Real Estate/Portfolio Analysts assess financial opportunities presented via real estate acquisitions. They collect and develop real estate portfolio and financial data from different and disparate sources into quality information, knowledge, and decision-making tools. Real Estate/Portfolio Analysts are responsible for gathering, analyzing, synthesizing, and depicting large amounts of real estate portfolio and financial data in clear and understandable terms. They conduct site visits with clients, and collect necessary documentation for all loan funds. They also underwrite new business and commercial real estate loans.
Real Estate/Portfolio Analysts are required to have at least a Bachelor’s degree and are preferred additional course work in law and/or real estate, or equivalent related experience. They must have proficiency in Microsoft Office, including Access. Real Estate/Portfolio Analysts have at least 3-5 years of real estate or legal experience.