Investment Data Analyst | Power BI & Budgeting Expert

EPT SPE LLC; Irvine (CA); Hybrid; USD 83,000 - 102,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid parental leave

401k employer match

Wellness programs

12 paid holidays

15 PTO days

Housing discount

Job summary

Essex Property Trust is seeking an Investment Management Analyst in Irvine to support Facilities, Construction Execution, Design, Commercial, and Ancillary Income teams. You will analyze data, build Power BI dashboards, and contribute to the annual budget process while driving efficiencies across the division.

The role emphasizes data storytelling, financial modeling, and presenting insights to Senior Management, with a hybrid office requirement in Irvine and surrounding sites.

Qualifications

• Bachelor's degree in data analytics, business, finance, or economics.
• 2–4+ years of experience in data analytics, real estate, or FP&A.
• Experience with data visualization tools, Power BI; strong data modeling, Excel (Power Query), and SQL.

Responsibilities

• Create and maintain Power BI reports, dashboards, and visualizations for operational and financial insights.
• Contribute to enhancing reporting tools and data visualization solutions.
• Ensure reporting accuracy via data validation and QA processes.
• Analyze business performance using KPIs and metrics; identify trends and improvement areas.
• Perform financial analyses and forecasting to support budgeting and decision-making.
• Collaborate with Data Platform team to define data requirements and improve data architecture.
• Present findings to Senior Management with clear data storytelling.
• Support monthly reporting with insights and predictive modeling.
• Develop and maintain financial models; assist with underwriting and scenario modeling.

Skills

Data analytics

Power BI

SQL

Excel

Education

Bachelor's degree in data analytics, business, finance, or economics

Tools

Power BI

Excel

SQL

Job description

Essex Property Trust is seeking an Investment Management Analyst in Irvine to support Facilities, Construction Execution, Design, Commercial, and Ancillary Income teams. You will analyze data, build Power BI dashboards, and contribute to the annual budget process while driving efficiencies across the division.

The role emphasizes data storytelling, financial modeling, and presenting insights to Senior Management, with a hybrid office requirement in Irvine and surrounding sites.