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.

PHYSICAL REQUIREMENTS /WORK ENVIRONMENT Operate computer and office equipment.

Work is primarily sedentary in nature.

Ability to travel.

FLSAExempt