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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial analysis and reporting capabilities, with proficiency in data analysis, financial modeling, and asset management processes. Familiarity with real estate markets and the ability to communicate effectively with stakeholders are essential.
Highest-signal resume keywords
Financial AnalysisData AnalysisAsset ManagementFinancial ModelingReal Estate Market Research
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingData VisualizationQuantitative AnalysisMathematical FunctionsBudgetingForecastingProperty ValuationInvestment UnderwritingTrend AnalysisCash Forecasting
Soft Skills
Customer ServiceInterpersonal SkillsOrganizational SkillsTime ManagementProblem Solving
Tools & Technologies
Microsoft ExcelSalesforceYardiTableauPowerBIRelational Database Management SystemsOutlookMicrosoft WordMicrosoft PowerPoint
Industry Keywords
Real EstateAsset ManagementFederal Fair Housing LawsSingle-Family HousingInvestment Management
Tech Stack
Tools & technologiesPythonSQLTableau
About the role
Key responsibilities & impact- Prepare financial analyses and reports
- Assist with property-level asset management decisions and implementation of Asset Management programs
- Underwrite investment properties, establishing monthly rental rates, property values, and required capital investment
- Support the capital allocation, budgeting, and planning process
- Maintain understanding of financial information systems, including writing financial reports and querying data
- Prepare monthly, quarterly, and annual reports for internal and external stakeholders
- Forecast, analyze, and summarize organizational trends
- Create ad hoc reports, graphs, and charts of financial data
- Develop and update models for financial conditions related to Asset and Investment Management, Accounting, and Operations
- Track, report, and analyze trends in operating areas
- Prepare and analyze Daily Cash Analysis reports and weekly Cash Forecasting
- Prepare and analyze Consolidated Reporting to Investor
- Provide backup to Accounting when required
- Research real estate markets for potential opportunities
- Analyze and prepare recommendations to improve investment and management processes
- Monitor and evaluate financial and operating results
- Track economic and performance indicators within real estate markets
- Interpret data for recommendations
- Complete projects assigned by Asset Management leadership
Requirements
What you’ll need- Bachelor’s degree in Finance, Real Estate, Business, Economics, Mathematics or a related field
- Quantitative degree or supportive coursework preferred
- 0 to 2+ years of experience in residential asset management or institutional real estate; Single family preferred
- 0 to 2+ 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
- Experience utilizing Salesforce for workflow and approval management
- Experience utilizing Yardi or similar property management software
- Experience utilizing Tableau, PowerBI or other data visualization software
- Knowledge of Relational Database Management Systems (SQL) beneficial
- 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
Benefits
Comp & perks- 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.
- Health, dental, vision, and life insurance
- Long-term and short-term disability insurance