Asset Management Analyst

National CORE; Rancho Cucamonga (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

National CORE is seeking an Asset Management Analyst to support a large portfolio of affordable housing assets in Rancho Cucamonga, CA. You will build detailed financial models, track performance metrics, and assist with financing activities including refinancings and LIHTC-related work.

The role requires a Bachelor’s degree in business-related fields and 1–3 years in real estate finance or asset management.

Qualifications

• Strong technical and analytical skills in a professional environment.
• Advocate accuracy, integrity, and confidentiality in all analyses.
• Advanced proficiency in Microsoft Excel is required.
• Smartsheet and Power BI experience is helpful.

Responsibilities

• Create and maintain detailed financial models and recurring/ad hoc reports.
• Assist in quarterly, monthly, and annual financial reviews with trend analyses.
• Support funding applications, refinancings, and resyndications; perform analyses.
• Assist due diligence for prospective new acquisitions and feasibility reviews.
• Prepare operational analyses and industry trend comparisons.
• Conduct periodic site visits to CORE properties and potential sites.

Skills

Excel

Analytical skills

Written and verbal communication

Integrity and confidentiality

Education

Bachelor’s degree in business, economics, finance, or accounting

Tools

Excel

Smartsheet

Power BI

Job description

Job Details: Job Location: Corporate Rancho Cucamonga - Rancho Cucamonga, CA 91730, Position Type: Full Time, Salary Range: $90,000.00 - $110,000.00 Salary/year, Job Shift: Day, Job Category: Nonprofit - Social Services, The Asset Management Analyst reports to the Director of Asset Management and will be responsible for assisting with various functions related to the management of a large portfolio of affordable housing assets. Key responsibilities include market and portfolio analysis, reporting, and transactional support.

RESPONSIBILITIES

• Create and maintain detailed financial models; ensure accuracy, to include all ad hoc and recurring analytical reports.
• Assist in quarterly, monthly, and annual financial reviews, including tracking key metrics, trending and partnership/asset evaluations.
• Provide support with funding applications, refinance, and resyndications. Perform comprehensive financial analyses as needed for transactional support.
• Assist with the feasibility review and due diligence of prospective new acquisitions.
• Research and prepare operational analysis compared to industry trends.
• Conduct periodic site visits of CORE properties and potential sites.
• Develop reports and/or presentations for Executive Leadership Team, Board of Directors, internal committees, and external agencies as required.
• Assist with populating property specific information into the asset management database, spreadsheets and/or templates by reviewing the partnership documents such as partnership agreements, regulatory agreements, and mortgage loan documents.
• Participate in professional training offered to all employees, if applicable.
• Attend committees, related industry events and city/community meetings as needed.
• Attend Company sponsored events that relate to the development of the team, which from time to time, may include overnight stays at locations away from the employee’s home.

SKILLS & QUALIFICATIONS

• Strong technical, organizational and analytical skills in addition to excellent written and verbal communication skills, critical thinking, in a professional environment.
• Possess a high-level of integrity, accuracy, dependability, enthusiasm, and confidentiality.
• Experience with Microsoft Office applications. Advanced proficiency in Excel is required.
• Smartsheet and/or Power BI experience helpful.

EXPERIENCE & EDUCATION

• Bachelor’s degree in business, economics, finance, or accounting preferred.
• 1-3 years of experience in real estate finance, acquisitions, asset management, or affordable housing financing, with familiarity in the LIHTC program.

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

• Operate computer and office equipment.
• Work is primarily sedentary in nature.
• Ability to travel.

FLSA

Exempt

Qualifications: