Position Title: Senior Analyst – Asset Management
Location: South Orange County (On-site, 5 Days/Week)
Industry: Real Estate Private Equity
Role Summary:
The Senior Analyst – Asset Management will play a key role in supporting the strategic oversight and performance optimization of a diverse portfolio of multifamily and commercial real estate assets. This position collaborates cross-functionally and provides analytical insight to drive value creation and ensure alignment with the overall investment strategy.
Key Responsibilities:
- Support the implementation of asset-specific and portfolio-wide value enhancement strategies aimed at maximizing net operating income (NOI) and overall asset value.
- Partner with internal teams—including Finance, Construction, Operations, and Investor Relations—as well as third-party property managers, to monitor performance relative to business plans and budgets.
- Conduct ongoing research to stay informed about local market trends, competitive positioning, pipeline supply, and economic drivers.
- Oversee regulatory compliance and help enforce internal sustainability and operational standards.
- Coordinate and track capital projects, acting as a liaison between asset management and third-party vendors.
- Participate in on-site property inspections and work alongside investment leadership to understand asset-specific objectives and challenges.
- Assist in the preparation of reporting for lenders and investors.
- Maintain and update financial models to reforecast performance, evaluate return scenarios, and support hold/sell/refinance decisions.
- Prepare quarterly forecasts, reserve analysis, and recommendations for cash distributions.
- Contribute to periodic asset valuations and fund-level reporting requirements.
- Support transactions related to refinances and dispositions, including due diligence coordination and adherence to key timelines.
Qualifications:
- Bachelor's degree in related field.
- 2–4 years of relevant experience in financial analysis or business analytics within the real estate sector, with direct exposure to both multifamily and commercial asset types.