Senior Portfolio Analyst at MLG Capital

Goerke's Corners, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Jun, 26

Salary

0.0

Posted On

26 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Management, Financial Underwriting, Fund-level Management, Cash Flow Projections, Sensitivity Analyses, Data Validation, Valuation, Forecasting, Asset Management, Investor Relations, Risk Management, Capital Allocation, Market Research, Time Management, Analytical Skills, Communication

Industry

Investment Management

Description

Description The Senior Portfolio Analyst position provides the opportunity to join a well-established real estate investment firm with 38 years of industry experience. The role works closely with senior leadership in Brookfield, WI to analyze potential dispositions and refinance opportunities across the entirety of MLG’s portfolio, and providing excellent communication to MLG’s investors. Key responsibilities will also include forecasting Fund-level distributions, capital needs, and return expectations for investors, while working closely with members of various other departments – including asset management, investor relations, and fund accounting. Other job functions include internal reporting to senior management, external investor reporting, determining quarterly distributions, performing quarterly asset and Fund-level valuations, and setting annual goals. *Job title to be commensurate with experience. Duties & Responsibilities: Contribute to portfolio decision-making by developing cash flow projections and sensitivity analyses used in refinancing, supplemental loan, and hold-versus-sell assessments Synthesize and validate data from numerous third-party data sources to be able to report on Fund-level financial performance metrics Develop and execute strategies for closed-end Private Funds and the Legacy Fund at varying stages of their life cycles Leading the portfolio-wide valuation process including the development and presentation of key Fund-level performance metrics Proactively identify sale and refinance opportunities to maximize investor returns and execute on each Fund’s strategy. Provide senior management and investor relations team with asset-level and Fund-level performance data for written and verbal communication with investing partners Oversee and optimize pricing strategies across the portfolio by evaluating market conditions, occupancy trends, revenue targets, and expense assumptions. Monitor the execution of asset strategies alongside the asset management team to ensure execution of the underwritten business plan and communication of any variances with internal stakeholders Evaluate actual asset-level performance against proforma underwriting, delivering detailed variance analysis and recommending strategic impact to go-forward strategy and Fund-level performance Prepare and forecast property-level and Fund-level distributions, analyzing and communicating variances to internal stakeholders Conduct ongoing market and macroeconomic research to inform hold/sell/refinance decisions and capital allocation Identify and manage portfolio-level risks, while establishing and monitoring target return profiles by asset strategy, geography, and vintage Collaborate with MLG's acquisitions team to evaluate new investments and intentionally build the portfolio in line with fund objectives, return targets, and risk parameters Requirements 4 – 6 years of prior experience in portfolio management, asset management, financial underwriting, or fund-level management involving commercial real estate. Less experience may be substituted for additional education and/or Certifications (i.e., MBA, MRE, CCIM). Life-long learner with an entrepreneurial attitude. Superior interpersonal, written, and verbal communication skills. Strong organizational and time management skills. Detailed oriented self-starter with managerial skills. Ability to multitask, prioritize, and take directions from managers in different business units. Strong analytical skills and ability to learn quickly, achieve results, and excel in a fast-paced, deadline driven environment. Ability to work on a team, as well as independently, while driving multiple priorities and applying good judgement along with strong sense of self-motivation and direction. Smart, energetic, team player with a strong work ethic and commitment to excellence. Willingness to travel as required. Technical/Educational Requirements Bachelor's Degree in Economics, Finance, Accounting, or Real Estate. Proficient in Microsoft Word, Teams, Excel, and Outlook. Yardi or similar accounting platforms experience. Additional technical skills such as Python, Power BI, SQL, advanced Excel/VBA, ARGUS, or data visualization and automation tools are considered a plus. Technology Requirements: Ability to operate office machinery & technology; including a Microsoft Windows Laptop as well as the Microsoft office suite of products (Outlook, Excel, PowerPoint, Word, SharePoint). Working Conditions: Open office workstation environment, moderate to quiet noise levels. Perks & Benefits: Health, vision, and dental coverage starting within 30 days of hire 401(k) with company match after one month Paid vacation, holidays, birthday off, and one floating holiday each year Paid parental leave Employer-paid life, short-term, and long-term disability insurance Friendly, supportive team with fun annual events and more! SEC Compliance: As MLG has a subsidiary Registered Investment Adviser, many employees are subject to SEC-mandated compliance requirements. As part of these requirements, employees must disclose personal brokerage accounts and financial holdings, for themselves and any household members whose investment activities they influence. This information is collected solely for regulatory compliance and conflict of interest monitoring. All disclosures are handled with strict confidentiality and are accessible only to the Chief Compliance Officer and designated compliance personnel when a business or SEC related need arises All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law. In compliance with the Americans with Disabilities Act, a “reasonable accommodation” will be made for an individual with a known physical or mental limitation unless it would require an action of significant difficult causing undue hardship. This document covers the most significant duties performed but does not exclude other occasional work assignments not mentioned.

Responsibilities

This role involves analyzing potential dispositions and refinance opportunities across the portfolio, forecasting fund-level distributions, and determining quarterly distributions for investors. Key duties include developing cash flow projections, leading portfolio-wide valuation processes, and overseeing pricing strategies.