Asset Management Analyst

Alliance Resource Group; Irvine (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Alliance Resource Group in Irvine, CA is seeking an Analyst to partner with Asset Managers. The role supports property and portfolio operating performance, capital investments, and ad hoc analyses for the Asset Management team.

You will work on rent rolls, operating metrics, and capital planning analyses to inform investment decisions. The ideal candidate has 2–4 years in real estate investment finance or underwriting, strong Excel and PowerPoint skills, and excellent communication.

Qualifications

• Bachelor's degree required in Finance, Accounting or Economics.
• 2–4 years of real estate investment finance or underwriting experience preferred.
• Strong Excel and PowerPoint skills for analysis and presentation.
• Excellent written and verbal communication and interpersonal skills.

Responsibilities

• Analyze operating performance for portfolios and priority assets against industry ratios.
• Analyze move-ins/move-outs, rent rolls, labor reports, taxes, and other related items.
• Prepare site visit reports and follow-up actions from site visits.
• Perform analyses for capital investment plans, budgeting and investment performance.
• Prepare ad hoc analyses including capital ROI, dispositions, and loan analyses.
• Demonstrate understanding of capital investment financial modeling.
• Maintain relationships with internal departments and external clients.
• Assist Asset Management and Investments with due diligence for underwriting acquisitions and dispositions.

Skills

Financial analysis

Communication

Problem solving

Detail oriented

Education

Bachelor's degree in Finance, Accounting or Economics

Tools

Excel

PowerPoint

Job description

Our client is a growing REIT located in Orange County and this role will focus on real estate asset performance that is consolidated to the FP&A level!

(Local candidates in a commuting distance will be prioritized)

• The primary role of the Analyst is to partner with a team of Asset Managers by assisting with daily tasks and proactively addressing asset management issues that arise. The primary functions of this position are to perform analyses in support of property and portfolio operating performance, capital investment decision making, and to prepare ad hoc analyses on behalf of the Asset Management team. Responsibilities include but are not limited to:
• Perform analyses of operating performance for portfolios and priority assets and comparison with industry ratios
• Perform analyses on move ins/move outs, rent rolls, labor reports, real estate taxes and other relevant items
• Populate site visit reports and track the follow up action items resulting from site visits
• Perform analyses for capital investment plans, budgeting and investment performance
• Prepare ad hoc analyses, including but not limited to: Investment Committee memorandum, capital ROI analysis, dispositions, lease restructures, and construction loan analysis
• Exhibit detailed understanding of capital investment financial modeling
• Maintain working relationship with internal departments (Accounting, Financial Planning & Analysis, Capital Asset Management, Legal, Tax) as well as with external counterparts including firm clients.
• Assist Asset Management and Investments teams with due diligence for underwriting acquisitions and dispositions

MINIMUM POSITION REQUIREMENTS

• Bachelors degree from an accredited college or university, majoring in Finance, Accounting or Economics
• 2 to 4 years of experience in real estate investment finance, equity investment underwriting, or financial or operational analysis in multifamily real estate industry preferred
• Expert knowledge using spreadsheet programs (including Microsoft Excel) and presentation programs (including PowerPoint)
• Ability to travel (less than 10% of the time)
• Strong written and oral communication skills, interpersonal skills, and ability to work with others
• Detail-oriented, analytical and problem-solving skills