction loan funding projections, and analyses of remaining project costs.

Monitor property-level and portfolio-level financial performance against budgets, underwriting assumptions, and business plans.

Prepare periodic financial reports, management dashboards, and variance analyses highlighting material changes in performance.

Conduct financial due diligence on prospective acquisitions.

Improve financial reporting processes, analytical tools, and standardized underwriting templates.

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Senior Portfolio Financial Analyst

Job Description - Senior Portfolio Financial Analyst

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