Sr. Analyst, Portfolio Data Operations

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profile Job Location:

San Diego, CA - USA

profile Monthly Salary: $ 80695 - 133944
Posted on: 20 hours ago
Vacancies: 1 Vacancy

Job Summary

Realty Income aims to be a globally recognized leader in the S&P 100 committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team influencing every action we take.

Our employees consistently invest their time commitment and dedication into the company and in turn they receive investment returns in the form of purpose belonging and opportunities for advancement.

We are committed to best-in-class corporate responsibility practices through environmental initiatives governance programs and community outreach projects. From the boardroom to the breakroom our team members make a difference every day.

The Senior Analyst Portfolio Data Operations is responsible for driving operational excellence across a commercial real estate portfolio by optimizing business processes supporting acquisitions and ensuring data quality. This role leads workflow design AI tool development and Salesforce report improvement while coordinating data quality assurance with internal and external parties. The analyst collaborates closely with technology teams (Salesforce Yardi Snowflake) the Operational Excellence team and cross-functional partners in Legal Risk Management Asset Management and Credit to support acquisition and transition pipeline management. The ideal candidate brings expertise in lease administration abstraction and interpretation experience establishing data quality standards and validation rules and excels in communication training and collaborative problem-solving

Responsibility of the Senior Analyst Portfolio Data Operations include:

  • Process Optimization & Workflow Design: Lead and support the design documentation and continuous improvement of end-to-end portfolio data management and lease abstraction processes. Collaborate with cross-functional teams to identify inefficiencies recommend solutions and implement best practices. Develop standardized process documentation and training materials.

  • Acquisition Support & Pipeline Management: Direct efforts to support acquisitions including pipeline management deal prioritization and delivery tracking. Work closely with Legal Risk Management Asset Management Credit teams and third-party partners on acquisition and transition pipeline management.

  • Salesforce & Technology Collaboration: Lead Salesforce report development testing and process improvement. Collaborate with technology teams supporting Salesforce Yardi and Snowflake and Operational Excellence teams on solution design testing training and change management.

  • AI Tool Development & Testing: Design develop and test AI prompting tools for lease abstraction and workflow automation. Document requirements and testing protocols.

  • Data Management & Decision Support: Ensure integrity and accuracy of lease data. Develop actionable reports and dashboards for data-driven decision making. Apply accounting and financial acumen to interpret lease terms and portfolio metrics.

  • Quality Assurance: Coordination of data quality assurance efforts with internal and external parties.

  • Stakeholder Engagement & Communication: Serve as liaison between Portfolio Data Operations and internal/external customers. Communicate process changes and insights effectively. Foster collaboration and continuous improvement.

  • Perform other duties as assigned to support team success.

What you will need to be successful:

  • Bachelors degree required.

  • Minimum of three (3) years of commercial lease abstraction/analysis experience or 5 years of related experience in commercial real estate administration or paralegal field; having worked in either the Landlord or Tenant sector is a plus.

  • Prior experience working with cross-functional teams within a commercial real estate portfolio.

  • Knowledge of Salesforce Yardi and other software solutions preferred.

  • Commercial real estate experience with strong foundation in lease abstraction interpretation and administration.

  • Experience in business process optimization workflow design and documentation.

  • Experience supporting acquisitions pipeline management and delivery tracking.

  • Proficiency in Salesforce report development testing and process improvement.

  • Experience collaborating with technology teams (Salesforce Yardi Snowflake) and Operational Excellence teams.

  • Experience establishing data quality standards and validation rules.

  • Strong analytical and problem-solving skills; data-informed decision making.

  • Proficiency in data analytics tools (Power BI SQL Alteryx Excel).

  • Excellent verbal and written communication skills; ability to present complex information clearly.

  • Accounting and financial acumen relevant to lease and portfolio management.

  • Intellectually curious proactive and adaptable; thrives in fast-paced environments.

This hybrid position is based in our San Diego (Del Mar area) headquarters. Monday through Thursday is in-office for collaboration with the opportunity to work remotely on Friday. For candidates outside San Diego and surrounding counties remote working options may be available.

The pay range for this role is $80695 - $102225 - $133944

Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidates experience knowledge education skills performance and abilities as well as internal equity company performance and alignment with market data.

We offer a best-in-class benefits package that includes healthcare dental and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness financial and work/lifestyle-specific benefits along with 12 PTO hours every month; in addition to 12 paid holidays and paid volunteer time. Realty Incomes purpose is to build enduring relationships and brighter financial futures and this starts with you!

Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process please contact or call . An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.


Required Experience:

Senior IC

Realty Income aims to be a globally recognized leader in the S&P 100 committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves...
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Key Skills

  • Data Analytics
  • Microsoft Access
  • SQL
  • Power BI
  • R
  • Data Visualization
  • Tableau
  • Data Management
  • Data Mining
  • SAS
  • Data Analysis Skills
  • Analytics