Senior Associate - Asset Management

Hamilton Zanze Real Estate Investments; San Francisco (CA); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with company matching

Medical, dental, and vision insurance

Flexible Spending Accounts (FSA) and H

Health Savings Accounts (HSA)

Employer-paid Life and AD&D insurance

Employee Assistance Program (EAP)

Additional perks and wellness benefits

Job summary

Hamilton Zanze Real Estate Investments is seeking a Senior Associate – Asset Management in San Francisco to drive portfolio performance across multifamily investments. You will integrate property management, financial modeling, and investor reporting to maximize NOI and asset value.

You will develop asset-level business plans and align operational and capital decisions with long-term objectives, collaborating with leadership and external partners to optimize returns.

Qualifications

• Minimum 3-5+ years in multifamily or commercial real estate investment analysis, asset management, operations, or acquisitions
• Strong financial modeling skills and experience with Excel, Yardi, Vena, Power BI (or similar tools)
• Excellent research, analytical and problem-solving skills
• Excellent organizational, interpersonal, writing and communication skills
• Self-motivated, team oriented and strong time management skills to prioritize deadlines
• Ability to work independently and collaboratively in a professional environment.

Responsibilities

• Portfolio Strategy and Oversight: Support asset strategy for assigned multifamily portfolio (~3,500 units).
• Partner with property management to execute business plans, budgets, and capital projects.
• Assist in monitoring performance and drive NOI growth through revenue optimization and expense control.
• Take on increasing responsibility for portfolio oversight, with the opportunity to manage select assets over time.
• Investor & Stakeholder Communications: Prepare materials for internal & external stakeholders.
• Assist in communicating asset performance, strategic direction, and value-add initiatives.
• Help develop, maintain, and drive strong relationships with key stakeholders that include both internal (leadership and team members) and external (institutional and individual investors, property managers, brokers, lenders, and service providers) partners.
• Must have the ability to work well with internal stakeholders as well as external stakeholders including institutional and individual investors, lenders and third-party vendors.
• Negotiate service contracts (cable/laundry/etc.) on behalf of owner with third party providers.
• Financial & Operational Analysis: Prepare and maintain various financial models to analyze leasing, refinancing, hold/sell, and drive data-based capital decisions.
• Support Asset Managers w/conducting routine valuations, market comps, and sensitivity analyses.
• Review and analyze monthly cash flows
• Assist in preparing monthly/quarterly reporting, operating statements, and variance analyses.
• Quarterly property valuations, including preferred return & residual multiple with an awareness of sale comps and market cap rates.
• Participate and support in hold, sell / refi analysis; responsible to ensure P&L trend is maximized prior to sale; identify value add opportunities for new buyers.
• Market Research & Business Intelligence: Track and report on multifamily market trends, rent growth, operating expenses, tenant demand, and competitive dynamics.
• Provide data-driven recommendations on pricing, leasing, amenities, and capital deployment.
• Contribute to initiatives that enhance portfolio performance
• Other Responsibilities: All other duties as assigned by your manager

Skills

Financial modeling

Analytical thinking

Communication skills

Education

Bachelor’s degree or equivalent in real estate/business/finance

Tools

Excel

Yardi

Vena

Power BI

Job description

About Us

Since 2001, Hamilton Zanze has been a leader in multifamily real estate investments, with a steadfast commitment to our investors and the communities we serve. Our mission is to invest with the highest standards to create a more enduring real estate community. We combine decades of investing expertise with dedicated client service to deliver impactful results that stand the test of time.

Description

Since 2001, Hamilton Zanze has been a leader in multifamily real estate investments, with a steadfast commitment to our investors and the communities we serve. Our mission is to invest with the highest standards to create a more enduring real estate community. We combine decades of investing expertise with dedicated client service to deliver impactful results that stand the test of time.

At Hamilton Zanze, we believe in creating generational wealth by being adaptable and forward-thinking. Our portfolio includes over 21,000 units across 16 states, and we continue to grow through strategic acquisitions and innovative investment solutions. We are proud to offer tax-efficient investment opportunities, including 1031 exchanges, that provide our investors with portfolio diversification, liquidity, and reliable income streams.

Join us and be part of a team that values excellence, integrity, and a commitment to making a positive impact in the real estate industry.

Position Summary

The Senior Associate – Asset Management reports to the Managing Director and serves as a primary driver of portfolio performance across Hamilton Zanze’s multifamily investments. Acting as a strategic hub, this role integrates property management execution, financial modeling, and investor reporting to maximize Net Operating Income (NOI) and asset value. The Senior Associate is responsible for developing and executing asset-level business plans for a designated portfolio, ensuring all operational and capital decisions align with HZ’s long-term investment objectives.

Key Responsibilities

Portfolio Strategy and Oversight:

• Support with asset strategy for assigned multifamily portfolio (~3,500 units).
• Partner with property management to execute business plans, budgets, and capital projects.
• Assist in monitoring performance and drive NOI growth through revenue optimization and expense control
• Take on increasing responsibility for portfolio oversight, with the opportunity to manage select assets over time

Investor & Stakeholder Communications:

• Prepare materials for internal & external stakeholders
• Assist in communicating asset performance, strategic direction, and value-add initiatives
• Help develop, maintain, and drive strong relationships with key stakeholders that include both internal (leadership and team members) and external (institutional and individual investors, property managers, brokers, lenders, and service providers) partners
• Must have the ability to work well with internal stakeholders as well as external stakeholders including institutional and individual investors, lenders and third-party vendors
• Negotiate service contracts (cable/laundry/etc.) on behalf of owner with third party providers

Financial & Operational Analysis:

• Prepare and maintain various financial models to analyze leasing, refinancing, hold/sell, and drive data-based capital decisions.
• Support Asset Managers w/conducting routine valuations, market comps, and sensitivity analyses.
• Review and analyze monthly cash flows
• Assist in preparing monthly/quarterly reporting, operating statements, and variance analyses.
• Quarterly property valuations, including preferred return & residual multiple with an awareness of sale comps and market cap rates.
• Participate and support in hold, sell / refi analysis; responsible to ensure P&L trend is maximized prior to sale; identify value add opportunities for new buyers.

Market Research & Business Intelligence:

• Track and report on multifamily market trends, rent growth, operating expenses, tenant demand, and competitive dynamics.
• Provide data-driven recommendations on pricing, leasing, amenities, and capital deployment.
• Contribute to initiatives that enhance portfolio performance

Other Responsibilities:

• All other duties as assigned by your manager

Compensation & Benefits

Hamilton Zanze offers a comprehensive and competitive benefits package designed to support the well-being of our team members. These include:

• 401(k) plan with company matching
• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
• Employer-paid Life and AD&D insurance
• Employee Assistance Program (EAP)
• Additional perks and wellness benefits

Compensation

The expected salary range for this position is $135,000 - $150,000, depending on experience, qualifications, and market factors.

Equal Opportunity Statement

Hamilton Zanze is an equal opportunity employer. We are committed to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Discrimination or harassment of any kind will not be tolerated.

Requirements

Eligibility & Qualifications

• Minimum 3-5+ years in multifamily or commercial real estate investment analysis, asset management, operations, or acquisitions
• Strong financial modeling skills and experience with Excel, Yardi, Vena, Power BI (or similar tools)
• Excellent research, analytical and problem-solving skills
• Excellent organizational, interpersonal, writing and communication skills
• Self-motivated, team oriented and strong time management skills to prioritize deadlines
• Ability to work independently and collaboratively in a professional environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Proficiency in MSFT Office Dynamics

Education and/or Training

• Bachelor’s degree or equivalent experience, preferably in real estate, business, finance, economics , or other related field