Asset Management Analyst (Foster City, Oakland)
About the position The Asset Management Analyst provides support to the Asset Management Department with a specific focus on the portfolio of their Asset Manager supervisor. The support includes administrative responsibilities, reporting analysis, and involvement in special projects as assigned. This position is critical to the department’s continued effort to support other departments and provide excellent customer service to lenders, agencies, and partners. Responsibilities • Prepare monthly, quarterly, and annual reports for investors, lenders, and regulatory agencies • Analyze property financials, budgets, and portfolio performance • Provide excellent customer service to internal and external stakeholders • Coordinate communications and manage requests from investors, lenders, partners, and agencies • Ensure timely delivery of audited financials, budgets, and other required reports • Research and interpret partnership agreements, financing documents, and regulatory requirements • Monitor financial and legal requirements within the portfolio • Maintain accuracy of data in reporting and database systems • Support reserve draws, capital/construction projects, and assigned tasks related to annual budgeting and proforma modeling • Produce analyses, reports, presentations, and memos as needed Requirements • Proficiency using Excel, Word and Outlook • Ability to prepare financial reporting and perform analysis • Detail oriented and able to comprehend and research legal documents • Excellent reading, written, and verbal communication • Ability to work both within a team and independently • Commitment to the Mission and Values of MidPen • Must have valid California driver’s license, reliable transportation, and proof of current auto insurance policy • Constantly perform desk-based computer tasks, frequently sitting • Occasionally stand/walk, reach/work above shoulders, grasp lightly/fine manipulation, grasp forcefully, use a telephone, sort/file paperwork or parts, lift/carry/push/pull objects that weigh up to 15 pounds • Rarely twist/bend/stoop/squat, kneel/crawl • Bachelor’s degree in Finance, Business Administration, Accounting, or related field, plus two years’ relevant work experience, or an equivalent combination of education and relevant work experience Nice-to-haves • Master’s Degree or experience in real estate, low-income housing, accounting or asset management preferred Benefits • Health Insurance • Dental, Vision, Life & Disability Insurance • 403(b) Retirement Investment • Employee Education Reimbursement Program • Paid Parental Leave • FSA for Childcare, Medical, and Commuter Benefits • EAP Program • Pet Insurance • Paid Time Off • Company Holidays • Wellness Days Apply tot his job