Real Estate Portfolio Analyst

ROC USA® is seeking a Real Estate Portfolio Analyst to support multiple Service Units across the business to demonstrate organizational growth and ensure data integrity. 

What You’ll Do

The Real Estate Portfolio Analyst will report to the Vice President, Portfolio Management, and is responsible for:

• Review financial reporting (Profit and Loss Statement, Balance Sheet, and other activities) for a portfolio of borrowers and ensure accuracy and compliance in our financial reporting system.
• Assist affiliates, who provide direct service to our borrowers, as needed to ensure quarterly reporting requirements are met and provide financial health summary to ROC USA Cooperative Solutions.
• Develop and improve reports and analytical tools for internal and external stakeholders.

If you were here now, you would be working on:

• Help ROC USA Capital to provide accurate quarterly reports. Coordinate and message the timely and accurate financial reporting through coaching and project management.
• Presenting / communicating results of analysis to relevant stakeholders
• Review and analyze financial data shared by affiliates to identify trends and risks within the communities throughout the nation.
• Helping to create and interpret reports to address borrower business concerns.

Who You Are

To be successful in this job, you will excel in the following areas:

Organizing and Planning. Ability to develop specific goals and benchmarks to prioritize, organize and accomplish your work in a timely manner, with limited supervision.

Business and Financial Software Acumen. Comfortable with a wide variety of software including, but not limited to Salesforce, Microsoft Office, Google applications, and relevant databases and data visualization software.

Communication. Express ideas clearly in both written and verbal correspondence, listen effectively, and share information appropriately with persons inside and outside the organization. Can handle confidential information and prioritize those concerns that identify a high-risk borrower.

Analytical thinking. Determine the essential function of each task in a detailed, goal-driven manner with strong multitasking abilities.

Customer service and problem-solving experience. Comfortable dealing one-on-one with internal and external customers to access information or ensure participation in core business processes.

Education and Experience:

• Bachelor’s degree in Accounting or Finance with a preference with those who have worked in property management or commercial real estate lending.
• Data analytics experience
• Highly proficient with excel and/or data visualization software
• Familiarity with multi-family lending/housing and 1-3 years relevant work experience expected.

Physical Demands

While performing the duties of this job, the employee is frequently required to walk, sit, stand, use a computer and mobile phone. This position requires the ability and desire to travel to ROC USA events via car or plane several times per year. The employee will occasionally be required to lift and move up to 25 pounds.