Multifamily Analyst

WOODMONT REAL ESTATE SERVICES L P•Belmont, CA

2h•$65,000 - $70,000

About The Position

Are you an analytically driven early-career finance or real estate professional who enjoys turning data into clear, actionable insights? Woodmont Real Estate Services is looking for a Multifamily Analyst to support our Regional Manager team by monitoring portfolio performance, preparing investor-ready reporting, and surfacing key operational and financial trends across our Bay Area multifamily communities. In this role, you’ll help strengthen visibility into how our properties are performing and support timely decision-making that protects performance and drives results.

Requirements

A strong analytical foundation and interest in real estate, finance, and operational performance.
Ability to translate data into insights, tell the “story” behind the numbers, and communicate clearly with multiple stakeholders.
High attention to detail, a strong sense of ownership, and comfort working across multiple priorities on recurring reporting deadlines.
A team-oriented mindset with the ability to work effectively with field and corporate partners.
0–2 years of related experience preferred (finance, real estate, analytics, reporting, operations, or internships/project work).
Language Ability: Strong written and verbal communication skills; able to prepare clear, concise summaries and reporting notes.
Reasoning Ability: Able to interpret trends, connect drivers to outcomes, prioritize follow-up actions, and escalate concerns appropriately.
Computer Skills: Advanced Excel/Sheets skills (formulas, lookups, filters; pivot tables a plus). Exposure to BI tools (Power BI/Tableau) a plus.
AI Tools: Proficient with common AI tools (e.g., ChatGPT/Copilot) to speed analysis and produce executive-ready reporting with appropriate review and confidentiality.
Mathematical Skills: Comfort working with percentages, variance analysis, basic forecasting concepts, and common multifamily performance metrics.
Bachelor’s degree required (Finance, Real Estate, Economics, Business, or related field preferred).
Valid driver’s license and reliable transportation may be required for periodic site visits.

Nice To Haves

Exposure to multifamily, property management, or real estate operations is a plus.

Responsibilities

Track and report on key performance and financial indicators across a multifamily portfolio (occupancy, leasing, exposure, renewals, delinquencies/collections, traffic, conversion, work orders, and budget variances).
Review monthly financial results and prepare concise summaries of trends and budget-to-actual variances, including notable drivers, and recommended follow-up actions.
Identify performance outliers and emerging risk indicators; escalate concerns with supporting analysis and clear next steps.
Support budget, reforecast, and recurring portfolio reporting cycles by consolidating inputs, organizing assumptions, and ensuring on-time deliverables.
Pull, validate, and reconcile data from internal systems and reporting tools; coordinate corrections and document data definitions to improve accuracy.
Maintain follow-up logs for open items and deadlines tied to operational and reporting needs (including time-sensitive requests and documentation support).
Support Regional teams through periodic site visits to validate reporting and document on-site drivers (curb appeal, unit readiness, leasing activity) for Regional review and follow-up.
Collaborate with Regional Managers and on-site teams to gather context behind results and support execution of portfolio priorities.