Asset Management Analyst

FWM PAYROLL CLEARING • Atlanta, GA

1d • Hybrid

About The Position

Affordable Equity Partners is seeking an Asset Management Analyst to support the financial health and regulatory compliance of a portfolio of affordable housing communities. The role performs 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 Analyst synthesizes financial data into analysis for internal stakeholders, investors, lenders, and development partners. This is a hybrid role in Atlanta, with two days per week in the office and three days working from home. The position reports to the Senior Vice President of Asset Management.

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 from varied professional backgrounds.
• Proactive approach to identifying issues, proposing solutions, and taking ownership of responsibilities.
• Professional ethics and confidentiality in handling sensitive financial and partnership information.
• Ability to manage multiple priorities with sound judgment in a dynamic, fast-paced environment.

Nice To Haves

• Coursework or certifications in real estate finance, affordable housing, or tax credit programs, such as HCCP, NAHP, or equivalent.
• Prior 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.
• Demonstrated ability to use 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 MRI asset management database and ensure records are accurate and complete.
• Compare property operating 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 deliverables required by partnership agreements and investors.
• Support preparation of owner meeting materials, fund-level reporting, and internal portfolio reviews.
• Coordinate with Accounting, Compliance, Tax, and other internal departments to align and verify 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 working relationships with property management and leasing staff and other internal and external partners.
• Follow up with 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 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level