Portfolio Analyst and Key Accounts Manager

Groma is blending real estate and technology to unlock a new real estate asset class while making it easier for everyone, from institutional investors to the residents in our buildings, to participate in ownership. Our property technology platform uses AI to bring new efficiencies to the small unit count multifamily sector, enabling us to efficiently acquire, upgrade, and operate these 2-20 unit multifamily buildings and bring institutional performance to this massive but historically overlooked sector. Our investor technology platform makes owning these assets accessible to a broad array of investors, with bespoke vehicles available to institutional and family office investors and our flagship vehicle, the blockchain-powered GromaREIT, available to everyone, with a special focus on enabling ownership for the residents in our buildings. Visit www.groma.com to learn more about us.

About the Role

We are seeking a dynamic and results-driven Portfolio Analyst and Key Accounts Manager to oversee and optimize the performance of our real estate investment portfolio while serving as the primary point of contact for key accounts. This role is integral to driving portfolio growth, fostering client relationships, and ensuring the delivery of exceptional service and value to investors.

Portfolio Analysis

• Performance Optimization: Monitor and analyze the performance of real estate assets within the portfolio, ensuring alignment with investment objectives and key performance indicators (KPIs).
• Strategic Oversight: Collaborate with internal teams to develop and execute strategies to enhance asset value and maximize returns.
• Reporting: Prepare and present detailed portfolio performance reports, including financial metrics, market analysis, and future outlook.
• Risk Mitigation: Identify potential risks within the portfolio and implement proactive measures to address them.

Key Account Management

• Client Relationships: Serve as the primary contact for key investors, addressing inquiries, providing updates, and ensuring satisfaction with their investment experience.
• Customized Reporting: Deliver tailored reporting and insights to key accounts, highlighting the performance of their investments and responding to their unique needs.
• Onboarding and Retention: Oversee the onboarding process for new key accounts and maintain strong relationships to ensure long-term client retention.
• Feedback Integration: Gather client feedback and collaborate with internal teams to improve processes, services, and overall client satisfaction.

Collaboration and Leadership

• Work closely with acquisitions, finance, and asset management teams to align portfolio strategies with organizational goals.
• Participate in investor meetings, presenting performance updates and contributing to strategic discussions.
• Mentor and support junior team members in portfolio and account management practices.

Qualifications 

• Bachelor’s degree in Business, Finance, Real Estate, or a related field;
• Experience:
• 5+ years of experience in portfolio management, asset management, or key account management, preferably within the real estate investment sector.
• Proven track record of managing relationships with high-net-worth investors or institutional clients.
• Skills:
• Strong financial acumen, including proficiency in financial modeling, analysis, and reporting.
• Excellent interpersonal and communication skills, with the ability to present complex information clearly.
• Strong organizational skills and attention to detail.
• Proficiency in portfolio management software, CRM systems, and Microsoft Office Suite.

Key Attributes

• Client-Centric Approach: A passion for delivering exceptional service and fostering lasting relationships.
• Analytical Thinking: Ability to assess data critically and derive actionable insights.
• Proactive Mindset: Self-motivated with the ability to anticipate challenges and opportunities.
• Team Player: Collaborative, adaptable, and effective in cross-functional environments.

About our Culture

At Groma, we’re looking to build something big and are on a fast growth trajectory. While a healthy work-life balance is important to our team, we want to be upfront that there may be times when we expect commitments outside of the standard 9-5. We strive to respect individuals and their needs while also acknowledging the reality that we have a small team that is trying to accomplish some very ambitious goals in a short time period.  

We are also focused on maintaining our dynamic in-office culture at Groma’s headquarters in beautiful downtown Boston, Massachusetts. We believe that in-person collaboration and spontaneous interpersonal interaction is critical to the company’s success at this stage. Also, our office is great. We own the whole building and have made it very much our own space. We’ve got a gym, shower/locker rooms, a game room, a rooftop garden, and all the normal stuff to make an office a comfortable work environment and a fun place to be. We understand that everyone will need flexibility from time to time, but want to be transparent with this expectation.

We have an ever-evolving list of values and conventions that guide how we operate as a company, but here are some of our core ones:

• We approach our work with pragmatic idealism that enables us to focus on our desire to make the world a better place in ways big and small while also being open to intelligent compromises that accelerate us on our path to serve our broader societal goals.
• Our whole team believes strongly that the challenges we are trying to solve require effective teams, not individual heroes.
• We have complex conversations well. We sit at the intersection of housing and blockchain policy, both nuanced topics with real-world impacts. We pride ourselves on being thoughtful, seeking the best solutions to real-world challenges, and implementing them effectively in the real world.

Benefits & Perks

• Competitive salary for the Boston area
• Early stage equity in a quickly growing startup
• 5% 401k match
• Fully covered high-quality health and dental insurance plans
• Fully covered commuter passes for bus, subway, boat, or commuter rail
• Unlimited PTO
• 13 official company holidays
• 1 floating holiday: We recognize that there are lots of holidays that are meaningful to different people in different ways and we want to celebrate that by enabling team members to have the time/space to commemorate those days however is appropriate, and using it as an opportunity - if they’d like to - to share the meaning of that day with the broader team
• A beautiful office in downtown Boston with a gym, locker rooms, game room, rooftop garden, and several catered lunches a week