Financial Analyst

2 weeks ago


Phoenix, United States Asset Living Full time
Job DescriptionJob Description

Company Overview

Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since the beginning, our undeniable passion has driven our organic growth from a small property management firm to one of the most trusted allies in real estate. Asset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions.   

Asset Living is a fast-growing company made up of talented individuals from diverse backgrounds that differentiate us and help us drive innovation and results for our clients and communities across the US. At Asset Living, we wholeheartedly believe 'Together We Lead, Together We Succeed'. We empower each other to lead by example, collaborate, and evolve – inspired by our belief that we can continually improve as individuals and as an organization. Together, we create an environment where every voice is heard, every idea is valued, and every individual experiences opportunities to grow as our company grows. When you join Asset Living, you become part of a dynamic team that thrives on unity, unique talents, and a universal culture of winning.    

Recognized as one of the nation's Best and Brightest Places to Work and ranked in the NMHC top 50 professionals, join Asset Living because of its reputation as the most trusted partner in real estate, workplace culture, and growth opportunities. Asset Living is a member of The Institute of Real Estate Management (IREM) and is recognized as an Accredited Management Organization (AMO). Together, we lead the way, and together, we achieve excellence in all that we do. Join a workplace where success is a collective journey and leadership is a shared responsibility.  

Financial Analyst

The Financial Analyst will be heavily involved in the acquisition and business development of both Asset and prospective clients. The job entails working alongside Acquisitions, Development, and Asset Management in researching & preparing analysis, financial modeling, and underwriting to guide decision-making.

Essential Duties & Responsibilities

  • Collect, analyze, perform due diligence and underwriting of new investment opportunities.
  • Provide general and financial modeling to analyze property performance to make recommendations and interest to pursue.
  • Keep abreast of current industry market conditions and trends.
  • Underwriting acquisition targets and preparing analytical reports.
  • Review & propose budgets to analyze prospective acquisitions' current actuals vs. pro forma financials to make hold/sell/refinance recommendations.
  • Prepare & present presentation materials for new and existing investments.
  • Provide support for the acquisition, financing, and disposition process.
  • Assist with capital market activities, property asset management, and operational responsibilities.
  • Assisting in investor reporting requests
  • Facilitate and assist with monthly reporting, trending, forecasting, and projections.
  • Responsible for making recommendations regarding the operation of the properties.
  • Responsible for escrow analysis, construction draws, replacement reserve reimbursements, and performance analysis for each property.
  • Valuation of existing real estate assets based on analyzing historical operating & financial performance.
  • Financial modeling of future real estate asset financial performance based on company operating standards and specific due diligence information.
  • Compiling, logging, and interpreting due diligence information relating to financial asset performance, real estate assets, physical asset condition, market conditions, and results of third-party reports.
  • Financial modeling related to the development & construction of new real estate development projects.
  • Financial analysis of all transactions, including cash on cash return and leveraged/unleveraged returns.
  • Preparation of investment analysis package including transaction overview, market overview, and results of financial analysis, including sensitivity analysis.
  • This position entails travel, estimated at 15 % of work time annually. Travel may be required for property visits, conferences, training sessions, or other business-related activities.

Education & Experience

  • Bachelor and/or Master's Degree. Preference in Finance, Economics, Business, or related field.
  • Excellent critical reasoning, quantitative, and analytical skills
  • Deep understanding of financial concepts
  • Excellent interpersonal, written, and verbal communication skills
  • Proven organizational skills with attention to detail.
  • Advanced Microsoft Excel knowledge.
  • Ability to manipulate large amounts of data in Excel.
  • Past operational experience in residential property management with a preference in multifamily housing.
  • Experience with Entrata, Yardi, or RealPage software is a plus.

#LI-Hybrid

This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.


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