Asset Management Analyst

The Asset Management Analyst reports to the Director of Asset Management and will be responsible for assisting with various functions related to the management of a large portfolio of affordable housing assets. Key responsibilities include market and portfolio analysis, reporting, and transactional support.

 

RESPONSIBILITIES

• Create and maintain detailed financial models; ensure accuracy, to include all ad hoc and recurring analytical reports.
• Assist in quarterly, monthly, and annual financial reviews, including tracking key metrics, trending and partnership/asset evaluations.
• Provide support with funding applications, refinance, and resyndications. Perform comprehensive financial analyses as needed for transactional support.
• Assist with the feasibility review and due diligence of prospective new acquisitions.
• Research and prepare operational analysis compared to industry trends.
• Conduct periodic site visits of CORE properties and potential sites.
• Develop reports and/or presentations for Executive Leadership Team, Board of Directors, internal committees, and external agencies as required.
• Assist with populating property specific information into the asset management database, spreadsheets and/or templates by reviewing the partnership documents such as partnership agreements, regulatory agreements, and mortgage loan documents.
• Participate in professional training offered to all employees, if applicable.
• Attend committees, related industry events and city/community meetings as needed.
• Attend Company sponsored events that relate to the development of the team, which from time to time, may include overnight stays at locations away from the employee’s home.

SKILLS & QUALIFICATIONS

• Strong technical, organizational and analytical skills in addition to excellent written and verbal communication skills, critical thinking, in a professional environment.
• Possess a high-level of integrity, accuracy, dependability, enthusiasm, and confidentiality.
• Experience with Microsoft Office applications. Advanced proficiency in Excel is required.
• Smartsheet and/or Power BI experience helpful.

EXPERIENCE & EDUCATION

• Bachelor’s degree in business, economics, finance, or accounting preferred.
• 1-3 years of experience in real estate finance, acquisitions, asset management, or affordable housing financing, with familiarity in the LIHTC program.