Jonanthan Rose Companies | Asset Management Analyst- ...

Company Description Jonathan Rose Companies is one of the country's leading owners, developers and operators of green affordable and mixed-income communities. Founded in 1989, Rose has created projects with more than $4.2 billion of value with a current portfolio of 19,000 apartment homes in 15 states and Washington DC. Our mission is to create a more environmentally thriving, socially just world through the development, preservation, renovation and management of green, affordable and mixed income housing. The firm is a fully integrated investment management, development and asset management company with, construction management, solar energy, mortgage finance and title company affiliates. We strive to achieve positive environmental impact by investing in energy efficiency, decarbonization, and water conservation to reduce our use of natural resources and toxins. Our social impact is achieved by preserving and expanding housing affordability, and connecting our residents to health, education, financial, cultural and social services. And we aim to achieve these impacts in a co-creative process with governments, our residents and staff. We are signatories to the United Nations Principles for Responsible Investing (UN PRI), benchmark performance annually through GRESB, and align our reporting with the Task Force for Climate-related Financial Disclosures (TCFD) guidelines, SASB Standards, and GRI Standards. Position Description The Asset Management Analyst is responsible for analysis, review, and reporting of properties as applicable on a daily, monthly, quarterly and annual basis for Asset Management. Responsible for the timely and accurate preparation of models, proformas, and other reports needed for maximizing the value of the portfolio and monthly, quarterly and annual reporting packages. The pay range for this position is $75,000 to $85,000 annually. Essential Functions ANALYSIS Prepare and analyze periodic updates to financial tracking models and proformas including validation by analysis and communication with Asset Managers to ensure the completeness and accuracy of all updates. Summarize and communicate with Asset Managers the results of the analysis and identify key areas of concern, where applicable. Scrub operational data for accuracy and analyze data to prepare trend analyses. INFORMATION EXTRACTION Extract information directly from accounting system and act as the liaison between Asset Management and Fund Accounting to ensure accuracy. Source industry, market and forecast data. REPORTING Generate reports to analyze monthly, quarterly, and annual results. Analyze and investigate variances. Maintain reporting workbooks and provide appropriate filings, documentation and reports for lenders, tax credit partners, housing finance agencies, etc. PROCESS IMPROVEMENT Seek to streamline and modernize analytical process. Take initiative to recommend revenue boosting or cost saving measures across the portfolio. ASSISTANCE Assist in sale and re-fi analyses and related transactions. Assists Asset Manager with partnership responsibilities. BUSINESS PLANS Develop, maintain, and assist with preparation of business plan proformas. VALUATION Assist with valuation. Provide timely and detailed responses to Portfolio Management during quarterly valuation process, and as needed. Live and demonstrate the core values (100%) Nurturing the Common Good Excellence with Kindness Co-Creation Thriving and Wellbeing Continuous Improvement Competencies Collaborates: Building partnerships and working collaboratively with others to meet shared objectives. Communicates Effectively: Developing and delivering clear verbal and written forms of communication tailored to the needs of specific audiences or occasions. Cultivates Innovation: Creating new and better ways for the organization to continuously improve and achieve success. Ensures Accountability: Holding self and others accountable to meet commitments. Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity. Situational Adaptability: Adapting approach and demeanor in real time to match shifting demands of different situations. Requirements: Bachelor's Degree in Finance, Business, Real Estate or other related discipline required. Master's Degree in Finance, Business or Real Estate a plus. CPA or CFA a plus. 1-3 years of experience with overall financial review, reporting and modeling of an assigned portfolio of residential properties or projects. Advanced computer skills and proficiency with Microsoft Suite applications, especially Excel required. Advanced analytical skills required. Advanced verbal and written communication skills required. Self-starter, takes initiative, able to multi-task in busy environment required. Excellent time management Ability to travel up to 10% of the time. Rose Companies Benefits: At Rose Companies our goal is to provide an affordable and comprehensive benefits package that provides security for you and your family and supports your overall wellbeing. Benefits offered include, but are not limited to: Medical, Dental, Vision, Flexible Spending Accounts, Life, Short-Term Disability, Long-Term Disability, 401K with company match, competitive paid time off policy, paid holidays, parental bonding leave and educational assistance. Rose Companies is committed in policy and practice to providing equal employment opportunities for all applicants and employees, based upon their training, experience, and overall qualifications. Consistent with this commitment, discrimination against an applicant or employee based upon the individual's race, color, creed, religion, sex, gender, age, national origin, ancestry, citizenship status, marital or familial status, sexual orientation, gender identity, gender expression, disability, military status, protected veteran status, genetic information, or any other condition or characteristic protected by law is strictly prohibited.

Created: 2024-12-11