Asset Management Analyst

Applicants must be currently authorized to work in the United States on a full-time basis without the need for current or future employer sponsorship.

Are you a data-driven financial analyst with a passion for multifamily real estate? Do you thrive in Excel, enjoy building financial models, and love uncovering trends that drive investment performance? Are you excited by the future of AI and cloud-based technology?

Our client is seeking a Financial Analyst to join its growing Asset Management team, supporting a portfolio of conventional multifamily communities. This is an outstanding opportunity for an analytical professional who wants exposure to institutional-quality real estate investing while working with a company that's embracing AI-powered workflows and modern cloud-based technology.

This role combines portfolio analytics, financial modeling, market research, and investment analysis, offering exposure to both asset management and acquisitions. Candidates should expect to complete a financial case study as part of the interview process.

What You'll Do

As a Financial Analyst, you'll help drive portfolio performance by delivering meaningful analysis, reporting, and financial insights that support strategic decision-making.

Key Responsibilities

• Analyze portfolio performance, operating trends, occupancy, and financial results across a multifamily portfolio.
• Build and maintain sophisticated financial models using advanced Microsoft Excel.
• Prepare daily, weekly, monthly, quarterly, and annual asset management reports.
• Perform cash flow analysis, valuation modeling, sensitivity analysis, and return projections.
• Support underwriting and financial analysis for multifamily acquisition and investment opportunities.
• Prepare market surveys, competitive analyses, occupancy reports, and rental trend reporting.
• Track sales comparables and maintain market transaction databases.
• Monitor development pipeline activity and investment opportunities across target markets.
• Partner with asset managers, property management teams, joint venture partners, and on-site teams to collect and validate operational data.
• Assist with financial and operational due diligence, document management, and portfolio initiatives.
• Research market conditions and comparable properties to support investment decisions.
• Contribute to special projects and portfolio-level analyses as needed.
• Help support the company's ongoing adoption of AI tools and cloud-based platforms that improve reporting, workflow efficiency, and decision-making.

What We're Looking For

• 1-3 years of experience in multifamily, commercial real estate, asset management, investment analysis, or financial analysis
• Bachelor's degree in Finance, Accounting, Real Estate, Economics, or a related field
• Advanced Microsoft Excel skills, including financial modeling
• Experience analyzing property performance, operating statements, and investment returns
• Strong analytical, quantitative, and problem-solving abilities
• Exceptional attention to detail and organizational skills
• Ability to manage multiple projects while meeting deadlines
• Excellent written and verbal communication skills

Preferred Qualifications

• Experience supporting multifamily portfolio analysis
• Exposure to underwriting or acquisitions
• Experience with Entrata or similar property management software
• Familiarity with cloud-based business platforms
• Experience using AI tools such as Microsoft Copilot, ChatGPT, Gemini, or similar productivity platforms

Why You'll Love This Opportunity

• Work directly with an experienced Asset Management team.
• Gain exposure to institutional-quality multifamily investments.
• Develop expertise in portfolio analytics, underwriting, and financial strategy.
• Be part of an organization investing in AI and modern technology to transform real estate operations.
• Build a career with a company that values innovation, analytical thinking, and professional growth.

If you're an analytical, Excel-savvy financial professional looking to grow your career in multifamily real estate while working with cutting-edge technology, we'd love to hear from you.

Apply today for immediate consideration or reach out to Kelsey Arnall to learn more!
215-661-8834 x 110
[email protected]

#LI-CB1

This is an on-site position located in Dallas, TX.