Multifamily Portfolio Management Analyst

Associate Services, LLC • Charlotte, NC

7d

About The Position

The Portfolio Management Analyst will support the management and performance analysis of a multifamily real estate portfolio. This role involves data analysis, financial modeling, reporting, and supporting strategic decision-making to maximize portfolio returns and mitigate risk. The Portfolio Management Analyst will work closely with our Development, Asset Management, Finance, and Senior Leadership Teams across the organization.

Requirements

• Bachelor’s degree in Real Estate, Finance, Economics, or a related field required.
• 1–3 years of experience in real estate, finance, or investment analysis; relevant internship experience (e.g., real estate, private equity, or investment banking) may be considered.
• Strong financial modeling and advanced Excel skills required (Argus experience a plus).
• Solid understanding of real estate fundamentals, investment principles, and valuation methodologies.
• Excellent analytical, organizational, and written/oral communication skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Highly detail-oriented, collaborative, and team-focused with a strong work ethic.

Nice To Haves

• Proficiency in PowerPoint and data visualization tools such as Tableau, Power BI, or similar platforms preferred.

Responsibilities

• Support the monitoring and evaluation of multifamily asset performance using key financial and operational metrics.
• Build, maintain, and enhance detailed financial models and cash flow projections at both the asset and portfolio levels.
• Prepare monthly, quarterly, and annual investor reporting, including performance summaries, benchmarking, and variance analysis.
• Conduct hold/sell/refinance analyses and support updates to asset-level business plans.
• Analyze market trends, capital markets conditions, and portfolio risk exposure to inform strategic decision-making.
• Assist with annual budgeting, reforecasting, and valuation processes in partnership with Asset Management, Development, and Accounting teams.
• Maintain and improve internal dashboards, reporting tools, and portfolio analytics platforms.
• Support ESG data collection, analysis, and reporting efforts, as applicable.
• Assist with Investment Committee materials and presentations as needed.
• Collaborate with Development and Investments teams to assess the impact of pipeline activity on overall portfolio strategy.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 501-1,000 employees