Sr. Asset Management Analyst
About the role
We are looking for an experienced Sr. Asset Management Analyst to support portfolio performance across a real estate platform in Dallas, Texas. This role blends financial oversight, strategic planning, and cross-functional collaboration to strengthen asset value and improve operational results. The ideal candidate will bring strong analytical capabilities, commercial real estate insight, and the ability to turn data into practical recommendations for leadership and stakeholders.
Responsibilities
- Guide and support analysts or interns by providing direction, coaching, and day-to-day leadership on asset management assignments.
- Lead portfolio budgeting, forecasting, and capital planning activities to align investment decisions with business objectives.
- Create and refine performance measurements that help evaluate asset results, identify issues, and shape corrective action strategies.
- Review financial results, property conditions, and operational activity across assets, then communicate key findings to management.
- Establish annual cash flow expectations for the portfolio and partner with asset management leadership to keep properties on track to meet performance goals.
- Advise on portfolio-level and property-specific strategies for current holdings as well as potential development opportunities.
- Improve asset management effectiveness by helping design and implement policies, tools, and collaborative processes across real estate, facilities, and program teams.
- Maintain strong working knowledge of financial reporting systems, including the ability to extract data, build reports, and support analysis needs.
- Prepare recurring monthly, quarterly, and annual reporting packages for a range of internal and external stakeholders.
Requirements
- Demonstrated experience in financial analysis, financial modeling, and variance analysis within a real estate or property environment.
- Strong understanding of asset management principles, portfolio performance measurement, and commercial real estate investment analysis.
- Ability to perform ad hoc analysis and use data mining techniques to uncover trends, risks, and opportunities.
- Experience supporting valuations and developing financial recommendations for individual assets and broader portfolios.
- Proficiency with Yardi and confidence working within financial information systems to retrieve, analyze, and report data.
- Strong communication skills with the ability to present complex financial and operational insights clearly to stakeholders.
- Proven ability to collaborate across departments while managing multiple priorities in a deadline-driven environment.
Benefits
Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. For more information, visit roberthalf.gobenefits.net.