Portfolio Management Analyst B

About Jonathan Rose Companies

Jonathan Rose Companies is one of the country’s leading owners, developers, and operators of green affordable and mixed-income communities. Founded in 1989, Rose has created projects with more than $5.3 billion of value, with a current portfolio of 19,000 apartment homes in 14 states and Washington, DC.

Our mission is to create a more environmentally thriving, socially just world through the development, preservation, renovation, and management of green, affordable, and mixed-income housing.

We are a fully integrated investment management, development, and asset management company with construction management, solar energy, mortgage finance, and title company affiliates.

We strive to achieve positive environmental impact by investing in energy efficiency, decarbonization, and water conservation to reduce our use of natural resources and toxins. Our social impact is achieved by preserving and expanding housing affordability, and connecting our residents to health, education, financial, cultural, and social services—through a co-creative process with governments, our residents, and staff.

We are signatories to the United Nations Principles for Responsible Investing (UN PRI), benchmark performance annually through GRESB, and align our reporting with the Task Force for Climate-related Financial Disclosures (TCFD) guidelines, SASB Standards, and GRI Standards.

Position Description

The Portfolio Management Analyst is responsible for working with the Director of Portfolio Management to analyze, value, forecast, and strategize for all real estate private equity funds owned by Jonathan Rose Companies. The position requires interactions with other departments within the company, including Investor Relations, Asset Management, Acquisitions, Development, Property Management, and Accounting.

The pay range for this position is $85–95k based upon factors including, but not limited to, related experience and time in the industry.

Essential Functions

Portfolio Analysis

• Performs portfolio analysis and valuations for both the funds, corporate, and underlying properties through communication with asset management, acquisition, and accounting teams to ensure completeness and accuracy of the valuations.
• Works directly with external appraisers to meet deadlines when external appraisals are ordered.

Asset & Fund Level Business Plans

• Assists with initial asset level and fund level business plans, including documentation of strategy and forecast of financial performance.
• Works closely with Asset Managers to update asset level business plans annually and reforecast returns.
• Assists, reviews, and communicates the results of the analysis to Asset Management and identifies key areas of concern, where applicable.

Reporting & Investor Meetings

• Works with the Asset Management and Investor Relations team during the quarterly reporting process and annual investor meetings.
• Updates REO, debt summary, track record, and PM database quarterly, and the AUM tracker annually.

Support

• Assists the Director of Portfolio Management with ad hoc investor requests.

Cash Flow Projections

• Performs fund level cash flow projections and assists the team in strategizing ways to improve returns to investors.

Work Experience Requirements

Skills

• Proficiency with Microsoft Suite, especially Microsoft Excel, required.
• Quantitative analytical skills required.
• Strong verbal and written communication skills required.
• Ability to be a self-starter, take initiative, and multitask in a busy environment required.
• Attention to detail required.
• Advanced financial modeling skills required.
• GAAP accounting principles preferred.

Travel

• Ability to travel up to 10% of the time.

Education Requirements and/or Years of Experience

• Bachelor’s Degree in Finance, Business, Real Estate, or related field required.
• 1–2 years of experience with overall financial analysis of an assigned portfolio of multifamily properties or projects preferred.

Rose Companies Benefits

Rose Companies’ goal is to provide an affordable and comprehensive benefits package that provides security for you and your family and supports your overall wellbeing. Benefits offered include, but are not limited to: Medical, Dental, Vision, Flexible Spending Accounts, Life, Short-Term Disability, Long-Term Disability, 401K with company match, competitive paid time off policy, paid holidays, parental bonding leave, and educational assistance.