Asset Management Analyst

Roofstock•Dallas, TX

4h•$75,000 - $90,000•Remote

About The Position

Roofstock is looking to hire an analytical, entrepreneurial Asset Management Analyst to join the Investment Management team. This team player will bring strong financial and P&L knowledge, advanced Excel skills, and proficiency in Sigma (or a similar analytics platform), to support the mechanics of optimizing rental portfolios. The Analyst will own budget builds and monthly variance review, and will work alongside the Asset Management team and operational teams to support key decisions across the investment lifecycle. The Analyst will play a critical role in monitoring market and investor performance trends to shape strategic initiatives company wide, maintaining models, building reporting, and putting AI-powered workflows to work to enhance performance — while influencing the product and data enhancements that improve our platform.

Requirements

Bachelor's degree in Finance, Real Estate, Economics, Business, or a related field
4–5+ years of experience in real estate, asset management, financial analysis, FP&A, or a related analytical role
Strong understanding of portfolio financials and P&L
Advanced Excel skills: pivot tables, financial modeling, variance analysis, and data visualization
Proficiency in Sigma or a similar analytics platform, with the ability to build and maintain reporting and dashboards. Experience with SQL is a plus.
Demonstrated experience operating in an AI-powered workflow, with genuine curiosity for tech-enabled processes
Strong analytical and quantitative skills, with the ability to synthesize large data sets into clear, actionable insights
Excellent written and verbal communication skills
Highly organized and detail-oriented, with the ability to manage multiple deliverables under deadlines
Collaborative mindset, comfortable working cross-functionally with property management, accounting, data, and investment teams
Comfortable with ambiguity, change, and a fast-paced environment
High degree of ownership and bias toward action
Must be authorized to work in the U.S. is a precondition of employment and we are unable to sponsor H1-B Visas at this time.
Any offer of employment is conditioned upon the successful completion of a background investigation.

Nice To Haves

Experience with SQL is a plus.

Responsibilities

Manage budget builds and lead monthly budget-to-actual variance analysis for assigned portfolios, identifying key trends, explaining operational drivers, and partnering with Accounting and Ops teams to validate results and address areas of opportunity
Produce weekly, monthly, and quarterly performance reports for institutional investors and company leadership, translating data into clear narratives and recommendations
Produce financial reports and maintain models for lender tape deliverables and other investor or lender reporting needs
Review portfolio performance to identify trends, diagnose root causes, and recommend strategies that improve NOI, occupancy, revenue, rent growth, renewals, turns, and leasing velocity
Conduct financial analysis to support hold/sell decisions and portfolio expansion opportunities
Analyze qualitative and quantitative data across multiple systems to identify trends and key findings
Leverage Excel, Google Sheets, Sigma, and other reporting tools to analyze large data sets, validate reporting, identify inconsistencies, and turn data into actionable recommendations
Monitor actuals vs. budget using advanced Excel financial models, flagging risks and opportunities early
Use AI tools and emerging technologies to improve reporting accuracy, reduce manual work, automate repeatable workflows, and streamline daily tasks while maintaining proper review and validation
Identify and help implement product and data enhancements that improve the team's analytics and reporting capabilities