THE POSITION
The Senior Analyst bridges foundational analytical work and advanced asset oversight. The role manages recurring processes, performs deeper financial reviews, partners with property management, and contributes to asset-level problem-solving. This role supports a subset of assets with moderate independence.
What You Can Expect To Do
- Manage day‑to‑day financial monitoring for assigned assets.
- Review monthly and quarterly performance; identify variances and provide initial recommendations.
- Coordinate with property management to clarify operational issues and support corrective actions.
- Develop asset‑level performance goals and improvement plans.
- Prepare sections of investor reports, lender updates, and performance dashboards.
- Draft narrative commentary highlighting performance drivers and risks.
- Update weekly dashboard metrics and highlight concerns/opportunities.
- Maintain CFP updates, including rent schedules, unbudgeted approvals, bank rec items, and vacancy updates.
- Track LIHTC deadlines, rent limits, utility allowances, REAC/MOR schedules, and covenants.
- Monitor and track Replacement Reserve needs and quarterly draws.
- Participate in annual budget preparation; input and organize materials.
- Support CapEx planning, reserve tracking, and long‑term capital planning.
- Assist in underwriting tasks and documentation management.
- Improve templates, trackers, and workflows; participate in implementing tools.
- Provide informal mentorship to Analysts.
What You Should Have
- Bachelor’s degree in Finance, Real Estate, Business, or related field.
- Typically 2–4 years of experience in asset management or real estate finance.
- Strong Excel proficiency and intermediate modeling capabilities.
- Understanding of property operations, financial drivers, and compliance fundamentals.
- Strong written and verbal communication skills; growing comfort presenting.
- Ability to manage multiple priorities with limited supervision.
What You Should Be
- Curious and ambitious by nature; a highly motivated person who’s not afraid to ask questions.
- An independent self-starter; you don’t wait around too long looking for directions from others.
- Highly accountable; you take ownership, follow through, meet deadlines, and care about the quality of your work product.
- A world-class communicator, or rapidly becoming one.
- Able to work collaboratively in a small team environment; willingness to “roll up your sleeves” and pitch in when and where necessary.
- Ready to work in a fast-paced environment and be part of an amazing team doing valuable work.