Job Description

Position Title: Senior Analyst – Asset Management

Location: South Orange County (On-site, 5 Days/Week)

Industry: Real Estate Private Equity

Role Summary:

The Senior Analyst – Asset Management will play a key role in supporting the strategic oversight and performance optimization of a diverse portfolio of multifamily and commercial real estate assets. This position collaborates cross-functionally and provides analytical insight to drive value creation and ensure alignment with the overall investment strategy.

Key Responsibilities:

• Support the implementation of asset-specific and portfolio-wide value enhancement strategies aimed at maximizing net operating income (NOI) and overall asset value.
• Partner with internal teams—including Finance, Construction, Operations, and Investor Relations—as well as third-party property managers, to monitor performance relative to business plans and budgets.
• Conduct ongoing research to stay informed about local market trends, competitive positioning, pipeline supply, and economic drivers.
• Oversee regulatory compliance and help enforce internal sustainability and operational standards.
• Coordinate and track capital projects, acting as a liaison between asset management and third-party vendors.
• Participate in on-site property inspections and work alongside investment leadership to understand asset-specific objectives and challenges.
• Assist in the preparation of reporting for lenders and investors.
• Maintain and update financial models to reforecast performance, evaluate return scenarios, and support hold/sell/refinance decisions.
• Prepare quarterly forecasts, reserve analysis, and recommendations for cash distributions.
• Contribute to periodic asset valuations and fund-level reporting requirements.
• Support transactions related to refinances and dispositions, including due diligence coordination and adherence to key timelines.

Qualifications:

• Bachelor’s degree in related field.
• 2–4 years of relevant experience in financial analysis or business analytics within the real estate sector, with direct exposure to both multifamily and commercial asset types.

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