Jonathan Rose Companies · 3 weeks ago
Senior Analyst, Asset Management
Jonathan Rose Companies is one of the country’s leading owners, developers and operators of green affordable and mixed-income communities. The Senior Analyst, Asset Management is responsible for the end to end financial analysis and reporting of ongoing property performance, including overseeing a small portfolio of assets and leading financial modeling training for analysts.
Responsibilities
Possesses thorough understanding of assets capital structure and business plan
Owns responsibility for financial review/analysis, budgeting, and performance management; identifies and raises trends and key areas of concern to Asset Managers
Provides direct oversight of a small portfolio of assets, driving NOI targets and optimizing value creation
Monitors monthly/quarterly performance; leads variance analysis and corrective action plans with site teams
Reviews and submits annual budgets for Asset Manager approval; assists Asset Manager with partnership responsibilities
Build, maintain, and enhance detailed financial models, budgets and annual business plans; support internal valuations
Validates model inputs/assumptions through analysis and communication with Asset Managers and Property Management to ensure the completeness and accuracy of information being updated
Mentors analysts on connecting financial review, budgeting, and performance management analysis to value creation and risk management
Trains/supports analysts on Excel and modeling
Assists in disposition analyses and transactions, including lender/investor deliverables and closing checklists
Initiates streamlining and modernization of asset management processes and reporting
Leads BI scope on behalf of asset management
Act as a liaison among Asset Management, Funding Accounting, Investor Reporting and other stakeholders to ensure data integrity across systems (property management systems, general ledger, BI tools)
Qualification
Required
Bachelor's Degree in Finance, Business, Real Estate or related discipline required
2+ years of experience with overall financial review of an assigned portfolio of residential properties or projects required
Financial modeling required
Advanced computer skills and proficiency in Microsoft Excel (modeling, scenario/sensitivity analysis) required
Excellent verbal and written communication; strong interpersonal skills required
Self motivated, takes initiative and able to independently research, learn, evaluate, and respond to complex issues with impeccable integrity and attention to detail
Advanced analytical skills; ability to synthesize large data sets into actionable insights
Advanced experience with property management and accounting systems; ability to reconcile data across platforms; familiarity with BI/reporting tools
Preferred
Master's Degree in Finance, Business or Real Estate a plus
Affordable Housing knowledge a plus; desire to and capacity to learn specialized regulatory and compliance programs
Benefits
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
Educational assistance
Company
Jonathan Rose Companies
Jonathan Rose Companies is a real estate firm based in New York.
Funding
Current Stage
Growth StageRecent News
2025-10-24
2025-09-26
2025-08-21
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