Sr. Analyst, Asset Management

Carmel Partners•New York, NY

2h•$115,000 - $125,000

About The Position

Carmel Partners is seeking a Senior Analyst, Asset Management, for its New York office. The position supports the Asset Management department’s goal of maximizing operational performance and investment returns at the asset and portfolio levels. The analyst evaluates property performance, financial results and market trends, and supports asset-level business planning, strategic initiatives and reporting to inform investment decisions. The role primarily focuses on assets in the Washington, DC market and requires travel there approximately one week per month, as well as quarterly travel to the Boston market. Prior experience with multifamily assets in Washington, DC is a plus but is not required. The role works with onsite property management teams and internal partners to monitor budgets and business plans, assess performance, develop recommendations and advance operational improvements. It contributes to budgeting and forecasting, revenue management, annual business plans, quarterly reviews, market research, financial reporting and disposition-related analysis. The position also supports improvements to analytical tools, reporting and workflows. Carmel Partners focuses on U.S. multifamily development and construction, renovation and debt investments. The company describes its mission as creating exceptional multifamily communities that enrich lives and neighborhoods. Applicants must be authorized to work in the United States; Carmel Partners is unable to sponsor or assume sponsorship of an employment visa for this role.

Requirements

Bachelor’s degree in real estate, finance or a related field.
At least 3 years of experience in commercial real estate, financial analysis or asset management.
Knowledge of real estate valuation, underwriting, discounted cash flow analysis, investment returns and financial modeling.
Strong financial and quantitative analysis skills, with accuracy and attention to detail in modeling and reporting.
Strong written and verbal communication skills.
Proficiency in Microsoft Excel, PowerPoint and Word.
Ability to travel to the Washington, D.C./Virginia market approximately one week per month and to the Boston market quarterly.
Must be authorized to work in the United States; the company is unable to sponsor or assume sponsorship of an employment visa.
Excellent organization and time-management skills, including the ability to manage and execute multiple quantitative projects simultaneously.
Ability to collaborate and work independently, with dependable judgment and impeccable integrity.

Nice To Haves

Multifamily experience.
Prior experience working with multifamily assets in the Washington, DC market.
Experience with property management or revenue management systems, such as Yardi or LRO.
Willingness and ability to use emerging AI tools and technology to enhance analysis, streamline workflows and improve productivity.
Intellectual curiosity and interest in applying technical skills to drive value and shape investment strategy.

Responsibilities

Analyze property-level financial and operating performance, including budget variances, leasing activity, occupancy, lease expirations and market trends; identify risks, opportunities and recommended actions.
Partner with onsite property management teams to monitor execution of operating budgets and asset-level business plans, follow up on performance issues and support operational improvements.
Participate in annual property budgeting, periodic reforecasts and monthly financial reviews; evaluate assumptions, trends and performance against established objectives.
Prepare analysis and recommendations for biweekly revenue management and pricing discussions using historical and current rents, absorption, occupancy and lease-expiration data.
Support development of annual asset-level business plans, including property strategies, financial targets and presentations to senior leadership.
Prepare quarterly asset reviews comparing results with budgets, historical performance and business plan goals, and highlight key drivers and opportunities.
Research utility expenses, property taxes, ancillary income agreements and other initiatives at the property and portfolio levels to improve operating results.
Analyze competitive properties, submarket fundamentals, new supply, demand and positioning; conduct market visits and competitive property tours to inform asset strategy.
Develop and maintain accurate financial analyses, operating metrics and reporting for internal stakeholders and requests from investors, lenders and partners.
Collaborate with Investments and property management partners on disposition-related analysis and activities to support asset sales.
Coordinate across Asset Management, property management and internal departments to advance priorities, resolve information needs and ensure timely follow-through.
Contribute to improvements in analytical tools, reporting and workflows, and to department-wide initiatives that improve efficiency and decision-making.
Travel to the Washington, D.C./Virginia market approximately one week per month and to the Boston market quarterly.