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Senior Asset Management Analyst

Senior Asset Management Analyst

San Diego, CA

A private real estate investment and operating company focused on acquiring value-add and core plus assets in the Western United States is looking for a technical Senior Analyst, Asset Management to join their team and manage the portfolio from a technical perspective, along with reporting and business plan creation. This role will have a direct line of communication with the CEO and work closely with acquisitions and capital markets.


Asset Management

  • Evaluate potential acquisition opportunities by assembling financial models, assist in the preparation of investment committee memos and conducting thorough market and property specific research

  • Conduct market research to forecast and analyze real estate trends in target metro

  • Maintain portfolio Argus models with leasing updates, expense and capital budgets, and reimbursement changes

  • Provide support to leasing teams by conducting sensitivity analyses and comparing against original acquisition underwriting

  • Manage the Annual Budgeting Process by coordinating with Property Management, Property Accounting, Asset Management Department

  • Set and create Budget Process schedule and deadlines for all departments involved

  • Receive the budget expenses for each property in the portfolio and critically examine them for correctness, accuracy and completeness.

  • Maintain the revenue section by updating the tenant records as leases and renewals are signed throughout the year

  • Provide Property Management budgeting guidelines for Corporate and Accounting Expenses

  • Provide variance analyses for budgeted expenses against prior year historical expenses

  • Prepare the final budget package for submittal to JV Partners and Lenders

  • Track and report on the performance of the asset, against both budget and various business plan milestones

  • Maintain quarterly cash flow forecasts for each property

  • Perform financial statement and operating statement analysis including the review, update, and analysis of cash management, and property valuations and the preparation of associated reports

  • Monitor loans for covenant compliance

  • Highly developed analytical skills including the ability to create complex spreadsheets and financial analyses

  • Proficiency in analyzing property operating statements, rent rolls, and borrower financial statements and in modeling complex financial scenarios

  • Prepare monthly, quarterly, and ad-hoc reports on the portfolio including preparation of written approval memos for review by senior management. (Strong writing skills a must)

  • Manage and maintain Property Management and Accounting Master Forms

Lease Administration

  • Point of contact for all lease data base system requests and reporting

  • Plan and manage CAM reconciliation process to ensure timely and accurate reconciliations

  • Prepare initial package for distribution to property managers and review all final reconciliations, including the lease and financial information, for accuracy and completeness

  • Oversee the Lease abstraction process including abstraction of leases potential acquisition properties

  • Oversee Rent Roll approval process

  • Oversee the Tax appeal process and preparation of documentations as requested by Tax Consultants

  • Notice of Lease Terms/Commencement Date document review

  • Notify Property Management of expiring leases in Yardi on a monthly basis

  • Move Tenant out of Yardi and prepare final CAM Bill


  • Main Yardi Support person for any user issue arising from the Yardi Accounting Software

  • VTS liaison for newly acquired property/annual invoice review/any VTS-Parallel Website related issues/new user set up/access requests, etc.

  • Train new employees on the Accounting Software and Company procedures and policies


  • 5 years of commercial real estate analysis and or/lease experience

  • Experience with Yardi software

  • Familiarity with abstracting leases

  • Argus experience would be a plus

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