Senior Analyst

CALCAP Advisors is seeking a detail-oriented and analytically driven Senior Analyst / Associate to join its Asset Management team. This role is central to the performance reporting function of our real estate portfolio. The ideal candidate brings a strong foundation in real estate asset management and/or operations support, a high aptitude for technology, and the initiative to become the organization's subject matter expert across our core PropTech platform stack.

This is not a passive reporting role. The Senior Analyst / Associate will own the full lifecycle of portfolio performance data — from extraction and validation in Yardi Voyager through synthesis into actionable insights — while simultaneously leading internal training initiatives and tracking platform adoption across the organization.

Key Responsibilities

Portfolio & Asset Performance Reporting

•Produce and maintain a daily, weekly, and monthly reporting package covering occupancy, leasing velocity, financial performance, aged receivables, work order metrics, lease expiration exposure, and whatever else is needed across the portfolio.

•Monitor key performance indicators at both the property and portfolio level, flagging material variances and providing narrative context to leadership.

•Coordinate with property operations teams to ensure data integrity and reporting accuracy within Yardi Voyager and connected platforms.

•Support ad-hoc financial analysis, underwriting support, and due diligence requests as directed by asset management leadership.

•Develop and refine dashboards, templates, and automated reporting workflows to improve efficiency and consistency of data delivery.

Technology Platform Ownership & Training

•Become an internal subject matter expert across all platforms in the CALCAP technology stack: Yardi Voyager, EliseAI, AptIQ, ResiDesk, HappyCo, and Claude AI, to name a few.

•Design and deliver structured onboarding and ongoing training programs for property-level and corporate team members on each platform.

•Build and maintain internal training documentation, SOPs, and reference guides for each system.

•Track and report on platform adoption rates across the organization, identifying usage gaps and working cross-functionally to drive adoption.

•Serve as the primary point of escalation for platform-related questions and coordinate with vendors on support issues, product updates, and integration improvements.

•Proactively identify opportunities to leverage platform capabilities to improve operational workflows and reporting outcomes.

Required Qualifications

•Minimum 3 years of experience in real estate with a background in asset management, portfolio management, or property operations support.

•Demonstrated ability to analyze operational and financial data and summarize and communicate findings clearly to both technical and non-technical audiences.

•Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, and data management/analysis.

•Comfortable working within property management software platforms; prior Yardi Voyager experience strongly preferred.

•Proven track record of learning new software platforms quickly and achieving deep functional proficiency.

•Strong organizational skills with the ability to manage multiple reporting deadlines simultaneously in a fast-paced environment.

•Collaborative team player with the initiative to work independently and drive projects to completion without close supervision.

Preferred Qualifications

•Prior experience with one or more of the following platforms: EliseAI, AptIQ, ResiDesk, HappyCo, or Claude AI.

•Experience designing or delivering internal training programs or SOPs within a real estate or property management organization.

•Familiarity with AI-assisted workflows and PropTech innovation in the real estate sector.

•Bachelor's degree in Finance, Real Estate, Business Administration, or a related field.

• Experience supporting acquisition due diligence or investment reporting functions.

Technology Stack

Proficiency is not required on day one — but mastery is the expectation. The Senior Analyst / Associate is expected to achieve subject matter expert status within a defined timeline.

Platform

Yardi Voyager - Core property management system — rent rolls, financials, work orders, reporting.

EliseAI - AI-powered resident communication and leasing automation

AptIQ - Business intelligence and portfolio analytics

ResiDesk - Resident services and communication management

HappyCo - Property inspection and unit turn management

Claude AI - AI assistant for analysis, reporting, training content, and workflow automation