Asset Management Analyst, Multifamily

Shineassociatesllc; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Shine Associates, LLC is seeking an Asset Management Analyst in Dallas, TX to support a diversified portfolio of properties. You will assist in reviewing operating performance, building and executing business plans, and driving long-term value for the portfolio.

The role requires strong Excel/ARGUS skills, experience with real estate finance, and the ability to work with AI-enabled tools to identify trends, prepare reports for the executive team, and support investment decisions.

Qualifications

• Bachelor’s degree in Real Estate, Finance, Mathematics or Accounting.
• 2–5 years of real estate experience; financial modeling preferred.
• Proficient in Excel models; Argus, PowerPoint required.
• Familiar with PowerBI; VBA a plus.
• Experience with AI tools and LLMs helpful.

Responsibilities

• Oversee performance of a multifamily portfolio; develop performance models.
• Manage valuations of properties and review reports.
• Prepare periodic reports for executive committee and partners.
• Develop annual business plans and capital programs.
• Conduct market research: rent comps, new supply, trends.
• Produce property-level reporting: quarterly fund reports, investor reports.
• Utilize AI tools to identify trends and insights.
• Collaborate with Asset Managers on investment decisions.
• Support pricing decisions in revenue management calls.
• Participate in ad hoc analytical projects.

Skills

Excel modeling

ARGUS

PowerPoint

PowerBI

Financial analysis

AI tools

Education

Bachelors degree

Tools

ARGUS

Excel

PowerPoint

PowerBI

VBA

Job description

POSITION SPECIFICATION ASSET MANAGEMENT ANALYST, DALLAS

Shine Associates, LLC has been retained to search, identify and recruit an Asset Management Analyst on behalf of our client (‘Company’). This position will be based in Dallas, TX and report to the Vice President of Asset Management.

CONFIDENTIALITY

Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity.

CLIENT DESCRIPTION

Our client is a privately-held and vertically-integrated real estate company that develops, owns, and operates a portfolio of multifamily, industrial, and mixed-use developments. With corporate offices in Atlanta, Boston, Dallas, Dubai, New York, and San Francisco, the Company is an experienced real estate private equity investor and manager supported by an integratedoperating platform and has 60+ years of experience across multiple asset classes.The Company’s existing and under-development properties are valued at over$29.0 billion.

Duringits60+-year history, the firm has developed, managed or acquired over96,000residential units and32.5millionsquare feet of commercial space intwenty-fourstates. The current portfolio includesover 55,000residential units, 1 million square feet of retail and office space, and 25 million square feet of industrial space.

ASSET MANAGEMENT ANALYST

Assist the Asset Management Team in overseeing a portfolio of assigned properties. This will include the review and assessment of the individual properties’ operating performance as well as the creation and execution of business plans to drive long-term value. The Asset Management Analyst will embrace our company values of accountability, inclusiveness, energizing and courageousness.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assist in the oversight and monitoring of the performance of a diverse multifamily portfolio; including, but not limited to, development and maintenance of performance monitoring models, hold/sell analyses, and real estate tax appeal tracking.
• Manage the periodic internal and external valuations of multifamily properties owned by the co-investment partnerships. Review reports for accuracy and consistency with similar properties.
• Help prepare various periodic reports and analyses for the Company’s Executive Committee and Ownership as well as its major institutional investment partners. Prepare models that detail current positions and forecast the performance of individual real estate assets.
• Preparation and management of annual business plans, renovation and capital programs, and monitoring of development projects.
• Through consistent analysis of assigned portfolio, compile property-specific questions and issues to highlight or discuss with Asset Managers and Property Management.
• Perform market research for assigned portfolio including, but not limited to, rental comparable analyses, new supply tracking, sale comparables, and employment trends.
• Prepare, coordinate and ensure timely completion of property-level reporting such as quarterly fund reports, monthly status reports, investor-specific reports, and other reports as required.
• Utilize data analytic and AI-enabled tools to identify trends and develop insights to inform asset management decision-making.
• Leverage AI-enabled tools to streamline analysis, enhance reporting accuracy, and generate actionable insights.
• Collaborate with Asset Managers to make recommendations for key investment decisions such as refinancings, dispositions and renovations. Prepare presentations to senior management to seek approval for recommended strategies.
• Participate in revenue management calls and prepare analyses to support pricing decisions.
• Participate in ad hoc analytical projects as required.

QUALIFICATIONS, SKILLS AND EXPERIENCE

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in Real Estate, Finance, Mathematics or Accounting.
• Two to five years of prior real estate experience. Experience in modeling for a financial institution, accounting firm, appraisal firm, or commercial mortgage lender is a plus. Comfort with real estate financial and valuation concepts is preferred.
• Fluency in and ability to maintain and create Excel financial models and spreadsheets is essential.
• Expert proficiency in ARGUS, Excel and PowerPoint required. Some Macro/VBA and Microsoft PowerBI background is preferred.
• Working familiarity with large language models (LLMs) and generative AI tools, including the ability to frame effective prompts, iteratively refine outputs, and apply sound judgment to validate results; demonstrates curiosity in leveraging these tools for research, analysis, and problem-solving in an asset management context.
• Ability to prioritize tasks and complete multiple assignments simultaneously.
• Excellent analytical skills with strong attention to detail
• Self-starter with ability to travel and frequently work extended hours.

REPORTING RELATIONSHIPS

The Analyst will report directly to a Vice President, Asset Management. There would also be a close working relationship with the Head of Asset Management and the respective Portfolio Managers. Also, there will be interaction with the CEO, COO and CIO along with various Acquisition Vice Presidents and Analysts. In addition, the Analyst would interact with Property Management, Accounting, Treasury, Procurement, and the Legal Department.

COMPENSATION

The Company is prepared to offer a competitive compensation package including salary, bonus, and other benefits.

CONTACT INFORMATION

Shine Associates, LLC

45 School St., Suite 301

Boston, MA 02108

www.shineassociatesllc.com

Hillary Shine, Principal Kelsey Shine, Managing Director

Cell [phone] Cell [phone]

[e-mail] [e-mail]

Chandlee Gustafson, Senior Associate

Cell [phone]

[e-mail]