Portfolio Strategy Analyst- Last Mile Investments jobs in United States
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North American Properties · 9 hours ago

Portfolio Strategy Analyst- Last Mile Investments

North American Properties is a real estate investment manager focused on creating meaningful connections and transforming communities. They are seeking a Portfolio Strategy Analyst to support firmwide portfolio strategy, fund-level analysis, and investor-facing initiatives, particularly in evaluating asset-level business plans and maximizing returns on owned assets.

Real Estate
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Comp. & Benefits

Responsibilities

Maintain and update asset-, deal-, and fund-level financial models, including portfolio return tracking and internal IRR mapping tools
Evaluate execution of asset-level business plans across the portfolio, identifying gaps between underwriting assumptions and realized performance, and supporting initiatives to maximize returns on owned assets
Monitor portfolio performance and prepare analysis related to NOI, leasing activity, and business plan execution
Support leasing and asset management teams through analytical tools such as NER/NEV templates, vacancy factor analysis, and lease-level modeling to inform capital and leasing decisions
Analyze refinancing opportunities, early dispositions, and other portfolio-level capital and return enhancement strategies
Assist with quarterly valuation processes, including internal analytics, Spot NOI analysis, and coordination with third-party valuation firms
Prepare and support semi-annual operating budgets and periodic reforecast models
Support investor account management across funds and separately managed accounts through performance analytics, reporting support, and ad hoc analysis
Support investor expansion and fundraising efforts through research, benchmarking, and analytical support
Prepare investor communications, case studies, and presentation materials for investment committee and investor use
Assist with research initiatives and special projects, often of a confidential, complex, and/or time-sensitive nature
Other responsibilities as assigned

Qualification

Financial modelingExcel proficiencyReal estate analysisArgus EnterpriseInvestment performance metricsOrganizational skillsAttention to detailCommunication skillsTeam player

Required

Bachelor's degree in Finance, Economics, Accounting, or a related field
2–5 years of relevant experience in finance, real estate, private equity, investment banking, or investment sales
Strong financial modeling and analytical skills; advanced Excel and Argus Enterprise proficiency required
Demonstrated understanding of real estate financial statements and investment performance metrics
Strong organizational skills with a high attention to detail and data integrity
Ability to manage multiple priorities and operate independently with minimal daily supervision
Strong written and verbal communication skills

Preferred

Experience in real estate investment, asset management, or portfolio analytics preferred

Benefits

Medical
Dental
Life
401(k)

Company

North American Properties

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North American Properties is a commercial real estate firm offering event programs and amenities packages services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2024-08-13Acquired

Leadership Team

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Kim Jostworth
Chief Financial Officer
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Kevin Riley
Partner | Chief Operating Officer
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Company data provided by crunchbase