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Senior Portfolio Analyst

Location: Chicago Region
Category: Finance & Accounting
Employment Type: Direct Hire
Contact: FADAdChi@addisongroup.com

Senior Financial Analyst

  • Assist the Asset Management team with monthly reporting, financial analysis, and underwriting ROI opportunities.
  • Forecasting, investment analysis, budgeting and completing ad hoc portfolio reporting and analysis.
  • Preparation of investment projections.
  • Must possess the ability to communicate effectively with all levels of management, employees and outside contacts.
  • Financial modeling, budgeting, and forecasting of existing assets.
  • Prepare financial packages for investors and lenders.
  • Actively assist with annual budgeting process.
  • Interface with investors, lenders and senior leadership team.
  • Create and present analysis and results.
  • Maintain confidentiality of all pertinent information.
  • Possesses strong organizational skills and ability to multi-task and meet deadlines.
  • Interacts professionally and effectively with all levels of the organization, residents, family members, etc.
  • Performs other duties as assigned.

 

Qualifications

  • Bachelor’s degree in finance, real estate or accounting
  • Strong working knowledge of Microsoft Excel
  • 2 to 3 years’ experience
  • Experience with Seniors Housing preferred, but not required
  • Experience with Oracle Essbase preferred
  • Skill in oral and written communication
  • Strong organizational skills