Analyst, Portfolio Management

ABOUT GREYSTAR

Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar manages and operates over $300 billion of real estate in more than 265 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, managing over one million units/beds globally. Across its platforms, Greystar has nearly $79 billion of assets under management, including over $35 billion of development assets and over $36.5 billion of regulatory assets under management. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit www.greystar.com.

JOB DESCRIPTION SUMMARY

The Analyst is responsible for supporting all aspects of the portfolio management functions of the business including allocation decisions, hold-sell decisions, financings, equity raising, and relationship management.
The Portfolio Management team at Greystar plays a pivotal role in driving value creation for both our institutional partners and the internal business through effective collaboration with key internal and external stakeholders. This team is entrusted with critical decision-making responsibilities, always prioritizing the best interests of the ventures they oversee. Additionally, they are instrumental in cultivating and maintaining robust relationships with external investors, ensuring alignment on the key targets of these ventures.
This is a central and diverse role that provides support for, and input to, investment and portfolio management activities, through research, modelling and preparing analysis to support all functions of the portfolio management team. The Analyst will also support the analysis and presentation of key performance information both internally and to external investment partners to drive well-informed and value-enhancing decisions on new and existing strategies.

JOB DESCRIPTION

Key Role Responsibilities:

Primary responsibilities may include but are not limited to:

• Prepare financial models to support ongoing portfolio management decisions including, but not limited to, new acquisition activity, hold-sell analysis and financing decisions;
• Assess the performance of the portfolio(s) against budget and underwriting, highlighting any points of exception or opportunity;
• Work with colleagues to monitor performance of specific initiatives and deliver key performance metrics to the business covering leasing performance, income, expense and returns;
• Oversee the preparation of materials and deliverables for presentation to internal committees, current and prospective investors, and other stakeholders;
• Assist in new venture formation, including preparation of life-of-fund models and strategy papers, as well as supporting the entities’ creation, structuring and legal documentation;
• Support the annual rent and budget-setting process;
• Work with stakeholders across the business to improve our reporting systems and data capture to drive visibility and efficiency;
• Support the mobilisation of new assets and portfolios into the business;
• Monitor and report on key market, industry and competitor data;
• Complete financial, accounting, narrative, and administrative reports, as well as analyses key to the successful execution of the business plans.

Organisational Responsibilities:

• Follows established policies and procedures by monitoring and ensuring compliance with regulatory requirements, organisational standards, and operational processes related to area(s) of responsibility and reporting breaches of process/ policy or concerns to appropriate individual(s).
• Demonstrates appropriate safe behaviours in accordance with Company, property and departmental policies, procedures and standards by immediately reporting any mechanical or electrical equipment malfunctions, employee/ visitor/ resident injuries or accidents, or other safety issues to appropriate individual(s).
• Identifies areas for improvement and offers suggestions to improve efficiency and productivity.
• Keeps abreast of current changes in technology, processes and standards within the industry and area(s) of responsibility by attending internal and external training classes.

Knowledge & Qualifications:

• Educated to degree level or equivalent (2:1 and above) in a related business or analytical subject; such as finance, business management, real estate, accounting, economics, mathematics, statistics; science or engineering.
• IT literate and fully conversant with all Microsoft packages including PowerPoint (Advanced level) and Excel (Advanced level). Experience with AI tools a plus.

Experience & Skills:

• Demonstrated experience in an analytical role within investment banking, private equity, or other related finance, within a related geographical region.
• Strong quantitative background with experience in financial modelling, valuations and financial analysis.
• Strong qualitative analytical skills; having the ability to research, analyse and present complex financial data.
• Highly numerate, with strong attention to detail.
• Strong written and verbal communication skills; including the ability to effectively write and present reports and information.
• Excellent interpersonal skills including the ability to establish and maintain positive relationships at all levels.
• Good organisation skills and the ability to work effectively under pressure and to deadlines.
• Naturally inquisitive and commercially minded, with a desire to understand the bigger picture and contribute to understanding and solving problems.
• A positive team player, with an adaptable and flexible approach along with ability to work collaboratively to drive results and support the wider team and business objectives.
• An interest in Real Estate.

Important Notice: Greystar will never request your banking details or other sensitive personal information during the interview process. Greystar does not conduct any interviews via text or messaging, and all communication will come from official Greystar email addresses (@greystar.com). If you receive suspicious requests, please report them immediately to [email protected].