Analyst, Asset Management

Responsibilities

• Aid in the strategic oversight of business plan execution, financial performance, and operational efficiency initiatives.
• Assist in drafting and refining critical sections of quarterly and annual investor reporting.
• Create and maintain robust internal reporting processes, establish clear performance metrics, and leverage analytics for strategic decisions.
• Develop and execute ancillary income opportunities and identify creative ways to enhance portfolio profitability.
• Conduct ad-hoc analyses and special projects addressing emerging opportunities and challenges.

Requirements

• Bachelor’s degree with strong academic achievement and demonstrated interest in commercial real estate.
• Advanced proficiency in Microsoft Excel, including building financial models, analyzing large datasets, and creating dynamic reporting tools.
• Strong business writing and communication skills; able to produce clear, concise, and persuasive reporting and presentation materials.
• Highly organized with strong attention to detail; capable of managing multiple priorities in a fast-paced environment.
• Experience using AI productivity tools in an enterprise setting (e.g., Microsoft Copilot and/or Claude Enterprise) to draft, summarize, and refine analyses and business writing while maintaining confidentiality and data integrity.
• Prior experience in public accounting (audit/tax), management consulting, and/or asset management with exposure to financial statement analysis, operational improvement, and client-facing deliverables.