Retail Analyst, Asset Management

Carmel Partners•San Francisco, CA

8d•Onsite

About The Position

The Retail Analyst supports the performance of Carmel Partners’ retail portfolio through financial analysis, leasing support, and execution of asset-level initiatives. This role partners closely with Asset Management, Leasing, Property Management, and Development to monitor performance and support value creation.

Requirements

Bachelor’s degree in real estate, Finance, or related field
2+ years of relevant experience in real estate, property management, or a related field
Strong analytical and financial skills with proficiency in Excel and PowerPoint
Working knowledge of real estate fundamentals, including leasing and property operations
Familiar with Yardi or similar real estate systems
Ability to synthesize data and support decision-making with clear analysis
Strong communication, organization, and time management skills
Detail-oriented, proactive and team-oriented with a high level of accountability
Deep intellectual curiosity and the desire to apply excellent technical skills to drive value and shape investment strategy
Excellent organization and time management skills – able to manage and execute multiple quantitative projects simultaneously
Values relationships – thrives in a collaborative team setting as well as working independently
Demonstrates impeccable integrity and dependable judgement
Authorized to work in the U.S.A.

Responsibilities

Support day-to-day oversight of assigned retail assets
Participate in leasing execution, including underwriting, tenant analysis, and support of negotiations and ongoing asset management
Assist in the annual budgeting process for assigned properties
Track leasing and asset activity and prepare reporting for senior management
Coordinate with brokers and consultants to support LOIs and lease negotiations
Analyze submarket fundamentals, market comps, retailer trends, and portfolio performance
Support preparation of asset evaluations, cash flow analysis, and budgets, including variance analysis vs. plan and historical performance
Partner with Development and Construction teams to track and verify landlord and tenant deliverables
Work with third-party property managers to monitor operational performance
Help maintain relationships with consultants across assets (e.g., brokers, project managers, architects, engineers)
Review retail tenant build-out specifications and related documentation
Assist with retail underwriting, including preparation and updates for projects
Review and comment on tenant coordination drawings with the Asset Management team
Support oversight of landlord work and tenant deliveries
Assist in managing tenant improvements, including tracking schedules and progress
Contribute to Asset Management and company-wide initiatives to improve tools, reporting, and processes
Travel to regional offices and assets, as needed