Junior Asset Management Analyst: Real Estate & Data

HallKeen; Norwood (MA); On-site; USD 63,000 - 77,000; Full time

Job summary

HallKeen, based in Norwood, MA, seeks an entry-level Analyst in Asset Management to support its multifamily portfolio. The role involves financial and operating data analysis, budgeting, forecasting, and portfolio reporting, reporting to the Director of Asset Management.

The position offers exposure to regulatory and lender requirements and capital planning. Ideal candidates have a Bachelor's in real estate/finance and 2 years of related experience, with strong Excel skills and detail

Qualifications

• Bachelor’s degree in real estate, finance, data analytics, or related field.
• 2 years of relevant experience in real estate, financial analysis, property management, or affordable housing is a plus.
• Strong analytical and quantitative skills with proficiency in Microsoft Excel and comfort with financial/operational data.
• Organized, detail-oriented, able to manage multiple priorities and deadlines.
• Self-starter, team player, willing to learn and be mentored.
• Knowledge of Yardi, MRI, RealPage, or similar systems.

Responsibilities

• Compile and analyze monthly property financial and operating information including revenue, expenses, NOI, occupancy, collections, delinquency, leasing activity, and other KPIs.
• Review monthly budget-to-actual results and assist in identifying variances, trends and follow-up needs.
• Track loan maturities, interest rates, amortization, covenants, debt service, and lender reporting requirements.
• Support cash flow, debt service coverage, reserve, and distribution analyses.
• Assist with annual property operating budgets, capital budgets, forecasts, and longer-term financial projections.
• Maintain portfolio dashboards, financial models, trackers, and other asset management reporting tools.
• Help identify properties performing above or below expectations and assist with follow-up analysis.
• Work with property management and accounting teams to collect and understand property-level financial information.
• Track occupancy, leasing, delinquency, rent collections, turnover, and other operating metrics.
• Participate in periodic property reviews and site visits to assess condition and capital needs.
• Assist with market research, rent studies, and demographic analysis.
• Research operational issues and support recommendations for improved performance.
• Maintain property-level business plans and track progress against goals.
• Track capital expenditures, projects, reserves, and reimbursements.
• Evaluate capital needs and their impact on operations and performance.
• Assist refinancing, recapitalization, disposition, acquisition, and portfolio initiatives.
• Prepare monthly, quarterly, and annual reporting for senior management, owners, investors, lenders, boards, and regulators.
• Maintain accurate property and portfolio data within asset management systems and dashboards.
• Perform data validation and resolve discrepancies with other teams.
• Prepare clear summaries and presentations translating data into actionable information.
• Support special projects and other asset management initiatives.

Skills

Analytical skills

Excel

Financial data

Portfolio analysis

Detail-oriented

Education

Bachelor's degree

Tools

Yardi

MRI

RealPage

Job description

HallKeen, based in Norwood, MA, seeks an entry-level Analyst in Asset Management to support its multifamily portfolio. The role involves financial and operating data analysis, budgeting, forecasting, and portfolio reporting, reporting to the Director of Asset Management.

The position offers exposure to regulatory and lender requirements and capital planning. Ideal candidates have a Bachelor's in real estate/finance and 2 years of related experience, with strong Excel skills and detail