Job Overview
We are looking for a highly analytical and detail-oriented Asset Management Analyst to support asset managers and investment teams across our global real estate private equity clients. In this role, you will monitor asset portfolio performance, analyze financial data, prepare asset-level reporting, and support strategic decision-making related to acquisitions, dispositions, refinancing, and capital planning.
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.