Asset Management Associate

Atlas Search; New York (NY); On-site; USD 130,000 - 175,000; Full time

Job summary

An established industry player is seeking a detail-oriented Asset Management Specialist to join their dynamic team. This role will involve preparing monthly performance reports, assisting in budget processes, and managing portfolio communications. The ideal candidate will have a strong background in financial analysis and portfolio management, ensuring operational efficiency and driving performance. Join a forward-thinking company that values collaboration and innovation, and take your career to the next level in a vibrant and supportive environment.

Qualifications

• Experience in financial analysis and portfolio management.
• Strong communication skills for effective collaboration.

Responsibilities

• Prepare monthly performance files and evaluate investment expectations.
• Assist in annual budget processes and manage day-to-day portfolio.

Skills

Financial Analysis

Portfolio Management

Budgeting

Reporting

Communication

Education

Bachelor's degree in Finance or Accounting

Master's degree (preferred)

Tools

Excel

Financial Modeling Software

Job description

This range is provided by Atlas Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$130,000.00/yr - $175,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Atlas Search

• Prepare monthly performance files comparing performance to investment expectations and evaluate potential upside opportunities
• Assist in spreading and reviewing monthly property financials
• Compiling monthly actionable report and determining resolution to drive operational efficiency at the asset level
• Assist in annual budget process, including spreading budgets, analyzing growth trajectory, and annual meetings
• Day-to-day portfolio management and communication with third-party managers
• Underwrite, evaluate, and compile asset management committee memorandums for potential conversion and expansion opportunities throughout the existing portfolio
• Work collaboratively with team members in various ad hoc tasks and analyses as needed
• Manage AM functions on regionally allocation portion of portfolio
• Assist in transition of acquisition properties from Investment team to Asset Management team
• Supporting in acquisition and disposition due diligence
• Handling information requests from lenders, insurers, and property managers

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Other

• Industries

  Real Estate and Financial Services

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