Asset Management Analyst

About the role

Affordable Equity Partners in Atlanta is seeking an Asset Management Associate to join their growing team. This is a hybrid role, requiring 2 days in the office and 3 days remote.

Responsibilities

• Collect, review, and analyze monthly and quarterly financial statements, and occupancy data for an assigned portfolio of LIHTC and affordable housing properties.
• Spread financial and operational data into the company's asset management database (MRI), ensuring accuracy and completeness of all records.
• Evaluate property-level operating performance against approved budgets, partnership projections, and prior-year results; identify and communicate variances and trends to senior asset management staff.
• Prepare and maintain portfolio-level Watch List reports by applying established financial and operational criteria; monitor Watch List properties for improvement or further deterioration.
• Assist in the preparation of quarterly investor reports, annual sponsor reviews, and other periodic deliverables in accordance with partnership agreements and investor requirements.
• Support the preparation of materials for owner meetings, fund-level reporting, and internal portfolio reviews.
• Cook with internal departments and external stakeholders to obtain required financial deliverables, resolve discrepancies, and respond to property-related inquiries.
• Attend property management meetings and internal team meetings as assigned.
• Identify opportunities to improve data quality, reporting processes, and analytical tools; participate in the development and implementation of process enhancements.
• Leverage technology, including advanced Excel functions, business intelligence tools, and AI-assisted analytics, to increase the efficiency and accuracy of reporting workflows.
• Contribute to departmental special projects and ad hoc analyses as directed by senior leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, or Real Estate, or a closely related field is required.
• Prior experience in the affordable housing industry, particularly with LIHTC properties, tax-exempt bond transactions, or HUD-assisted housing, is preferred, but not required.
• Advanced proficiency in Microsoft Excel, including financial modeling.
• Experience with property management or asset management software platforms (e.g., MRI, RealPage) is preferred.
• Demonstrated ability to leverage AI tools and business intelligence platforms to enhance analytical productivity.