Asset Management Analyst (Foster City)

About the role

The Asset Management Analyst supports the Asset Management Department with a focus on the portfolio of their Asset Manager supervisor. Key responsibilities include preparing reports, analyzing financials, coordinating communications, and supporting various projects.

Responsibilities

• Prepare monthly, quarterly, and annual reports for investors, lenders, and regulatory agencies
• Analyze property financials, budgets, and portfolio performance
• Provide excellent customer service to internal and external stakeholders
• Cook up communications and manage requests from investors, lenders, partners, and agencies
• Ensure timely delivery of audited financials, budgets, and other required reports
• Research and interpret partnership agreements, financing documents, and regulatory requirements
• Monitor financial and legal requirements within the portfolio
• Maintain accuracy of data in reporting and database systems
• Support reserve draws, capital/construction projects, and assigned tasks related to annual budgeting and proforma modeling
• Produce analyses, reports, presentations, and memos as needed

Qualifications

• Proficiency using Excel, Word, and Outlook
• Ability to prepare financial reporting and perform analysis
• Detail oriented and able to comprehend and research legal documents
• Excellent reading, written, and verbal communication skills
• Ability to work both within a team and independently
• Commitment to the Mission and Values of MidPen
• Valid California driver’s license, reliable transportation, and proof of current auto insurance policy

Physical Requirements

• Constantly perform desk-based computer tasks, frequently sitting
• Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 15 pounds
• Rarely twist/bend/stoop/squat, kneel/crawl

Education and Experience

• Bachelor’s degree in Finance, Business Administration, Accounting, or related field, plus two years’ relevant work experience, or an equivalent combination of education and relevant work experience
• Master’s Degree or experience in real estate, low-income housing, accounting or asset management preferred

Pay Range

$70,304 - $76,500 Annual Salary - Pay based on applicable experience and qualifications

Benefits and Compensation

(see here for full details)

• Health Insurance
• Dental, Vision, Life & Disability Insurance
• 403(b) Retirement Investment
• Employee Education Reimbursement Program
• Paid Parental Leave
• FSA for Childcare, Medical, and Commuter Benefits
• EAP Program
• Pet Insurance
• Paid Time Off
• Company Holidays
• Wellness Days

Equal Opportunity Employer

We are committed to providing an inclusive and accessible hiring process. If you need a reasonable accommodation for any part of the application or interview process, please notify your recruiter. Consistent with its obligations under the law, MidPen Housing Corp. will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.