Asset Management Analyst

FWM PAYROLL CLEARING INC•Atlanta, GA

2d•Hybrid

About The Position

The Asset Management Analyst safeguards the financial health and regulatory compliance of a diverse portfolio of affordable housing communities. Reporting to the Senior Vice President of Asset Management, the Analyst conducts ongoing financial monitoring, operational analysis, and investor reporting for properties financed through the Low-Income Housing Tax Credit (LIHTC) program, tax-exempt bonds, HUD programs, and other federal and state affordable housing resources. The role provides analytical support to the Asset Management team by translating complex financial data into actionable information for internal stakeholders, investors, lenders, and development partners. The position is hybrid, with two days per week in the office and three days working from home.

Requirements

Bachelor's degree in Finance, Accounting, Real Estate, or a closely related field.
At least two years of professional experience in financial analysis, accounting, or real estate asset management.
Advanced proficiency in Microsoft Excel, including financial modeling.
Proficiency in Microsoft Office Suite, including Word, PowerPoint, and Outlook.
Ability to produce accurate, well-organized work under time constraints.
Strong written and verbal communication skills, including the ability to explain financial concepts to diverse audiences.
Ability to work effectively across departments and with external stakeholders.
Proactive problem-solving, ownership of responsibilities, and sound judgment in managing multiple priorities.
Professional ethics and confidentiality when handling sensitive financial and partnership information.

Nice To Haves

Coursework or certifications in real estate finance, affordable housing, or tax credit programs, such as HCCP, NAHP, or equivalent.
Experience in affordable housing, particularly with LIHTC properties, tax-exempt bond transactions, or HUD-assisted housing.
Familiarity with partnership structures, limited partnership agreements, and the lifecycle of tax credit investments.
Experience with property management or asset management software such as MRI or RealPage.
Ability to leverage AI tools and business intelligence platforms to enhance analytical productivity.

Responsibilities

Collect, review, and analyze monthly and quarterly financial statements and occupancy data for an assigned portfolio of LIHTC and affordable housing properties.
Enter financial and operational data into the company's MRI asset management database and ensure records are accurate and complete.
Evaluate property-level performance against approved budgets, partnership projections, and prior-year results; identify and communicate variances and trends to senior asset management staff.
Prepare and maintain portfolio Watch List reports using established financial and operational criteria, and monitor listed properties for improvement or deterioration.
Assist with quarterly investor reports, annual sponsor reviews, and other periodic deliverables required by partnership agreements and investors.
Support materials for owner meetings, fund-level reporting, and internal portfolio reviews.
Coordinate with Accounting, Compliance, and Tax to align reported financial and operational metrics.
Track and process upper-tier and lower-tier contribution requests and verify compliance with partnership agreement requirements before recommending approval.
Assist asset managers with cash flow analyses, refinancing evaluations, general partner removal proceedings, and other transaction-related activities.
Maintain construction draw tracking schedules and lease-up summaries for properties in development and stabilization.
Prepare sources and uses reconciliations for development deals.
Build and maintain productive relationships with property management and leasing staff and other internal and external partners.
Follow up with internal departments and external stakeholders to obtain financial deliverables, resolve discrepancies, and respond to property-related inquiries.
Attend property management and internal team meetings as assigned.
Identify opportunities to improve data quality, reporting processes, and analytical tools, and participate in implementing process enhancements.
Use technology, including advanced Excel functions, business intelligence tools, and AI-assisted analytics, to improve the efficiency and accuracy of reporting workflows.
Contribute to departmental special projects and ad hoc analyses as directed by senior leadership.