Analyst, Asset Management

Hammes
Milwaukee, US
On-siteCareer-pivot friendly

Who this role is best for

Aimed at mid-level to senior real estate finance professionals who can manage financial models and collaborate with investment teams.

Best fit for

  • Candidates with real estate or finance degrees and experience in financial modeling and asset performance tracking
    — “A minimum of a Bachelor’s degree, preferably in Finance, Real Estate, or a related field.”
  • Individuals comfortable with data analysis and preparing reports for internal stakeholders
    — “Assists with quarterly and annual asset valuations, processes, including presentation creation”
  • Professionals who can interact with third-party service providers and manage cross-functional coordination
    — “Interacts with senior management, brokers and other third parties as needed regarding assets and/or asset performance.”

Things to consider

  • The role demands a high level of attention to detail for quality assurance and reporting
    — “Provides QAQC on all property performance information going to the JV Partner or Fund.”
  • Strong communication skills are essential for presenting and coordinating with various stakeholders
    — “Strong written and oral communication skills are required.”

How to stand out

  • Highlight experience with real estate financial models and Argus in your resume and interview
    — “Experience in Excel financial modeling; Argus experience preferred.”
  • Emphasize your ability to coordinate and prepare materials for investment committees
    — “Coordinates and prepares materials required for submission to Investment Committee.”
  • Showcase your ability to monitor and analyze tenant financials and property performance
    — “Monitors existing tenant financials and credit profiles.”
  • Demonstrate your ability to manage multiple priorities and work independently
    — “Ability to organize and manage multiple priorities.”
  • Demonstrate your experience in preparing strategic plans and budgets for real estate assets
    — “Analyzes and contributes to the preparation of annual property budgets and strategic plans.”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Company

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • successful asset valuations
  • accurate hold/sell analysis
Typical background
Bachelor’s degree in Finance, Real Estate, or related field

Skills & requirements

Required

Real Estate Financial AnalysisExcel Financial ModelingArgus ExperienceTeamworkCommunication

Preferred

CRM ExperienceBI Tools

Stack & domain

Real Estate Financial AnalysisMarket AnalysisUnderwritingDue DiligenceInvestment ActivitiesAsset ManagementProperty ValuationsProperty PerformanceTenant FinancialsMarket ReconnaissanceLeasingProperty BudgetsStrategic PlanningCustomer EngagementCRM CampaignsCustomer CommunicationsProperty Level Operational ProjectsCapital Expenditure ProjectsTeamworkIndependencePressure ManagementCommunicationOrganizationPriority ManagementReal EstateFinanceInvestmentProperty Management

About the role

Original posting from Hammes via Ashby

Position Summary

This position is primarily responsible for creating and performing real estate financial and market analysis for the Company’s assets under management. This position will analyze underwriting and due diligence information in support of the Company’s investment activities, support in the management of institutional-quality owned assets, and directly assist with dispositions of individual properties and property portfolios.

Principal Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.

· Analyzes and contributes to underwriting and due diligence activities in support of acquisition and development opportunities.

· Coordinates and prepares materials required for submission to Investment Committee.

· Assists with monitoring Project Manager’s development reports for assets under development.

· Performs the real estate financial and market analysis, and hold/sell analysis.

· Assists in quarterly and annual asset valuations, processes, including presentation creation, in accordance with the Valuation Policies & Procedures as established by the Fund.

· Monitors monthly & quarterly Property Management reports prepared by third party or affiliated service providers. Routinely monitors actual asset performance compared to budget.

· Monitors and reports on existing tenant financials and credit profiles.

· Researches and disseminates real estate market reconnaissance to keep apprised of changes in the local market.

· Assists with monitoring the productivity of third party or affiliated leasing professionals and adherence to underwriting proformas.

· Assists with the disposition process of existing assets, including reviewing and monitoring marketing materials, due diligence, and closing requirements.

· Provides QAQC on all property performance information going to the JV Partner or Fund. Provides property level updates for Fund’s quarterly reporting package, as needed.

· Assists with monitoring major property level operational and capital expenditure projects.

· Analyzes and contributes to the preparation of annual property budgets and strategic plans.

· Interacts with senior management, brokers and other third parties as needed regarding assets and/or asset performance.

· Assists with formulation of strategies to maximize value and performance of assets; communicates and monitors strategies as developed and implemented.

Knowledge, Skills & Abilities

The requirements listed below are representative of the knowledge, skills, and abilities required to perform this job successfully.

· A minimum of a Bachelor’s degree, preferably in Finance, Real Estate, or a related field.

· Ability to analyze and interpret information with strong research capabilities.

· Experience in Excel financial modeling; Argus experience preferred.

· Team player with the ability to work independently and under pressure in an entrepreneurial environment.

· Strong written and oral communication skills are required.

· Ability to organize and manage multiple priorities.

· Proficient in Microsoft Office suite, specifically Word, Excel, PowerPoint, and Outlook.

Source: Hammes careers (Ashby)

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