Newmark · 11 hours ago
Senior Portfolio Analyst
123 Mission Street, San Francisco, CA, 94105, US
Full-time
Onsite
Senior LevelNewmark is a world leader in commercial real estate, providing a comprehensive suite of services tailored to clients across the industry spectrum. The Senior Portfolio Analyst will support a large property portfolio, oversee communication and training of new platforms, and manage reporting and analysis to improve efficiencies within the property management teams.
AdviceCommercial Real EstateConsultingFinancial ServicesLeasingLogisticsProperty ManagementReal EstateReal Estate BrokerageRetail
Responsibilities
Oversee the communication, implementation, and training of all new platforms and systems across the portfolio. Including Yardi, Monday.com, Dropbox, JLL Asset Beacon, Argus etc
Manage a remote part-time allocated jr. analyst including training and support
Provide detailed excel models for various ad-hoc reports and support creation of any efficiency through the use of macros, pivot tables and other time saving tools
Using Yardi Deal Manager, provide deal management across all properties including initial deal analysis and working through legal negotiations through final execution
Once trained, provide full admin support for the Yardi system and work with the core team on that system in a leadership roll as a SME
Support all lender reporting requirements including quarterly reporting, DSCR/DY calcs, scenario analysis, Cash Flow analysis as well as client reporting requirements
Facilitate communication between Asset Management and Property Management in the Budgeting and Reforecasting process including detailed review, comments, and correctios prior to budget submission
Research, analyze, and propose new platforms and software to improve efficiency and profitability for the portfolio
Assist with compilation, recording and analysis of portfolio’s data and statistics
Create, review, modify and maintain SOPs for various functions and support annual efforts to maintain relevance including the various AI Agents used to support communication with the teams
Attend all leasing meetings and take detailed notes including documenting action items and following up as needed
Support creation of marketing materials
Produce cycle reporting on a monthly and ad hoc basis
Identify efficient property process based on existing process experience and knowledge
Create templates or other data collection tools as needed
Write executive level memos on proposed efforts
Support Portfolio’s Asset Manager in creating greater efficiency, collaboration/communication, and tenant retention
Provide administrative support when needed to Asset Manager and other Portfolio Team Members
Other duties as may be assigned
Qualification
Required
Prior experience working as an analyst in the real estate space strongly preferred, those without experience would only be considered for non-senior role
Bachelor's Degree in business related field (accounting, finance, business, real estate) preferred
Intermediate to advanced proficiency in MS Office
Argus experience strongly preferred
Ability to work independently with minimal supervision once trained
Flexibility to handle changing priorities and projects with strong time management skills
Strong organization skills
Ability to prioritize workload with an attention to detail and willingness to complete projects in a timely and efficient manner
Strong proofreading and editing skills
Strong business vocabulary, grammar, and effective written communication skills
Discretion regarding personnel and industry-related matters
Excellent interpersonal skills
Strong attention to detail
Company
Newmark
Newmark is a commercial real estate company that offers real estate brokerage, leasing, and property management services.
Founded in 1929
5001-10000 employees
H1B Sponsorship
Newmark has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (2)
2022 (5)
2021 (2)
Funding
Current Stage
Public CompanyTotal Funding
$4.4BKey Investors
JP Morgan
2025-09-04Post Ipo Debt· $425M
2025-04-24Post Ipo Debt· $203.91M
2025-02-27Post Ipo Debt· $450M
Leadership Team
Barry Gosin
Chief Executive Officer
Christina Clark
Vice Chairman
Recent News
2026-01-15
Company data provided by crunchbase