Senior Analyst, Asset Management

The Analyst or Senior Analyst role will support the Debt and Equity Asset Management team in the monitoring and execution of senior debt, mezzanine debt, equity and preferred equity investments across multiple property types, maintain asset-level analyses, evaluate operating and leasing performance, and work with sponsors and operating partners to advance business plans and create value. The role may be filled at either level based on the selected candidate's experience and capabilities.

Responsibilities

Monitor a portfolio of debt and equity investments across multifamily, industrial, hotel, retail and office assets; Review monthly operating reports, budgets, leasing activity, business plans, and property-level financial results; participate in leasing and operating partner calls; Build and maintain detailed asset-level cash flow models and reforecasts, including property underwriting, debt structures, and equity waterfalls; Support ongoing asset management of debt investments, including loan performance analysis, monthly waterfalls, sponsor requests, and potential modifications; Work with operating partners and senior asset management team members to review business plan execution, manage distributions and contributions of cash, and develop recommendations for equity investments; Analyze investment performance and prepare monthly and quarterly reporting for senior management and clients; Perform ad hoc analysis and contribute to process improvements; At the Senior Analyst level, take greater ownership of assigned analyses and assets and help train and mentor junior analysts

Requirements

At least one year of relevant experience for Analyst candidates and generally two or more years for Senior Analyst candidates; Experience in Asset Management, Development, or Acquisitions across major asset classes; Experience with property underwriting and advanced financial modeling; Familiarity with reading loan documents, joint-venture agreements, management agreements, etc.; Proficiency in Microsoft Excel and PowerPoint; Bachelor's degree required; Strong property underwriting, financial modeling, and analytical skills, including the ability to build or adapt complex models involving debt structures and equity waterfalls; Excellent verbal and written communication skills

Nice to have

Client-facing experience; Experience with ARGUS Enterprise