Senior Analyst, Asset Management

Company Description
Jonathan Rose Companies is one of the country’s leading owners, developers and operators of green affordable and mixed-income communities.  Founded in 1989, Rose has created projects with more than $4.2 billion of value with a current portfolio of 19,000 apartment homes in 15 states and Washington DC. 

Our mission is to create a more environmentally thriving, socially just world through the development, preservation, renovation and management of green, affordable and mixed income housing.

The firm is a fully integrated investment management, development and asset management company with, construction management, solar energy, mortgage finance and title company affiliates. 

We strive to achieve positive environmental impact by investing in energy efficiency, decarbonization, and water conservation to reduce our use of natural resources and toxins. Our social impact is achieved by preserving and expanding housing affordability, and connecting our residents to health, education, financial, cultural and social services. And we aim to achieve these impacts in a co-creative process with governments, our residents and staff. 

We are signatories to the United Nations Principles for Responsible Investing (UN PRI), benchmark performance annually through GRESB, and align our reporting with the Task Force for Climate-related Financial Disclosures (TCFD) guidelines, SASB Standards, and GRI Standards.

The Asset Management Senior Analyst is responsible for analysis, review, and reporting of property performance as applicable on a daily, monthly, quarterly, and annual basis for asset management. Responsible for the timely and accurate preparation of models, proformas, and other reports needed for monthly, quarterly, and annual reporting packages. This role includes direct oversight of a small portfolio of assets.

The pay range for this position is $100-110k based upon factors including but not limited to related experience and time in the industry.

ANALYSIS

• Prepares and analyzes periodic updates to financial models and proformas to include validation through analysis and communication with Asset Managers to ensure the completeness and accuracy of information being updated.
• Summarizes and communicates the results of the analysis and identify trends and key areas of concern where applicable.

INFORMATION EXTRACTION

• Extracts information directly from property management system and acts as the liaison between asset management, property management and funding accounting as needed.

REPORTING

• Generates and reviews reports to analyze monthly, quarterly, and annual results.
• Analyzes and investigates variances.
• Works with Investor Relations on reporting, presentations and investor inquiries.

PROCESS AND PORTFOLIO IMPROVEMENT

• Seeks to streamline and modernize analytical process.
• Takes initiative to recommend revenue boosting or cost saving measures across the portfolio.
• Works with property management teams on variance analysis and performance improvement plans.

MANAGEMENT

• Assists in sale and refinancing analyses and transactions.
• Assists Asset Manager with partnership responsibilities.
• Works with analytical team on validating analysis

FINANCIAL PERFORMANCE

• Develops, maintains, and assists with business plans.
• Review and approve annual budgets.
• Assists with internal valuations.

Skills

• Advanced computer skills and proficiency with Microsoft Suite applications, especially Excel required
• Advanced analytical skills required.
• Advanced verbal and written communication skills required.
• Self-starter, takes initiative, able to multi-task in busy environment required.
• Desire to Learn
• Ability to travel up to 10% of the time.

Education Requirements and/or Years of Experience:

• Bachelor’s Degree in Finance, Business, Real Estate or related discipline required.
• Master’s Degree in Finance, Business or Real Estate a plus.
• 2 years of experience with overall financial review of an assigned portfolio of residential properties or projects required.
• Financial modeling required.
• Affordable Housing knowledge a plus

Rose Companies Benefits:

At Rose Companies our goal is to provide an affordable and comprehensive benefits package that provides security for you and your family and supports your overall wellbeing. Benefits offered include, but are not limited to: Medical, Dental, Vision, Flexible Spending Accounts, Life, Short-Term Disability, Long-Term Disability, 401K with company match, competitive paid time off policy, paid holidays, parental bonding leave and educational assistance. 

 Rose Companies is committed in policy and practice to providing equal employment opportunities for all applicants and employees, based upon their training, experience, and overall qualifications. Consistent with this commitment, discrimination against an applicant or employee based upon the individual’s race, color, creed, religion, sex, gender, age, national origin, ancestry, citizenship status, marital or familial status, sexual orientation, gender identity, gender expression, disability, military status, protected veteran status, genetic information, or any other condition or characteristic protected by law is strictly prohibited.

Salary : $100,000 - $110,000