Financial/Data Analyst

Company Overview

Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.

If you’re interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.

Position Summary

The Financial/Data Analyst will be responsible for maintaining data integrity and performing various analysis and reporting functions related to Berkshire’s bridge loan portfolio.  Requires ongoing communication and collaboration with the company’s Debt Investments team members, Servicing partner and asset management software provider, and compiling supporting analyses.  This role will assist with the preparation of securitization, portfolio, and leadership reports pertaining to Berkshire Debt investments as well as special projects as directed.

Responsibilities include, but are not limited to:

• Assist with data reconciliation and data record management at both the loan and securitization level, and work closely with internal and external stakeholders to identify and resolve data inaccuracies
• Assist with administration of the company’s asset management/database software, including both data integration and reporting output functions, and provide training and troubleshooting for Debt Investments team members related to their usage of the system
• Master existing company technology and assist with identifying, evaluating and implementing new technology tools to enhance portfolio analysis and reporting
• Identify opportunities to create workflow and reporting efficiencies through technology and work with key stakeholders to implement changes and enhancements
• Assist team members with the development, analysis, and maintenance of portfolio reports, with a focus on ensuring data accuracy
• Prepare recurring and ad-hoc reports for internal and external stakeholders on the Private Lending series portfolio
• Assist with weekly, monthly and quarterly asset management and portfolio reporting
• Maintain positive relationships with Berkshire Portfolio Management, Servicer business and data teams, JV Partner, technology provider teams
• Participate in portfolio review meetings
• Assist with special projects as assigned
• Consistently demonstrate use of tact and discretion

Knowledge/Experience:

• 1-2 years of relevant work experience preferred
• Experience in building complex business models using Excel or Excel based tools
• Advanced Excel skillset that includes experience building advanced nested functions, logic operator functions, and index/matching functions
• Basic/intermediate SQL query, data validation/interpretation, and database view/stored procedure experience is a plus
• Experience with Python is a plus
• Experience with data visualization software such as Power BI is a plus
• Ability to present thoughts, content and conclusions to senior management.
• Ability to produce excellent quality work that is thorough, accurate and complete
• Extremely detailed oriented
• Has excellent communication skills, both written and verbal
• Works independently and with others; has complete ownership of work and projects
• Excellent problem solving and interpersonal skills
• Intellectual curiosity with the ability to self-teach new skills and functions

Technical/Educational Requirements:

• Bachelor's degree required 
• Strong computer skills – Microsoft Office suite of products 
• Advanced Excel skillset 
• Experience with RealINSIGHT a plus

Reasoning Development: 

• HIGH. Must be able to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action. Must effectively convey ideas, images and goals to a diverse group of personalities.

Berkshire Residential offers an excellent benefits package, focusing on our employees’ total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details – and to learn more about how we value our employees.

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.