Multifamily Portfolio Management Associate

Associate Services, LLC•Charlotte, NC

About The Position

The Portfolio Management Associate supports the management, analysis, and optimization of a multifamily real estate portfolio. This role is responsible for financial modeling, performance analysis, reporting, and providing insights that support strategic decision-making, portfolio optimization, and risk mitigation. The Associate partners closely with Development, Asset Management, Finance, and Senior Leadership teams to evaluate asset performance, assess market conditions, and support capital allocation decisions across the portfolio.

Requirements

Bachelor’s degree in Real Estate, Finance, Economics, or a related field required.
3–5 years of experience in real estate, finance, or investment analysis; experience in multifamily, private equity, or institutional real estate preferred.
Strong financial modeling and advanced Excel skills required (Argus experience a plus).
Proficiency in PowerPoint and data visualization tools such as Tableau, Power BI, or similar platforms preferred.
Solid understanding of real estate fundamentals, investment principles, and valuation methodologies.
Strong analytical, organizational, and communication skills with high attention to detail.
Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
Collaborative, team-oriented mindset with a strong work ethic and accountability.

Nice To Haves

Argus experience a plus
Proficiency in PowerPoint and data visualization tools such as Tableau, Power BI, or similar platforms preferred.

Responsibilities

Support the monitoring and evaluation of multifamily asset performance using key financial, operational, and market metrics.
Develop, maintain, and enhance financial models and cash flow projections at both the asset and portfolio levels.
Prepare monthly, quarterly, and annual investor and internal reporting, including performance summaries, benchmarking, and variance analysis.
Conduct hold, sell, and refinance analyses and support updates to asset-level business plans.
Analyze market trends, capital markets conditions, and portfolio risk exposure to inform strategic and investment decisions.
Support annual budgeting, reforecasting, and valuation processes in partnership with Asset Management, Development, and Accounting teams.
Maintain and improve internal dashboards, reporting tools, and portfolio analytics platforms.
Assist with ESG data collection, analysis, and reporting efforts, as applicable.
Support Investment Committee materials and presentations, including financial exhibits and performance summaries.
Collaborate with Development and Investments teams to assess the impact of new pipeline activity on overall portfolio strategy.