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Jobs · Analyst · California

Portfolio Management, Analyst

TruAmerica Multifamily · Los Angeles, CA · 1 wk ago
On-siteAnalyst$90k–$110k/yrFull-time

About the role

TruAmerica Multifamily is a six-time Great Place to Work-Certified™ company, founded in 2013. The company focuses on unlocking potential in mid-tier apartment communities through tailored strategies and effective management. Based in Los Angeles, TruAmerica invests in multifamily properties across the U.S., aiming to become one of the top 25 apartment owners.

Responsibilities

  • Lead the quarterly reporting process for an assigned subset of properties.
  • Contribute to the preparation and distribution of fund reporting processes and deliverables.
  • Provide portfolio-level support and analysis to assigned portfolios.
  • Serve as the primary point of contact for the asset management team covering the assigned portfolio.
  • Prepare ad hoc analyses and reports as requested by asset managers and investors.
  • Mentor and train Portfolio Management Interns.
  • Complete special projects and additional duties as assigned.

Transactions

  • Handle requests for documents, reports, and other due diligence list items as requested.
  • Perform hold and sell analyses, including the preparation of underwriting models.
  • Help prepare Investment Committee memorandums.
  • Prepare waterfalls on active dispositions and refinances.
  • Participate in the disposition and refinance processes as requested, managing key transactional processes and timelines.

Operations and Systems

  • Generate reports and analysis using the RealPage platform and Yardi, as applicable.
  • Serve as a RealPage administrator and key liaison between the RealPage support team and the company.
  • Support the Construction Management team, including tracking and forecasting of capital projects and unit renovations.
  • Support the annual budgeting process as requested.

Qualifications

  • Undergraduate degree in business, finance, economics, real estate, or a related field.
  • Two or more years of experience in business, finance, economics, real estate, or a related field, with real estate experience preferred.
  • Professional certifications such as CFA or CPA encouraged.
  • Strong Microsoft Excel acumen.
  • Ability to make decisions using sound judgment, meet targets, and work under pressure.
  • Strong multi-tasking skills and close attention to detail.
  • Excellent verbal, written, and interpersonal communication skills.
  • Highly organized self-starter with the ability to take direction and follow through.
  • Ability to apply best practices to facilitate the successful completion of projects.
  • A sense of urgency, comfort with ambiguity, a drive for results, and the ability to remain true to the company's brand and image.

Prior Experience

  • Real estate experience preferred.

Physical Demands

  • Ability to sit for up to 10 hours per day.
  • Ability to move freely around the office for up to 10 hours per day.
  • Ability to communicate verbally and in writing.

Compensation

The base salary range for this role is $90,000 to $110,000. This position is also eligible for a discretionary annual bonus.

Benefits

  • Medical, dental, and vision: TruAmerica covers 100% of the employee premium for base medical plans, and dental, vision, life insurance, long-term disability, and AD&D are 100% employer-paid. TruAmerica also contributes toward the cost of dependent coverage.
  • 401(k) retirement plan with a company match.
  • Vacation, sick, and holidays: a vacation allowance that grows with tenure (up to 21 days), generous paid sick leave, and 10+ paid holidays, plus your birthday, cultural and ethnic observance days, and company-sponsored volunteer days.
  • Pre-tax savings: Health and Dependent Care Flexible Spending Accounts (FSA/DCA).
  • Plan flexibility: choice of a national Blue Cross Blue Shield PPO or HMO, plus regional plan options where available.

Equal Opportunity Employer

TruAmerica Multifamily is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, gender identity, national origin, age, disability, genetic information, pregnancy, veteran status, or any other characteristic protected by federal, state, or local laws.

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