Endeavor Agency · 13 hours ago
Senior Portfolio Analyst
Irvine, CA
Full-time
Onsite
Senior Level
$100K/yr - $130K/yrEndeavor Agency is a commercial real estate talent agency providing recruitment services throughout California and major western US cities. They are seeking a Senior Portfolio Analyst to support the Asset Management team by building and maintaining portfolio financial models and analytical tools to drive portfolio performance and strategic decision-making.
Asset ManagementCommercial Real EstateInformation TechnologyLeasingMarketingProduct ManagementProject ManagementProperty ManagementSoftwareUX Design
Responsibilities
Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making
Builds, maintains, and enhances automation tools , including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development
Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information
Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities
Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications
Qualification
Required
Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making
Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development
Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information
Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities
Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications
Superior Excel skills, including strong modeling capability
Experience with financial statement analysis and a strong understanding of corporate finance concepts
Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly
Strong written communication skills with the ability to translate quantitative findings into business-ready messaging
Preferred
VBA and ARGUS experience preferred, but not required
Company
Endeavor Agency
Endeavor Agency is a talent acquisition agency that provides commercial real estate and PropTech services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Angela Gomez-Jones, RPA, CPM
Partner
Daniel Kim
founder | managing partner
Company data provided by crunchbase