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Portfolio and FP&A Analyst

Portfolio and FP&A Analyst

San Diego, CA

A Southern California based real estate owner and manager a diverse array of real estate assets totaling more than $1.5 billion is looking for a Portfolio/FP&A Analyst to join their San Diego office and be an integral part of the asset management team. The position is ideally suited for a highly motivated, detail-oriented individual with exceptional financial modeling skills. This individual should have the desire to be a part of a rapidly expanding company and will work closely with the firm’s asset management, property management, acquisitions and accounting teams. Reporting to the SVP, Operations and CFO, the Analyst is responsible for providing financial and strategic analysis support for the retail team.


  • Functions include preparing monthly financial reports and monitoring asset and corporate performance, assisting with the preparation of annual asset business plans and quarterly asset reviews, quarterly board materials, asset-level and portfolio-level financial analysis, and      ad hoc analysis & reporting.

Asset / Portfolio Management :

  • Gather, process, and integrate financial data from multiple sources through use of accounting system (YARDI) and Excel; accurately and timely communicate findings to various internal and external stakeholders for critical management decision-making.

  • Build and maintain detailed and dynamic financial models and cash flows in Excel for existing portfolio assets to support operational decisions, including distribution recommendations to equity holders.

  • Develop and maintain comprehensive monthly and quarterly reporting packages to assist in the monitoring asset and portfolio-level performance (i.e., revenue, expenses, leasing, occupancy etc.)

  • Assist in the development and maintenance of quarterly asset reviews, annual business plans, and valuation models.

  • Coordinates across multiple departments to provide direction for and oversight of business plans, budgets, leases, and tenant collections.

  • Provide portfolio management support including project level communication with LPs.

  • Evaluate current processes and identify and implement improvements to streamline, automate, and/or increase accuracy.

Corporate FP&A:

  • Develop and maintain detailed forecasts and analytics to enhance corporate level revenue and tracking KPIs on a quarterly basis.

  • Assist in the preparation of annual corporate budgets and maintain quarterly cash flow forecast updates, and equity requirements for new investments.

  • Support CFO in the development and maintenance of quarterly board of directors’ report and presentations.

  • Performs ad hoc analysis for management as required


  • 2-4 years of relevant experience

  • Collaborative and able to effectively liaise with investment partners and colleagues as well as able to work independently

  • Expert with Excel using advanced formulas to aggregate and present data (i.e. INDEX MATCH with multiple criteria, variations of IFS formulas, VLOOKUPS/HLOOKUPS, FILTER functions, and Pivot Tables)

  • Working knowledge of real estate accounting software systems such as Yardi

  • Working knowledge of Argus and other financial projection software preferred

  • Bachelor’s degree in Business Management, Finance, Real Estate or related field

  • Quantitative and analytical skills

  • Self-starter comfortable working within an entrepreneurial      environment and assuming a strong sense of ownership over work product

Building Careers I San Diego Search Firm I Executive Search for Commercial Real Estate Careers
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