Portfolio Management Analyst

Who we are

Roots Management Group is a manufactured housing community (MHC) investment platform and management company. Our mission is to help increase the availability of best-in-class housing options people can afford. We accomplish that by acquiring, investing in, and operating manufactured housing communities. We prioritize communication, empowerment, relationships, and pride ourselves for continuous growth, working hard, reaching goals, and rewarding our teams.

At Roots, you will be a part of an industry-leading organization where you will be challenged, inspired, rewarded, and transformed. As one of the fastest growing manufactured housing community operators in the country, we value those who take initiative, encourage teamwork, and work smart. Despite our rapid growth, we prioritize maintaining an atmosphere of service in all we do. To continually support our employees, we emphasize respect, teamwork, and sincerity in every interaction. Our focus is cultivating opportunities by understanding needs, creating connections, and empowering individuals.

What we are looking for

We are currently seeking an experienced and enthusiastic Portfolio Management Analyst to join our growing Investment Management Group. This role will be focused on maximizing the performance and leading the reporting of current and future funds.

This position will work hybrid out of our Addison, TX or Gilbert, AZ office.

Responsibilities:

• Understand Joint Venture (JV) partner goals and expectations; serve as their internal advocate.
• Maximize performance of current and future Joint Ventures.
• Propose portfolio strategies; offer expertise on investments, budgets, operations, etc.
• Benchmark performance to original underwriting, budget, MH sector, and CRE industry.
• Identify and implement software systems that automate portfolio management.
• Lead reporting, including monthly and quarterly investor packages and ad hoc requests.
• Manage and improve strategic relationships with institutional real estate investment firms.
• Create and update portfolio level budget based on asset-level budget and JV considerations.
• Adhere to compliance requirements and identify and communicate risks.
• Consider implications of acquisitions, dispositions, debt financing, and investment in cap-ex on portfolio performance.
• Lead dispositions, in collaboration with Asset Management and Acquisitions.
• Support refinancing efforts.
• Work with Legal on regulatory filings and unexpected issues or concerns.
• Lead new joint ventures in conjunction with colleagues and advisors.
• Assist Treasury with forecast of cash sources and uses including capital calls and distributions.
• Understand the Joint Venture Agreement and other key legal documents as they relate to each portfolio.

Education / Requirements:

• Strong quantitative and analytical skills.
• Proficient in financial analysis and financial modeling.
• Communication skills and ability to collaborate with internal and external parties to meet deadlines and resolve issues.
• Exceptional attention to detail, thoroughness, and organization skills.
• Team player, self-motivated and strong work ethic.
• Ability to prioritize and manage time to consistently meet deadlines.
• Bachelor’s degree in accounting, finance, or other business-related field with substantive and relevant work experience in finance and/or real estate.
• MBA or CFA a plus.
• Strong working knowledge of Microsoft Office applications.

Additional Information / Benefits:

• Medical, Dental, and Vision insurance plans
• 401(k) matching
• Short and Long-Term Disability
• Basic Life & Accidental Death Insurance
• Health Spending Accounts (HSA)
• Holiday pay
• Flexible PTO
• Growth Opportunities
• High energy company, a friendly & supportive team environment

Benefits are offered to eligible full-time employees.

To be considered for employment you must be able to pass a pre-employment background check/drug test.

We offer a rewarding and challenging experience with opportunities for career advancement within an environment that supports your professional development and recognizes your achievements.

We thank all applicants for their interest.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid parental leave
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
• Are you legally authorized to work in the United States?
• Are you comfortable working in a hybrid setting?

Education:

• Bachelor's (Required)

Ability to Commute:

• Gilbert, AZ 85233 (Required)

Ability to Relocate:

• Gilbert, AZ 85233: Relocate before starting work (Required)

Work Location: Hybrid remote in Gilbert, AZ 85233