Real Estate Portfolio Resume Samples

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M Herman

Mandy

Herman

3257 Shanahan Village

Houston

+1 (555) 740 6245

3257 Shanahan Village

Houston

Phone

p +1 (555) 740 6245

Experience Experience

Philadelphia, PA

Real Estate Portfolio Analyst

Philadelphia, PA

Kuhn, Dickinson and Barrows

Philadelphia, PA

Real Estate Portfolio Analyst

This will be accomplished by continually reviewing, analyzing and evaluating the leases and other legal doucments for the portfolio
Provide portfolio analytics related to new acquisitions, leasing, valuations, capital expenditures, financing strategies, and disposition timing
Comprehensive knowledge of real estate investment matters, including leasing, development, operations and general finance
Facilitate reporting process for multiple clients to ensure accurate and timely reporting by all responsible parties
Ensure compliance with contract terms (i.e., reporting, client meetings, contract renewals, etc.)
Prepare signature packages and outline all financial terms for abstracting by lease administrator
Assist in providing related property information for estoppels, consents and other legal agreements

Los Angeles, CA

Senior Real Estate Portfolio Analyst

Los Angeles, CA

Metz, Kozey and Leffler

Los Angeles, CA

Senior Real Estate Portfolio Analyst

Work with Facilities Manager to monitor compliance with standards and site-based initiatives
Develop efficient working relationships
Manage and assist in gathering demand projections to support projects and analyses
Assist in the review and analysis of various loan documents and drafting conditional side letters
Provide valuation analysis, review and approval of borrowers’ annual property operating budgets and monitor quarterly financials for trigger events for highly structured loan portfolio
Ensure that all portfolio maintenance requests (i.e. transfers of ownership, releases, lease reviews, secondary financing, easements, etc.) are reviewed and processed in a timely manner
Support efforts of Real Estate Finance Group (i.e. annual loan reviews, assist in underwriting and analysis of production deals and problem loans, etc.)

present

Los Angeles, CA

Real Estate Portfolio Optimization Senior Manager

Los Angeles, CA

Green-Lesch

present

Los Angeles, CA

Real Estate Portfolio Optimization Senior Manager

present

Management of relationships with local business, , Landlords and 3rd party property vendors, building management companies
Collaborates with the Regional Head of CRE and AXA Group to develop and execute AXA’s regional and enterprise-wide real estate objectives
Manages the maintenance of all lease and ownership document register
Develops recommendations based upon local real estate knowledge for review by the local Head of CRE
Works independently and reports to the local Head of CRE
Manage all aspects of tenant/landlord correspondence, requests and issues
Effectively performs complex cost and feasibility analyses

Education Education

Bachelor’s Degree in Business Administration

Oregon State University

Bachelor’s Degree in Business Administration

Skills Skills

Strong financial and analytical skills with an eye for details
Good personal and professional skills
Attention to detail
Excellent organizational skills
Strong analytical and negotiating skills, with problem solving abilities
Good work ethic
Strong interpersonal skills
Excellent analytical skills
Excellent interpersonal skills in a team oriented environment
Solid practical understanding of real estate investment concepts – appreciation of broader investment (stocks, bonds etc.) concepts

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15 Real Estate Portfolio resume templates

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Real Estate Portfolio Management Senior Analyst Resume Examples & Samples

Clear focus on managing client assets and delivering strong risk-adjusted returns
Nearly 1,300 investment professionals providing more than 350 different strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity , currency , real estate, hedge funds and private equity
Leadership positions in America, U.K., Continental Europe, Asia , and Japan
Provide analytical and operational support to portfolio managers and senior members of the management team
Collect real estate portfolio and financial data from disparate sources and develop into decision making tools
Create and implement new tools to enhance efficiency
Interface with various internal teams including asset management, property and fund accounting, marketing and research
Demonstrated ability to manipulate, analyze and synthesize large volumes of data and develop conclusions
Strong quantitative skills; aptitude for numbers
Knowledge of basic statistical techniques
Ability to draw upon a diverse set of resources to complete tasks
Self-starter/ability to work independently
Team oriented with a strong sense of ownership
Comfortable with shifting priorities and multiple assignments
Ability to work closely with senior portfolio managers and executives
Motivated by high expectations and driven to succeed
Familiarity with mechanics of open-end private real estate funds
Highly proficient in Excel
Experience with Argus
Background in real estate, finance or economics with BA in these subjects
At least 3 years of real estate equity investment experience, preferably transaction underwriting, property valuations, tenant leasing or real estate finance
CFA designation (or progress toward)

Real Estate Portfolio Financial Analyst Resume Examples & Samples

Bachelor’s degree in Business Administration, Accounting, or Finance
Minimum experience of 2 years in accounting, finance, real estate, banking or related field
Demonstrate a track record of detail oriented business support
Highly proficient in Microsoft Excel and Word
Experience managing customer relationships and communicating effectively with external customers and business partners
Highly proficient in reading, understanding and analyzing financial statements (Income Statement, Balance Sheet, Statement of Cash Flow)
Knowledgeable of relational database structure and data management
Prior knowledge of real estate documentation or property management

Real Estate Portfolio Management Associate Resume Examples & Samples

BA/BS required
2 – 4 years of experience in a financial analytics type position
High commitment and strong self-motivation
Committed to delivering the highest quality work product; strong attention to detail

Real Estate Portfolio Management Senior Associate Resume Examples & Samples

Reporting
4 – 6 years of experience in a financial analytics type position
Strong capabilities in Excel and PowerPoint
Proactive; self motivated and goal oriented

Mortgage Banking Real Estate Portfolio Forecasting Resume Examples & Samples

Support the Mortgage Banking Capital Market’s annual/monthly financial planning, forecasting, analytical, and reporting requirements
Perform other daily, monthly, quarter, and annual reporting functions
Develop financial and other analytical tools to interpret and predict forecasting results
Ensure data integrity and accuracy in all reporting and forecasting’s exercises
Develop relationships and work closely with the MB P&A team and other contacts within the Firm
Manage and provide support for other member of the REP Forecasting team
Support ad-hoc analysis
3-4 years with financial services budgeting, planning, and analysis preferred
Minimum of a bachelor’s degree in accounting and/or finance, a must
Relevant product and/or control experience, with specific knowledge of HFI and funding related topics preferred
Strong understanding of financial reporting and accounting principles preferred
Advanced proficiency with Excel is a must, intermediate skills with Word and PowerPoint. Hyperion Essbase experience is a plus
Must be detail oriented
Ability to work in a dynamic environment and to meet challenging deadlines
Team player and self-starter

Head of Real Estate Portfolio Management Resume Examples & Samples

Lead APAC RE Portfolio optimisation in line with Business, Multi-region and Group RE strategies
Direct high-complexity projects, including project scope definition, development and tracking of integrated project schedules, budget and project reporting to stakeholders and business partners
Develop and implement consistent and comprehensive real estate solutions that support the change of Ericsson business in the APAC region
Responsible for overall financial and cost control and data integrity of APAC lease portfolio. (Budget responsibly is with Regional RE Heads)
Ensure RE Portfolio projects are performed in accordance with corporate frameworks/directives localised to business needs
Develop “best in class” Portfolio Management team and build a performance culture driven by metrics, benchmarking and best practices
Drive continuous improvement in the quality and effectiveness of the planning, transaction management, lease administration and stakeholder relationship management
Direct the selection and management of external service providers in the day-to-day management of the portfolio including new lease requirements, renewals, subletting, lease surrenders, restoration issues, credit control and other property matters
MSc/BSc in Surveying, Real Estate, Construction or equal education
More than 10 year’s relevant experience, with at least 5 years at management level
Experience from Real Estate, Construction, RE Project Management in a Corporate, Commercial or Consultant capacity in multiple Asian, Oceanic and Indian markets
LI-AL1

Real Estate Portfolio Management Resume Examples & Samples

Liquidity monitoring
4-6 years of experience in a financial analytics type position
Strong working knowledge of cash flow modeling
Strong capabilities in Excel and Powerpoint
Ability to work within a team and under tight deadlines

Senior Real Estate Portfolio Analyst Resume Examples & Samples

Manage and assist in gathering demand projections to support projects and analyses
Troubleshoot space solutions for unplanned growth
Track occupancy and vacancy of segment portfolio, validating system reports and reconciling discrepancies
Build and manage relationships with segment administrators (BSLs) and department leads to manage needs and utilization of space
Oversee move requests in major campus location(s)
Manage certain small projects and/or moves
Work with Facilities Manager to monitor compliance with standards and site-based initiatives
3+ years general business planning or real estate experience
Intermediate knowledge of MS Excel
Undergraduate degree OR equivalent experience
Demonstrated ability to build relationships across functions and at varying levels of an organization

Real Estate Portfolio Optimization Senior Manager Resume Examples & Samples

Strong negotiations skills, strategic planning
Excellent communication skills (Business English and Cantonese)
Expert knowledge of NPV and ROI analysis
Demonstrated knowledge of real estate plans, objectives, financial management and budget
Business management, relationship management, project management, technical and financial governance
Ability to translate complex data into simple terms
Ability to communicate orally and in writing in a clear and straightforward manner
Ability to prioritize and organize effectively
Ability to utilize key performance indicators/metrics
Ability to analyze and interpret data
Ability to show judgment and initiative to accomplish job duties
Ability to develop strong working relationships with peers and management
Ability to contribute to data-driven presentations
Ability to develop and implement transaction project plans, monitor progress, resource usage and quality
Understanding and ability to manage and control budgets
Strong attention to detail and high level of accuracy
Strong Team building skills
Ability to effectively communicate within all levels of the organization
Strong ability to facilitate conflict to reach consensus between conflicting parties
At least 7 years’ experience in Real Estate Portfolio Management
Preferably within a Multi-national organization
1Based on 2013 Office of the Commissioner of Insurance market share statistics

Real Estate Portfolio Resume Examples & Samples

Global responsibility for asset and property management, maintenance and services
Global managing of lease, real estate maintenance, facility management and other real estate related service contracts
Setting global standards for space, office concepts, frame-concept for services, outsourcing concepts, standards for lease contracts
Set-up a global maintenance and energy efficiency strategy along the portfolio management
Responsibility for real estate database and reporting
Assurance of the know-how transfer into the countries/ locations
Controls operational benchmarking and space definition / footprint
Academic degree in engineering, business or law
Extensive professional experience, including several years in real estate management
Must have experience in negotiating lease and service contracts
Business fluent English language skills (written and spoken), additional languages of advantage
Willingness to travel worldwide
Excellent knowledge of global real estate and service markets developments
Comprehensive knowledge in multiple CRE disciplines (i.e. Asset Management, real estate services, basics of real estate business administration and tax (i.e. pricing and business models)
International work experience, Intercultural experience and sensitivity

Senior Real Estate Portfolio Analyst Resume Examples & Samples

Ensure that all portfolio maintenance requests (i.e. transfers of ownership, releases, lease reviews, secondary financing, easements, etc.) are reviewed and processed in a timely manner
Ensure that operating statements and rent rolls are obtained, analyzed and accurately entered into the portfolio maintenance request analytical tools
Assist in underwriting and analysis of portfolio maintenance requests, while determining any potential risks
Assist in the review and analysis of various loan documents and drafting conditional side letters
Coordinate portfolio maintenance requests closing and post-closing activities with the legal team
Provide valuation analysis, review and approval of borrowers’ annual property operating budgets and monitor quarterly financials for trigger events for highly structured loan portfolio
Support efforts of Real Estate Finance Group (i.e. annual loan reviews, assist in underwriting and analysis of production deals and problem loans, etc.)
Promote a positive attitude and working environment among fellow employees
Develop efficient working relationships
Bachelor's Degree in Finance or related field. Emphasis in commercial real estate finance is a plus
Minimum 3-5 years of commercial real estate and analytical experience required
Strong analytical and problem solving skills
Experience reading complex loan documents
Knowledge of analytical and marketing tools (Rockport, CoStar, REIS, Argus etc.) is a plus
Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage

Real Estate Portfolio Intern Resume Examples & Samples

The Real Estate Portfolio Intern will focus on establishing a real estate repository for all locations and review all things real estate, facilities, and security
The individual will communicate with cross functional areas to collect data and update database to support the Real Estate and Facilities Team
The individual will be involved with signage and documentation of the Change Healthcare facilities
Other duties assigned
Must be an undergraduate/graduate student majoring in a field related to the internship
Minimum GPA of 3.0
Proficient PC skills to include MS Office Suite (Word, Excel, PowerPoint, Outlook)
Knowledge and experience with Visio and AutoCad is a plus, however, not required
Demonstrate decisiveness and good judgment
Be flexible while achieving change
Consistently accomplish results
Have the ability to positively influence others
Maintain integrity in every situation
Openly communicate with all team members
Demonstrate excellent organization skills
Have the ability to work effectively with team members
Be energetic and enthusiastic to learn, individually and as a member of a team
Have the ability and desire to create quality results consistently
Be able to accept new challenges and work independently, provided with project objectives and guidelines

Real Estate Portfolio Analyst Resume Examples & Samples

Manage/Analyze the leases in the given portfolio in order to mitigate Ryder's risk in the given market
Work in conjunction with the Portfolio Manager to recommend the best solutions given the business strategy for the market
This will be accomplished by continually reviewing, analyzing and evaluating the leases and other legal doucments for the portfolio
Portfolio Analyst will also prepare signature packages and the financial terms that will need to be abstracted from the lease
Monitor and execute lease renewals to minmize Real Estate risk
Audit leases to review and recommend next steps for the given market strategy
Prepare signature packages and outline all financial terms for abstracting by lease administrator
Research, update and maintain portfolio records in Real Estate database
Review all legal documents associated with the given portfolio with legal and environmental
Coordinate move in/move out with operators and handle Tenant Improvements
Act as property manager for Ryder tenants
Comply with RCE and Sarbanes Oxley rules

Summer Student Real Estate Portfolio Analytics Resume Examples & Samples

Develop supportive and efficient working relationships
Complete ad hoc requests and special projects as directed by Manager
Currently pursuing a bachelor’s degree in Real Estate or Finance
Excellent analytical, organization and interpersonal skills required. The ability to collaborate is highly valued as is a high level of attention to detail
Proficiency in Excel and experience with CREFC reporting and analysis requirements are desirable
Knowledge of Rockport (or the ability to be trained to use) and Google Earth

Real Estate Portfolio Financial Analyst Resume Examples & Samples

Bachelor's degree with emphasis in Accounting, Finance, Business Administration, Real Estate, Economics, or Taxation, or equivalent work experience
Two to three years of experience in financial analysis activities
Advance knowledge of financial principles and capable of reading and interpreting financial statements of partnerships, corporations and individuals
Well-developed mathematical and analytical skills
Ability to identify and resolve/escalate complex problems with minimal guidance
Proficient Microsoft Excel skills and familiarity with relational database
Experience and technical knowledge of real estate development, property management or tax credit financing is preferred

Real Estate Portfolio Analyst Resume Examples & Samples

Assist in the development and execution of multiple separate account investment plans
Participate in the ongoing execution of the property level business plans for the clients by working closely with asset management to manage and optimize the existing asset portfolio
Provide portfolio analytics related to new acquisitions, leasing, valuations, capital expenditures, financing strategies, and disposition timing
Assist in the development of annual Strategic Investment Plans for clients by facilitating discussions/meetings with key personnel
Determine specific goals and objectives for the portfolio
Formulate strategic direction for acquisition focus, management of existing assets and prospective dispositions
Prepare board presentations and/or Annual Reports, which effectively communicate such information as portfolio performance, acquisitions/dispositions activity or focus, Invesco organizational updates, etc
Maintain, or create as necessary, portfolio level reports to manage or analyze portfolio performance, diversification, risk, etc
Maintain working knowledge of client’s goals, objectives, and investment guidelines to evaluate the portfolio impact of prospective acquisitions or dispositions
Real-time knowledge of remaining allocations
Participate in the evaluation of new investments for given client(s)
Facilitate reporting process for multiple clients to ensure accurate and timely reporting by all responsible parties
Prepare and/or review Monthly and/or Quarterly Reports to clients/consultants
Ensure compliance with contract terms (i.e., reporting, client meetings, contract renewals, etc.)
Ad hoc support for Clients, Portfolio Management, and Invesco
Monitor and evaluate property level performance
Provide Client/Consultant requests (i.e., reports, information) in a timely manner
Other duties as assigned – deal status reports, capital calls, allocation tracking, etc
Minimum of 2 years of hands-on Real Estate experience preferred in one or more of the following disciplines: Property Management, Asset Management, Real Estate Financial Analysis, Acquisitions, Real Estate Appraisal
Good understanding of the operational and investment fundamentals of Institutional Real Estate
Good work ethic
Excellent interpersonal skills in a team oriented environment
Marshal resources within the company
Strong financial and analytical skills with an eye for details
Must be confident and comfortable expressing an opinion that may be different from others within Invesco
Good personal and professional skills
Solid practical understanding of real estate investment concepts – appreciation of broader investment (stocks, bonds etc.) concepts a plus
Positive “can do” attitude
Familiarity with Yardi and Kardin a plus
Ability to learn new software packages

Real Estate Portfolio Coordinator Resume Examples & Samples

Compile and create monthly reports containing key metrics to senior leadership and other identified stakeholders
Maintain and enhance reporting templates
Provide analysis on trends, follow-up on anomalies pertaining to portfolio management
Liaise with appropriate individuals and departments as required to obtain real-time and accurate details related to the reports or portfolio performance
Coordinate projects as required by the Client
Develop presentations to the Client related to various portfolio initiatives
3-5 years of progressive experience in a similar role, including administration experience
Strong analytical skills; ability to disseminate complex information
Ability to work with individuals and teams at all levels of the organization
Experience working in the real estate industry and/or property management is considered an asset
Must be detail-oriented; possesses outstanding verbal and written communication skills
Deadline-oriented with the ability to manage competing priorities under pressure
Proven ability to work in a fast-paced environment with changing multiple priorities
Excellent relationship building, interpersonal, and communication (verbal and written) skills
Advanced proficiency in Microsoft Office applications (e.g., Word, Excel, PowerPoint, Outlook) required

Real Estate Portfolio Analyst Resume Examples & Samples

Provide analytical support with respect to the construction of potential investment portfolios, including creating Excel models to calculate levered and unlevered returns and yields. Review cash flow projections and leasing assumptions for assets targeted for potential funds. Report the analysis to the portfolio managers to better help them to understand the key attributes of the portfolio and the potential funds
Once a fund is operational, assist Portfolio Managers in review/approval of major leases, participate in annual budget process, and review potential acquisitions allocated to the fund
Assist Portfolio Managers with periodic reviews and analyses of each asset in the portfolio; ensure the asset management system and other systems of record are current and accurate; and update asset management plans as appropriate
Maintain and update quarterly portfolio models for fund investments and prepare and present portfolio reports to the Portfolio Manager
Develop relationships with other groups within the Investment Division to support the underwriting of real estate investment opportunities
Develop contacts within the investment community to acquire information related to investment trends and markets
Other general support of the portfolio and asset management team as required
Undergraduate degree required; MBA or CFA designation (or in process) a positive
1-5 years of experience as a Real Estate Investment Analyst; institutional environment a positive
Advanced and diversified knowledge and experience with real estate analytics including ARGUS
Proficient in Excel, Word, Powerpoint
Knowledge of the North American real estate markets
Strong analytical and negotiating skills, with problem solving abilities

ITS Real Estate Portfolio Senior Manager Resume Examples & Samples

Supervises and coordinates activities of teams engaged in real estate service activities
Plans, prepares budgets and workloads
Develops and recommends technology solutions and alternatives
Issues and assigns work to teams as required
Trains and instructs employees
Communicates with other departments and management to resolve issues
Interprets and communicates work procedures and company policies to teams
Helps teams in resolving problems and completing work
Provides guidance to teams and work streams for integration needs
Maintains records and tracks M&A pipeline
Prepares communications and executive level briefings on projects
Makes recommendations to management concerning teams and improvement of procedures
Contributes to development of improved procedures, processes and controls
Strong relationship skills at all levels of the organization
Have a background in role of managing projects
Broad background in technology
Experience managing team dynamics
Demonstrated history of successfully leading teams
Must be a self-starter, highly motivated, possess a strong work ethic with a natural enthusiasm for technology and leading people
Work effectively in a dynamic and changing environment
Strong business facing and communication skills, be able to communicate with all levels of the management
Team player with excellent consultative and communication skills, and the proven ability to work effectively with internal colleagues
Superior service delivery skills and “can do” attitude

Real Estate Portfolio Analyst Resume Examples & Samples

Responsible for ensuring the timely review and processing of landlord Common Area Maintenance (CAM) reconciliation bills and dispute resolution in accordance with the applicable lease documents
Calculate payment/credit amounts per lease agreements; analyze data to ensure completeness and accuracy
Reconcile landlord statements, research charges/variances and resolve disputed items
Assist in providing related property information for estoppels, consents and other legal agreements
Interpret complex lease clauses where required and refer to management if necessary
Adhere to the processes, procedures and filing systems of the departments, work papers and other document retention requirements to include tracking and routing of all correspondence received from external constituents such as defaults, statements and reconciliations for assigned portfolio
Process payment and credit requests for authorization to reflect appropriate charges in accordance with the applicable lease documents
Assist Supervisors and others within the department on Ad Hoc projects and requests, as needed
Bachelors degree in relevant field is required
Manage multiple priorities and time sensitive deliverables
Strong computer skills related to Microsoft Office and Tririga a plus
Efficient, proactive, responsive, team player

Real Estate Portfolio Analyst Resume Examples & Samples

You have 3-5 years' experience of developing and executing real estate strategies and related transactions
Corporate Real Estate experience within a Financial Services (or other complex global organization) setting is preferred
Track record defining and building business data and reporting capabilities
You have experienced in data architecture, data governance and MI/analytics concepts and tools
You have experience of building and developing global networks and relationships
You have experience of collaborating closely with multiple delivery partners and business partners

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