Senior Analyst - Asset Management, Housing

Franklin Templeton•Los Angeles, CA

1d•$85,000 - $95,000•Onsite

About The Position

Clarion Partners, a leading real estate investment manager with over 40 years of experience, is seeking a Senior Analyst for its Asset Management team. This role will primarily focus on multi-family apartment investments, supporting the oversight and strategic development of a diverse portfolio. The position involves analyzing performance, retrieving data, communicating insights, and assisting in the development of property strategies. The analyst will also be involved in preparing reports, monitoring leasing KPIs, evaluating operational and capital programs, and supporting transaction processes. This is an opportunity to join a well-established firm that operates independently as a Specialist Investment Manager owned by Franklin Templeton, offering a broad range of real estate strategies to institutional investors globally.

Requirements

Bachelor’s degree in real estate or finance
2 years postgraduate experience
Strong skills in financial analysis and modeling
Proficiency in Excel, Word, and PowerPoint required
Ability to complete detailed analyses and to make well-reasoned and decisive recommendations required
Must be able to work independently and as part of a team to meet deadlines and complete projects with minimal supervision
Ability to interface professionally with individuals throughout various departments in the firm (acquisitions, asset management, finance, portfolio management, marketing and research) as well as third party firms, partners and industry leaders
Strong interpersonal communication, writing skills and exceptional organizational skills and the ability to prioritize work effectively
Excellent organizational skills, interpersonal and writing skills and high level of attention to detail
Candidates should be proactive and self-motivated with a strong work ethic and integrity
Prior experience with analyzing and negotiating lease transactions

Nice To Haves

Experience in Argus Enterprise strongly preferred
Prior experience with multi-family is a plus

Responsibilities

Support asset management in overseeing and developing strategies for a portfolio of investments.
Focus primarily on multi-family apartment investments, ranging from ground-up development to value-add renovations and core/stabilized investments.
Analyze performance metrics, retrieve data from internal and external sources, and communicate key insights to Asset Managers, Portfolio Management, and other stakeholders.
Assist in the development of property strategies, and in the measurement of and improvement of property and organizational performance issues.
Prepare property and local market aspects for quarterly and annual property reports, as well as annual property business plans.
Monitor weekly leasing KPIs and communicate with property management teams to improve property performance.
Support team in evaluating relevant operations and capital program strategies.
Review annual operating budgets and assist in annual business plan preparation and presentation.
Assist in the approval process for capital expenditures within property business plan parameters.
Conduct quarterly internal valuations and support a third-party appraisal process, including the review of such appraisals.
Participate in regularly scheduled property leasing calls and meetings, while cultivating relationships with the property management and brokerage teams.
Prepare hold/sell analysis’ for disposition candidates, review BOV materials, and assist in the marketing/closing process.
Participate in asset management due diligence upon asset takeover including lease reviews, pro forma analysis, including undertaking detailed analyses of a property's (1) tenants and in-place leases; (2) operating and financial statements; (3) market and competitive position; (4) engineering and environmental condition; (5) taxes, insurance and service contracts; and (6) other pertinent property-level factors and market feasibility review.
Assist with acquisition, development, and disposition transactions.
Monitor and analyze the financial performance of the properties and portfolios, primarily through review of monthly property financial reports.
Maintain portfolio models.
Assist with preparation and review of portfolio level and client reports.
Maintain property valuation files.
Analyze lease transactions.
Prepare hold/sell analyses.
Assist with special projects and ad-hoc reporting as needed.
Up to 25% of the analyst’s time may be spent on transactions, portfolio management, or research tasks.