Portfolio Finance Associate
$90k - $120kNextera Search
This range is provided by Nextera Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $90,000.00/yr - $120,000.00/yr Our client in the Real Estate industry, is seeking an experienced professional to join their team as a Portfolio Finance Associate. This role will follow a hybrid schedule. Responsibilities: Analyze financial statements and tax returns to complete financial models for assigned properties within the portfolio Review fixed assets to ensure accurate calculation of depreciation and amortization Maintain and update investor benefit schedules utilizing internal general ledger data and construction or lease-up schedules from asset management Perform financial analysis and ongoing evaluations to monitor investor performance, delivering clear and timely insights to stakeholders Identify underperforming or high-risk properties and escalate issues for resolution Interpret and apply the terms of partnership agreements and other legal documents related to transactions Qualifications: Bachelor’s degree in Accounting, Finance, Economics, or a related field required 1–3 years of experience in tax, accounting, or financial analysis; prior exposure to real estate or investment-related industries is a plus Strong analytical skills with the ability to interpret financial statements, tax returns, and partnership agreements Experience with financial modeling, general ledger systems, and fixed asset accounting, including depreciation and amortization Proficiency in Microsoft Excel; familiarity with accounting and financial reporting software is a plus Ability to synthesize complex financial data and communicate findings clearly and accurately Detail-oriented with strong organizational and problem-solving skills Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Accounting/Auditing Referrals increase your chances of interviewing at Nextera Search by 2x Sign in to set job alerts for “Finance Associate” roles. New York City Metropolitan Area $105,000.00-$140,000.00 4 days ago Investment Banking Analyst/Associate | FIG (Specialty Finance) New York, NY $150,000.00-$200,000.00 1 week ago New York, NY $120,000.00-$125,000.00 2 days ago New York, NY $120,000.00-$135,000.00 4 days ago New York, NY $80,000.00-$90,000.00 6 days ago New York, NY $105,000.00-$140,000.00 3 days ago New York, NY $75,000.00-$105,000.00 1 week ago New York City Metropolitan Area $25.00-$40.00 4 days ago Senior Associate, Accounts Receivable/Accounts Payable New York, NY $75,000.00-$90,000.00 5 months ago Audit (Business and Finance) | Associate | New York New York, NY $120,000.00-$160,000.00 2 weeks ago New York City Metropolitan Area $70,000.00-$90,000.00 3 weeks ago Asset & Wealth Management, Portfolio Management, Open-Ended Funds, Finance Associate New York, NY $65,000.00-$85,000.00 3 weeks ago Investment Banking Analyst or Associate- Equity Capital Markets, Syndicate New York, NY $110,000.00-$225,000.00 1 week ago New York City Metropolitan Area $30.00-$35.00 1 week ago New York, NY $116,000.00-$135,000.00 2 weeks ago New York, NY $160,000.00-$180,000.00 1 week ago New York City Metropolitan Area 1 week ago New York, NY $105,000.00-$115,000.00 4 days ago Associate/Senior Associate, Investment (Private Equity Fund Investments) New York, NY $120,000.00-$175,000.00 6 days ago New York, NY $55,000.00-$60,000.00 2 months ago Asset & Wealth Management, AM Private, Structured Investing, Analyst, New York Paramus, NJ $85,000.00-$100,000.00 3 weeks ago New York, NY $50,000.00-$60,000.00 1 week ago New York, NY $75,000.00-$85,000.00 2 weeks ago New York City Metropolitan Area $24.00-$26.00 2 weeks ago Uniondale, NY $75,000.00-$90,000.00 2 weeks ago Investment Banking - Financial Institutions Group - Associate New York, NY $275,000.00-$285,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Nextera Search
$100k - $170k
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Lending | Leveraged & Structured Corporate Finance Portfolio Management | Associate | New York About the Position This position offers the opportunity to help manage a dynamic multi‑billion dollar corporate and leveraged finance portfolio across various verticals. You...- Trading Services Associate I Are you ready to elevate your career in a fast-paced, innovative environment? You will have the opportunity to utilize and keep developing your skills while contributing to a team that values growth and collaboration. Join us and be part of...Temporary workWork at office
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