Portfolio/Asset Management Analyst

2 months ago

Gilbert, United States Roots Management Group Full time

Who we are

Roots Management Group is a manufactured housing community (MHC) investment platform and management company. Our mission is to help increase the availability of best-in-class housing options people can afford. We accomplish that by acquiring, investing in, and operating manufactured housing communities. We prioritize communication, empowerment, relationships, and pride ourselves for continuous growth, working hard, reaching goals, and rewarding our teams.


At Roots, you will be a part of an industry-leading organization where you will be challenged, inspired, rewarded, and transformed. As one of the fastest growing manufactured housing community operators in the country, we value those who take initiative, encourage teamwork, and work smart. Despite our rapid growth, we prioritize maintaining an atmosphere of service in all we do. To continually support our employees, we emphasize respect, teamwork, and sincerity in every interaction. Our focus is cultivating opportunities by understanding needs, creating connections, and empowering individuals.


What we are looking for

We are currently seeking an experienced and enthusiastic Portfolio / Asset Management Analyst to join our growing Investment Management Group. This role will be focused on maximizing the performance and leading the reporting of current and future funds.


Responsibilities:

  • Maximize investment performance of Manufactured Housing assets and portfolios.
  • Work with institutional Joint Venture (JV) partners to understand their goals and expectations; serve as their internal advocate.
  • Assist with deal-flow items (recapitalizations, refinances, dispositions, onboarding acquisitions, lender requests).
  • Preparation and implementation of the annual business plan.
  • Analyze large amounts of property data to identify strategies to maximize the value of assets.
  • Propose portfolio strategies; offer expertise on investments, budgets, operations, etc.
  • Benchmark performance to original underwriting, budget, MH sector, and CRE industry.
  • Identify and implement software systems that automate portfolio management.
  • Lead reporting, including monthly and quarterly investor packages and ad hoc requests.
  • Manage and improve strategic relationships with institutional real estate investment firms.
  • Create and update portfolio level budget based on asset-level budget and JV considerations.
  • Adhere to compliance requirements and identify and communicate risks.
  • Consider implications of acquisitions, dispositions, debt financing, and investment in capex on portfolio performance.
  • Lead dispositions, in collaboration with Asset Management and Acquisitions.
  • Support refinancing efforts.
  • Work with Legal on regulatory filings and unexpected issues or concerns.
  • Lead new joint ventures in conjunction with colleagues and advisors.
  • Assist Treasury with forecast of cash sources and uses including capital calls and distributions.
  • Understand the Joint Venture Agreement and other key legal documents as they relate to each portfolio.


Education / Requirements:

  • Bachelor’s degree in accounting, finance, or other business-related field with substantive and relevant work experience in finance and/or real estate.
  • MBA or CFA a plus.
  • Strong working knowledge of Microsoft Office applications, with Excel as a required skill.
  • Proficient in financial analysis and financial modeling.
  • Strong quantitative and analytical skills.
  • Communication skills and ability to collaborate with internal and external parties to meet deadlines and resolve issues.
  • Exceptional attention to detail, thoroughness, and organization skills.
  • Team player, self-motivated and strong work ethic.
  • Ability to prioritize and manage time to consistently meet deadlines.


Additional Information / Benefits:

  • Medical, Dental, and Vision insurance plans
  • 401(k) matching
  • Short and Long-Term Disability
  • Basic Life & Accidental Death Insurance
  • Health Spending Accounts (HSA)
  • Holiday pay
  • Flexible PTO
  • Growth Opportunities
  • High energy company, a friendly & supportive team environment


Benefits are offered to eligible full-time employees.


To be considered for employment you must be able to pass a pre-employment background check/drug test.


We offer a rewarding and challenging experience with opportunities for career advancement within an environment that supports your professional development and recognizes your achievements. We thank all applicants for their interest.

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