Asset Management Analyst

Company Overview:

We are a vertically integrated real estate investment, development, and management firm focused on the acquisition and repositioning of value-add multifamily communities across the United States. With in-house property management and construction management platforms, we execute full-cycle business plans designed to enhance asset performance and maximize value for our partners.

Position Summary:

The Asset Management Analyst will provide critical analytical, financial, and administrative support to the Asset Management team overseeing a national portfolio of value-add multifamily properties. This is a high-impact, cross-functional role that requires a mix of quantitative rigor, operational understanding, and proactive project management. The Analyst will assist in driving the performance of the portfolio by supporting renovation oversight, financial tracking, lender and investor reporting, and team coordination across departments.

Travel: 10%

Location: Dallas, TX

Key Responsibilities:

• Build and maintain property-level financial models, including actual vs. pro forma comparisons, reforecasts, and investor return tracking.
• Assist in rent roll audits, lease trade-out analysis, retention tracking, and performance dashboards.
• Support ad hoc analysis such as breakeven occupancy studies, refinancing scenarios, and rent pricing strategies.
• Collaborate with the Asset and Construction Management teams to track CapEx budgets, monitor renovation progress, and ensure alignment with business plans.
• Prepare and submit monthly lender CapEx draw packages, including supporting invoices, lien waivers, pay apps, and photo documentation.
• Maintain draw tracking logs, update draw schedules, and follow up on disbursements with lenders and internal accounting.
• Support preparation of monthly, quarterly, and annual reports for lenders, partners, and internal stakeholders.
• Track compliance requirements related to loan covenants, investor agreements, and municipal reporting (e.g., inspections, insurance, taxes).
• Coordinate documentation needed for property tax appeals, insurance renewals, and lender deliverables.
• Liaise with in-house property management and construction management teams to gather data, monitor timelines, and surface risks or delays.
• Follow up with internal teams and external partners (lenders, consultants, vendors) to drive progress toward asset-level goals.
• Assist Asset Managers in organizing weekly performance calls, preparing agendas, and distributing action item summaries.
• Conduct market-level research and rent comp studies to support pricing, renewal, and leasing strategy decisions.
• Help evaluate the impact of new supply, market absorption, and economic conditions on asset-level performance.

Qualifications:

• Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field.
• 1–2 years of experience in real estate asset management, investment analysis, consulting, or private equity (multifamily experience preferred).
• Strong proficiency in Excel and PowerPoint; experience with Yardi, RealPage, and/or Argus a plus.
• Familiarity with CapEx draw processes and loan servicing documentation is preferred.
• Highly organized, self-motivated, and able to manage multiple deadlines across different stakeholders.
• Strong interpersonal and written communication skills.
• Ability to travel occasionally for site visits and internal team meetings.

Compensation & Benefits:

• Competitive base salary discretionary bonus
• Full health, dental, and vision benefits
• 401(k) with company match
• Paid time off, holidays, and sick leave
• Exposure to senior leadership and career path opportunities across asset management, development, and acquisitions