Jobs · Finance · Indiana

Asset Management Analyst

Birge & Held · Indianapolis, IN · 3 wk ago
FinanceFull-time

Position Overview

The primary responsibilities of the Analyst, Asset Management include assisting with the development and execution of portfolio projects, reporting and presentations, financial modeling, benchmark analyses, and other special projects as assigned. This person will support the Company’s portfolio of real estate assets by providing financial analyses of portfolio and asset-level analysis to support overall performance and value-added execution.

Key Responsibilities

  • Work alongside Asset Management to maximize the total return for each asset through the analysis of property fundamentals and identifying opportunities for improved performance
  • Review and analyze financial reports, including drilling into discretionary expenses, reviewing variance analyses, and comparing performance to underwriting
  • Aid Asset Management in producing monthly and quarterly reports, and investment return analyses in support of strategic recommendations
  • Define the Company’s investment strategies, analyze macro and microeconomic trends and real estate fundamentals to assist with developing strategic management investment plans for each portfolio asset
  • Develop and execute the implementation strategy of each asset’s unique business plan, reporting results to the Asset Management team
  • Prepare, distribute, and ensure adherence to critical deadlines for portfolio financing; manage data collection across functional teams
  • Interact with Finance and Operations’ staff to obtain portfolio/asset information; prepare analyses, reports, and produce strategic solutions
  • Perform market research, competitive analysis, industry trends, and tenant-specific research as requested
  • Ensure that all work product submitted to any client is timely and of the highest quality

Education, Experience, And Skills Desired

  • Candidate should be proactive and self-motivated with a strong work ethic, integrity, and commitment to both team and individual project deadlines
  • Must be able to work as part of a team that includes cross-functional teams and communicate effectively in the organization, both verbally and in writing
  • Ideal candidate will be an entrepreneurial self-starter with creative problem-solving skills capable of working across multiple projects simultaneously
  • High proficiency in property cash flow mechanics, investment analysis, and equity/debt considerations
  • Strong writing and financial analysis skills; high competency in preparing and delivering analytical reports and data charts

What We Offer

  • Maintain work-life balance with a flexible hybrid schedule and a generous paid time-off policy, including up to 20 days of PTO per year
  • Make a difference in your community with 8 hours of Volunteer Paid Time Off (PTO) each year, giving you the ability to support a cause or organization of your choice
  • Prioritize your well-being with a robust wellness program that supports your physical, mental, and emotional health
  • Enjoy competitive dental, vision, and comprehensive medical plans to ensure you and your family receive the care you need, along with convenient online tools to help you manage your healthcare benefits with ease
  • Receive automatic enrollment in the company paid basic life insurance policy with the opportunity to elect supplemental life insurance
  • Access competitive Long-Term Disability (LTD), Short-Term Disability (STD), and Critical Illness Insurance that provides extra protection against unexpected health challenges
  • Stay connected and equipped for success with a monthly phone stipend of up to $50 to help cover your mobile service costs
  • Grow your career through the support of a dedicated Talent Development team and a tuition reimbursement program
  • Be part of an organization consistently recognized as one of the Top Workplaces in the USA, where your contributions are valued and celebrated

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