Asset Management Analyst

Job Overview

Asset Management Analyst

You’ll work closely with client-side asset managers, property management teams, controllers, and leadership to ensure accurate reporting, proactive performance insights, and strong data-driven recommendations.

Key Responsibilities

• Monitor property-level and portfolio-level performance across multifamily, commercial, industrial, or mixed-use real estate assets.

• Prepare monthly and quarterly asset management reports, including NOI trends, occupancy performance, leasing activity, budget vs. actual analysis, and variance commentary.

• Analyze financial statements (T12s, rent rolls, operating statements) to identify risks, opportunities, and performance drivers.

• Build and maintain financial models to support cash flow forecasting, valuation, refinancing, and disposition analysis.

• Assist with annual budgets and business plans by validating assumptions, analyzing trends, and coordinating with property teams.

• Track capital expenditure plans, project progress, and ROI for approved capital initiatives.

• Conduct market research and benchmarking to evaluate competitive positioning and support strategic recommendations.

• Monitor loan compliance, covenants, and lender reporting requirements.

• Prepare dashboards, performance summaries, and presentations for leadership and investors.

• Collaborate with property managers to understand operational challenges, rent collections, leasing updates, and tenant movements.

• Support due diligence for acquisitions and dispositions, including financial validation, lease audits, and document review.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA/CFA Level I preferred).
• 1–3 years of experience in real estate asset management, financial analysis, investment management, or a related function.
• Strong understanding of real estate financial metrics such as NOI, IRR, DSCR, cash-on-cash returns, cap rates, and valuations.
• Advanced Excel skills—financial modeling, scenario analysis, and data automation.
• Experience with real estate tools such as Yardi, AppFolio, MRI, or Argus (preferred).
• Strong analytical abilities and excellent attention to detail.
• Excellent communication skills with the ability to synthesize complex data into clear insights for US-based clients.
• Ability to manage multiple assets and deliver accurate outputs within deadlines.
• Prior experience supporting US real estate portfolios is highly preferred.