Asset Management Analyst

Sunrise Affordable Housing Group; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Sunrise Affordable Housing Group seeks an Asset Management Analyst for a full-time, on-site role in New York, NY. You will monitor performance metrics, review financial statements, and support budgets and capital plans while ensuring compliance with affordable-housing programs.

You will build Excel models and dashboards, analyze site data, and provide recommendations to senior management and lenders. Collaboration with property teams and investors is essential.

Qualifications

• 1–2 years of asset management experience is required.
• Bachelor’s degree in Finance or Accounting is required.
• Affordable housing experience preferred, including LIHTC, HUD, or Section 8.
• Strong Excel skills and comfort with financial statements, budgets, and variance analysis are required.
• Familiarity with fair housing and ADA requirements, or basic building systems (HVAC, plumbing, electrical, roofing) is a plus.

Responsibilities

• Track monthly property performance against budget, including occupancy, rent collections, NOI, and resident satisfaction; flag variances for senior leadership.
• Review financial statements from third-party property management; help prepare portfolio reports for management, lenders, and equity partners.
• Help prepare and review annual operating budgets and long-term capital needs assessments.
• Track compliance with affordability, HUD, fair housing, and ADA requirements; including inspection schedules, insurance renewals, and audit deliverables.
• Maintain trackers for loan covenants, debt service coverage, replacement reserves, and reporting deadlines.
• Support resident experience initiatives with property management teams.
• Build and maintain Excel models, dashboards, and reports that support asset management decisions.

Skills

Asset management

Excel skills

Budgeting

Variance analysis

Financial statements

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Excel

Job description

Sunrise Affordable Housing Group (“Sunrise”) is a real estate investment company specializing in acquiring and operating affordable-rate multifamily properties across the United States. We acquire affordable multifamily properties with rent and income restrictions, rental assistance contracts, and other affordability components, complete extensive capital improvements and operate our communities in compliance with local and federal regulations. Our current portfolio includes a mix of affordable properties, designated for both family and senior residents, with concentrations in the Southeast. We are headquartered in Palm Beach, FL.

Role Description

The Asset Management Analyst is a full-time, on-site role based in New York, NY. This position supports the performance of affordable housing assets by monitoring financial and operational metrics, analyzing property-level data, and preparing regular reports for senior management and investors. Day-to-day responsibilities include:

• Track monthly property performance against budget, including occupancy, rent collections, NOI, and resident satisfaction, and flag variances for senior leadership.
• Review monthly, quarterly, and annual financial statements from third-party property management companies, and help prepare portfolio reports for senior management, lenders, and equity partners.
• Help prepare and review annual operating budgets, and help maintain 5–10 year capital needs assessments and capital project tracking.
• Track compliance with affordability, HUD, fair housing, and ADA requirements, including inspection schedules, insurance renewals, and audit deliverables.
• Maintain trackers for loan covenants, debt service coverage ratios, replacement reserves, and lender and investor reporting deadlines.
• Help evaluate property management performance through financial reviews, site visits, and resident feedback, and summarize findings and recommendations.
• Support resident experience initiatives with property management teams.
• Build and maintain Excel models, dashboards, and reports that support asset management decisions.

Qualifications

• 1–2 years of asset management experience is required.
• Bachelor’s degree in Finance or Accounting is required.
• Affordable housing experience is preferred, including LIHTC, HUD, or Section 8.
• Strong Excel skills and comfort with financial statements, budgets, and variance analysis are required. Proficiency in other Microsoft Office products is also required.
• Familiarity with fair housing and ADA requirements, or basic building systems (HVAC, plumbing, electrical, roofing), is a plus.