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Endeavor Agency · 11 hours ago

Senior Portfolio Analyst

Irvine, CA

Full-time

Onsite

Senior Level

$100K/yr - $130K/yr

Endeavor Agency is a commercial real estate talent agency providing recruitment services throughout California and major western US cities. They are seeking a Senior Portfolio Analyst to support the Asset Management team by building and maintaining portfolio financial models and analytical tools to drive portfolio performance and strategic decision-making.

Asset ManagementCommercial Real EstateInformation TechnologyLeasingMarketingProduct ManagementProject ManagementProperty ManagementSoftwareUX Design

Responsibilities

Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making

Builds, maintains, and enhances automation tools , including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development

Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information

Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities

Participates in quarterly property reviews and forecasts; creates summary reports including budget variances, occupancy and leasing updates, operating expenses, capital expenditures, and potential loan refinance implications

Qualification

Financial modelingExcelVBAARGUSFinancial statement analysisData visualizationWritten communication

Required

Develops and maintains financial, operating, and analytical models (Excel, Argus, Google Sheets) to support asset performance review, scenario analysis, and strategic decision-making

Builds, maintains, and enhances automation tools, including Excel VBA macros and Google Sheets scripts, and leads process improvement initiatives involving workflow optimization, data governance, and business intelligence tool development

Ensures data integrity and consistency across internal tools, templates, dashboards, and reporting systems for leasing, financial, capital, and operational information

Provides analytical and underwriting support when evaluating leases, tenant credit worthiness, capital investments, new development projects, and acquisition opportunities

Superior Excel skills, including strong modeling capability

Experience with financial statement analysis and a strong understanding of corporate finance concepts

Demonstrates ability to distill complex data, analyses, and trends into clear, concise written summaries and visual tools that enable stakeholders to understand key insights and takeaways quickly

Strong written communication skills with the ability to translate quantitative findings into business-ready messaging