Portfolio Accountant Opportunity in Boston Real Estate

A well-known real estate investment management firm in Boston is looking for a skilled Portfolio Accountant to join their team. 

The firm specializes in real estate private equity investments. If you want to build your name in finance and grow in a professional environment, this could be the perfect opportunity for you.

Job Summary

As a Portfolio Accountant, you’ll handle the financial monitoring and reporting for the firm’s real estate assets. 

You’ll review reports from third-party property managers, run audits, and help with the quarterly financial close. 

This role plays a key part in maintaining the firm’s financial health, from investment acquisitions all the way to preparing debt covenants.

Key Responsibilities

Financial Monitoring: Review and monitor monthly financial reports from property managers for assigned real estate assets.

Auditing: Complete periodic desktop audits and share results with Asset Managers.

Financial Closing: Assist in preparing financial statements and schedules for quarterly and annual financial close.

Reporting: Prepare quarterly debt covenants and investor reports.

External Coordination: Work with external audit and tax teams to deliver their required documents.

Fund Management: Review monthly fund-level bank reconciliations and prepare wire requests.

Acquisition Support: Prepare entries for investment acquisitions and dispositions (sales).

Forecasting: Calculate monthly management fees and create future forecasts.

Experience & Qualifications

Education: Preference given to candidates with an undergraduate degree in accounting.

Professional Experience: 2 to 3 years of accounting experience are a must.

Specialized Knowledge: Candidates with public accounting or real estate accounting experience are preferred.

CPA Status: Progress toward a CPA is an added benefit.

Skills

• Excel Mastery: Full command of Microsoft Excel is required.
• Software Familiarity: Knowledge of Yardi software is a plus.
• Analytical Thinking: Ability to check the accuracy of complex financial returns.
• Communication: Strong skills for maintaining good communication with asset managers and external teams.

Salary & Location

Salary: $90,000 to $110,000 per year (bonus included).

Location: Boston, MA.

Job Details Table

Who Should Apply (and who shouldn’t)

Apply if: You have an undergraduate degree in accounting and 2-3 years of experience in the real estate sector.

Apply if: You are an Excel expert and interested in preparing debt covenants or financial statements.

Do not apply if: You don’t have at least 2 years of basic accounting experience.

Do not apply if: You aren’t comfortable handling complex financial audits and property-level returns.

Apply Now

To become part of this leading real estate firm in Boston, send your updated resume and portfolio right away.

What We Offer:

Market competitive salary package

Performance-based bonus

Ample opportunities for professional growth and learning

Quick Advice to Get Hired

For this role, your “attention to detail” and “Excel skills” matter the most. In the interview, highlight how you improved financial accuracy or completed audits in your previous job. 

If you have experience with Yardi software, be sure to mention it, as it’s highly valuable in real estate accounting.

Conclusion

This Portfolio Accountant job in Boston is perfect for those who want to move forward in private equity and real estate. Along with a solid salary and bonus, the firm provides a strong professional platform. 

We’re confident your accounting skills will benefit our team. Take the leap, apply today and don’t miss this golden opportunity!