RESERVE ANALYST

The Management Trust is a 100% employee-owned community association management company focused on anticipating and meeting the needs of homeowner associations (HOAs) and condominiums.

About the role

The Reserve Analyst creates Reserve Study Reports for HOAs and condominiums, providing communities with a fiscal tool to prepare for future repair and replacement of major physical assets. This role requires independent judgment and discretion to guide core fiscal management of association budgets. The Analyst will coordinate planning, processes, and training for assigned divisions and may eventually pursue Professional Reserve Analyst certification.

Responsibilities

• Develop relationships with internal and external clients, including Division leadership, Community Association Managers, and Association Board of Directors.
• Train Reserve Specialists or other team members on department-specific best practices, processes, and work product.
• Research and understand the unique history and needs of each community to inform reserve studies.
• Review historical data on previous capital expenses and current deficiencies.
• Analyze current reserve fund balances and contribution rates; forecast future balances and rates based on pricing adjustments and revenue projections.
• Conduct independent site inspections to observe common area elements, create asset inventories, and record conditions.
• Estimate costs for maintenance, repair, and replacement of physical assets.
• Develop a timeline for anticipated repairs and related needs (e.g., vendors, permits).
• Create a 30-year funding plan for associations and present it to the Board of Directors.
• Partner with Assistant Director and Division Leadership to set pricing, timelines, and education for reserve seasons.
• Educate management teams on core Reserve Study concepts.
• Lead training sessions for Community Association Managers on internal reserve study processes.
• Serve as a resource for Community Association Management teams and other internal partners.
• Provide direct training and support to Association Boards of Directors and management teams.
• Perform other duties and special projects as assigned.

Requirements

• Bachelor’s degree preferred.
• Two (2) years minimum experience in reserve studies preferred.
• Strong foundation in accounting, project management, and sales.
• Ability to intuitively assess the financial needs of HOAs.
• Proficiency in Microsoft Outlook, Excel, and Word; intermediate skills a plus.
• Comfortability learning other software applications.
• Strong conflict resolution and customer service skills.
• Ability to meet deadlines and address time-sensitive issues.
• Superior multi-tasking, analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication.
• Ability to work independently and as part of a team with minimal direction.
• Professional and respectful demeanor with all internal and external customers.
• Adaptability to shifting priorities and workflow.
• Valid driver’s license, vehicle insurance, and driving record compliant with Company policy.

Special Position Requirements

• Must be able to use standard office equipment (computer, phone, copier/scanner).
• Ability to remain stationary for extended periods.
• Capable of lifting up to 25 pounds.
• Travel to associations and offsite meetings, including occasional overnight stays and multi-day trips.

Schedule

• Monday–Friday, approximately 8:00 AM–5:00 PM.
• Occasional long hours, including overnight travel to meet business needs.
• Travel may include motor vehicle or air travel.