What are the responsibilities and job description for the Senior Asset Management Analyst position at RETS Associates?
RETS Associates, on behalf of our client, a diversified real estate operation platform with expertise in high-quality, grocery anchored shipping centers and premier office assets, is seeking an Asset Management Analyst/Sr. Analyst in Santa Monica, CA. The Analyst will support the Asset Management team in maximizing property values across a national portfolio of retail shopping center and Office assets. This position provides analytical and strategic support to Market Leads, acting as a financial partner responsible for modeling, valuation, leasing analysis, and transaction support.
Responsibilities:
• Develop, maintain, and validate property-level financial models and cash flow projections in Excel and Argus.
• Partner with Market Leads on annual budgets, forecasts, and strategic financial plans aligned with asset and company goals.
• Conduct investment and portfolio analyses, including hold/sell, yield on cost, and repositioning scenarios.
• Support quarterly valuation processes, coordinating with valuation teams and brokers to assess investment returns and market assumptions.
• Assist with due diligence and underwriting for dispositions and financings, preparing materials for buyers, lenders, and internal stakeholders.
• Prepare financial reports, memos, and presentations for leadership and investors.
• Participate in site visits to understand asset positioning, market conditions, and operational performance.
Qualifications:
• Bachelor’s degree in Real Estate, Finance, Economics, or Accounting.
• 1–4 years of experience in real estate asset management, investment analysis, or related field.
• Proficiency in Excel and Argus.
• Strong understanding of financial modeling, valuation and return metrics.
• Excellent communication, organization and time management skills.
• Willingness to travel up to 15%.