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LaSalle Investment Management is seeking an Analyst to join its Portfolio Management team in our Toronto, Canada office. The Analyst, Portfolio Management will be responsible for fund analysis, financial modeling, reporting, and investor relations. They will report to the Vice President, Portfolio Management, and work closely with other areas of organization including asset management, research, transactions, accounting and finance.
Accountabilities:
- Take primary responsibility for developing actionable portfolio analysis for the portfolio management team to promote strategic thinking.
- Support the Portfolio Management team on Canadian value-add funds, including fund level modeling, tracking significant asset events, monitoring fund compliance, reviewing valuations and cash flow projections, and performing on-going liquidity analysis.
- Support portfolio and asset managers in determining optimal asset strategies for maximizing investor returns.
- Primary responsibility for coordination and review of client reporting and presentation preparation to ensure compliance with investment management agreements.
- Support the portfolio team through the preparation of investor presentations, requests, and questionnaires.
- Build, update, and refine financial models with the flexibility to run scenarios, test assumptions and perform sensitivity analysis.
- Provide analysis for investment decisions, including hold/sell strategies, financings and other capital events.
- Support development of asset and portfolio strategic plans including leasing, capital, acquisitions, dispositions to enhance investment returns.
- Prepare annual portfolio budget, monitoring performance and variances on a quarterly basis.
- Support the asset management team with the monthly, quarterly, and annual appraisal process.
- Draft internal Investment Committee memorandums as needed.
- Stay informed about real estate market trends, economic indicators, and competitive landscapes.
- Assist with special projects and other analytical and reporting duties as required.
Required Qualifications, Skills & Experience:
- 2-3 years of experience in real estate investment analysis, portfolio management, or a related field, in a highly analytical environment.
- Minimum undergraduate degree preferably in Accounting, Finance, Commerce, or Real Estate.
- Expertise in financial modeling, including a high level of proficiency with Excel, ARGUS, Yardi, and other financial analysis software.
- Advanced knowledge of DCF, NPV and cash flow models.
- Strong analytical and quantitative skills, with the ability to analyze complex data and make informed recommendations.
- Excellent verbal and written communication skills, with the ability to present complex information in a clear and concise manner, with an unwavering attention to detail.
- Ability to work effectively in an entrepreneurial, team-oriented environment, and collaborate with colleagues across different departments.
- Flexible and able to adjust to changing priorities and market conditions.
