Analyst, Portfolio Management

5 months ago

Toronto, Canada BGO Full time

**Analyst, Portfolio Management**

**Toronto, ON | 1 York**

**Who We Are**: BGO is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 28 cities across twelve countries with deep, local knowledge, experience, and extensive networks in the regions where we invest in and manage real estate assets on behalf of our clients in primary, secondary and co-investment markets. BGO is a part of SLC Management, which is the institutional alternatives and traditional asset management business of Sun Life.

BGO promotes a corporate culture that attracts and retains the highest caliber people. We encourage opportunities for growth, development, and promotion by providing our employees with the resources to work effectively and continually strive to perform better. We are committed to a safe and sustainable work environment.

**The Opportunity**: We are hiring an Analyst, Portfolio Management who will be responsible for working with the Portfolio Management team to execute asset strategies, make leasing recommendations and prepare portfolio analytics and presentations. More specifically, the Analyst will (1) create, maintain, and understand development proformas and impacts to real estate values, (2) evaluate the impact of leasing decisions in an asset management context and (3) produce and create internal client reporting, presentations, and portfolio analytics. The analyst will work extensively with various senior members of the Portfolio Management team, as well as members of the Investments, Research, and Real Estate Management teams.

The role will be based out of 1 York St., Toronto, four days a week, on average.

**What you will do**:

- Prepare financial analysis, proforma modelling/underwriting, investment memo creation & research to support the Portfolio Management team across all asset classes (multi-residential, industrial, office, retail, and land) primarily located in eastern Canada related to:

- Major capital and leasing decisions on existing assets
- Property level hold-sell analysis
- New development projects
- Existing development projects
- Acquisitions/dispositions due diligence support
- Review monthly financial statements at the property level to track and analyze performance.
- Embrace and support BentallGreenOak’s culture and focus on Sustainable Investing, which includes BGO’s commitment to the Net Zero Asset Managers (NZAM) initiative.
- NZAM affirms our aim to reach net zero greenhouse gas emissions for the entirety of our global assets under management by 2050 or sooner.
- Assist in preparation of the annual portfolio strategic business plan, annual operating and leasing budgets, and ongoing asset level reporting/analytics.
- Work alongside the Portfolio Managers to create and prepare ongoing client reporting requirements.
- Other duties as required.

**Who You Are**:

- Eager to ignite our company's spirit as a culture champion, embracing and embodying our dynamic values: Focus on What Matters, Be the Change, Do the Right Thing, and Together We Win
- Zero to three years of work experience in the real estate, finance, or banking industry, and/or an undergraduate degree in commerce, business administration or economics.
- A very strong theoretical knowledge of financial valuation techniques and methodologies.
- Participation in the CFA program, working towards a professional accreditation, or a desire to obtain a professional accreditation, would be considered an asset.
- Real estate specific experience is not required, as training will be provided. A keen desire to learn and work in the commercial real estate industry is required
- **Police Clearance -** A criminal verification check is required for employment

**Notes to Apply**:
At BGO, we recognize that each employee’s unique experiences, perspectives, and viewpoints strengthen our ability to create and deliver the best value to our clients, partners and stakeholders/investors and therefore we strongly encourage applicants of all genders, ages, ethnicities, cultures, abilities, sexual orientations and life experiences to apply.

We thank all applicants for their interest in employment with BGO, however only those selected for an interview will be contacted.

  • Financial Portfolio Analyst

    3 weeks ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Job Title: Financial Portfolio AnalystDescription:We are seeking a skilled Financial Portfolio Analyst to join our team at Alliance REIT Management Corp. as an Investment Analyst.Key Responsibilities:Collect and analyze financial and investment data to provide valuable insights to our clients.Examine and interpret financial reports, stock prices, and...

  • Senior Analyst, Portfolio Management, Risk and Insurance

    4 months ago

    Toronto, Canada Brookfield Asset Management Full time

    Job Description Senior Analyst, Portfolio Management, Risk and Insurance About the Role Reporting to the Director, Portfolio Management, the Senior Analyst under the Portfolio Management, Risk and Insurance team will work with the North American operating businesses to assess, understand, and mitigate key business risks. This role requires an...

  • Portfolio Risk Manager

    3 weeks ago

    Toronto, Ontario, Canada Brookfield Asset Management Full time

    Job DescriptionSenior Analyst, Portfolio Management, Risk and InsuranceAbout the RoleAt Brookfield Asset Management, we seek a highly skilled Senior Analyst to join our Portfolio Management, Risk and Insurance team. As a key member of our team, you will work closely with our North American operating businesses to identify, assess, and mitigate key business...

  • Analyst, Portfolio Management Group

    3 weeks ago

    Toronto, Canada WTW Full time

    **Description**: The Canada Portfolio Management Group is responsible for designing and constructing multi-asset portfolios for Canadian clients who have outsourced this to WTW. As an analyst in the Canada Portfolio Management Group, you will be supporting Portfolio Managers in portfolio construction, real time portfolio management and continuous oversight...

  • Analyst, Portfolio Management

    3 months ago

    Toronto, Canada BentallGreenOak Full time

    BGO promotes a corporate culture that attracts and retains the highest caliber people. We encourage opportunities for growth, development, and promotion by providing our employees with the resources to work effectively and continually strive to perform better. We are committed to a safe and sustainable work environment. **The opportunity**:We are looking...

  • Portfolio Analyst

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 199756 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 1832 Asset Management L.P. is one of Canada’s largest asset managers, and offers a comprehensive range of solutions through Dynamic Funds and ScotiaFunds, spanning every major sector, geographic region and investment discipline....

  • Strategic Portfolio Analyst

    4 weeks ago

    Old Toronto, Canada Clairvest Full time

    The Strategic Portfolio Analyst plays a pivotal role in supporting the investment team at Clairvest. Key responsibilities include participating in due diligence, structuring, and executing investment opportunities. This role requires close collaboration with senior team members to drive planning and management of portfolio companies.Primary...

  • Portfolio Research Analyst

    1 month ago

    Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Portfolio Research Analyst to join our Institutional Asset Allocation Team. As a key member of the team, you will be responsible for supporting the day-to-day management of institutional asset allocation mandates and contributing to the growth of the business.Key ResponsibilitiesSupport...

  • Portfolio Analyst

    3 weeks ago

    Toronto, Ontario, Canada CPP Investments Full time

    CPP Investments: A Global Leader in Investment ManagementCPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability.We are currently recruiting for an Analyst to join the Active Equities (AE) Portfolio Construction & Risk (PC&R) team in the...

  • Analyst, Portfolio Management

    5 months ago

    Toronto, Canada La Salle University Full time

    LaSalle ProfileLaSalle Investment Management (“LaSalle”) is a global real estate investment manager with $89 billion of private and public real estate assets under management and over 900 people in 13 countries. Our diverse investor base includes public and private pension funds, insurance companies, governments, endowments, and high net worth investors...

  • Portfolio Construction Analyst

    6 months ago

    Toronto, Canada Fidelity Investments Full time

    Job Description - You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement_ - Current work authorization for Canada is required for all openings._ Who We Are At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of...

  • Senior Portfolio Management Analyst

    2 weeks ago

    Toronto, Ontario, Canada BGO Full time

    About BGO:BGO is a leading global real estate investment management advisor, lender, and provider of real estate services. We serve over 750 institutional clients with expertise in office, industrial, multi-residential, retail, and hospitality property across the globe.We have offices in 27 cities across 13 countries, offering deep local knowledge,...

  • Manager, Portfolio Management

    6 months ago

    Toronto, Canada Brookfield Asset Management Full time

    Location Brookfield Place - 181 Bay Street Business - Infrastructure Brookfield Infrastructure Group is one of Brookfield’s primary operating groups. The Infrastructure Group is one of the world’s largest infrastructure investors, owning and operating critical assets across the transport, utilities, energy, and data infrastructure sectors. The Group...

  • Delivery Portfolio Manager

    2 weeks ago

    Toronto, Ontario, Canada Peoples Trust Full time

    About Peoples TrustWe are a boutique financial institution with offices located in major Canadian cities, including Vancouver, Calgary, Toronto, and Montreal. Our mission is to provide exceptional customer service backed by extensive product knowledge and experience.Our culture at Peoples Trust is built around our values of trustworthiness, creativity, and a...

  • Bilingual Analyst, Portfolio Management

    6 months ago

    Toronto, Canada CMLS Financial Full time

    **Analyst, Portfolio Management (RCFi)** **Vancouver, BC; Toronto, ON** CMLS Financial, one of Canada’s largest commercial mortgage lenders, is looking for an Analyst to join our growing Construction Finance group. The role includes direct support for CMHC’s Rental Construction Finance Initiative (“RCFi”). Under this mandate, CMLS provides project...

  • Business Intelligence Analyst

    5 days ago

    Toronto, Ontario, Canada Ontario Health Full time

    Job SummaryWe are seeking a highly skilled Business Intelligence Analyst to join our team at Ontario Health. This is a temporary fixed-term position that requires expertise in portfolio management and reporting.

  • Quantitative Research Analyst

    2 days ago

    Toronto, Ontario, Ontario, Canada GWN Capital Management Ltd. Full time

    About the job The successful candidate will be working as part of the GWN Capital Management Ltd. (“GWN”) portfolio management team to develop quantitative analytics and research. The Company GWN is a portfolio management company located in Toronto that trades financial products across various geographic markets. The firm is very well-respected within...

  • Supervising Portfolio Manager

    6 months ago

    Toronto, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We’re...

  • Analyst, Total Portfolio

    6 months ago

    Toronto, Canada Healthcare of Ontario Pension Plan (HOOPP) Full time

    Why you’ll love working here: - high-performance, people-focused culture- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves- learning and development initiatives, including workshops, Speaker Series events and access...

  • Associate Portfolio Manager

    2 months ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...