About Bonaventure
Bonaventure is a vertically integrated real estate investment company with a deep understanding and decades of experience in how to best invest throughout the economic cycle in multifamily properties. Focused on the Mid-Atlantic and Southeast regions, we have $2.6 billion in multifamily assets under management (AUM). Our strategy is centered on long-term, tax-efficient compounding of after-tax returns. We leverage our extensive experience as owner-operators to invest our capital and our clients' capital throughout the economic cycle. To learn more, visit www.bonaventure.com .
The Role
We're looking to add a highly analytical, numbers-driven team member who is advanced in Excel and can articulate complex data clearly. As our Portfolio Management Analyst, you'll be at the intersection of value-creation in Bonaventure’s growing portfolio and will be the go-to expert for all things numbers/analytics. You will create and maintain detailed reports, financial projections, and business plans, playing a pivotal role in the short and long-term success of the company. You will directly support our SVP of Portfolio Management and act as a link between our investments, asset management, capital markets, and accounting teams.
Who You Are
- You're an intellectually curious go-getter with a passion for numbers and a knack for making data easy to understand.
- You thrive in a fast-paced environment and are always looking for ways to improve processes and deliver top-notch results.
- You have the ability to interpret complex data, forecast trends, and assess investments.
- You aren't afraid to suggest implementing strategies to maximize portfolio value.
- Deep understanding of the real estate market and corresponding economic factors.
- You believe that data is the source of truth.
- You are great at spotting and managing potential risks.
- You have an eye for detail and take pride in accuracy in financial reporting and compliance.
Responsibilities
- Monitor and evaluate current and projected performance of our portfolio and its underlying assets.
- Analyze financial statements and reports to identify trends and insights.
- Maintain and update financial databases and tracking systems.
- Prepare and present financial models and forecasts.
- Analyze and evaluate real estate opportunities to inform strategic decisions.
- Assist in the development of investment strategies, recommendations, and presentations.
- Conduct thorough market research and analysis to support buy/hold/sell decisions.
- Perform risk assessments and develop risk mitigation strategies.
- Support the preparation of investment and asset management presentations.
- Provide ad-hoc financial analysis and reporting as needed.
Qualifications
- 1+ years of industry experience in the multifamily asset class.
- Bachelor's degree in business, real estate, finance or a related field
- Strong analytical skills and attention to detail
- Advanced in Excel and proficient in financial analysis tools such as Power BI
- Experience in multifamily real estate
- Excellent communication and teamwork abilities
