Asset Management Analyst (Foster City)

MidPen Housing•Foster City, CA

13d•$70,304 - $76,500•Onsite

About The Position

The Asset Management Analyst provides support to the Asset Management Department with a specific focus on the portfolio of their Asset Manager supervisor. The support includes administrative responsibilities, reporting analysis, and involvement in special projects as assigned. This position is critical to the department’s continued effort to support other departments and provide excellent customer service to lenders, agencies, and partners.

Requirements

Proficiency using Excel, Word and Outlook
Ability to prepare financial reporting and perform analysis
Detail oriented and able to comprehend and research legal documents
Excellent reading, written, and verbal communication
Ability to work both within a team and independently
Commitment to the Mission and Values of MidPen
Must have valid California driver’s license, reliable transportation, and proof of current auto insurance policy

Nice To Haves

Master’s Degree or experience in real estate, low-income housing, accounting or asset management preferred

Responsibilities

Prepare monthly, quarterly, and annual reports for investors, lenders, and regulatory agencies
Analyze property financials, budgets, and portfolio performance
Provide excellent customer service to internal and external stakeholders
Coordinate communications and manage requests from investors, lenders, partners, and agencies
Ensure timely delivery of audited financials, budgets, and other required reports
Research and interpret partnership agreements, financing documents, and regulatory requirements
Monitor financial and legal requirements within the portfolio
Maintain accuracy of data in reporting and database systems
Support reserve draws, capital/construction projects, and assigned tasks related to annual budgeting and proforma modeling
Produce analyses, reports, presentations, and memos as needed