Portfolio Analyst - Real Estate Underwriting & Forecasting
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Waterstone’s is seeking a Portfolio Analyst to provide financial analysis and underwriting support across its retail real estate portfolio, focusing on property-level forecasting and investment decisions. You will maintain asset underwriting and collaborate with Asset Management, Capital Markets, Leasing and senior leadership. The role requires building and updating ARGUS and Excel models, evaluating leasing decisions, capital investments and refinancing options, and delivering actionable #J-18808-Ljbffr Socket.dev
- ...Needham, MA Job Description - Portfolio Analyst The Portfolio Analyst will provide financial analysis and underwriting support across Waterstone’s existing retail real estate portfolio, with a focus on ongoing property-level forecasting, portfolio monitoring and investment...Suggested
- ...excellence across the commercial real estate industry. What sets us apart... .... The Senior Financial Analyst plays a critical role in supporting... .... This role combines strong underwriting expertise, disciplined data... ..., benchmarks, economic forecasts, news sources, and trade...SuggestedLocal area
$100k - $120k
Portfolio Analyst - AssociateLocation: Boston, MA (Hybrid)Your RoleAs a... ...deliver financial analysis, forecasts, reporting, and recommendations... ...investment analyses and underwriting materials for properties... ...Finance, Accounting, Business, Real Estate, or a related field.2+...SuggestedFull time$105k - $135k
...SPECIAL SITUATIONS ANALYST POSITION SPECIFICATION Shine Associates... ...DESCRIPTION The firm is a real estate focused private equity firm... ...transactions and multiple property portfolios whereby the investment... ...lifecycle of a transaction, from underwriting to closing, operational...SuggestedWork at office- ...colleagues and flexible at-home life optimizations. Learn More: We are seeking a strategic Senior FP&A Analyst to play a key role in driving MathWorks' planning, forecasting, and revenue insights. This hands-on role partners closely with the business to deliver clear...SuggestedFull timeWork experience placementWork at officeFlexible hours
- MathWorks is seeking a Senior FP&A Analyst to drive planning, forecasting, and revenue insights within a hybrid work model. You will partner with finance and business teams to develop financial models, scenarios, and analyses that improve forecast quality and support growth...
- ...headquartered in Canton, Massachusetts. We are seeking a Senior Financial Analyst to join our team and support financial reporting, planning,... ...and collaborate with cross-functional teams to drive accurate forecasting, budgeting, and performance insights using NetSuite and...
- ...and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs. The Portfolio Analyst manages trading processes for the investment team and ensures optimized workflows. The Portfolio Analyst is an active member of...Work experience placementWork at office
- Cloudy Bay Winery, based in Blenheim, Marlborough, seeks a Business Analyst to support the Finance Director with financial analysis, forecasting, reporting and business performance insights. You will coordinate forecast processes and prepare and review financial reports...
- ...Pharmaceuticals in Cambridge, MA is seeking a Senior Financial Analyst to join the FP&A team supporting Commercial and Medical units.... ...Business Partners to manage monthly accruals, budget tracking, and forecasts, translating financial data into actionable insights. This...
- Analog Devices, a global semiconductor leader, seeks an Analyst, Finance Planning - GO&T Finance, in Wilmington, MA. You will support monthly close, forecast, and OPEX management, coordinating across SAP, Anaplan, Fiori, and consolidation tools to ensure accurate, timely...
- ...Accountant will work cooperatively with their Team on a portfolio of commercial real estate projects/properties. Duties include: Monthly general... ..., percentage rent, CAM, and RET) Budgeting and forecasting Financial statement preparation REIT testing Cash...Hourly payContract work
$65k - $75k
...is partnering with a growing commercial real estate organization to hire a Property... ...Accountant to join their team and support a portfolio of commercial properties. This is an excellent... ...activity Support budgeting, forecasting, and annual audit requests Maintain...$70k - $100k
...worldwide. Basic Purpose: Eaton Vance’s Real Estate Investment Group (REIG) oversees 150+... ...more than $10 billion. The multi-sector portfolio is primarily comprised of multifamily... ..., valuation, and ad-hoc reports. The analyst will report to REIG Finance Manager and...Full timeTemporary workWork at officeWorldwide$102.6k - $141.08k
...clear business insights. The Financial Analyst will be a trusted finance partner to the... ...investments. This role will provide budgeting, forecasting, reporting, governance, and business... ...what health issues they are facing. Our portfolio is crucial for clinical decision-making...Temporary workWork at officeLocal area$77.3k - $109.5k
Description As a Finance & Accounting Analyst at Liberty Mutual, you will be a key... ...Excess Casualty and Mobility Solutions underwriting teams. This role is central to driving... ...and operational reporting, planning, and forecasting. In this position, you will manage complex...Local areaFlexible hours- ...comprehensive solutions and exceptional service. As a Summer Analyst, you’ll gain direct exposure to client work across banking, treasury... ..., treasury and payment services, international banking and real estate services to clients including corporations, municipalities,...Permanent employmentFull timeSummer workInternshipLocal areaVisa sponsorship
$80k - $150k
...term view that aligns our perspectives with those of our clients.About the RoleOVERVIEW We are looking to hire a Fixed Income Portfolio Analyst. Based in Boston, the ideal candidate will work with the Global Credit team to implement their investment strategies in client...Full timeRemote workFlexible hours1 day per week$78k - $140.5k
The Investment Analyst, Fixed Income is accountable for providing timely, actionable, and... ..., high-performing, and well-structured portfolios. The Investment Analyst is responsible for... ...market data, trends, and economic forecasts.Focus for the Investment Analyst will include...Full timeTemporary workLocal areaFlexible hours$58.4k - $87k
...design and technology company, with a diversified portfolio of 5-star rated lifestyle solutions that... ...expense management? We are seeking a Financial Analyst, FP&A – Global OpEx to support global operating expense forecasting, budgeting, and actuals analysis within the Global...Contract workTemporary workLocal areaFlexible hours- ...Finding the Perfect Match in… Who should apply: Investment banking analysts, credit analysts, or leveraged finance professionals looking to move closer to the buy side. If you enjoy working with portfolio-level data, understanding how deals perform post‑close, and...Full time
- Keurig Dr Pepper in Burlington, MA is seeking a Senior Financial Analyst - Trade Finance to support Sales and Finance in managing trade spend within budgets and TPM compliance. The role also monitors Demantra usage to improve the accuracy of trade spend estimates and collaborates...
- Our client is seeking a highly motivated Senior Financial Analyst - FP&A to join the Finance team and play a key role in supporting corporate planning, forecasting, reporting, and strategic decision-making . This is an excellent opportunity for an experienced finance professional...
$50k - $55k
Brief Description The Commercial Analyst 1 is responsible for the following Primary Responsibilities Supports the Commercial Team in... ...randomization and trial supply management (RTSM) and supply forecasting optimization software for the life sciences industry, offering...Full timeFlexible hours$135k - $200k
...modeling, including analyzing complex financial documents and analyst reports, and assessing the probability and timing of potential... ...activities. Applying econometric time series statistical techniques to forecast economic trends impacting M&A activities. Developing and...Full timeContract workFor contractorsFor subcontractorInternshipWork at office$80k - $97.5k
...employment opportunity: About the Role The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income strategies. The client portfolio analyst...Currently hiringWork at officeLocal areaWorldwide$120.4k - $173.1k
...both internally and externally managed portfolios, multiple investing entities, and various... ...proactive Senior Investment Operations Analyst to support the continued growth of our... ..., as well as providing detailed cash forecasting and oversight. The ideal candidate will...Full timeWork experience placementWork at officeFlexible hours- ...An established full-service wealth management firm with over $1B in AUM seeks a client-facing Analyst to support the construction and ongoing management of client portfolios and financial plans. This role reports to the Branch Manager and requires three days in the office...Work at office
- ...Description We are seeking a highly motivated Senior Financial Analyst – Financial Planning & Analysis to join our Finance team. This... ...business partners to drive financial accountability, improve forecasting accuracy, and provide meaningful insights that support...Local areaFlexible hours
$90k
...excellence. Join us in this transformative journey! Investment Analyst Job Description Summary Unclassified Exempt Background Wellesley... ...summary notes. Review legal documents and legal amendments. Portfolio Analysis Perform research and prepare portfolio reports using internal...Full timeFixed term contractWork experience placementInternshipH1bLive inWork at officeRemote work2 days per week
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