Portfolio Analyst
Santa Clara, Ca
Coordinate and advise the preparation and consolidation of annual budgets and quarterly forecasts. Act as a main contact during quarter-end process, including forecasting, budgeting, and reporting which will include occupancy and variance analysis, capital planning and redevelopment reports. Generate and review monthly and quarterly reporting package consisting of financial statements and ad hoc schedules for the region. Track available supply, demand and competitors in various existing and… Show more Coordinate and advise the preparation and consolidation of annual budgets and quarterly forecasts. Act as a main contact during quarter-end process, including forecasting, budgeting, and reporting which will include occupancy and variance analysis, capital planning and redevelopment reports. Generate and review monthly and quarterly reporting package consisting of financial statements and ad hoc schedules for the region. Track available supply, demand and competitors in various existing and targeted markets. Track construction and development projects and maintaining inventory in Salesforce. Maintain and review corporate assets inventory databases within the region. Research and compile market trend, activity and competitor analysis data as needed. Prepare investment analysis for asset management team on respective properties. Assist asset managers on lease analysis, developing cash flow analysis. Consolidating information for the asset management team and property managers who oversee multiple properties. Review and activate leases in our Yardi database and maintain accurate Yardi data for our leases. Coordinate and advise various functional departments on accounting and lease administrative issues. Coordinate with lease administrator to ensure that leases are reported correctly and in a timely manner. Show less
