Asset Management Analyst

Roots Management Group; Addison (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual performance-based bonus

Medical, Dental, and Vision insurance

401(k) with company match

Cell phone reimbursement

Paid holidays

Paid Time Off (PTO)

Paid parental leave

Career growth opportunities

Job summary

Roots Management Group is seeking an Asset Management Analyst to join our Investment Management Group. This hybrid role focuses on maximizing performance of manufactured housing assets and leading reporting for current and future funds.

You will collaborate with JV partners, support deal flow and budget development, analyze large property data sets, and implement systems to automate portfolio management. A 1–2 year background in finance/real estate is preferred, with MBA/CFA a plus.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 1–2 years of relevant work or internship experience in finance, real estate, asset management, or related field.
• MBA or CFA a plus.
• Strong quantitative, analytical, and problem-solving skills.
• Proficient in financial analysis and financial modeling.
• Excellent communication and collaboration skills.
• Attention to detail and strong organizational abilities.
• Team player with self-motivation and strong work ethic.

Responsibilities

• Maximize investment performance of Manufactured Housing assets and portfolios.
• Work with institutional Joint Venture (JV) partners to understand their goals and expectations; serve as their internal advocate.
• Assist with deal-flow items (recapitalizations, refinances, dispositions, onboarding acquisitions, lender requests).
• Create and update portfolio level budget based on asset-level budget and JV considerations. Implement annual business plans.
• Analyze large amounts of property data to identify strategies to maximize the value of assets.
• Propose portfolio strategies; offer expertise on investments, budgets, operations, etc.
• Benchmark performance to original underwriting, budget, MH sector, and CRE industry.
• Identify and implement software systems that automate portfolio and asset management.
• Prepare reporting, including monthly and quarterly investor packages and ad hoc requests.
• Manage and improve strategic relationships with institutional real estate investment firms.
• Adhere to compliance requirements and identify and communicate risks.
• Consider implications of acquisitions, dispositions, debt financing, and investment in capex on portfolio and asset level performance.
• Lead dispositions, in collaboration with Asset Management and Acquisitions.
• Work with Legal on regulatory filings and unexpected issues or concerns.
• Lead new joint ventures in conjunction with colleagues and advisors.
• Assist Treasury with forecast of cash sources and uses including capital calls and distributions.
• Understand the Joint Venture Agreement and other key legal documents as they relate to each portfolio.
• Other responsibilities and tasks as needed or assigned by management.

Skills

Financial analysis

Financial modeling

Quantitative skills

Communication

Microsoft Office

Education

Bachelor's degree in accounting or finance

Tools

Microsoft Excel

Job description

Rooted in positive transformation, Roots Management Group is an integrated manufactured housing community (MHC) investment and management company focused on increasing the availability of best-in-class housing options people can afford. Founded in 2017, we operate communities nationwide through community development, strategic capital investment, and hands-on management. Our culture is guided by our ROOTS core values—Respect, Ownership, Opportunity, Teamwork, and Sincerity—creating an environment where team members are empowered to grow, take accountability, and make a meaningful impact.

What we are looking for

We are currently seeking an enthusiastic and skilled Asset Management Analyst to join our growing Investment Management Group. This role will be focused on maximizing performance and leading the reporting of current and future funds.

Responsibilities will include:

• Maximize investment performance of Manufactured Housing assets and portfolios.
• Work with institutional Joint Venture (JV) partners to understand their goals and expectations; serve as their internal advocate.
• Assist with deal-flow items (recapitalizations, refinances, dispositions, onboarding acquisitions, lender requests).
• Create and update portfolio level budget based on asset-level budget and JV considerations. Implement annual business plans.
• Analyze large amounts of property data to identify strategies to maximize the value of assets.
• Propose portfolio strategies; offer expertise on investments, budgets, operations, etc.
• Benchmark performance to original underwriting, budget, MH sector, and CRE industry.
• Identify and implement software systems that automate portfolio and asset management.
• Prepare reporting, including monthly and quarterly investor packages and ad hoc requests.
• Manage and improve strategic relationships with institutional real estate investment firms.
• Adhere to compliance requirements and identify and communicate risks.
• Consider implications of acquisitions, dispositions, debt financing, and investment in capex on portfolio and asset level performance.
• Lead dispositions, in collaboration with Asset Management and Acquisitions.
• Work with Legal on regulatory filings and unexpected issues or concerns.
• Lead new joint ventures in conjunction with colleagues and advisors.
• Assist Treasury with forecast of cash sources and uses including capital calls and distributions.
• Understand the Joint Venture Agreement and other key legal documents as they relate to each portfolio.
• Other responsibilities and tasks as needed or assigned by management.

Position Qualifications / Minimum Requirements:

• Bachelor’s degree in accounting, finance, or another business-related field
• 1-2 years of relevant work or internship experience in finance, real estate, asset management, or a related field.
• MBA or CFA a plus.
• Strong quantitative, analytical, and problem-solving skills.
• Proficient in financial analysis and financial modeling.
• Communication skills and ability to collaborate with internal and external parties to meet deadlines and resolve issues.
• Exceptional attention to detail, thoroughness, and organization skills.
• Team player, self-motivated and strong work ethic.
• Ability to prioritize and manage time to consistently meet deadlines.
• Strong working knowledge of Microsoft Office applications.

Location:

Hybrid (3 days per week in office) at either our Addison, TX or Gilbert, AZ corporate office.

Additional Information / Benefits:

• Annual performance-based bonus opportunities
• Medical, Dental, and Vision insurance plans
• 401(k) with company match
• Cell phone reimbursement
• Short- and Long-Term Disability
• Basic Life & Accidental Death Insurance
• Health Savings Account (HSA)
• Paid holidays
• Paid Time Off (PTO)
• Paid parental leave
• Career growth and advancement opportunities
• High-energy company with a friendly, supportive team environment

Benefits are offered to eligible full-time employees.

To be considered for employment, candidates must pass a pre-employment background check and drug test. We thank all applicants for their interest in joining our team.