Job Description
Portfolio Analyst
Salary: $100,000–$120,000
Location: Needham, MA
Portfolio Analyst Opportunity
Our client, a growing commercial real estate investment and management firm, is seeking a Portfolio Analyst to join its expanding team. This Portfolio Analyst will support financial analysis, underwriting, and investment decisions across a portfolio of approximately 55 commercial properties, primarily retail and grocery-anchored shopping centers.
Why This Portfolio Analyst Opportunity Stands Out
Portfolio Analyst Key Responsibilities
Portfolio Analyst Qualifications
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Salary: $100,000–$120,000
Location: Needham, MA
Portfolio Analyst Opportunity
Our client, a growing commercial real estate investment and management firm, is seeking a Portfolio Analyst to join its expanding team. This Portfolio Analyst will support financial analysis, underwriting, and investment decisions across a portfolio of approximately 55 commercial properties, primarily retail and grocery-anchored shopping centers.
Why This Portfolio Analyst Opportunity Stands Out
- Join a growing real estate organization with continued acquisitions and opportunities for long-term advancement.
- Work directly with asset managers and senior leadership on investment decisions and portfolio strategy.
- Gain exposure to property valuations, refinancings, redevelopment, and capital markets initiatives.
- Hybrid schedule with one remote day per week.
- Competitive compensation with discretionary bonus potential.
- Comprehensive benefits, including 80% employer-paid medical and dental, company-paid vision, disability, and life insurance.
- Three weeks of vacation, 13 paid holidays, and additional sick/personal time.
Portfolio Analyst Key Responsibilities
- Maintain and update property-level ARGUS Enterprise and Excel financial models.
- Analyze property performance, financial forecasts, and investment returns to identify risks and opportunities.
- Perform buy/hold/sell evaluations, refinancing analyses, DCF valuations, and scenario modeling.
- Evaluate leasing decisions, capital expenditures, and redevelopment opportunities.
- Prepare portfolio reviews, investment recommendations, and financial presentations for senior leadership.
- Collaborate with Asset Management, Capital Markets, Leasing, and Development on strategic initiatives.
Portfolio Analyst Qualifications
- Bachelor's degree in Finance, Economics, Real Estate, or related field.
- 5+ years of commercial real estate experience in asset management, portfolio management, acquisitions, or investment analysis.
- Hands-on ARGUS Enterprise experience required, including building, maintaining, and modifying property-level models.
- Advanced Excel financial modeling skills, including the ability to build models from scratch.
- Strong understanding of commercial real estate underwriting, DCF valuations, IRR/NPV, and investment analysis.
- Landlord-side real estate experience strongly preferred, particularly within retail properties.
- Strong analytical, communication, and organizational skills.
#LI-JS33
#INNOV2026
Numbers & Facts
| Location | Needham, MA |
| Industry | Financial Services |
| Salary | $100,000–$120,000 Per Year |
| Company Size | 500 to 999 employees |
| Year Founded | 1994 |
| Website | http://www.cfstaffing.com/ |
About Company
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed. In fall 2025, we rebranded as CFS—a name that reflects our full range of expertise while staying true to the trusted company you know.
CFS is the industry’s leading employee-owned staffing firm, connecting top talent in accounting, finance, technology, and human resources. We provide skilled professionals on both a temporary and permanent basis across diverse industries, leveraging our extensive network to match the right people with the right opportunities.
Our dedication to excellence extends to our award-winning culture, recognized repeatedly for growth, recruiting, workplace environment, and employee support. Honors include Forbes’ “America’s Best Recruiting and Temporary Staffing Firms,” Staffing Industry Analysts’ top U.S. staffing rankings, FlexJobs’ Top 100 Companies for Remote and Hybrid Work, Top Workplaces USA, Newsweek’s Best Practices awards, and more.
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