Portfolio Analyst

Kansas City, Missouri
$75K-$90K base target bonus 20% long term equity bonus target 25% 100% company paid healthcare
Sep 01, 2017
Oct 01, 2017
Employment Type
Full Time

Join one of Kansas City’s premier commercial real estate investment firms as an analyst who will tangibly interact with the organization’s $6 billion plus portfolio of assets.  You will have the opportunity to drive the financial and credit review of the top current customers. You will also support credit analysis on some new customer transactions. This will be a highly visible position that will support acquisition and disposition decisions across all divisions of the company.

PRIMARY ACCOUNTABILITIES                          

  1. Work closely with the Asset Management group to analyze performance of current organization portfolios at an asset, sub-segment and segment level, benchmark asset level and segment level performance to relevant comparable data, analyze and report on the impact of industry trends on various company assets
  2. Work with organization segments and other internal stakeholders to facilitate analysis of corporate/parent level financial performance
  3. Work with various internal organization groups to execute asset repositioning


  • Analysis of the financial condition of the corporate parent/guarantor with respect to certain key tenants, including:
    • Analyzing financial statements, projections and other relevant materials to monitor corporate/parent/guarantor level performance 
    • Interacting with key internal and external stakeholders to facilitate the analysis
    • Preparing materials to facilitate the communication of key findings to asset managers, segment leaders, senior management and finance committee
    • Key deliverables with respect to this essential function include:
      • Annual summaries of the enterprise level financial performance of the organization’s top 20 tenants for further communication to company leadership and Board
  • Analysis of repositioning, disposition and/or restructuring transactions (i.e., property portfolios, asset repositioning opportunities, re-tenanting of existing assets, etc.), including:
    • Preparing financial models in support of various projects
    • Gathering data in preparation for buyer due diligence with respect to asset/portfolio dispositions
    • Performing financial and operational due diligence on targets with respect to prospective re-tenanting opportunities
    • Assist with site visits to relevant properties, as necessary
    • Interfacing with appropriate counterparties, internal stakeholders, consultants, etc
  • Portfolio reporting, analysis, review and benchmarking, including:
    • Partnering with individuals within other groups of the Company (senior management, existing segments, asset management, finance and accounting) to gather information and prepare analysis with respect to assets in the organization’s existing portfolio
    • Supporting the development of materials to facilitate discussions amongst the segment leadership and management team as it relates to annual sub-segment level reviews
    • Assisting in the creation of final deliverables and presentation of the results of sub-segment review to the senior management team and Board of Trustees
    • Preparing materials to facilitate discussions amongst the relevant segment leadership and management team as it relates to annual sub-segment level reviews
  • Provide analytical support for various ad hoc projects, with respect to the above corporate credit analytical and asset management functions
    • Gathering relevant data and preparing financial analysis of ad hoc projects
    • Preparing materials to facilitate discussions amongst the relevant segment leadership and management team as required




  • Bachelor of Science Degree (or equivalent) in Accounting, Finance, or Business Administration
  • Professional certification such as CPA or CFA strongly preferred


  • Demonstrated ability and experience in financial analysis in a variety of scenarios
  • Key skills include financial modeling and analysis, financial statement analysis and assessment of credit risk, and the ability to research and understand various business operations and macro level trends
  • It is anticipated to be successful at this position you will have worked in a financial investment environment for over 4 years with at least 2 years of in-depth financial statement modeling
  • Demonstrated success in interfacing with customers and counterparties


Salary of 75K-90K depending on experience and target bonus of 20%. Our client has a generous benefits package including 100% match on 401K (up to statutory max), health, dental and vision insurance (all 100% company funded), free parking, health club reimbursement and charitable gift matching.

Our client is committed to building a culturally diverse team and encourages applications from female and minority candidates.

Every effort is made to contact qualified candidates in a timely manner. Increase your chance to be considered for this opportunity with a brief cover letter describing how your experience matches the position requirements. Also include total compensation history covering at least the past 3 years.