Senior Analyst, Asset Management

General Summary

Our organization is a leading shared services property management company dedicated to providing best-in-class management and administrative support to its select client roster. We maintain a superior team of professionals united by a common commitment to the highest levels of integrity and business ethics in all of our dealings.

This is an excellent opportunity for an experienced real estate professional to play a key role in residential asset management, providing strategic financial and operational insights while directly impacting portfolio performance. The Senior Analyst will serve as a trusted partner to leadership, Property Management, and Accounting teams, contributing to decision-making, process improvement, and long-term portfolio strategy.

Key Responsibilities

• Prepare and review detailed property- and portfolio-level financial reports, identifying trends, risks, and opportunities.
• Partner with Property Management and Accounting in the preparation of annual budgets, financial forecasts, capital plans, and variance analyses.
• Prepare and present monthly and quarterly reporting packages to the Organization’s Partners and senior leadership.
• Develop and maintain customized financial and operational reports to support corporate initiatives, including cost management and utility consumption tracking.
• Provide recommendations to optimize operating performance, expense control, and capital allocation.
• Support and lead system enhancements, process improvements, and special projects as needed.
• Oversee purchase order entry, spending controls, and budget tracking across the portfolio.
• Maintain regular communication with management through status reporting on key operating metrics, financial performance, and project milestones.
• Mentor and provide guidance to junior analysts as applicable.
  
  

Qualifications

• Bachelor’s Degree from a 4-year college or university (Finance, Real Estate, Accounting, Economics, or related field preferred).
• Minimum of 5 years of experience in real estate asset management, property management, private equity, brokerage, or consulting.
• Advanced proficiency in Excel, including financial modeling, pivot tables, and complex formulas.
• Strong analytical, problem-solving, and communication skills with the ability to present findings to senior stakeholders.
• Experience with Yardi or similar property management/accounting systems preferred.
• Ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy and attention to detail.
  
  

The Company offers a benefits package which includes Medical, Dental, Vision, 401(k) Plan, Profit Sharing, Health Savings Account, Flexible Spending Accounts for Medical and Dependent Care, Pre-Tax Transit Program, Life Insurance, Accidental Death & Dismemberment Insurance, Short-Term Disability, Long Term Disability, Paid Time Off (PTO) and Company Paid Holidays.