Portfolio Operations

Portfolio Operations Finance Jobs

3 jobs found

1mo ago

Financial Analyst

Pegasus Residential, LLC Alpharetta, GA

Alpharetta, GA

1mo ago Closed

Full time Analytical Skills Budget Management Data Analysis

This position is no longer accepting applications (closed Aug 31, 2026).

Job Description

A Financial Analyst position at Pegasus Residential, LLC supports portfolio optimization, underwriting, acquisitions support, and client growth from Alpharetta, GA in a hybrid, in-office role.

Responsibilities

Collaborate with Portfolio Services and Operations to drive revenue performance, monitor expense trends, and enhance asset value across the portfolio.
Proactively analyze market data, submarket dynamics, and competitive positioning to uncover revenue opportunities and identify operational risks.
Review property financials, KPIs, and expense categories to detect variances and propose corrective actions.
Perform rent and pricing analysis to inform leasing strategy, occupancy optimization, and NOI growth.
Create financial dashboards, executive briefs, and analytics reports for senior leadership.
Support annual budgets, reforecasts, capital planning, and operational performance reviews.
Evaluate staffing models and centralized service efficiencies to boost portfolio performance.
Provide underwriting and financial modeling support for acquisitions and management transition opportunities, assessing viability, upside, and strategic alignment.
Analyze rent comparables, market surveys, expense benchmarks, and operations data to strengthen business development proposals.
Identify operational improvement opportunities and integrate analytical insights into sales presentations and client pitches.
Tour prospective acquisition or transition assets to assess financial, operational, and physical considerations.
Prepare case studies and performance narratives highlighting centralized model, revenue growth initiatives, and expense discipline.
Collaborate with senior leadership and Business Development to present financial insights in client meetings.
Conduct outreach with prospective and current clients to support strategic growth initiatives.
Work closely with Portfolio Services, Accounting, Operations, and Executive Leadership to align financial insights with execution.
Translate complex financial data into clear, actionable recommendations.
Support special projects related to growth initiatives, technology integration, centralized services, and performance improvement.
Perform additional duties as assigned by the Director of Business Development or senior leadership.

Requirements

Bachelor’s degree in Finance, Real Estate, Economics, or a related field with at least four years of relevant experience preferred.
Strong Excel skills and financial modeling ability, including underwriting multifamily real estate investments.
Ability to analyze and interpret complex operational and financial data.
Knowledge of multifamily operations, budgeting, and capital planning preferred.
Excellent communication skills with the ability to present financial insights clearly to internal and external stakeholders.
Detail-oriented, organized, and capable of managing multiple projects in a fast-paced environment.
Ability to conduct site visits and collaborate effectively with on-site teams.

Technologies

Excel

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Tuition reimbursement
Vision insurance

Work Environment

Location: Alpharetta, GA
Reports to: Director of Business Development
In-office role based in Alpharetta, Georgia
Highly collaborative environment with Portfolio Services, Operations, Accounting, Asset Management, Transitions, and Business Development teams
Fast-paced, performance-driven culture requiring initiative, accountability, and strategic thinking
Work Location: Hybrid remote in Alpharetta, GA 30022

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3mo ago

Vice President | Portfolio Management, Finance

Red Stone Equity Partners LLC Charlotte, NC

Charlotte, NC

3mo ago Closed

$110k - $135k/yr Full time Accounting Capital Management Financial Analysis

This position is no longer accepting applications (closed Jun 17, 2026).

Job Description

The Vice President of Portfolio Management, Finance at Red Stone Equity Partners oversees tax credit funds, financial reporting, modeling, audits, and investor communications.

Responsibilities

Manage each fund's books and records, including monthly cash activity reviews, approval of monthly journal entries, and review of quarterly financial statement reporting.
Monitor upcoming and pending capital contributions for low income housing tax credit funds (LTs) in the portfolio.
Coordinate internal review and assembly of investor capital call requests, ensuring benchmarks are met.
Track capital call requests to ensure timely receipt and delivery to the LT.
Ensure timely LT and UT modeling updates to provide up-to-date tax credit projections and IRR calculations for Quarterly Investor Reports.
Support staff with modeling updates for tax credit projections as needed.
Review modeling updates completed by support staff and resolve issues independently or with Director assistance.
Oversee the annual audit and tax return process.
Complete interim requests promptly and efficiently.
Manage receipt, review, and approval of LT audits and tax returns to ensure UT audits and tax returns are delivered on time to Investors.
Identify complex issues in LT audits and tax returns, communicating with CPAs and GPs, and resolving independently or with Director help.
Thoroughly review UT audits and tax returns, provide comments to UT CPAs, and ensure final documents are processed timely upon draft approval.
Review tax and finance related LT documents and communicate issues with CPAs, General Partners, and PMRs as needed.
Update LT modeling for each scenario to assess the impact of requests.
Identify negative impacts from proposed changes and seek resolutions beneficial to LT and Investors with Director assistance as needed.
Communicate questions arising from reviews with LT GPs and PMRs to obtain timely resolutions.
Stay actively informed on accounting and tax updates relevant to the LIHTC industry.
Respond to Investor requests promptly and thoughtfully on an ongoing basis.
Participate on calls with LT GPs to discuss Portfolio Management matters, providing financial expertise.
Provide daily guidance and support to analysts and interns.
Monitor daily tasks to ensure timely, thorough completion and adherence to internal and external deadlines.
Review select documents and provide feedback and assistance as needed.
Deliver on the job training to develop technical knowledge and skills.
Maintain professional communication with third parties delivering audits and tax returns.

Requirements

Bachelor's degree in Accounting; CPA certification preferred.
Minimum 5 years of experience in Public Accounting.
Experience with Affordable Housing clients.
Excellent Excel and financial modeling skills.
Ability to balance competing priorities and meet tight deadlines.
Excellent written and verbal communication skills.
Commitment to company core values: Solve Creatively, Take Initiative, People First, Grow Together, Be Authentic.

Technologies

Microsoft Excel

Benefits

Medical, dental, and vision insurance
Premiums paid for medical and dental
Life insurance
Short-term disability
Long-term disability
Paid time off
Company-paid holidays
Healthy Lifestyle Benefit
Parking
Transit benefits
Dependent care FSA
Hybrid remote work arrangement
Learning and development opportunities
401(k) plan
401(k) matching
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health savings account
Parental leave
Bereavement leave
4.5-day workweek with half-day Fridays

Details

Salary: USD 110,000 - 135,000 per year, plus 20-25% bonus range
Location: Hybrid remote in Charlotte, NC 28209

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3mo ago

Finance Analyst Sr

Lockheed Martin Corporation Aurora, CO

Aurora, CO

3mo ago Closed

$74k - $130k/yr Full time Senior Budgeting Financial Analysis

This position is no longer accepting applications (closed Jun 8, 2026).

Job Description

Lockheed Martin Space offers a challenging Senior FP&A role onsite in Aurora, CO, with a robust benefits package, strong career development, and a culture focused on collaboration and impact. You will support a diverse portfolio of 50 plus programs, driving planning, analysis, and program control while contributing to portfolio reporting, long-range planning, and financial reviews. The position combines competitive compensation with comprehensive health coverage, retirement benefits, and opportunities to influence financing decisions and proposal assessments in a mission-driven environment.

Benefits and culture

Medical, Dental, and Vision coverage
Life Insurance
Short-Term and Long-Term Disability
401(k) match
Flexible Spending Accounts
Employee Assistance Program
Education Assistance
Parental Leave
Paid Time Off and Holidays

Responsibilities

Senior FP&A focus with emphasis on planning, analysis, and program control across a portfolio of 50+ programs within Space
Lead consolidation and preparation of portfolio reporting on orders, sales, EBIT, and cash; support long-range planning and recurring business rhythms for working capital, cash management, revenue recognition, and bookings
Directly assist a team of Financial Analysts performing program control and customer financial reporting, funding tracking, and invoice and receivable tracking for short-term cash management
Support proposal estimates and financial reviews as needed

Requirements

Experience in FP&A, financial analysis, contracts, or related finance or business functions
Ability to collaborate with program finance and program control activities
Capable of handling ad hoc projects and special requests as needed

Technology

Hyperion is the primary technology referenced for planning and reporting in this role.

Details

Location: Onsite at a Lockheed Martin facility in Aurora, CO
Work arrangement: Onsite full-time
Schedule: 9x80 every other Friday off
Salary: Annual base salary range of $73,800 to $130,180; final range may vary by location
Security clearance: TS/SCI with Poly; US Citizenship required
Experience level: Experienced Professional
Business unit: Space
Career area: Finance
Type: Full-Time
Relocation: Possible
Shift: First

Expression of Interest

By applying to this position, you express interest in this role and may be considered for other opportunities with similar requirements.

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