143 Investment Analysis jobs in the United States

Job Category : Administrative

Requisition Number : ANALY001029

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• Full-Time
• On-site

Showing 1 location

San Francisco, CA 94105, USA

Kilroy Realty Corporation is seeking an individual interested in pursuing a career in real estate with a focus on investments and finance at a premier publicly traded REIT (NYSE: KRC). The Analyst, Investments and Portfolio Management will work directly with both a locally focused team and senior management at all levels within the organization. The opportunity provides extensive experience and exposure to real estate development and investment; including the financial modeling of all perspective acquisitions, development, disposition, and reposition projects.

Additionally, the role will provide financial analysis and support on other various projects such as leasing transactions, corporate finance/capital markets, and other strategic initiatives. There is direct interface with the CEO, COO, CFO, CIO, Regional EVP/SVP’s as well as with the asset management, development, accounting and corporate finance departments thus strong communication skills are warranted. This position reports to the Senior Vice President, Investments.

Opportunity Requirements

• Bachelor’s degree from a top-tier university with coursework in business, finance, and ideally, real estate
• 1-3 years of direct real estate experience in a valuation, development and/or acquisition, debt, investment banking, asset management, or accounting role
• Ability to synthesize large amounts of information from various sources and provide concise conclusions and recommendations
• Strong critical thinking skills and the ability to independently develop strategies and recommendations for investment decisions
• Familiarity with real estate diligence such as rent rolls, contracts, commercial leases, offering memorandums and operating/income statements
• Experience with office, life science, retail, and multifamily product types in Southern California markets a plus
• Advanced skills in Excel and ARGUS
• Familiarity with basic cash/GAAP accounting principles
• Excellent communication skills and precise attention to detail
• Team oriented mentality with a strong ability to adapt and interact with team members
• Willingness and excitement for occasional business travel between Kilroy’s target markets

Summary of Responsibilities

The core responsibilities of this position include, but are not limited to the following:

• Directly assisting Bay Area and Pacific Northwest investment team in building ARGUS/Excel cash flow models for all prospective acquisitions, developments, dispositions, and asset repositioning projects
• Assisting in all aspects of the underwriting process, including initial investment analysis, preparation of investment memos, comparative analysis, vetting of corporate finance and accounting issues, etc.
• Working with Kilroy’s leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process
• Evaluating, through Argus, NPV and IRR analyses, the financial impact of lease proposals, terminations, and renewals for active and pipeline development projects
• Assisting with execution and proforma modeling of large mixed-use projects with office, retail and multi-family components
• Creating clear and concise presentations directed towards senior management and Investment Committee
• Reviewing and summarizing acquisition diligence materials on live deals
• Maintaining acquisition pipeline trackers through active engagement with external brokers
• Developing and maintaining a deep network of market participants in order to assist the Company in the sourcing of opportunities
• Monitoring market transactions for both leasing and capital markets data points
• Assisting FP&A and Corporate Finance teams in the preparation of internal and external investor relations materials
• Interfacing with Brokers, Lawyers, Architects, Engineers, and other project team members to ensure timely/accurate proforma updates

What we offer
At Kilroy, base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within the role. The base pay range for this role is between $97,500 and $110,000, and your base pay will depend on your skills, experience and training, knowledge, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. This role is eligible for an annual discretionary bonus as well.

Our comprehensive group health benefits program is built around your total health and provides employees and their families with care and coverage designed to help you thrive. Our health and wellness program offerings include medical, dental, vision, with FSA, HSA options, Group Life & Disability, LTD coverage and much more. Ancillary programs include a retirement savings plan with a competitive employer match, employee support programs like our parental leave coaching program, wellness, and commuter benefits, just to name a few. We invite you to visit our website at to learn more.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

CPS Careers | Search | Apply | Get Hired

Feb 3, 2025, 3:53:58 PM

CPS Non-Union Job Grade: S11

115,000.00 - 153,000.00

Position Type: Non-Union Position

Exempt

Final salary offers are dependent upon candidate qualifications.

JOB DESCRIPTION

Chicago Public Schools (CPS) is a district on the rise, serving over 320,000 students in 500+ schools and employing over 44,000 people, most of them teachers. CPS has set ambitious goals to ensure that every student, in every school and every neighborhood, has access to a world-class learning experience that prepares each for success in college, career, and civic life. In order to fulfill this mission, we make three commitments to our students, their families, and all Chicagoans: academic progress, financial stability, and integrity. Six core values are embedded within these commitments – student-centered, whole child, equity, academic excellence, community partnership, and continuous learning.

The Office of Information and Technology Services (ITS) works to build the capacity of schools to use information and technology, maintain network infrastructure, security standards, and support other departments to meet district goals. ITS provides innovative technology solutions that improve the quality of education for students, reduce the administrative burden on educators, facilitate parent interaction, increase community engagement, and support CPS’ mission of transparency by focusing on the ease and equity of access to information.

Job Summary:

The Director of ERP Portfolio Management will lead the CPS Enterprise Resource Planning (ERP) Modernization Program and processes, partnering closely with IT and business leadership from departments including Finance, Budget, Procurement, and Human Resources/Talent to ensure the successful delivery of our 4-Year ERP Modernization Program in alignment with CPS business initiatives and priorities. This position will oversee all project management and processes of the Program rollout while delivering a greenfield ERP implementation on budget, on schedule, on quality, and within scope. The Director of ERP Portfolio Management will report to the Chief Information Technology Officer (CIO) and will build and lead a team of direct reporting professionals. This is a full-time exempt position that will be paid for time worked on a salary basis.

Responsibilities:

• Drive the planning, overall assessment, implementation, and execution of a highly-complex value-capture portfolio of ERP projects.
• Recruit, onboard, and provide direction, guidance, and strong leadership to the ERP portfolio management team to ensure robust learning and career development consistent with the CPS values and mission; foster collaboration and effective integration of efforts with division-wide initiatives.
• Deliver excellent reporting and clear/concise communication to key stakeholders within and across the organization to ensure successful project completion.
• Ensure that project results contribute positive business value and meet agreed-on scope, cost, schedule, and quality objectives.
• Establish and maintain a standard project management approach to drive project initiation, planning, and execution.
• Collaborate with the ITS department and functional leaders to ensure appropriate leveling and allocation of resources to projects.
• Partner and collaborate with business stakeholders to define success metrics and criteria, project size and complexity, cost, urgency, risk, and stakeholder value.
• Ensure that investments and initiatives in project management services are aligned with business strategy and priorities.
• Incorporate industry best practices, define metrics and key performance indicators, and clarify ownership for delivery at all levels of the organization.
• Monitor value metrics to make informed decisions that maximize returns across enterprise projects and programs.
• Develop an overall communication strategy and a reporting process for updating the organization and relevant business stakeholders on project and pipeline progress, decisions, and impacts.
• Monitor the delivery of business objectives and client experience for ERP portfolio management services.
• Conduct regular program and project reviews, proactive risk management, and think critically to ensure predictability, quality, and communication.
• Create and implement a systematic approach to improving project planning accuracy and project cycle time.
• Drive the implementation of a resource management and reporting process to facilitate prioritization and efficient project intake.
• Identify critical skills and competencies necessary for success in ERP roles and related positions.
• Effectively motivate team members and colleagues while pursuing opportunities for continuous improvement in department processes.
• Other duties as assigned.

Qualifications:

Education Required:

• Bachelor’s degree in a relevant field from an accredited college or university.

Experience Required:

• Minimum of eight (8) years of relevant professional project and program management experience.
• Minimum of five (5) years of experience working with ERP technical applications and/or information systems.
• Minimum of three (3) years of experience in a supervisory/management position.
• Experience managing enterprise-wide projects in Education industries.
• Experience leading projects and programs that involved external providers.
• Experience working on project and portfolio management resource planning and using related tools.
• Experience leading multi-functional activities with accountability for portfolio, budgetary and resource allocation.
• Experience in ERP Implementation Methodology is preferred.
• Minimum of ten (10) years of the above experience, including five (5) years in a supervisory/management position, strongly preferred.

Knowledge, Skills, and Abilities:

• Extensive knowledge and expertise in all areas of project management.
• Effective strategic planning capabilities.
• Ability to articulate a vision and effectively guide teams and stakeholders.
• Excellent interpersonal, verbal and written communication skills.
• Demonstrated business acumen.
• Strong leadership and team building skills.
• Ability to build effective, collaborative relationships.
• Ability to define problems, analyze data, and outline valid conclusions.
• Capable of following Company policies and practices.

Conditions of Employment:

As a condition of employment with the Chicago Public Schools (CPS), employees are required to:

• Establish/Maintain Chicago Residency: Employees are required to live within the geographic boundaries of the City of Chicago within six months of their CPS hire date and maintain residency throughout their employment with the district.

Keep in touch to hear about our organization.

Join to apply for the Real Estate Portfolio Management Associate role at Stockbridge

Join to apply for the Real Estate Portfolio Management Associate role at Stockbridge

This range is provided by Stockbridge. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$125,000.00/yr - $45,000.00/yr

Stockbridge is a real estate investment management firm led by seasoned senior professionals averaging 25+ years of real estate industry experience. The firm was founded in 2003 and manages real estate equity investments across the risk spectrum within a variety of investment structures on behalf of U.S. and foreign institutional investors. Stockbridge has approximately 35 billion of assets under management spanning all major real estate property types, and certain specialty property types, with an emphasis on residential and industrial space throughout the United States. The firm has offices in San Francisco, Atlanta, Chicago, Denver, Dallas, and Phoenix.

Opportunity and Position Overview:

Stockbridge is seeking an Associate to join the Portfolio Management team within the Core and Value-Add (“CVA”) platform, which includes funds and separate accounts with strategies ranging from core to value-add and ground-up development. This role will specifically focus on Stockbridge’s Value Fund series, comprising three active vehicles, with one currently being deployed across all product types. The Associate will gain direct exposure to fund- and asset-level financial analysis, investor reporting, and valuation processes. They will work closely with senior leadership and receive day-to-day direction from an experienced Associate, offering strong mentorship and growth opportunities.

Primary Duties and Key Responsibilities:

• Build and maintain detailed financial models in Excel at the property and fund levels, including commercial and multifamily property underwriting, debt modeling, and joint-venture waterfalls.
• Support quarterly valuations, collaborating with asset management teams to review cash flow projections and market assumptions using Argus and Excel.
• Prepare quarterly and annual client reports, investor correspondence, and data requests, including realized returns, projected cash flows, and historical performance metrics.
• Evaluate existing investments to inform portfolio strategies, including disposition and refinancing opportunities.

Skills and Competencies:

• BA/BS degree from an accredited institution, preferably in real estate, finance, business, accounting, or economics, with strong academic credentials.
• 3-5 years of relevant experience in real estate finance, including investment sales, debt placement, acquisitions, dispositions, development, asset management, and/or commercial real estate valuation.
• Advanced proficiency in Excel with strong modeling capabilities. Experience with Argus and discounted cash flow analysis.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple workstreams and meet deadlines in a fast-paced environment.
• Detail-oriented with the ability to synthesize and present complex financial information clearly.
• Collaborative team player with a proactive, resourceful approach.

Compensation:

Competitive. The base pay scale for this position is $125,0 0 to 145,000 annually. Stockbridge’s base pay scale depends on geographic location, business line, years of experience, and other qualifications of the successful candidate. A discretionary annual bonus is also included in addition to base pay. Benefits include medical, dental, vision, life and STD & LTD insurance. Stockbridge provides a 401K plan with a match as well as generous vacation, sick time and holiday time off. Additionally, Stockbridge provides opportunities for professional development and career advancement. The base pay scale and benefits are accurate as of the date of this posting. Stockbridge reserves the right to modify this information at any time, subject to applicable law.

• Seniority level Associate

• Employment type Full-time

• Job function Analyst and Finance
• Industries Investment Management, Real Estate, and Financial Services

Referrals increase your chances of interviewing at Stockbridge by 2x

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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CPS Careers | Search | Apply | Get Hired

Feb 3, 2025, 3:53:58 PM

CPS Non-Union Job Grade: S11

115,000.00 - 153,000.00

Position Type: Non-Union Position

Exempt

Final salary offers are dependent upon candidate qualifications.

JOB DESCRIPTION

Chicago Public Schools (CPS) is a district on the rise, serving over 320,000 students in 500+ schools and employing over 44,000 people, most of them teachers. CPS has set ambitious goals to ensure that every student, in every school and every neighborhood, has access to a world-class learning experience that prepares each for success in college, career, and civic life. In order to fulfill this mission, we make three commitments to our students, their families, and all Chicagoans: academic progress, financial stability, and integrity. Six core values are embedded within these commitments – student-centered, whole child, equity, academic excellence, community partnership, and continuous learning.

The Office of Information and Technology Services (ITS) works to build the capacity of schools to use information and technology, maintain network infrastructure, security standards, and support other departments to meet district goals. ITS provides innovative technology solutions that improve the quality of education for students, reduce the administrative burden on educators, facilitate parent interaction, increase community engagement, and support CPS’ mission of transparency by focusing on the ease and equity of access to information.

Job Summary:

The Director of ERP Portfolio Management will lead the CPS Enterprise Resource Planning (ERP) Modernization Program and processes, partnering closely with IT and business leadership from departments including Finance, Budget, Procurement, and Human Resources/Talent to ensure the successful delivery of our 4-Year ERP Modernization Program in alignment with CPS business initiatives and priorities. This position will oversee all project management and processes of the Program rollout while delivering a greenfield ERP implementation on budget, on schedule, on quality, and within scope. The Director of ERP Portfolio Management will report to the Chief Information Technology Officer (CIO) and will build and lead a team of direct reporting professionals. This is a full-time exempt position that will be paid for time worked on a salary basis.

Responsibilities:

• Drive the planning, overall assessment, implementation, and execution of a highly-complex value-capture portfolio of ERP projects.
• Recruit, onboard, and provide direction, guidance, and strong leadership to the ERP portfolio management team to ensure robust learning and career development consistent with the CPS values and mission; foster collaboration and effective integration of efforts with division-wide initiatives.
• Deliver excellent reporting and clear/concise communication to key stakeholders within and across the organization to ensure successful project completion.
• Ensure that project results contribute positive business value and meet agreed-on scope, cost, schedule, and quality objectives.
• Establish and maintain a standard project management approach to drive project initiation, planning, and execution.
• Collaborate with the ITS department and functional leaders to ensure appropriate leveling and allocation of resources to projects.
• Partner and collaborate with business stakeholders to define success metrics and criteria, project size and complexity, cost, urgency, risk, and stakeholder value.
• Ensure that investments and initiatives in project management services are aligned with business strategy and priorities.
• Incorporate industry best practices, define metrics and key performance indicators, and clarify ownership for delivery at all levels of the organization.
• Monitor value metrics to make informed decisions that maximize returns across enterprise projects and programs.
• Develop an overall communication strategy and a reporting process for updating the organization and relevant business stakeholders on project and pipeline progress, decisions, and impacts.
• Monitor the delivery of business objectives and client experience for ERP portfolio management services.
• Conduct regular program and project reviews, proactive risk management, and think critically to ensure predictability, quality, and communication.
• Create and implement a systematic approach to improving project planning accuracy and project cycle time.
• Drive the implementation of a resource management and reporting process to facilitate prioritization and efficient project intake.
• Identify critical skills and competencies necessary for success in ERP roles and related positions.
• Effectively motivate team members and colleagues while pursuing opportunities for continuous improvement in department processes.
• Other duties as assigned.

Qualifications:

Education Required:

• Bachelor’s degree in a relevant field from an accredited college or university.

Experience Required:

• Minimum of eight (8) years of relevant professional project and program management experience.
• Minimum of five (5) years of experience working with ERP technical applications and/or information systems.
• Minimum of three (3) years of experience in a supervisory/management position.
• Experience managing enterprise-wide projects in Education industries.
• Experience leading projects and programs that involved external providers.
• Experience working on project and portfolio management resource planning and using related tools.
• Experience leading multi-functional activities with accountability for portfolio, budgetary and resource allocation.
• Experience in ERP Implementation Methodology is preferred.
• Minimum of ten (10) years of the above experience, including five (5) years in a supervisory/management position, strongly preferred.

Knowledge, Skills, and Abilities:

• Extensive knowledge and expertise in all areas of project management.
• Effective strategic planning capabilities.
• Ability to articulate a vision and effectively guide teams and stakeholders.
• Excellent interpersonal, verbal and written communication skills.
• Demonstrated business acumen.
• Strong leadership and team building skills.
• Ability to build effective, collaborative relationships.
• Ability to define problems, analyze data, and outline valid conclusions.
• Capable of following Company policies and practices.

Conditions of Employment:

As a condition of employment with the Chicago Public Schools (CPS), employees are required to:

• Establish/Maintain Chicago Residency: Employees are required to live within the geographic boundaries of the City of Chicago within six months of their CPS hire date and maintain residency throughout their employment with the district.

Keep in touch to hear about our organization.

Join to apply for the VP, Americas Portfolio Management role at Digital Realty

Join to apply for the VP, Americas Portfolio Management role at Digital Realty

Location: DLR office in Central, Mountain or Western time zone

Job Description
Position Title: VP, Americas Portfolio Management
Location: DLR office in Central, Mountain or Western time zone
Your role As Vice President of Portfolio Management, you will lead strategy, operations, and growth for a regional portfolio of properties with full P&L accountability. This role plays a key part in driving value creation through leasing, redevelopment, acquisitions, and performance optimization. It’s an opportunity to make a broad impact while working collaboratively across teams to shape the future of our portfolio.
What You’ll Do

• Lead the development and execution of regional strategies that support income growth, leasing, redevelopment, and long-term value creation
• Manage full P&L responsibility for a regional portfolio, partnering closely with internal teams and third-party leasing agents
• Set and oversee leasing goals; review and approve leasing proposals and forecasts aligned to market demand and tenant needs
• Shape asset redevelopment strategies and guide execution across design, construction, sales, and technical operations
• Partner with the acquisitions team to support external growth, including sourcing, underwriting, due diligence, and operational transition
• Oversee day-to-day property operations, budgeting, tenant relations, vendor partnerships, and capital planning
• Guide and monitor accurate reporting, forecasting, and annual business planning in collaboration with finance and accounting
• Support REIT compliance and contribute to public reporting, disclosure, and income qualification strategies.
  

• Bachelor’s degree required; MBA or advanced degree preferred
• Extensive experience in asset or portfolio management, ideally within a REIT or related real estate environment
• Strong leadership skills with the ability to guide direct and indirect reports, foster collaboration, and influence across departments
• Deep understanding of financial analysis, forecasting, and capital allocation, with the ability to interpret complex data and drive informed decisions
• Knowledge of leasing practices, legal and title documentation, contracts, and property operations
• Exceptional communication skills—able to present ideas clearly and build trust with stakeholders at all levels
• Commitment to service excellence and continuous improvement, with a proactive and adaptable mindset
• Experience managing business plans, variance analysis, and reporting tools such as Kardin or similar systems
  

• Seniority level Executive

• Employment type Full-time

• Job function Finance and Sales
• Industries IT Services and IT Consulting

Referrals increase your chances of interviewing at Digital Realty by 2x

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Job Description

FINANCIAL MODELING & ANALYSIS SME (PHARMACY, FINANCE, ACTUARIAL)

PHARMACY BENEFIT MANAGEMENT
CONTRACT TO HIRE

100% REMOTE

HOURLY RATE: $70/HR. W2

ALTA IT Services has a contract to hire opening for a Financial Modeling and Analysis expert with Pharmacy Benefit Management, PBM, expertise. This role provides critical support for financial modeling and forecasting related to pharmacy programs for a leading healthcare payer, in the Baltimore Maryland area.

The PBM Financial Modeling and Analyst role will oversee various financial functions such as budgeting, auditing, forecasting and analysis. Provide financial support to the business, including but not limited to cost accounting, revenue recognition, subcontractor financial management, At Risk coordination, forecasting and EAC development, variance analysis, invoice preparation/review and cash flow management (to include timely unbilled analysis/reconciliations). The role will interface regularly with project managers, account managers and business area directors. Supports large and/or complex projects.
 

Responsibilities include:

·    Monitor and analyze market, clinical, legislative and regulatory data and events to assess the financial impact of proposed and ongoing pharmacy programs.

·    Support financial planning by modeling benefit trends, utilization patterns, and policy changes.

·    Provide financial input into product design and pricing strategies to ensure cost-effectiveness and sustainability, ensuring that the organization remains financially resilient and strategically prepared.

·    Develop predictive financial models and translate actuarial insights into decision-ready outputs to support leadership, finance, and enterprise planning.

ESSENTIAL FUNCTIONS:

·    25% Plans and produces various financial reports. Analyzes trends, calculates and verifies data. Interfaces with other areas to develop reporting specifications, methods and procedures, and prioritizes requests.

·    25% Develops, coordinates, analyzes and verifies data and financial reports to produce the financial Plan for all areas of the Company. Creates and manages a database for Plan reporting. Develops specifications needed to generate statistics, develops methods and procedures for calculating data and presenting results.

·    25% Responds to manager, director, and executive inquiries, handles special requests, researches complex accounting issues. Communicate with corporate management on accounting/financial processes and regulatory requirements. Prepare financial data for presentation to upper management.

·    25% Coordinates, reviews and analyzes major financial report submissions to ensure corporate compliance with applicable regulations, laws or guidelines. Gathers, compiles and interprets information collected through financial analyses in order to identify trends and provide insight for decision making.

REQUIRED SKILLS

·    Education Level: Bachelor's Degree, Accounting, Finance, related field or technical training

·    5 years of experience in finance, accounting or an analytical role within finance sector or quantitative analysis.

·    In lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience.

·    Advanced knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.

·    Proficient with financial analysis software (i.e., Delphi Technology, Oracle E-Business Suite Financials, Longview).

·    Proficient with database entry and query software.

·    Excellent communication skills both written and verbal.
 

PREFERRED QUALIFICATIONS

·    CPA or MBA strongly preferred. Healthcare insurance industry experience is strongly preferred.

Please send an updated resume to Melissa McNally via for consideration.

System One and its subsidiaries are leaders in delivering outsourced services and workforce solutions across North America. We help clients get work done more efficiently and economically, without compromising quality. System One not only serves as a valued partner for our clients, but we offer eligible employees health and welfare benefits coverage options including medical, dental, vision, spending accounts, life insurance, voluntary plans, as well as participation in a 401(k) plan.

System One is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, age, national origin, disability, family care or medical leave status, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.

Job Description

With more than 45 years of experience, Walton is one of North America’s leading land experts and a premier global real estate investment firm. Founded in 1979, Walton currently manages US$ 3.4 billion of real estate assets in the United States and Canada, with more than 90,000 acres under management

Walton is currently looking for a full-time Portfolio Management Analyst that will work out of our global headquarters in Scottsdale, AZ. The Portfolio Management Analyst will be an integral part of the Portfolio Management and Real Estate team at Walton, helping to perform the analysis of present and future projects to help inform executive decision making. This role will have companywide portfolio management responsibilities while working alongside the land asset management, capital markets, operations, and corporate finance teams.

We are searching for a professional with strong analytical skills and a high attention to detail, along with developed communications and interpersonal skills.

This position will report directly to the Vice President, Finance and Portfolio Management.

Responsibilities

• Create and maintain complex real estate acquisition, development, fund and investor distribution models
• Research and underwrite opportunities in a number of different markets across the United States
• Assist with the creation of investment committee materials for the weekly acquisition and disposition approval meeting.
• Communicate project updates and facilitate financial distributions to our investors
• Conduct detailed analyses of company investments in order to develop portfolio optimization strategies
• Play a key role in new business development to strengthen Walton’s strategic partnerships
• Interact with internal and external stakeholders on a day-to-day basis
• Support fundraising efforts globally
• Perform other duties as assigned

Qualifications

• Bachelor’s Degree required in finance, business, accounting, or related field
• Advanced understanding of Excel modeling and other MS Office Suite applications
• Prior Financial modeling experience preferred
• Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting
• Exceptional written and oral communication skills
• Highly motivated with demonstrated ability to manage conflicting priorities and requests
• Excellent interpersonal skills with the ability to maintain relationships at all levels of the organization
• Ability to take initiative and function independently, balanced with strong teamwork skills
• Maintain high standards of professional and ethical conduct

At Walton Global, we’re committed to supporting our employees both in and out of the workplace. Our comprehensive benefits package and employee perks are designed to promote well-being, growth, and a healthy work-life balance.

Here’s what we offer:

• Employer Paid: Medical
• Dental, and Vision insurance
• HSA and FSA options
• Employer-paid life insurance
• Short-term and long-term disability coverage
• Mental health support and Employee Assistance Program (EAP)

• Competitive compensation packages
• 401(k) retirement plan
• Bonus incentives (based on role and eligibility)
• Paid parental leave

• Generous PTO policy and paid company holidays
• Flexible work schedules and hybrid/remote opportunities (depending on role)

• Training and development opportunities
• Cross-functional collaboration and global exposure

• Company-sponsored events and team-building activities
• Casual dress code (where applicable)

Interested candidates are invited to forward a resume, in confidence, to:

We would like to thank all applicants for their interest in this position; however, only those selected for interviews will be contacted.

• Work with multiple data sources to produce bi-weekly Asset & Liability Committee (ALCO) report


• Collect and validate all data sourced from Bank systems prior to loading the data into the ALCO model


• Understand the primary lines of business of the bank


• Produce ad-hoc analysis on a regular basis


• Learn the main features of various modeling tools that are used to produce ALCO analysis and reports


• Develop a deep understanding of the back-end modeling methods that are used in reporting and analysis


• Review policy and governance documents


• Maintain procedures manuals for all production processes in the department


• Manage the ALCO governance approvals and report calendar


• Demonstrate a genuine curiosity of the community banking balance sheet management, including interest rate risk, liquidity risk, and capital management

• Bachelor‘s Degree in finance, accounting, economics, or similar field is required

• 3-5 years of related experience is preferred

• Demonstrated ability to interact with executive management on a regular basis


• Working knowledge of Microsoft Visual Basic Application (VBA) is preferred

• Proficiency in MS Office Suite, especially Excel and PowerPoint. Experience with Power BI a plus.


• High attention to detail


• Ability to quickly understand and solve complex problems


• Ability to communicate effectively, both verbally and written


• Experience with ALM models (QRM, BancWare, Darling, ZMFS, Empyrean, etc.) a plus


• Understanding of option pricing methods, term-structure models, and Monte Carlo Simulation methodology preferred

Vantage Data Centers powers, cools, protects and connects the technology of the world‘s well-known hyperscalers, cloud providers and large enterprises. Developing and operating across North America, EMEA and Asia Pacific, Vantage has evolved data center design in innovative ways to deliver dramatic gains in reliability, efficiency and sustainability in flexible environments that can scale as quickly as the market demands.

Position Overview

This position will be based on-site at our office in Denver, CO, in alignment with our flexible work policy (3 days on site required, 2 days flexible).

The Manager, Portfolio Management is responsible for providing insight and visibility into the performance of the existing portfolio, lease matrices, portfolio optimization, and preparing detailed performance metrics and reports for Management and the Board.

Essential Job Functions

Deal Performance Tracking:

• Maintain financial models for signed leases to and provide monthly IRR updates to Vantage Executive Leadership and the Board.

• Collaborate with Sales, Legal, New Site Development, Construction, Utility Infrastructure, Site Selection, Public Policy, Tax, Market Strategy, Finance, Marketing, and third parties to gather stakeholder inputs and refine for executive consumption.

• Perform sensitivity analyses on key risk factors impacting business outcomes.

Lease Amendment Underwriting:

• Drive and own holistic underwriting and due diligence related to lease amendments; identify key risks in concert with internal stakeholders to evaluate overall deal structure and make recommendations on contract negotiation strategy.

• Build complex financial models for new deals to support your recommendations, including sensitivities and contemplation of multiple scenarios.

• Proactively identify and evaluate strategies to maximize asset returns, including accelerating lease commencement timelines, optimizing rental rates, reducing construction costs, and exploring alternative power solutions.

Lease Renewal Tracking and Execution:

• Provide early and regular visibility to future and pending customer renewals; collaborate with internal teams to develop a single point of truth.

• Develop and maintain underwriting models for lease renewals to inform deal strategy, pricing, and decision-making.

Reporting and Incentive Planning:

• Drive the establishment and management of the annual Sales Incentive Plan (‘SIP‘), ensuring alignment with business objectives.

• Own dashboard inputs related to existing leases and produce reporting for business intelligence

• Update models for actual and revised forecasts to be used for regular reporting for internal and Board tracking purposes.

Account Management and Delivery Tracking:

• Manage processes for adding, deleting, and modifying account classifications and sales representative assignments within the North America Assigned Account list.

• Maintain and track delivery dates for existing and prospective sites to support leasing strategies and timelines.

Risk Mitigation:

• Make recommendations to mitigate risk for new opportunities and enable informed executive decision making.

• Review contracts to ensure deal terms are representative of business threshold requirements while also meeting customer demands.

Executive Reporting:

• Prepare reports for the leadership team offering insight into contract risks, returns, trends, and other key metrics.

Additional Duties:

• Handle additional duties as assigned by Management.

Job Requirements

Education:

• Bachelor‘s degree in Business Administration, Finance, Real Estate and/or equivalent experience, required.

• MBA and/or JD, strongly preferred.

Experience:

• 5-8 years of professional experience in contract negotiation, due diligence, or finance related role with extensive financial modeling experience (investment banking, capital markets, consulting, etc.), required.

• Data Center and/or commercial or industrial real estate experience, preferred.

Skills:

• Strong analytical mind, problem solving skills, quantitative / qualitative skillset, and modelling skills, required.

• Self-starter, ability to operate independently in fast-paced environment and manage multiple tasks at once.

• Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner.

• Executive presence and effective communication skills, required.

• Travel required is expected to be up to 5% but may increase over time as the business evolves.

Physical Demands and Special Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to handle, or feel objects; reach with hands and arms; climb stairs; balance; stoop or kneel; talk and hear. The employee must occasionally lift and/or move up to 25 pounds.

Additional Details

• Salary Range: $145,000 - $150,000 Base + Bonus (this range is based on Colorado market data and may vary in other locations)

• This position is eligible for company benefits including but not limited to medical, dental, and vision coverage, life and AD&D, short and long-term disability coverage, paid time off, employee assistance, participation in a 401k program that includes company match, and many other additional voluntary benefits.

• Compensation for the role will depend on a number of factors, including your qualifications, skills, competencies, and experience and may fall outside of the range shown.

#LI-SD1 #LI-Hybrid

We operate with No Ego and No Arrogance. We work to build each other up and support one another, appreciating each other‘s strengths and respecting each other‘s weaknesses. We find joy in our work and each other, actively seeking opportunities to inject fun into what we do. Our hard and efficient work is rewarded with an above market total compensation package. We offer a comprehensive suite of health and welfare, retirement, and paid leave benefits exceeding local expectations.

Throughout the year, the advantage of being part of the Vantage team is evident with an array of benefits, recognition, training and development, and the knowledge that your contribution adds value to the company and our community.

Don‘t meet all the requirements? Please still apply if you think you are the right person for the position. We are always keen to speak to people who connect with our mission and values.

Vantage Data Centers is an Equal Opportunity Employer

Vantage Data Centers does not accept unsolicited resumes from search firm agencies. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of Vantage Data Centers.

We‘ll be accepting applications for at least one week from the date this role is posted. If you‘re interested, we encourage you to apply soon-we‘re excited to find the right person and will keep the role open until we do!