Analyst, Asset Management
Role Overview
Supports research, analysis, reporting, and development for the Asset and Investment Management Group.
Key Skills for This Role
Full Job Posting
Role overview
Supports research, analysis, reporting, and development for the Asset and Investment Management Group.
Key responsibilities
- Prepare financial analyses, reports, forecasts, models, and ad hoc charts.
- Support property-level asset management decisions, capital allocation, budgeting, and planning.
- Underwrite investment properties, including rental rates, property values, and capital needs.
- Track cash, investor reporting, organizational and operating trends, and real estate market indicators.
- Research investment opportunities and recommend process improvements.
- Monitor results, complete leadership-assigned projects, and provide Accounting backup when required.
Candidate requirements
- Bachelor’s degree in Finance, Real Estate, Business, Economics, Mathematics, or a related field; quantitative degree or coursework preferred.
- 0–2+ years in residential asset management or institutional real estate; single-family experience preferred.
- 0–2+ years of detailed data analysis and reporting experience.
- Current driver’s license and automobile insurance; comprehension of fair housing laws and applicable local provisions.
- Proficiency with Outlook, Word, PowerPoint, Excel, and basic operating-system tools; programming proficiency, with R or Python preferred.
- Strong data and financial modeling skills; experience with Salesforce, Yardi or similar software, and Tableau, Power BI, or other visualization software.
Additional qualifications
- Knowledge of current single-family customer product demands, drivers, and trends.
- SQL or relational database knowledge is beneficial.
- Strong customer service, interpersonal, communication, presentation, organizational, and time-management abilities.
- Able to multitask, solve problems, perform intermediate mathematical functions, meet deadlines, and maintain confidentiality.
- Able to create general marketing materials for in-house production.
Benefits
- Competitive pay and an annual bonus program; paid time off, including vacation, sick, volunteer, standard, and floating holidays.
- 401(k) with company matching, casual dress, and team events and gatherings.
Compensation
- Salary range is USD 78,075–135,330 per year.
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