Asset Management Analyst

Weston Inc.; Warrensville Heights (OH); On-site; USD 70,000 - 95,000; Full time

Job summary

Weston, Inc. is seeking an Asset Management Analyst to support the department’s core functions, including lease analysis, loan compliance, budget reviews, and ad hoc projects that grow the value of the Weston-owned portfolio.

The role emphasizes preparing financial packages, maintaining NAV/GAV schedules, and assisting investor relations with executive summaries and distributions, while coordinating with service providers, lenders, and internal teams.

Qualifications

• Bachelor’s degree in business, Finance or equivalent; or three years related experience and/or training; or equivalent combination of education or experience required
• Previous experience with MRI software
• Previous experience with analyzing and communicating key financial information and investment recommendations
• Advanced knowledge of Microsoft Excel, and the ability to learn specialized real estate software; experience with Argus is preferred
• Knowledge of real estate valuation methodologies including internal rates of return (IRR) and discounted cash flow analysis, cash on cash returns and break‑even analysis
• Understanding of income/expense statements, balance sheets, and cash flow statements
• Previous experience analyzing and interpreting complex term sheets, loan documents, partnership agreements, and legal documents

Responsibilities

• Analyze NOI versus budget and prior years for asset portfolio
• Support 3rd party and in-house relationships and reporting
• Prepare loan and debt related financial packages (DSCR, budgets)
• Maintain NAV/GAV schedules for Asset Management properties
• Assist in investor relations summaries and distributions
• Review CAM calculations and monthly/annual reporting
• Conduct ad hoc financial analyses as needed
• Support leasing activity tracking and LOI analysis
• Participate in meetings for capital, leasing, and property management reviews

Skills

Financial analysis

IRR calculations

DSCR calculations

Budgeting

Excel

Argus

Communication

Time management

Education

Bachelor's degree in business/Finance

MRI software experience

Real estate financial analysis knowledge

Tools

MRI software

Argus

Job description

REPORTS TO: Director of Asset Management

About the Role

The Asset Management Analyst is responsible for supporting the core roles of each of its members and the overall mission of the department. This role will prepare lease analysis tools, loan compliance packages, budget review for assets currently managed by the department, and a variety of ad hoc projects necessary to help support the growth in value of the Weston owned portfolio. The primary focus of the Asset Management Department is to enhance the long‑term value of real estate properties through a combination of strategies targeting revenue growth, operating expense control, capital deployment, debt management, and risk management.

What You Will Do

Asset Management

• Perform analysis on NOI compared to budget and prior years
• Support efforts to maintain REO schedule
• Support efforts to complete “lookback” on properties acquired (IRR calculations, narratives, cash on cash returns, etc.)
• Maintain NAV / GAV schedules for AM properties
• Help prepare the Investor Relations Exec Summary packages
• Work with accounting in Investor Distributions
• Perform ad hoc analysis as needed

Leasing

• Maintain leasing activity tracker weekly
• Review ongoing lease(s) – gain better understanding of lease structure and language
• Perform analysis on LOIs (NER), track against budget, and provide recommendations on approach
• Provide research and reporting on various markets where we have properties

Service Provider Management

• Participate and prepare for 3 rd party, in-house and partner calls
• Support efforts in reviewing capital, leasing, and property management requests
• Review and tie out 3 rd party fee calculations
• Review and summarize monthly and annual reporting packages
• Review CAM calculations provided by the Service Provider

Debt

• Prepare financial packages for loan agreements (i.e. quarterly reporting, DSCR calculations)
• Prepare major lease approval drafts for lender consideration
• Prepare a loan agreement calendar with all important dates for reporting, compliance deliverables, etc., of asset management loans
• Perform debt calculations (DSCR)

Skills

• Must be able to convey information and experience to anticipate future needs.
• Must be inquisitive, a great listener and self-reliant.
• Ability to be effective in handling problems in the workplace; including anticipating, preventing, identifying and solving problems as necessary.
• Ability to assimilate complex information, data, etc., from disparate sources and consider, adjust or modify to meet the need.
• Must be able to work with and understand financial information and data.
• Ability to work as part of a team as well as internal/external stakeholders.
• Excellent organizational skills, problem‑solving skills and the ability to process work quickly, accurately and with changing priorities.

Education and Experience

• Bachelor’s degree in business, Finance or equivalent; or three years related experience and/or training; or equivalent combination of education or experience required
• Previous experience with MRI software
• Previous experience with analyzing and communicating key financial information and investment recommendations
• Advanced knowledge of Microsoft Excel, and the ability to learn specialized real estate software; experience with Argus is preferred
• Knowledge of real estate valuation methodologies including internal rates of return (IRR) and discounted cash flow analysis, cash on cash returns and break‑even analysis
• Understanding of income/expense statements, balance sheets, and cash flow statements
• Previous experience analyzing and interpreting complex term sheets, loan documents, partnership agreements, and legal documents

Physical Demands and Work Environment

• This position operates primarily in a typical office environment.
• This is a full‑time position. Workdays are Monday through Friday with occasional hours outside of regular business hours as needed.
• Some travel is required as needed.
• This position requires the employee to remain stationary, working on a computer for prolonged periods of time.
• Must be able to lift up to 15 pounds.

At Weston, Inc., we foster a dynamic and collaborative work environment where everyone is valued and respected. We are committed to diversity and inclusion, ensuring equal opportunities for all employees. Discrimination or harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic is strictly prohibited by federal, state, and local laws.

This extends to all aspects of employment, including hiring, recruitment, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Our hiring decisions are based solely on qualifications, merit, and business needs at the time.