Portfolio Analyst

About TruAmerica

Founded in July 2013, TruAmerica Multifamily is a partnership between industry veteran Robert E. Hart and The Guardian Life Insurance Company of America. The company is based on the premise that tremendous upside potential remains in mid-tier apartment communities that can be unlocked through tailored renovation, repositioning strategies, and focused management. TruAmerica Multifamily is a privately held, fully integrated, real estate investment firm that invests in apartment communities located in primary and secondary markets throughout the country. We continue to grow by selectively acquiring, redeveloping and effectively managing multifamily properties. TruAmerica has grown to become a Top 25 apartment owner in the United States, according to the National Multifamily Housing Council (NMHC) and is the youngest manager in the NMHC Top 50.  Today TruAmerica has over 60,000 units in 25 high growth markets and approximately $16 billion of assets under management.

• Track, analyze, forecast, and reforecast trends in financial performance and business plan execution.
• Develop and maintain property cash flow models, valuation models, and portfolio roll-ups.
• Utilize Business Intelligence platform dashboards/reports to monitor and drive operational performance.
• Support Asset Manager with data and analysis on high-visibility partner calls and interactions
• Prepare financial reporting packages and presentation materials for senior management and partners on monthly, quarterly and/or annual basis.
• Track and forecast capital projects and unit renovation progress and costs against the business plan to ensure delivery is on time and budget.
• Run hold/sell and disposition analyses and assist the Asset Manager and Portfolio Management Team with dispositions and refinance requests across the portfolio.
• Facilitate the company’s hedging activities and related analyses.
• Assist with analysis of property sectors, and real estate & economic trends. Complete ad hoc requests, special projects and additional duties as assigned
   

• Utilizing best judgement to meet targets and work under pressure.
• Strong multi-tasking skills and extreme attention to detail
• Excellent communication skills: verbal, written, and interpersonal.
• Highly organized self-starter with ability to take direction and follow-through.
• Ability to apply best practices to facilitate successful completion of projects.
• A sense of urgency, comfort with ambiguity, drive for results and ability to remain true to the company’s brand and image
   

• Seeking an undergraduate or graduate degree with an emphasis in Business and/or Real Estate
• 2-4 years relevant experience; experience with multifamily real estate strongly preferred
• Must be proficient in MS Excel, PowerPoint, and Word. Advanced Excel skills strongly preferred.
• Previous exposure in real estate analytics and business intelligence platforms preferred but not required.
   

• 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.
• Ability to travel to Orange County/San Diego

• 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, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
• This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and internships. TruAmerica Multifamily makes hiring decisions based solely on qualifications, merit, and business needs at the time.