Asset Management Analyst (Foster City, Oakland) jobs in United States
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MidPen Housing Corporation · 20 hours ago

Asset Management Analyst (Foster City, Oakland)

MidPen is a non-profit organization dedicated to providing affordable housing and fostering diverse communities. The Asset Management Analyst will support the Asset Management Department by preparing reports, analyzing financials, and ensuring excellent customer service to stakeholders.

Building MaterialCommunitiesLifestyleNon ProfitReal Estate

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

Qualification

Financial reportingExcel proficiencyCommunication skillsDetail orientedLegal document comprehensionBachelor's degreeMaster's degreeTeamworkIndependent work

Required

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
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

Preferred

Master's Degree or experience in real estate, low-income housing, accounting or asset management

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

Company

MidPen Housing Corporation

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MidPen Housing is a leading nonprofit that creates and manages affordable homes across Northern California.

Funding

Current Stage
Late Stage
Total Funding
$6.6M
Key Investors
Community Development Financial Institutions Fund
2024-10-23Grant· $6.6M

Leadership Team

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Matthew O. Matt Franklin
President and CEO
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Company data provided by crunchbase