Sr. Analyst / Associate, Portfolio Management

Invitation HomesDallas, TX
$78,075 - $135,330Onsite

About The Position

The Senior Analyst, Asset Management is responsible for providing research, analysis, reporting and development to support the Asset and Investment Management Group, overseeing a portfolio of 80,000+ single family rental properties. This position may oversee junior analysts in support of the process.

Requirements

  • Bachelor’s degree in Finance, Real Estate, Business, Economics, Mathematics or a related field
  • 2 to 5+ years of experience in residential asset management or institutional real estate; Single family preferred
  • 2 to 5+ years of experience in extensive, detailed data analysis and reporting
  • Current driver’s license and automobile insurance
  • Comprehension of federal fair housing laws and any applicable local housing provisions
  • Ability to create and design general marketing pieces for in-house production
  • Knowledge of current single-family customer product demands, drivers, and trends
  • Proficiency utilizing Outlook, Microsoft Word, PowerPoint, Excel, and basic OS tools
  • Proficiency in a programming language (R or Python preferred)
  • Strong data and financial modeling skills required
  • Proficiency using mapping programs (QGIS or ArcGIS)
  • Experience utilizing Salesforce for workflow and approval management
  • Experience utilizing Yardi or similar property management software
  • Excellent customer service and interpersonal skills; ability to relate to and get along with others
  • Professional verbal and written communication skills
  • Ability to facilitate presentations or speak in public to large groups of people
  • Strong organizational and time-management skills
  • Ability to multi-task and maintain flexibility and creativity in a variety of situations
  • Ability to analyze and resolve problems
  • Ability to perform intermediate mathematical functions
  • Ability to set and meet goals and consistently meet deadlines
  • Ability to maintain confidentiality

Nice To Haves

  • Quantitative degree or supportive coursework preferred
  • Master’s degree or MBA beneficial
  • Knowledge of Relational Database Management Systems (SQL) beneficial

Responsibilities

  • Oversee work of analysts and/or interns and provide leadership, teaching and guidance
  • Act as lead for the capital allocation, budgeting and planning process
  • Develop metrics for evaluating portfolio performance and corrective actions plans, as applicable
  • Monitor financials, physical asset condition, and related activities, and report results to management
  • Develop annual cash flow targets, based on budget, for portfolio and ensure asset management to those targets; work collaboratively with management to ensure that targeted financial performance targets for each property meet established standards.
  • Provide recommendations related to strategic direction at both portfolio and individual site level for existing assets and development opportunities.
  • Develop update, and implement policies, technology initiatives, related programs, and inter-organization collaboration aimed at ensuring high level of asset management efficiency and quality. Work collaboratively with real estate development, facilities management, and program services management to coordinate activities
  • Ensures policies and programs are current, complete, and enhance the organization’s asset management initiatives and strategic direction
  • Maintain a thorough understanding of company’s financial information systems including the ability to write financial reports and make inquiries for data
  • Prepare monthly, quarterly and annual reports for internal and external stakeholders
  • Forecast, analyze and provide summary of organizational trends
  • Develop and update models to provide analysis for various financial conditions related to Asset and Investment Management, Accounting and Operations
  • Represent Asset Management on interdepartmental project committees
  • Provide ongoing tracking, reporting and analysis of trends in various operating areas
  • Develop forecasting models and analysis; Prepare and analyze Cash Analysis reports and Cash Forecasting
  • Prepare and analyze Consolidated Reporting to Investor
  • Research real estate markets for potential opportunities
  • Analyze and prepare recommendations for improving investment and management processes
  • Track economic and performance indicators within real estate markets
  • Timely interpretation of data for recommendations
  • Complete projects assigned by Asset Management leadership

Benefits

  • Competitive pay and an annual bonus program for all associates
  • Generous paid time off plans including vacation accrual, sick time, volunteer time, and standard and floating holidays
  • 401k with matching company contributions
  • Awesome work environment with casual dress
  • Team events and gatherings
  • Employee resource groups: Together with Women, Asian Alliance, Black Collective, Juntos, Gen Next, and Open Invitation.
  • Annual bonus program
  • Health, dental, vision, and life insurance
  • Long-term and short-term disability insurance
  • Generous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays
  • 401(k) with company matching contributions
  • Awesome work environment with casual dress
  • Team events and gatherings (Pre- and Post-Covid)
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