Investor Reporting Associate, Strategy & Analytics

Job Title: Associate, Investor Reporting

FLSA Status: Exempt, Salaried

Location: New York, NY

Worksite Status: Hybrid / Onsite

Make New Yorkers Feel at Home.

Beam living supports and manages communities across New York City—except here, we’re not just in the business of rent rolls and repairs. We’re in the business of creating places people call home. That takes a team of people who care harder, think sharper, and refuse to settle for what has always been. Being a team member at Beam means staying curious, being a good neighbor, leading with heart, and consistently raising the bar.

If you want work that matters, teammates who show up, and impact you can see and feel, you belong at Beam!

What

The Role Looks Like

We are seeking an Associate, Investor Reporting to join our Strategy, Planning & Analytics function. This role is based in our New York City office and reports directly to the Vice President of Strategy, Planning & Analytics.

This role serves as a key strategic partner in investor relations and financial reporting, responsible for delivering accurate, insightful, and impactful reporting to investors, ownership groups, and senior leadership.



What You Will Do

• Produce, maintain, and continuously improve investor-facing reports, board materials, and financial presentations, ensuring accuracy, clarity, and alignment with investor expectations.
• Lead preparation of quarterly board materials and ownership reports; serve as a primary point of contact for investor and ownership questions, ensuring timely and accurate responses.
• Translate complex operational and financial data into clear, concise narratives and visuals that are accessible to both financial and non-financial audiences.
• Collect, clean, and analyze a broad range of internal and external financial and operational data — including macroeconomic indicators and market comparables — to identify trends, risks, and opportunities.
• Benchmark portfolio performance against external market data and industry comparables to provide context for ownership and investor decision-making.
• Build and maintain complex financial models and forecasts; take ownership of data integrity across reporting tools and systems (e.g., Excel, PowerBI, MRI, Yardi).
• Proactively identify opportunities to streamline, automate, and improve reporting processes and products to increase efficiency and accuracy.
• Manage the investor reporting calendar, ensuring all deliverables are completed on schedule and meet quality standards ahead of distribution.
• Partner with cross-functional teams including Operations, Accounting, etc. to gather data, validate assumptions, and support reporting and analytical activities.

• Someone who believes in being a good neighbor by fostering collaboration, respect, and shared accountability
• Curious and solutions-oriented, always looking for better ways to solve problems and improve how we work
• A strong communicator who can bring people together, navigate complexity, and build alignment across teams
• Results-driven and accountable, with a track record of delivering meaningful outcomes and following through on commitments
• Adaptable and resilient, comfortable making decisions and driving progress in a fast-moving environment
• Someone who leads with heart, takes ownership, and never walks past a problem that needs solving
• Organized, energized, and motivated by the opportunity to make a lasting impact on people, teams, and communities

• Bachelor’s degree (preferably in finance, economics, accounting, engineering).
• 3 to 5 years of relevant experience.
• Strong understanding of financial / data management.
• Outstanding analytical, problem-solving skills and attention to detail.
• Excellent writing / communication skills; ability to influence and…