Hybrid Asset Management Analyst – Real Estate Investments

Roots Management Group; Addison (TX); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual performance-based bonus

Medical, Dental, and Vision insurance

401(k) with company match

Cell phone reimbursement

Paid holidays

Paid Time Off (PTO)

Paid parental leave

Career growth opportunities

Job summary

Roots Management Group is seeking an Asset Management Analyst to join our Investment Management Group. This hybrid role focuses on maximizing performance of manufactured housing assets and leading reporting for current and future funds.

You will collaborate with JV partners, support deal flow and budget development, analyze large property data sets, and implement systems to automate portfolio management. A 1–2 year background in finance/real estate is preferred, with MBA/CFA a plus.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 1–2 years of relevant work or internship experience in finance, real estate, asset management, or related field.
• MBA or CFA a plus.
• Strong quantitative, analytical, and problem-solving skills.
• Proficient in financial analysis and financial modeling.
• Excellent communication and collaboration skills.
• Attention to detail and strong organizational abilities.
• Team player with self-motivation and strong work ethic.

Responsibilities

• Maximize investment performance of Manufactured Housing assets and portfolios.
• Work with institutional Joint Venture (JV) partners to understand their goals and expectations; serve as their internal advocate.
• Assist with deal-flow items (recapitalizations, refinances, dispositions, onboarding acquisitions, lender requests).
• Create and update portfolio level budget based on asset-level budget and JV considerations. Implement annual business plans.
• Analyze large amounts of property data to identify strategies to maximize the value of assets.
• Propose portfolio strategies; offer expertise on investments, budgets, operations, etc.
• Benchmark performance to original underwriting, budget, MH sector, and CRE industry.
• Identify and implement software systems that automate portfolio and asset management.
• Prepare reporting, including monthly and quarterly investor packages and ad hoc requests.
• Manage and improve strategic relationships with institutional real estate investment firms.
• Adhere to compliance requirements and identify and communicate risks.
• Consider implications of acquisitions, dispositions, debt financing, and investment in capex on portfolio and asset level performance.
• Lead dispositions, in collaboration with Asset Management and Acquisitions.
• Work with Legal on regulatory filings and unexpected issues or concerns.
• Lead new joint ventures in conjunction with colleagues and advisors.
• Assist Treasury with forecast of cash sources and uses including capital calls and distributions.
• Understand the Joint Venture Agreement and other key legal documents as they relate to each portfolio.
• Other responsibilities and tasks as needed or assigned by management.

Skills

Financial analysis

Financial modeling

Quantitative skills

Communication

Microsoft Office

Education

Bachelor's degree in accounting or finance

Tools

Microsoft Excel

Job description

Roots Management Group is seeking an Asset Management Analyst to join our Investment Management Group. This hybrid role focuses on maximizing performance of manufactured housing assets and leading reporting for current and future funds.

You will collaborate with JV partners, support deal flow and budget development, analyze large property data sets, and implement systems to automate portfolio management. A 1–2 year background in finance/real estate is preferred, with MBA/CFA a plus.