Data Analyst, Portfolio Optimization Specialist
2 weeks ago
We are seeking a highly skilled Data Analyst to join our team at Chartwell. The successful candidate will be responsible for comprehensive investment and portfolio analysis.
About the RoleThis is an exciting opportunity for a detail-oriented and analytical individual who is passionate about data-driven decision making. As a Data Analyst, you will contribute to the team through research, data gathering, financial modeling, investment analysis, due diligence, and reports generation.
Key Responsibilities- Conduct thorough financial modeling for acquisition and/or development opportunities, preparing summary documents needed for Investment Committee submission and approvals.
- Analyze potential acquisitions, developments, and portfolio performance, supporting due diligence efforts.
- Collaborate with Finance, Strategic Planning and Analysis, Corporate Accounting, and Tax teams to develop/enhance existing tools/models and processes.
- Support the end-to-end process, from financial modeling to presentation material creation, providing assistance to various departments in the transition process.
- Conduct assessments of past real estate transactions, identifying best practices and areas for improvement.
To succeed in this role, you will need:
- An undergraduate degree in Finance, Economics, or a related field.
- CFA designation or progress towards the CFA designation.
- 4+ years of strong financial modeling experience.
- Proficiency with Microsoft Office products, Yardi, Oracle Hyperion, database management, and reporting.
- Experience in seniors housing, healthcare, or hospitality sector preferred.
- Knowledge of operational and/or financial accounting an asset.
We offer a competitive salary range of $85,000 - $110,000 per year, depending on experience.
A dynamic and supportive work environment with opportunities for growth and professional development.
A comprehensive benefits package, including medical, dental, and vision coverage, as well as 401(k) matching and paid time off.
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