Portfolio Analyst

Arc
70 is seeking a Portfolio Analyst to join its Portfolio Management team in Burlingame, CA. Ideal candidates will have 2-5+ years of experience working in real estate investments or asset management, familiarity with affordable housing, and distressed workouts. This role will report to the firm’s portfolio managers.

Arc
70 is an investment management firm based in Burlingame, CA that is focused on financing affordable housing across the U.S. The firm has financed the preservation or creation of over 47,000 units of affordable housing since inception. Arc
70 manages over $5.1 billion in affordable housing related investments and works with notable and sophisticated long-term investors. This is an exciting opportunity for qualified individuals to hit the ground running and contribute to the firm’s impact while working alongside highly accomplished principals and investors. This person will be a critical member of the team and will be involved in key aspects of the business.

• Monitor and approve the construction funding and stabilization of assets.
• Monitor the portfolio’s assets and benchmark performance against underwritten proforma. Liaison with servicers and regularly report on asset performance and portfolio composition. Update financial models based on actual performances.
• Work with the capital markets team to optimize short-term and long-term financing of the portfolio’s assets.
• Manage the deal pipeline across all funds.
• Manage the master datatapes that house the portfolio’s assets.
• Monitor the fund’s cash liquidity and net income to make decisions on capital calls, distributions, and return of capital.
• Manage and update investment cash flow schedules.
• Build, manage, and present complex financial models to the portfolio manager.
• Conduct market research on AH bond and securitization comps to determine the fair value of the fund’s assets and update valuation models.
• Evaluate and support execution of special investment opportunities including: secondaries, distressed debt, and other structured debt/equity investments.
• Create presentations, investment memorandums, and other reports for deal closings, capital raising, and investor reporting for the portfolio manager.
• Support ongoing asset, portfolio, and risk management efforts across multiple funds.
• Work closely with senior management to drive continuous improvement initiatives.

• Strong problem solving and resourcefulness. Ability to work autonomously and communicate well.
• Attention to detail and quantitative / financial modeling skills.
• Ability to work in a high pressure environment and adapt to various deadlines and deliverables.
• Prior investing, business development, or capital markets experience is strongly preferred.
• Fluency in Excel/Powerpoint is required. Fluency in Python/building AI tools is a bonus.