Sr. Business Analyst Portfolio Analytics
San Diego, CA - USA
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.
Realty Income is hiring a Senior Business Analyst to join our Portfolio Analytics team. Reporting to the Director Portfolio Analytics the Senior Business Analyst will play a critical role in supporting data-driven decision making across the organization by translating complex portfolio and transaction data into clear actionable insights.
In this position you will be responsible for maintaining operational workflows ensuring on-going data management to enhance visibility into the portfolio conducting financial analyses and producing recurring reports/dashboards to support the management of our commercial real estate investment portfolio.
This role is wellsuited for an individual with strong technical expertise who can manage and analyze large multisource datasets apply critical thinking to validate data and derive meaningful business insights as well as partner with crossfunctional stakeholders to ensure the accuracy consistency and usability of portfoliolevel reporting.
What you will be working on:
- Manage and maintain portfolio transaction pipeline ensuring accurate timely and consistent tracking of leasing disposition and vacancy activity to support forecasting and executive reporting.
- Own and support recurring reporting deliverables & ad hoc analysis derived from the transaction pipeline including scenario analysis variance explanations and managementlevel summaries.
- Serve as a central point of coordination for accurate and timely data collection aligning inputs from multiple stakeholders and ensuring consistency across deliverables.
- Execute the cash flow projection process that reports the financial performance of transaction activity and the aggregate portfolio.
- Contribute to the development of analytical processes and reporting frameworks used by senior leadership.
- Aggregate transform and interpret data from disparate sources to create reporting packages business intelligence dashboards and summary write-ups.
- Review and maintain the accuracy completeness and consistency of portfolio data utilized in internal and public reporting materials.
- Support the development and deployment of business intelligence data visualization and financial analytics tools.
- Identify extract and summarize noteworthy data for use in management commentary regarding past and future expected portfolio performance.
- Stay current on data analytics AI tools and process improvement practices applying new ideas where they add value.
- Perform additional duties and ad hoc projects as needed to support the Portfolio Analytics function.
What you need to be successful:
- Bachelors degree preferably in a business analytical or technical field.
- We expect at least three years prior work experience in a professional environment ideally within the finance or real estate industries.
- Advanced Microsoft Excel proficiency including complex formula development (INDEX/MATCH XLOOKUP SUMIFS IF/IFS/IFERROR) building dynamic PivotTables and using data transformation tools such as Power Query.
- Demonstrated experience in building maintaining and troubleshooting large complex data models supporting portfoliolevel analysis forecasting and reporting.
- Ability to understand and apply financial concepts such as net present value internal rate of return and discounted cash flow analysis.
- Excellent attention to detail with a natural curiosity towards data that drives thorough validation pattern recognition and a deeper understanding of portfolio-level trends.
- General proficiency with commonly used M365 applications (PowerPoint Outlook etc.)
- Experience with Power BI or other BI software a plus.
- Proficiency with SQL and broad understanding of relational database principles a plus.
- Experience designing and deploying data reporting data visualization and business intelligence solutions with direct end-user collaboration a plus.
This position is based in our San Diego (Del Mar Heights) through Thursday are in-office for collaboration with the opportunity to work remotely on Friday.
The pay range for this role is $76286 - $86661 - $102125.
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 a generous PTO accrual; 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!
This role is subject to enhanced compliance and disclosure requirements comparable with those of a regulated financial services organization including conflict of interest disclosures and personal trading policies.
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
About Company
Realty Income is an S&P 500 company with the mission to invest in people and places to deliver dependable monthly dividends that increase over time.