Analyst, Portfolio Management
6 months ago
**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.
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