Portfolio Analyst Job at Russell Tobin, San Francisco, CA

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  • Russell Tobin
  • San Francisco, CA

Job Description

Job Title: Portfolio Analyst

Location: San Francisco, CA (1 day Onsite/ 4 days Remote)

Duration: 6 months

**This person will need to be ONSITE one day a week in San Francisco, so Bay Area candidates only. Will be required to work in PST time zone.

As a Portfolio Analyst, you will support the Portfolio Manager and Head of Real Estate in the day to day management of the global real estate portfolio. This includes assisting with execution of leases and amendments, ensuring strict financial and quality controls and partnering with space, legal, finance, and other cross functional teams to drive timely decisions. You'll help manage and document all of the steps in our leasing process to keep our stakeholders informed, work with external partners to manage lease renewals / amendments, and implement processes to drive lease compliance, reporting, quality control, transparency and operational efficiency.

We're looking for someone who can both drive initiatives independently with significant attention to detail but also collaborate with various stakeholders as necessary to meet the team's objectives. Prior experience with commercial real estate & lease transactions is required. The candidate must be capable of collaborating with partners (both internal and external) across different teams, regions, and cultures to drive consistent progress and excellence.

This role is based in

In this role, you will:

Transaction Management

  • Assist with the documentation and oversight of all of lease transactions globally. Perform document and financial reviews to ensure budget alignment and process compliance.
  • Lead small office transactions such as renewals and other one-off projects or initiatives, as necessary.
  • Document the transaction process from end to end ensuring all necessary steps are carried out while keeping all of the relevant stakeholders informed of the progress.

Lease Administration & Internal Reporting

  • Work with our lease administration and finance teams to ensure compliance and financial discipline.
  • Serve as the primary point of contact for each of our subleases and ensure regular payments and adherence to lease / sublease provisions.
  • Be the first point of escalation for lease administration issues and challenges such as CAM budget overruns, service quality deficiencies, procurement or payment delays, etc.
  • Audit our lease administration payments from time to time to ensure cost efficiency, timely payments and process adherence..

Portfolio Management Support

  • Assist with gathering requirements and performing market research necessary for strategic initiatives and projects.
  • Regularly update internal documents and trackers. Be responsible for the effective storage and organization of all internal documents and protocols.
  • Assist with the production and review of internal reports, memos and presentations.
  • Routinely propose and implement improvements to our processes for improved efficiency, transparency and consistency.

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors

Job Tags

1 day per week,

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