Portfolio Management Analyst

2 weeks ago

Toronto, Canada GWL Realty Advisors Full time

**About GWL Realty Advisors**:
GWLRA is a leader in both the commercial and multi-residential real estate industries. Driven by our values of Integrity, Ambition, Creativity, and Empathy, our vision is to be a sustainable company known for exceptional real estate management, trusted advice, and outstanding service by consistently fulfilling our mission to deliver strong, long-term results for our clients.

**RESPONSIBILITIES**:
**_Research, Presentation, and Reporting_**:

- Coordinate the production and presentation of regular portfolio reporting critical to client requirements, including at annual meetings, quarterly updates, and real estate market commentary
- Work closely with the internal research department and external resources to devise and present research topics on regional market trends, macro-economic influences, and portfolio performance (reporting and presentation may take the form of report writing, memo production, and face-to-face client meetings)

**_Portfolio Analysis and Valuation_**:

- Review asset valuations and support the portfolio’s asset valuation process
- Identify and assess market value trends across regions and asset classes
- Perform regular and ad-hoc portfolio analysis to track performance and gain insights to drive future strategy, investment, and asset management initiatives. These include analysis of portfolio returns, risk, allocations, attribution studies, capital flow projections and others as required

**_Planning and Strategy_**:

- Assist in devising portfolio investment strategies, including diversification targets, leverage and liquidity positions; strategy that will inform the review of acquisitions, dispositions, development, leasing, operations, and capital expenditures
- Develop internal relationships with various business units and key stakeholders to support the assessment and implementation of the portfolio strategy

**QUALIFICATIONS**:

- 1-2 years of relevant real estate experience gained through portfolio management, investments, debt, valuation and/or asset management and leasing is considered an asset
- Recent post-secondary education in a related discipline
- A working level knowledge of real estate financing and valuation techniques is required
- Strong proficiency with MS Excel and PowerPoint, including being able to prepare and work with dynamic models and creating high-level formal and ad-hoc reporting presentations
- Experience with Power BI and Argus Enterprise is considered an asset
- Further related designations/training, completed or in pursuit (AACI, PGCV, CFA, CPA, etc.) is considered an asset
- Fluency in French is considered an asset

**What We Offer**:

- 3 Weeks of Vacation per year
- 3 Paid Personal Days per year
- Up to $2,000 annual Education Allowance
- Up to $5,000 annual Mental Health Coverage, plus other comprehensive benefits and savings programs

'What we Offer' section only applies to full-time permanent employees.

**Our Business**:
Learn more about our commercial and residential businesses, our values, and careers at GWLRA.

**Our Commitment to Diversity**:
GWL Realty Advisors is an equal opportunity employer. It prohibits discrimination based on age, color, disability, national origin, race, religion, gender, sexual orientation, and any other legally protected class in accordance with applicable federal, provincial and local laws. We are committed to creating and maintaining an inclusive and accessible workplace. If you are contacted for an interview and require accommodation during the interviewing process, please let us know.

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