Asset Management Lead — Real Estate Finance & Forecasting

Invitation Homes; Dallas (TX); On-site; USD 78,075 - 135,330; Full time

Benefits offered by this job

Annual bonus

Health insurance

401k with match

Paid time off

Team events

Job summary

Invitation Homes in Dallas is seeking a senior asset management professional to lead portfolio analysis, budgeting, and forecasting across a large single-family rental portfolio. You will oversee analysts, develop cash flow targets, and drive data-driven decisions to improve performance.

The role requires 2–5+ years in residential asset management, strong financial modeling, and proficiency with SQL, Python, Excel, Salesforce, and Yardi.

Qualifications

• Bachelor’s degree in Finance, Real Estate, Business, Economics, Mathematics or a related field.
• Quantitative degree or supportive coursework preferred.
• Master’s degree or MBA beneficial.
• 2 to 5+ years of experience in residential asset management or institutional real estate; Single family preferred.
• 2 to 5+ years of experience in extensive, detailed data analysis and reporting.
• Current driver’s license and automobile insurance.
• Comprehension of federal fair housing laws and any applicable local housing provisions.
• Ability to create and design general marketing pieces for in-house production.
• Knowledge of current single-family customer product demands, drivers, and trends.
• Proficiency utilizing Outlook, Microsoft Word, PowerPoint, Excel, and basic OS tools.
• Proficiency in a programming language (R or Python preferred).
• Strong data and financial modeling skills required.
• Proficiency using mapping programs (QGIS or ArcGIS).
• Experience utilizing Salesforce for workflow and approval management.
• Experience utilizing Yardi or similar property management software.
• Knowledge of Relational Database Management Systems (SQL) beneficial.
• Excellent customer service and interpersonal skills; ability to relate to and get along with others.
• Professional verbal and written communication skills.
• Ability to facilitate presentations or speak in public to large groups of people.
• Strong organizational and time-management skills.
• Ability to multi-task and maintain flexibility and creativity in a variety of situations.
• Ability to analyze and resolve problems.
• Ability to perform intermediate mathematical functions.
• Ability to set and meet goals and consistently meet deadlines.
• Ability to maintain confidentiality.

Responsibilities

• Oversee work of analysts and/or interns and provide leadership, teaching and guidance.
• Act as lead for the capital allocation, budgeting and planning process.
• Develop metrics for evaluating portfolio performance and corrective actions plans, as applicable.
• Monitor financials, physical asset condition, and related activities, and report results to management.
• Develop annual cash flow targets, based on budget, for portfolio and ensure asset management to those targets; work collaboratively with management to ensure that targeted financial performance targets for each property meet established standards.
• Provide recommendations related to strategic direction at both portfolio and individual site level for existing assets and development opportunities.
• Develop update, and implement policies, technology initiatives, related programs, and inter-organization collaboration aimed at ensuring high level of asset management efficiency and quality.
• Maintains understanding of company’s financial information systems including the ability to write financial reports and make inquiries for data.
• Prepare monthly, quarterly and annual reports for internal and external stakeholders.
• Forecast, analyze and provide summary of organizational trends.
• Develop and update models to provide analysis for various financial conditions related to Asset and Investment Management, Accounting and Operations.
• Represent Asset Management on interdepartmental project committees.
• Provide ongoing tracking, reporting and analysis of trends in various operating areas.
• Develop forecasting models and analysis; Prepare and analyze Cash Analysis reports and Cash Forecasting.
• Prepare and analyze Consolidated Reporting to Investor.
• Research real estate markets for potential opportunities.
• Analyze and prepare recommendations for improving investment and management processes.
• Track economic and performance indicators within real estate markets.
• Timely interpretation of data for recommendations.
• Complete projects assigned by Asset Management leadership.

Skills

Leadership

Financial modeling

Data analysis

Python

R

SQL

Excel

PowerPoint

Outlook

Communication

Education

Bachelor’s degree in Finance/Real Estate

MBA

Master’s degree

Tools

Salesforce

Yardi

QGIS

ArcGIS

Job description

Invitation Homes in Dallas is seeking a senior asset management professional to lead portfolio analysis, budgeting, and forecasting across a large single-family rental portfolio. You will oversee analysts, develop cash flow targets, and drive data-driven decisions to improve performance.

The role requires 2–5+ years in residential asset management, strong financial modeling, and proficiency with SQL, Python, Excel, Salesforce, and Yardi.