Analyst II, Asset Management

Boston Financial; Boston (MA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Cash bonuses

Long-term incentives

Health insurance

Accident & life insurance

Retirement benefits

Job summary

ORIX USA Group is seeking a Stabilized Analyst to support Asset Management for a large multi-family portfolio from our Boston, MA headquarters. You will work with a regional team and assist Asset Managers across the property life cycle including operations, loan conversion, and stabilized operations.

The role requires 2+ years real estate finance experience, strong analytical and communication skills, and proficiency in MS Office. 10% travel is expected; hybrid in-office model in Boston.

Qualifications

• Bachelor’s Degree in business, finance, real estate or related field.
• 2+ years of real estate or related financial experience.
• Strong analytical skills.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment while managing conflicting priorities.
• Ability to work independently and as part of a high performing team.
• Excellent problem-solving skills.
• Highly proficient with MS Office (Word, Excel, PowerPoint, Access).

Responsibilities

• Timely processing of capital releases. Review and analyze collected documentation; update capital installment application and prepare wire form for review by Asset Manager.
• Establishing and maintaining relationships with General Partners and management agents.
• Researching rental market trends and operational or other property issues; preparing analytical materials for management plans.
• Analyzing performance deficiencies and developing projections and workout scenarios for troubled properties; performing comparable analysis for high value assets.
• Preparing reports and analytics of real estate performance for Asset Management staff and Senior Management.
• Reviewing partnership documents to determine benchmark requirements.
• Travel required: 10%.

Skills

Analytical skills

Verbal & written communication

Fast-paced environment

Independent & team

Problem solving

MS Office suite

Education

Bachelor’s degree in business/finance/real estate

Tools

Excel expert

PowerPoint

Access

Job description

KEY RESPONSIBILITIES:

The Stabilized Analyst supports the Asset Management functions of a large and diverse multi-family apartment portfolio. You will be assigned to a regional team and support a group of Asset Managers. The Analyst will be exposed to many aspects of the property’s life cycle, from its initial operations to loan conversion and stabilized operations. The Asset Management Analyst’s duties are varied.

This position is located at the Boston Financial headquarters in Boston, MA.*

• Timely processing of capital releases. Review and analyze collected documentation. Seek approval of benchmark documentation from other departments as required. Update capital installment application and prepare wire form for review by Asset Manager. Electronically file all documentation;

• Establishing and maintaining relationships with General Partners and management agents;

• Researching rental market trends and operational or other property issues and preparing analytical materials for management plans;

• Analyzing performance deficiencies and developing projections and workout scenarios for troubled properties. Performing comparable analysis for properties targeted as high value assets.

• Preparing reports and analytics of real estate performance for Asset Management staff and Senior Management

• Reviewing partnership documents to determine benchmark requirements

• Travel required: 10 %

REQUIRED SKILLS & EXPERIENCE:

• Bachelor’s Degree in business, finance, real estate or related field, preferred

• 2+ years of real estate or related financial experience

• Strong analytical skills

• Strong verbal and written communication skills

• Ability to work in a fast-paced work environment while managing conflicting priorities

• Ability to work independently and as part of a high performing team

• Excellent problem-solving skills are critical for success in this role

• Highly proficient with MS Office, including Word, Excel (preferably expert), PowerPoint and Access

PREFERRED SKILLS:

• Real estate underwriting experience

• Understanding of partnership agreements

• LIHTC experience

• Market analysis skills

Annual base salary gross: $70,000 - $80,000 (MA only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.