ResponsibilitiesThe Senior Analyst will serve as an integral member of the portfolio management team, and will be essential in crafting, overseeing and executing on the strategic objectives for multiple Separate Accounts. The portfolios consist of multiple investment strategies, property types and markets. The primary responsibilities will include assisting with portfolio management, asset management and acquisition duties including client meetings / presentations, modeling, client reporting, property valuation analysis, lease analysis and special projects for several separate account portfolios.
- Assist with the analysis for new investments and dispositions to ensure that the opportunity meets the goals and objectives of the portfolio, including Hold / Sale analysis, market reviews, analyzing rollover exposure, confirming return thresholds and assessing concentration risks.
- Assist with preparing and presenting hold/sell recommendations and with the disposition process.
- Assist with preparation and review of portfolio level and client reports
- Monitor and analyze the financial performance of the properties and portfolios
- Maintain property valuation files including conducting periodic internal valuations for business plans and specific deal analysis.
- Review annual operating budgets & business plans
- Analyze lease transactions
- Assist with financing and disposition transactions
- Prepare ad-hoc reports when needed
- Assist with special projects as needed
- Maintain fund and portfolio organizational documents and processes
- Interact with senior level Asset Managers in order to gain information necessary to update assumptions in model and report to portfolio managers
- Communicate back to Asset Managers important valuation-oriented property level targets for budgeting purposes
- Administer valuation information exchange for valuations with third party appraiser
- Process client ad hoc information requests
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Qualifications- Bachelor's Degree required, Bachelor's degree in Business preferred.
- Financial Modeling experience and proficiency in Excel and fundamental finance concepts is required. Exposure to ARGUS (Enterprise or DCF) and multiple real estate product types is a plus.
- Competency in Argus, Microsoft Excel and Word.
- 2 - 4 years of experience in real estate or financial services.
- Strong interpersonal communication and writing skills.
- Must be able to work independently and as part of a team that includes the disciplines of finance, research, acquisitions, asset management and marketing.
- Ability to meet deadlines and complete projects with minimal supervision.
- Candidate should be proactive and self-motivated. Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.
If based in Los Angeles, the base salary range for this position is USD $90,000 - $110,000. Actual base salary offered will be determined by several components including but not limited to the candidate's experience, job-related knowledge, and qualifications. Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Total compensation may vary based on role, location, and individual performance. For roles located outside of Los Angeles, please disregard the posted salary range as these roles will follow a separate compensation process based on the local market.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.
Clarion Partners is committed to fostering an inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.
