Talent.com
Senior Portfolio Analyst

Senior Portfolio Analyst

Veterans StaffingWestwood, MA, US
4 hours ago
Job type
  • Full-time
Job description

Senior Real Estate Portfolio Analyst

The Retail Leasing team, within the Property Services organization, is responsible for the real estate strategy and transaction execution for Citizens' portfolio of 1,000+ retail locations. The Retail Leasing team partners with the business line to set the market-level strategy for the portfolio, utilizing financial data, market data, facility conditions data, and legal considerations such as existing lease language, zoning code, signage code, and market lease terms. The team then executes on the strategy on each location through due diligence, site selection, approvals, and transaction negotiation, partnering with brokers, designers, architects, and construction managers throughout the lifecycle of a project from strategy through execution / opening. Reporting to the Head of Retail Leasing, the Senior Real Estate Portfolio Analyst will manage the transaction lifecycle for a portion of the bank's retail portfolio :

Primary responsibilities include :

  • Analyzing financial, economic, market, and branch performance data.
  • Understanding current lease language and proposing amendments to terms for lease renewals.
  • Evaluating financial, qualitative, and quantitative aspects of multiple options in multiple markets.
  • Conducting site visits and market tours with stakeholders.
  • Communicating options effectively through the approval pipeline.
  • Serving as an information source for other execution teams through due diligence, design, and construction.
  • Negotiating new leases, lease renewals, subleases, and early lease buyouts.
  • Partnering with facility management, lease administration, and legal teams to resolve landlord disputes.

Qualifications, Education, Certifications and / or Other Professional Credentials :

  • Required Qualifications : Bachelor's degree in accounting, finance, management, marketing, or other relevant field and 7+ years of experience in lease or contract negotiation or 10+ years of relevant experience in lieu of a degree. Track record of managing leases on a large portfolio scale. Ability to negotiate business and legal terms mitigating risk while ensuring closure of transactions. Ability to analyze data and make concise recommendations based on qualitative and quantitative information. Proven knowledge of financial principles, especially those that influence decision making and deal making. Proven capacity to manage multiple projects at one time. Experience with Microsoft Office suite, including Word, Excel, PowerPoint, and Outlook. Ability to quickly learn new programs and software such as Lucernex and Ariba.
  • Hours & Work Schedule :

  • Hours per Week : 40
  • Work Schedule : M-F, 8 : 30-5
  • Considerations : The role is in office 4+ days per week unless travelling. Role requires travel up to 25% of the time. This role is an individual contributor role and does not manage people.
  • Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

    Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status / parenthood, medical condition, military or veteran status, national origin, pregnancy / childbirth / lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and / or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

    Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

    Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

    Create a job alert for this search

    Portfolio Analyst • Westwood, MA, US

    Related jobs
    • Promoted
    FTP & Profitability Treasury - Senior Analyst

    FTP & Profitability Treasury - Senior Analyst

    Santander Holdings USA IncBoston, MA, United States
    Full-time
    FTP & Profitability Treasury - Senior Analyst.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our g...Show moreLast updated: 7 days ago
    • Promoted
    FP&A Senior Analyst

    FP&A Senior Analyst

    Northern BankWoburn, MA, US
    Full-time
    Northern Bank is looking for an experienced finance professional to join our team as an FP&A Senior Analyst.In this role, you will work with the Controller Finance to manage the financial planning,...Show moreLast updated: 24 days ago
    • Promoted
    Senior Financial Analyst, AMC Fund Management

    Senior Financial Analyst, AMC Fund Management

    Salem Hospital NSMCSomerville, MA, US
    Full-time
    Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission.As a not-for-profit,...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Investor Relations and FP&A Analyst

    Senior Investor Relations and FP&A Analyst

    IPG PhotonicsMarlborough, MA, US
    Full-time
    Senior Investor Relations And Financial Planning & Analysis (Fpa) Analyst.IPG Photonics is revolutionizing the laser industry as the pioneering developer and leading producer of fiber lasers and am...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Analyst, Asset Liability Portfolio Services

    Senior Analyst, Asset Liability Portfolio Services

    Global Atlantic Financial GroupBoston, MA, US
    Full-time
    Senior Analyst, Asset Liability Portfolio Services.Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U. As a wholly-owned subsidiary of KKR...Show moreLast updated: 30+ days ago
    • Promoted
    Multi-Asset Portfolio Analyst

    Multi-Asset Portfolio Analyst

    Wellington ManagementBoston, MA, US
    Full-time
    We are seeking a Portfolio Analyst to join Multi-Asset Portfolio Implementation within Investment Implementation and Trading. In this role, the individual will work with a team of Solutions Portfoli...Show moreLast updated: 3 days ago
    • Promoted
    Hedge Fund of Funds Portfolio Manager

    Hedge Fund of Funds Portfolio Manager

    CibcBoston, MA, US
    Full-time
    We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strength...Show moreLast updated: 30+ days ago
    • Promoted
    Senior FP&A Analyst

    Senior FP&A Analyst

    Confluence TechnologiesBoston, MA, US
    Full-time
    Over the past several years we have undergone a great deal of positive change and growth to become the company we are today. Our global footprint now spans multiple countries, giving our employees t...Show moreLast updated: 22 days ago
    • Promoted
    Portfolio Analyst, Sponsor and Specialty Finance, General Industries

    Portfolio Analyst, Sponsor and Specialty Finance, General Industries

    Webster BankCharlestown, MA, US
    Full-time
    Webster Bank Sponsor Finance Analyst.If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can ...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Fixed Income Portfolio Analyst - Liberty Mutual Investments

    Senior Fixed Income Portfolio Analyst - Liberty Mutual Investments

    Liberty Mutual Insurance GroupBoston, MA, US
    Full-time
    Job Opportunity At Liberty Mutual Investments.Liberty Mutual Investments (LMI) manages Liberty Mutual Insurance Group's global financial assets across global markets and private domains to build ca...Show moreLast updated: 30+ days ago
    • Promoted
    Senior FP&A Analyst

    Senior FP&A Analyst

    SnykBoston, MA, US
    Full-time
    Snyk is the leader in secure AI software development, helping millions of developers develop fast and stay secure as AI transforms how software is built. Our AI-native Developer Security Platform in...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Investment Operations Analyst

    Senior Investment Operations Analyst

    Global Atlantic Financial GroupBoston, MA, US
    Full-time
    Senior Investment Operations Analyst.Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U. As a wholly-owned subsidiary of KKR, a leading gl...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Capital Analyst

    Senior Capital Analyst

    Harvard UniversityCambridge, MA, US
    Full-time
    By working at Harvard University, you join a vibrant community that advances Harvard's world-changing mission in meaningful ways, inspires innovation and collaboration, and builds skills and expert...Show moreLast updated: 12 days ago
    • Promoted
    Senior Portfolio Accounting Analyst

    Senior Portfolio Accounting Analyst

    Wellington ManagementRoxbury, MA, US
    Full-time
    Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and...Show moreLast updated: 30+ days ago
    • Promoted
    Fixed Income Portfolio Analyst, Broad Markets

    Fixed Income Portfolio Analyst, Broad Markets

    Wellington ManagementBoston, MA, US
    Full-time
    Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and...Show moreLast updated: 30+ days ago
    • Promoted
    Capital Management, Treasury - Senior Analyst

    Capital Management, Treasury - Senior Analyst

    Santander Holdings USA IncBoston, MA, United States
    Full-time
    Capital Management, Treasury – Senior Analyst.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our g...Show moreLast updated: 27 days ago
    • Promoted
    Analyst, Debt Portfolio Management

    Analyst, Debt Portfolio Management

    Berkshire Residential InvestmentsBoston, MA, US
    Full-time
    Analyst, Debt Portfolio Management.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 toge...Show moreLast updated: 3 days ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    ChaseBoston, MA, US
    Full-time
    Show moreLast updated: 30+ days ago