Financial Analyst - Asset Management

MG Properties; San Diego (CA); On-site; USD 73,000 - 78,000; Full time

Benefits offered by this job

Company profit sharing

401K with employer match

Medical, Dental, Vision

Paid time off & holidays

Life Insurance

Flexible Spending Account

Job summary

MG Properties is seeking a Financial Analyst to join our Asset Management team in San Diego, CA. The role focuses on maximizing performance and value of our multifamily portfolio through financial analysis, forecasting, data interpretation, and cross-functional collaboration.

You will develop models, monitor performance, prepare investor reports, and support budgeting, due diligence, and acquisitions. The position emphasizes AI-driven process improvements and portfolio strategy execution.

Qualifications

• Bachelor's degree required or equivalent in a related field.
• 2–4 years in real estate asset management or investment analysis.
• Strong analytical and communication skills.

Responsibilities

• Monitor and evaluate financial performance of multifamily assets, including occupancy and operating expenses.
• Develop and maintain detailed financial models and forecasts.
• Prepare monthly, quarterly, and annual reports for internal stakeholders and investors.
• Assist budgeting processes with property and corporate budgets and summaries.
• Support due diligence, cash flow forecasts, and strategic plans for acquisitions.
• Lead AI initiatives to improve asset management processes.
• Support portfolio strategy and valuations for senior leadership.

Skills

Excel

AI tools

Financial modeling

Real estate software (Yardi/MRI)

Education

Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field

Tools

Yardi

MRI

Excel add-ins

Job description

• Company profit sharing

With over 30 years of experience in the acquisition, development, rehabilitation, and management of apartment communities across the Western United States, we are a trusted partner in the real estate investment and property management industry. At MG Properties, we focus on enriching lives - physically in our community buildings, philanthropically through giving back to our local communities, and through development and growth of our employees.

About The Role

MG Properties is seeking a Financial Analyst to join our Asset Management team. This position plays an important role in maximizing the performance and value of our multifamily residential portfolio through financial analysis, forecasting, data interpretation, and cross-functional collaboration. The Financial Analyst will provide insights that support investment decisions, portfolio strategy, and operational improvements.

This is an excellent opportunity for an analytical and detail-oriented professional who is interested in real estate, enjoys working with financial data, and is motivated to help improve processes and portfolio performance.

This position will be officed full-time at MG Properties' corporate headquarters in San Diego, California.

What You'll Do

• Monitor and evaluate the financial performance of multifamily assets, including occupancy, rental income, operating expenses, and capital expenditures.
• Develop, update, and maintain detailed financial models and forecasts.
• Prepare monthly, quarterly, and annual reports for internal stakeholders and investors.
• Support the property budgeting process, including reviewing and updating budget templates, preparing individual property and corporate expense budgets, reviewing submitted budgets, and developing budget summaries.
• Assist with business plans, due diligence, financial analysis, stabilization budgets, and cash flow forecasts for existing assets and potential acquisitions.
• Lead the Asset Management department's implementation and use of AI to improve departmental processes and functions.
• Participate in strategy discussions related to leasing, renovations, refinancing, and property dispositions.
• Support senior leadership with portfolio strategy, valuations, and investor presentations.

What You'll Bring

• Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a related field.
• Two to four years of experience in real estate asset management, investment analysis, or a related field.
• Multifamily real estate experience is preferred.
• Strong proficiency in Excel, AI tools, financial modeling, and real estate software such as Yardi, MRI, or a comparable platform.
• Microsoft Office Specialist or Excel Expert certification is preferred.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Clear and effective written, verbal, and interpersonal communication skills.
• Ability to present financial information and recommendations to stakeholders.
• Self-motivated, professional, and able to succeed in a fast-paced, team-oriented environment.

Compensation And Benefits

• $73k-$78k DOE
• Company profit sharing
• Accrues 10 days Paid time off per year
• 10 Paid Holidays and 2 Paid Personal Days per year
• 40 Hours of Paid Sick Time
• 401K with employer match
• Medical, Dental, Vision, Employee Assistance Program
• Life Insurance
• Flexible Spending Account, Dependent Care Spending Account

California pay range $73,000 - $78,000 USD

MG Properties is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We are a drug-free workplace, participate in E-Verify, and are an at-will employer.

If identified for a position, you will be asked to submit to a background check and drug-screen.

View our CCPA Policy HERE