Financial Analyst - Asset Management

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

Benefits offered by this job

Company profit sharing

Paid time off 10 days

10 paid holidays

Paid sick time 40 hours

401K with employer match

Medical, Dental, Vision

Life Insurance

FSA/Dependent Care

Job summary

MG Properties is seeking a Financial Analyst to join its Asset Management team in California. The role focuses on maximizing portfolio performance through rigorous financial analysis, forecasting, and cross-functional collaboration.

Onsite with potential hybrid work, the position emphasizes data-driven decision making, budgeting support, and strategic input for acquisitions and dispositions.

Qualifications

• Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field.
• 2–4 years of experience in real estate asset management, investment analysis, or related field.
• Experience in multifamily real estate preferred.
• Strong Excel, AI tools, financial modeling, and real estate software (Yardi, MRI) skills.
• Office software proficiency; Excel Expert certification preferred.

Responsibilities

• Monitor and evaluate financial performance of multifamily assets (occupancy, rental income, expenses, capex).
• Develop, update, and maintain detailed financial models and forecasts.
• Prepare monthly, quarterly, and annual reports for internal stakeholders and investors.
• Support budgeting processes, review budgets, and develop summaries.
• Assist with business plans, due diligence, and cash flow forecasts for assets and acquisitions.
• Lead AI implementation to improve asset management processes.

Skills

Financial analysis

Forecasting

Data interpretation

Presentation skills

Analytical thinking

Communication

Education

Bachelor's degree in Finance/Real Estate/Economics/Accounting

Tools

Excel

AI tools

Financial modeling

Yardi/MRI or equivalent

Job description

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 position is primarily onsite, with the potential for a hybrid work schedule based on business needs.

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