Analyst, Portfolio Mangement

1 month ago

Toronto, Canada Toronto Head Office - Primaris Management Inc. Full time

**Role Summary**

This role is responsible for providing analytical support to the SVP, Asset Management, and various Directors (Operations, Marketing, and Accounts Receivable).

**Role Responsibilities**
- Develop a monthly tracking system and maintain a database for property KPIs
- Develop a monthly tracking system for property specific revenue
- Develop and distribute monthly, quarterly, and annual reports for property KPIs and property-specific revenue
- Prepare analyses of reporting results, identifying outliers and trends by property, region, and expense category
- Review property budgets and assist in preparing budget reports
- Assist in analyzing property budget forecasts
- Maintain a Realty Tax file that summarizes all the portfolio tax appeal information and provide timely updates
- Manage the flow of information to our tax consultants for tax appeals
- Work within our ERP system, (Yardi), on the annual budget and quarterly forecast analysis
- Work with Marketing Director to track, trend, and analyze marketing spend by property
- Manage the flow of information to support the company ESG initiatives, specifically for GRESB
- Develop a process to collect property utility information, (gas, hydro, utilities, etc.), on a regular basis, update in a tracking system, and analyze for anomalies
- Prepare ad hoc reports upon request
- Prepare annual budget slide deck for JV partner
- Prepare the quarterly operations slide deck for JV partner
- Other ad hoc duties as assigned

**Required Qualifications**

**Formal Education and/or Certifications**
- Undergraduate degree in business, accounting, economics, or real estate
- Exposure to business intelligence

**Years of Experience**
- Minimum 2 years of experience in an analysis-driven environment (preferably with retail real estate experience)

**Specialized knowledge, skills, and abilities**
- Excellent problem-solving and critical thinking skills
- Excellent financial analysis capabilities
- High proficiency in Microsoft Excel, PowerPoint & Word
- Experience in Yardi, Visio and Power BI a benefit
- Good understanding of retail real estate fundamentals and accounting
- Excellent organizational and prioritization skills
- Detail oriented
- Results driven
- Willingness to learn
- Ability to work under pressure

**Competencies**
- Communicate clearly, concisely, professionally and convey active listening and openness
- Build positive relationships and demonstrate commitment, effort and a "take charge" attitude
- Produce accurate work with attention to detail and consistently meet deadlines
- Take ownership for actions, accept constructive criticism, and make the necessary changes to behaviour
- Overcome obstacles to get the job done, identify problems and recommend solutions
- See change positively and adapt quickly to change in work requirements

**Values**
- Respect: Value diverse perspectives, experiences, and talents; treat others the way you would want to be treated
- Empowerment: Use the means provided to carry out responsibilities to the best of your ability and to implement creative ideas
- Integrity: Do the right thing, deliver on commitments, and admit mistakes
- Teamwork: Work together as one team toward common goals
- Accountability: Hold yourself and others accountable for decisions and results

**Job Types**: Full-time, Permanent

**Benefits**:

- Company pension
- Dental care
- Employee assistance program
- Extended health care
- Flextime
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision care
- Wellness program
- Work from home

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday

Supplemental pay types:

- Bonus pay

Work Location: One location

  • Portfolio Analyst

    1 day ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 166673 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Job Title**:Portfolio Analyst - Multi-Asset Management, 1832 Asset Management L.P. **Purpose of Job**: **Deliver highly competitive investment outcomes for multi-asset management portfolios.** As a member of Multi-Asset...

  • Portfolio Analyst/senior Portfolio Analyst

    1 week ago

    Toronto, Ontario, Canada Scotiabank Full time

    Portfolio Analyst (Buy-Side), Growth Team Please take note of the requirements before applying for this position. Applications without response to the question below the job description will not be reviewed. 1832 Asset Management L.P. is among Canada's largest asset managers, offering a wide range of solutions through Dynamic Funds and ScotiaFunds, covering...

  • Portfolio Analyst/Senior Portfolio Analyst

    4 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Portfolio Analyst/Senior Portfolio Analyst (Buy-Side), Growth Team Asset Management, TorontoRequisition ID: 199254Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Portfolio Analyst (Buy-Side), Growth TeamPlease make sure to read requirements for applying to this position. Applications without...

  • Portfolio Analyst/Senior Portfolio Analyst

    4 days ago

    Toronto, Canada Scotiabank Full time

    Portfolio Analyst (Buy-Side), Growth Team Please make sure to read requirements for applying to this position. Applications without submission/answer to question below the job description will not be considered.  1832 Asset Management is one of Canada’s largest asset managers and offers a comprehensive range of solutions through Dynamic Funds...

  • Quantitative Portfolio Analyst

    1 day ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 172396 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **1832 Asset Management L.P.** 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...

  • Portfolio Construction Analyst

    1 month ago

    Toronto, Canada Fidelity Investments Full time

    Description 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 trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...

  • Analyst/Senior Analyst, Portfolio Construction

    3 weeks ago

    Toronto, Ontario, Canada Investment Management Corporation of Ontario Full time

    At IMCO, our talent is among the best IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be the...

  • Analyst/Senior Analyst, Portfolio Construction

    3 weeks ago

    Toronto, Canada Investment Management Corporation of Ontario Full time

    At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be the...

  • Analyst Portfolio Analyst

    5 days ago

    Toronto, ON, Canada Fitzrovia Full time

    Fitzrovia is seeking to hire an Analyst to join our investment team. The Analyst will work collaboratively across all departments and have direct interaction with senior executives at Fitzrovia. The Analyst will gain exposure to all aspects of the real estate development and asset management business, with a focus on new acquisitions, development,...

  • Portfolio Analyst

    4 days ago

    Toronto, Canada Teva Pharmaceuticals Full time

    The opportunityThe Portfolio Analyst will be responsible for creating Teva Canada projects (Generics and Innovative Medicines) in our Global project management tool (PLM) and ensure the information is updated as needed. This individual will also be responsible to create business cases for all new Gx projects using our standard template, update existing ones,...

  • Project Portfolio Performance Analyst

    7 days ago

    Greater Toronto Area, Canada SunGrid Solutions Full time

    **Job Title** Project Portfolio Performance Analyst **Company’s Basic Information** SunGrid Solutions Inc. is one of the world’s leading Renewable Power and Battery Energy Storage Solutions provider. The excellence we bring to our work and to our workplace recognizes SunGrid as a growing value-added partner globally. **Role Summary** SunGrid is...

  • Portfolio Consulting Analyst

    1 month ago

    Toronto, Canada Russell Investments Full time

    Business Unit: North America Advisor & Intermediary Solutions **Job Description**: Role Summary - The Portfolio Consulting Analyst is an essential member of the Portfolio Consulting Group (PCG), a team of investment professionals with a passion for financial markets and the wealth management industry. The responsibilities of the individual in this position...

  • PIC Portfolio Analyst

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Job Purpose:  Contributes to the overall success of the Central Registrant and Investment Advisory (CRIA) Team ensuring specific individual goals, plans and initiatives are executed / delivered in support of the team’s objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.  We are...

  • Analyst, Portfolio Management, CFG

    4 weeks ago

    Toronto, ON, Canada Equitable Group Full time

    Thursday, May 13, 2021 Canada's Challenger Bank Equitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real...

  • Analyst, Portfolio Management, CFG

    4 weeks ago

    Old Toronto, Canada Equitable Group Full time

    Thursday, May 13, 2021 Canada's Challenger BankEquitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in...

  • Analyst, Portfolio Management, CFG

    4 weeks ago

    Old Toronto, Canada Equitable Group Full time

    Thursday, May 13, 2021 Canada's Challenger BankEquitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in...

  • Analyst, Portfolio Management, CFG

    4 weeks ago

    Old Toronto, Canada Equitable Group Full time

    Thursday, May 13, 2021 Canada's Challenger BankEquitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada's Challenger Bank. Equitable Bank has grown to become the country's eighth largest independent Schedule I bank with a clear mandate to drive real change in...

  • Analyst, Total Portfolio

    1 month 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...

  • Portfolio Analyst

    4 weeks ago

    Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 **Portfolio Analyst - Overlay Management** **Job Summary** Under the day-to-day direction of the Overlay Portfolio Managers (OPM), the primary role of the Portfolio Analyst is to assist and support the portfolio administrative and trade management functions for BMO Nesbitt Burns Managed Account Programs,...

  • Analyst, Portfolio Construction

    5 days ago

    Toronto, Canada CPP Investments Full time

    Job DescriptionWe are currently recruiting for an Analyst to join the Active Equities (AE) Portfolio Construction & Risk (PC&R) team in the Toronto office.AE runs investment portfolios spanning different regions across the globe, including North America, Europe, Latin America and Asia.  Our philosophy is to generate risk-adjusted return (alpha) based on...