Analyst, Debt Portfolio Management

Company Overview

Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.

If you're interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our dedicated and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.

Position Summary

The Portfolio Management Analyst, Debt will own and drive the development, maintenance, updating and analysis of various comprehensive financial models and supporting analysis. Prepare request financial reports for Berkshire Debt Fund strategies and assist in special projects as directed. This position will assist in strategic planning for business divisions and funds.

Responsibilities include, but are not limited to:

Develop, maintain, update, and analyze comprehensive financial models, integrating both historical, current and proforma information; work closely with various levels of the organization to effectively identify and address business issues through models and presentations, and prepare for ad hock and regular meetings
Develop a comprehensive understanding of the various business drivers of our industry and apply the knowledge in developing, maintaining, and analyzing financial models
Maintain the organization's historical track record integrating historical and liquidation values on a quarterly basis
Prepare ad hoc deliverables at investment and fund level for internal and external stake holders
Assist with active pipeline reporting and daily management of investment portfolio
Master existing company technology and assist in identifying, evaluating, and implementing new technology tools to enhance the modeling, analysis and reporting of financial information
Assist in the preparation of monthly, quarterly, and annual reporting packages for Berkshire Debt Fund strategies
Special projects
Coordinate the reconciliation of various subsidiary entities into master models
Participate in "as needed" Accounting, asset management, financial meetings and conference calls
Perform any additional duties or tasks as assigned
Consistently demonstrate use of tact and discretion
Knowledge/Experience:


Experience in building complex business models using Excel or Excel based tool
Ability to present thoughts, content, and conclusions to senior management
Ability to produce excellent quality work that is thorough, accurate, complete, consistent, and able to get information when requested
Interest in organizing, prioritizing, and leading multiple priorities, using critical thinking and problem solving
Demonstrated multi-modal communication style that reaches every stakeholder, specifically excellent verbal, and written communications
Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic
Proficiency and willingness to adopt new systems and processes
Demonstrate emotional intelligence in high pressure and critical situations
Ability to see, analyze and understand business dealings in terms of the overall business plan
Tenacity, grit, and perseverance to work with business deals from beginning to end of process
Represent the Berkshire employment brand well to candidates by seeking to understand the capabilities and insights of people with unique backgrounds, cultures, styles, and abilities
Maintain confidentiality of critical information and communications of information
Develop productive working relationships with all team members including internal clients and external third parties
Demonstrated high level of ethics and integrity with a straightforward and honest approach
Technical/Educational Requirements:


Bachelor's Degree required
Demonstrated advanced financial modeling and Excel skills required
Proven ability to apply and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
Proficiency with computers, keyboards, monitors, and telephone headsets.
Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point)

Berkshire Residential offers an excellent benefits package, focusing on our employees' total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details - and to learn more about how we value our employees.

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.