Asset Management Analyst — Hybrid (Investments & Reporting)

Roots Management Group; Gilbert (AZ); Hybrid; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

Medical, Dental, and Vision insurance

401(k) with company match

Health Savings Account (HSA)

Paid holidays

Paid Time Off (PTO)

Paid parental leave

Cell phone reimbursement

Disability insurance

Life Insurance

Zusammenfassung

Roots Management Group seeks an Asset Management Analyst to join our Investment Management Group. This hybrid role will focus on maximizing performance of Manufactured Housing assets and leading reporting for current and future funds.

Responsibilities include budgeting, portfolio strategies, data analysis, and collaboration with JV partners. The ideal candidate has 1–2 years in finance/real estate, strong analytical skills, and proficiency in MS Office.

Qualifikationen

• 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.
• 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.

Aufgaben

• 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.

Kenntnisse

Quantitative skills

Analytical skills

Problem-solving

Communication skills

Team player

Time management

Microsoft Office

Ausbildung

Bachelor’s degree in accounting or finance

MBA or CFA a plus

Tools

Microsoft Office

Jobbeschreibung

Roots Management Group seeks an Asset Management Analyst to join our Investment Management Group. This hybrid role will focus on maximizing performance of Manufactured Housing assets and leading reporting for current and future funds.

Responsibilities include budgeting, portfolio strategies, data analysis, and collaboration with JV partners. The ideal candidate has 1–2 years in finance/real estate, strong analytical skills, and proficiency in MS Office.