Analyst / Associate, Asset Management

Ballast; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

A leading real estate investment firm in the United States is seeking an Analyst OR Associate to support financial operations and analyses of its investment portfolio. This role requires strong analytical skills, proficiency in Microsoft Excel, and a Bachelor’s degree in a relevant field. The ideal candidate will perform ROI analyses, prepare comprehensive reports for management, and support investor relations. Join a culture founded on teamwork and excellence, committed to creating value through careful management and operational efficiency.

Qualifications

• 1-5 years of experience in real estate private equity, development, brokerage, or investment banking.
• Strong analytical and qualitative skills are essential.
• Ability to maintain effective documentation and manage multiple deadlines.

Responsibilities

• Perform ROI analyses to assess project viability.
• Prepare ad-hoc analyses for decision-making.
• Monitor operating metrics and provide actionable insights.

Skills

Microsoft Excel

Analytical skills

Communication skills

Organizational skills

Education

Bachelor’s Degree in Business, Finance, Accounting, Real Estate, Economics, or related field

Tools

Microsoft Word

Microsoft PowerPoint

Yardi

Job description

Ballast (“Ballast” or “The Company”) is seeking an Analyst OR Associate to support our rapidly growingteam. Under the general supervision of the Asset Management and Operations Team, the Analyst OR Associatewill be responsible for activities relating to the financial analysis and operations of Ballast’sinvestment portfolio. As the Analyst OR Associate gains experience and knowledge, the level ofcontribution from a financial analysis perspective is expected to increase.

The Company is a vertically-integrated owner-operator of multifamily, student housing, and single familyrental assets in the greater Western United States. The Company has several strategic partnerships withglobal institutional capital providers and has experienced strong growth since its founding in 2014.

Ballast employs over 250+ real estate professionals whose mission is to create value by acquiring,developing, and managing our dwellings with exceptional care through an integrated approach. Our cultureis founded on teamwork, authenticity, integrity and excellence. Through a shared purpose and common goal,the organization is built to serve its partners and communities within which it invests.

Primary Responsibilities

• Perform return on investment (ROI) analyses to assess the viability of potential projects
• Prepare comprehensive ad-hoc analyses, supporting informed decision-making around operational expense reduction projects
• Analyze feasibility of strategic business ventures and growth opportunities
• Work with departments on ad-hoc projects to reduce operating expenses for our MF buildings
• Assist integrated departments to achieve profitability goals
• Conduct sensitivity analyses to assess the impact of various scenarios on investment returns, providing clear and concise summaries for senior management
• Monitor key operating metrics, identify variances, and provide actionable insights to enhance operational efficiency
• Collaborate across multiple departments (including Accounting, Operations, Construction Management, and Leasing) to ensure accurate and aligned objectives

Investor Relations & Communication

• Support participation in external calls with key investors and stakeholders, contributing to effective communication and relationship management
• Manage and update several asset management web-based dashboards for dissemination internally and externally
• Assist in the preparation of materials for investor meetings

Minimum Requirements and Qualifications

• Bachelor’s Degree in Business, Finance, Accounting, Real Estate, Economics, or related field
• 1-5 years of real estate private equity, real estate development, real estate brokerage, or investment banking
• Strong in Microsoft Excel, Word, PowerPoint; working knowledge of Yardi is a plus

Key Skills and Competencies

• Clear, articulate communicator, able to maintain effective documentation
• Strong analytical and qualitative skills
• Able to prioritize, organize, and meet all deadlines
• Committed to high standards of excellence and ethics
• Effectively identify issues and formulate solutions
• Capability to think critically, solve problems logically, and make well-reasoned decisions
• Ability to probe, ask the right questions, and dig beneath the surface to test the validity of information
• Goal-oriented and diligent

Ballast Investments is committed to creating a diverse environment and is proud to be an equalopportunity employer. All qualified applicants will receive consideration for employment, and weprohibit discrimination and harassment of any type based on race, color, religion, age, sex, nationalorigin, disability status, genetics, protected veteran status, sexual orientation, gender identity orexpression, or any other characteristic protected by federal, state, or local laws. BallastInvestmentsis also committed to compliance with all fair employment practices regarding citizenship andimmigrationstatus. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualifiedapplicants with arrest and conviction records.

We thank all applicants who have applied however only those selected for an interview will becontacted.