Portfolio Analyst

Job Locations US-PA-Philadelphia
Asset Management
Full Time
Location : Location
Org Data : Name
Pennrose Corporate Office
Location : Postal Code


The Portfolio Analyst, Asset Management is responsible for assisting in implementing strategies that will maximize the financial performance and value of the Pennrose Properties portfolio. The Portfolio Analyst, Asset Management will also be responsible for assisting in monitoring the physical and financial condition of all Pennrose Properties owned assets. The Portfolio Analyst, Asset Management reports to the Asset Manager, Asset Management, and works out of the Philadelphia Support Center.


Duties and Responsibilities


  • Responsible for the aggregation and reporting of property level and portfolio financial performance and budgets; Conduct variance analysis at both the portfolio and property levels
  • Responsible for analyzing and measuring property financial and operating metrics and providing recommendations to the Asset Manager to improve performance
  • Work with internal teams to ensure automation of key reporting with an eye towards removing manual processes
  • Assist in the design of ownership dashboard to aggregate high-level reporting across the enterprise
  • Assist with preparation of information for real estate tax appeals
  • Assist with preparation of transactional due diligence materials
  • Assist with making recommendations for refinancing, disposition or other capital events to achieve determined financial milestones or outcomes
  • Assist in the monitoring of the physical condition of the portfolio through periodic site visits
  • Work with other internal departments regarding HUD, LIHTC and RAD programs
  • Read and interpret agreements, loan documents and other compliance related documents
  • Understand and analyze investment models and forecasts
  • Cash flow forecasting
  • Special Projects as required

Performance Metrics

  • Contribute to the increase in profitability of all Pennrose owned properties
  • Timely and accurate production of financial and analysis reports
  • Positive feedback from internal and external stakeholders


Relationships and Contacts

Reports to:      Asset Manager, Asset Management


Required Education and Experience:

  • Bachelor degree in accounting, finance or real estate required
  • 1-3 years multifamily real estate/financial analysis experience; Affordable Housing sector experience highly desirable
  • Knowledge and experience with the Low-Income Housing Tax Credit Program gained from asset management, operations or development work experience a plus
  • Knowledge and experience other affordable housing programs centered on HUD, public housing and other programs which support affordable housing a plus
  • Yardi and/or Deal Path experience a plus
  • Ability to learn quickly and desire to constantly learn about the complexities of the affordable housing business
  • Ability to multi-task and run projects simultaneously
  • Proven professional communication abilities to interface with a broad array of employees and housing partners

Knowledge, Skills and Abilities

  • Strong analytical skills, both quantitative and qualitative
  • Must be able to compile, monitor, examine various financial and performance reports
  • Ability to provide recommendations for changes or improvements to current processes
  • Excellent verbal and written communications skills to present to and work with senior management and ownership
  • Advanced Microsoft Excel; Strong Word, PowerPoint and Outlook skills
  • Strong work ethic, attention to detail, and commitment to meeting deadlines
  • Experience with accessing information from a GL Accounting System, Yardi preferred
  • Prepare performance reports on a quarterly basis at the property and fund level
  • Experience with Affordable Housing, RAD conversion and other HUD and Housing Authority programs highly desirable

    Additional Requirements
  • Requires the ability to travel
  • Valid driver’s license required

Working Conditions:

  • Ability to work periodic flexible hours is required; Ability to travel by plane and automobile is required
  • Ability to work at property locations within or near transitional neighborhoods – with the support of PMC
  • Ability to climb stairs, take elevators, bend, squat and reach overhead


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