Asset Management Analyst

Description

A Little About Us:

Richmark Property Management is a family-owned Company dedicated to the execution of quality projects and initiatives that enhance communities. We strive to fulfill and live out our mission in everything we do: to elevate the property management experience by prioritizing authentic relationships and delivering the best resident experience possible.

About Your Role:

This is a hands-on, full-time Asset Management Analyst position involving day-to-day responsibilities in both asset management and development. The successful candidate will be responsible for operational reporting, data management, and analysis of property assets and operational information. The ideal candidate will contribute to the financial health and future growth of our Company.

Essential Duties and Major Responsibilities:

· Maintain and update monthly property performance dashboards, ensuring accurate tracking of key operational and financial metrics.

· Update and monitor the capital improvements tracker monthly, coordinating with property teams to reflect completed and ongoing projects.

· Assist in the preliminary financial review process, verifying accuracy, consistency, and completeness across monthly, quarterly and annual reporting packages.

· Ensure timely submission of financial statements and related documentation to maintain compliance with lender reporting requirements.

· Analyze property tax assessments to identify potential appeal opportunities and coordinate supporting documentation for formal challenges.

· Support the preparation of investor reporting materials, including performance summaries, capital updates, and narrative highlights.

· Track insurance coverage, expirations, and renewal deadlines, assisting with updates and coordination between brokers and internal teams.

· Assist in the monitoring of commercial tenant accounts, including delinquency tracking, lease compliance, CAM Reconciliations and system data entry.

· Support the annual budget development process for commercial properties, gathering assumptions and reviewing historical performance.

· Conduct due diligence and data gathering for loan refinancing, purchase and sale efforts, including document collection, underwriting support, and internal coordination.

· Coordinate and submit replacement reserve draw requests, maintaining accurate records and ensuring alignment with capital plans and lender requirements.

· Submit and monitor annual energy benchmarking reports, ensuring compliance with local, state, and federal requirements.

· Prepare and submit HUD Energy Star reporting, collaborating with site teams and utility providers to meet federal compliance standards.

· Manage and track annual business license renewals

· Provide general administrative and project support across asset management and investment functions as assigned.

Requirements

Education:

· Bachelor’s degree in Finance, Real Estate or related field is required.

Type of Experience Needed to be Successful:

· 2+ years of asset management or related experience preferred.

Specialized Skills:

· Strong analytical and financial modeling skills.

· Excellent organizational and project management abilities.

· Familiarity with property management and development processes.

· Proficiency in Microsoft Office Suite and other relevant software.

· Effective communication and collaboration skills.

· Ability to multitask and prioritize assignments efficiently.

Supervisory Expectations:

The position does not have any regular responsibility for overseeing or supervising the work of other team members.

Independence of Action:

Results are defined; the incumbent sets own goals and determines how to accomplish results with few or no guidelines to follow. Although precedents may exist, supervisor/manager provides broad guidance and overall direction.

Physical Demands and Work Environment: (The phrases "occasionally," "regularly," and "frequently" correspond to the following definitions: "occasionally" means up to ? of working time, "regularly" means between ? and ? of working time, and "frequently" means ? and more of working time.)

• The work environment is the typical office environment. The employee must complete their work satisfactorily in an environment where there are significant distractions, including staff, clients, and vendors walking through and conversing, telephones ringing, conversations carrying over, loud noises, and interruptions to answer questions from others. Must be able to drive to sites or meetings with clients. The employee must have a valid driver’s license, a clean driving record, maintain current vehicle insurance, and be able to pass insurance guidelines for drivability.
• The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. In many cases, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl.
• The employee must occasionally lift and/or move up to 15 pounds and should do so soundly and safely. This job's specific vision abilities include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Hours:

Company Hours

This position works 8:00 AM to 5:00 PM. Hours vary and are dependent on business needs.

40-Hour Work Week

Monday through Friday, hours may vary with the workload.

Evenings/Weekends/OT

As needed to satisfy the requirements of the position.

Core Competencies:

• Oral Communication and Written Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; writes clearly and informatively; Edits work for spelling and grammar; Able to read and interpret written information. Ability to communicate with clients or customers.
• Job Knowledge - Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; keeps abreast of current developments; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively.
• Cost Consciousness – Works within approved budget; develops and implements cost saving measures.
• Strategic Thinking – Develops strategies to achieve organizational goals; understands organizations strength and weaknesses; analyzes market and competition; identifies external threats and opportunities; adapts strategy to changing conditions.
• Teamwork - Balances team and individual responsibilities; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting.
• Detail Oriented – Consistently checks and rechecks work product for accuracy. Able to manage multiple tasks while accurately performing essential job functions. Prepares accurate and thorough reports, emails, and data as required by the position.
• Personal Appearance – Dresses appropriately for position; keeps self well groomed.