Asset Management Analyst

The Asset Management Analyst reports to the Manager 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. - Assist in the preparation of monthly focus list materials, quarterly REO (Real Estate Owned) reporting and other special projects as assigned. - 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.

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

- Operate computer and office equipment. - Work is primarily sedentary in nature. - Ability to travel.

FLSA

- Exempt