Analyst, Portfolio Management

BentallGreenOak

$80K — $115K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-2 years of experience in real estate, finance, or banking; real estate experience preferred
  • Undergraduate degree in commerce, business administration, or economics
  • Strong knowledge of commercial real estate value drivers and financial valuation techniques
  • High technical skills with proven financial analysis experience
  • Participation in the CFA program or pursuit of professional accreditation is a plus
  • Ability to thrive in fast-paced, evolving environments
  • Team player with a collaborative spirit

Responsibilities

  • Assist in preparing investment recommendations and memos through financial analysis and qualitative research
  • Support portfolio and asset strategic business plans and ongoing analytics
  • Manage return and cash flow modeling for existing clients
  • Produce materials for client meetings and business development
  • Streamline client reporting with automation and AI integration
  • Contribute to BGO's sustainable investing culture and Net Zero Asset Managers initiative
  • Perform other related duties as required

Benefits

  • Participates in incentive compensation programs based on performance
  • Offers a comprehensive suite of health and retirement benefits
  • Supports employee contributions to rewarding and sustainable careers
Full Job Description
Analyst, Portfolio Management

1 York | Toronto, ON

The Opportunity:

We are hiring an Analyst, Portfolio Management who will be responsible for working with the Portfolio Management team to execute on portfolio and asset-specific strategies and provide comprehensive support for client reporting and business development initiatives within BGO's separately managed account business. More specifically, the Analyst will (1) create, maintain, and improve on portfolio and asset-level modeling across a range of clients and assets, (2) evaluate the impact of leasing, capital, and cash flow management decisions and (3) produce and create client reporting, presentations, and portfolio analytics. The Analyst will work extensively with various senior members of the Portfolio Management team, as well as collaborating closely with members of the Investments, Research, Development, and Real Estate Management teams.

The role will be based out of 1 York St., Toronto, and the candidate is expected to be in the office four days a week, on average.

What You Will Do:

  • Assist in preparation of recommendations and investment memos through financial analysis, proforma modelling/underwriting, qualitative analysis, and research to support the Separately Managed Account Portfolio Management team across all asset classes (multi-residential, industrial, office, retail, land, and alternatives) and key Canadian geographies related to:
    • Acquisitions/dispositions evaluation and due diligence support
    • Major capital and leasing decisions on existing assets
    • Property level hold-sell analysis
    • New and existing development projects
    • Financing analysis
  • Assist in preparation of the portfolio and asset strategic business plans, annual operating, leasing and capital budgets, and ongoing asset level reporting/analytics
  • Manage and support return and cash flow modelling for existing clients
  • Produce presentation materials for client meetings and business development activities
  • Create, prepare, and streamline ongoing client reporting requirements, including introduction of automation and AI integration of processes where feasible
  • Embrace and support BGO's culture and focus on Sustainable Investing, which includes BGO's commitment to the Net Zero Asset Managers (NZAM) initiative
    • NZAM affirms our aim to reach net zero greenhouse gas emissions for the entirety of our global assets under management by 2050 or sooner
  • Other duties as required


Who You Are:

  • Eager to ignite our company's spirit as a culture champion, embracing and embodying our dynamic values: Focus on What Matters, Be the Change, Do the Right Thing, and Together We Win!
  • One to two years of work experience in the real estate, finance, or banking industry, and/or an undergraduate degree in commerce, business administration or economics. Real estate experience is preferred
  • A strong theoretical knowledge of commercial real estate value drivers, and financial valuation techniques and methodologies
  • High level of technical and modeling skills demonstrated through strong financial analysis experience
  • Participation in the CFA program, working towards a professional accreditation, or a desire to obtain a professional accreditation, would be considered an asset
  • Thrives in a fast-paced environment with an ability to adapt to new and evolving challenges
  • Team-player who enjoys collaborating across multiple groups
  • Curious, with a keen desire to learn and work in the commercial real estate industry!


Additional Information:

Compensation:

  • The expected base pay range for this role is $80,000-$115,000 annually, reflecting the location of the position and the scope of responsibilities, including portfolio complexity. Compensation may also vary based on each candidate's experience, skills, and qualifications, in alignment with BGO's commitment to recognizing individual contributions.
  • In addition to base salary, eligible employees participate in incentive compensation programs tied to both individual and business performance, along with a comprehensive suite of competitive health & retirement benefits that support employees in building rewarding and sustainable careers at BGO.


Thinking about applying?

  • Please note this job posting is for an existing vacancy.
  • This role will be accepting applications until end of day September 11th, 2026.


We thank all applicants for their interest in employment with BGO, however only those selected for an interview will be contacted.

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