Asset Management Associate
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-02-25
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Finance & Banking
Financial Analyst, Financial Reporting -
Business
Financial Analyst
An established real estate business with a growing BTR portfolio is seeking an Asset Management Associate to join its Leeds-based Asset Management team.
This is a detail-driven role focused on high-quality reporting and analysis, supporting Asset Managers with clear, accurate and well-presented information for internal and client decision-making. The position would suit someone highly proficient in Excel and PowerPoint, with strong organisational skills and a keen eye for presentation quality.
The role will be based in the Leeds office 3/5 days a week with 2 days working from home.
The RoleWorking as part of a collaborative Asset Management team, you will be responsible for preparing weekly, month-end and quarterly reporting packs, translating Excel-based analysis into professional, client-ready PowerPoint outputs. You will work closely with Asset Managers, Analysts, Finance and Property Management teams to ensure reporting is accurate, consistent and delivered on time.
Key ResponsibilitiesReporting & Data Preparation
- Prepare weekly, monthly and quarterly asset management reporting packs to a high presentation standard.
- Extract, validate and sense-check financial and operational data from Excel models, internal trackers and property management systems.
- Convert Excel tables, charts and KPIs into clear, professional PowerPoint slides, maintaining agreed formats and branding.
- Maintain and update standardised reporting templates in line with investor and client requirements.
- Ensure consistency and data integrity across reporting periods.
Asset Management Support
- Support Asset Managers with:
- Financial performance summaries
- Budget vs forecast analysis
- Variance analysis
- Occupancy, leasing and rent performance dashboards
- OPEX and service charge summaries
- Assist with ad hoc analysis for asset reviews, business planning and client queries.
- Maintain organised reporting folders and robust version control.
Reporting Efficiency & Continuous Improvement
- Work closely with the Asset Management Analyst to improve reporting efficiency and quality.
- Support smarter reporting approaches, including automation where appropriate.
- Help develop structured, repeatable reporting processes and consistent reporting frameworks.
- Contribute ideas to streamline data flows between systems, Excel and PowerPoint.
Excel & Systems
- Maintain Excel spreadsheets used for income tracking, cost monitoring, KPIs and budget roll-forwards.
- Assist with data extraction from property management systems (e.g. Yardi, MRI, Qube or similar).
- Ensure consistent use of formulas, formatting, naming conventions and file structures.
General Responsibilities
- Collaborate effectively with internal teams to meet reporting deadlines.
- Handle sensitive information with discretion and professionalism.
- Contribute positively to team culture and continuous improvement initiatives.
- Highly competent in Excel and Power Point , with strong attention to detail.
- Comfortable working with financial and operational data.
- Well organised, methodical and deadline-driven.
- Able to present information clearly and professionally.
- Experience with in real estate, asset management, property or a related analytical role is advantageous.
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