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Investment Management Analyst
2 months ago
About the Organization:
Jonathan Rose Companies is a leading entity in the realm of sustainable affordable and mixed-income housing. Founded in 1989, the firm has successfully managed projects exceeding $4.2 billion, currently overseeing a portfolio that includes 19,000 residential units across 15 states and Washington DC. The organization is committed to promoting environmental sustainability and social equity through the development, preservation, renovation, and management of green, affordable, and mixed-income housing.
Position Title:
Asset Management Analyst
Company Vision:
With a strong emphasis on investment management, development, and asset oversight, alongside construction management, solar energy initiatives, mortgage finance, and title company partnerships, Jonathan Rose Companies strives to positively influence the environment by investing in energy efficiency, decarbonization, and water conservation while addressing social challenges related to housing affordability and access to essential services.
Role Summary:
The Asset Management Analyst is instrumental in evaluating, reviewing, and reporting on properties on a daily, monthly, quarterly, and annual basis for Asset Management. This role encompasses the preparation of models, proformas, and reports aimed at maximizing portfolio value and delivering comprehensive reporting packages.
Key Responsibilities:
- ANALYSIS
- Prepare and review updates to financial models and proformas, ensuring accuracy and thoroughness through effective collaboration with Asset Managers.
- Summarize analytical findings, emphasizing critical areas of concern for Asset Managers.
- Examine operational data for precision and conduct trend analyses.
- DATA EXTRACTION
- Extract data from the accounting system and facilitate communication between Asset Management and Fund Accounting to ensure data integrity.
- Gather industry, market, and forecast data.
- REPORTING
- Generate reports for monthly, quarterly, and annual evaluations, investigating any discrepancies.
- Maintain reporting workbooks and provide necessary documentation for stakeholders.
- PROCESS ENHANCEMENT
- Identify opportunities to improve analytical processes and propose strategies to increase revenue or reduce costs across the portfolio.
- SUPPORT
- Assist with sale and refinancing analyses and contribute to partnership responsibilities.
- BUSINESS PLANNING
- Develop, maintain, and contribute to business plan proformas.
- VALUATION
- Participate in valuation processes and provide detailed insights during the valuation period.
Preferred Qualifications:
- Bachelor's Degree in Finance, Business, Real Estate, or a related field is required.
- A Master's Degree in Finance, Business, or Real Estate is advantageous.
- CPA or CFA certification is preferred.
- 1-3 years of experience in financial review, reporting, and modeling of residential properties.
- Proficient computer skills, particularly in Microsoft Excel.
- Strong analytical, verbal, and written communication abilities.
- Self-driven with excellent time management skills.
- Willingness to travel up to 10%.
Benefits Offered:
At Rose Companies, we provide a comprehensive benefits package that includes Medical, Dental, Vision, 401K, paid time off, parental leave, and educational assistance. We are dedicated to ensuring equal employment opportunities and fostering diversity and inclusion at all levels of the organization.
