Senior Analyst - Asset Management— Real Estate
Department: Asset Management | Reports to: Director, Asset Management | Location: Philadelphia (Bala Cynwyd), PA or Pittsburgh, PA
Position Summary
We are seeking a Senior Analyst - Asset Management to support the performance and value creation of a self-storage real estate portfolio. The Senior Analyst will own investor and portfolio reporting deliverables and play a central role in business plan execution and strategic decision-making for assets under management, supported by underlying financial analysis. This is a high-visibility role offering direct exposure to senior leadership, joint venture partners, and third-party operators.
Key Responsibilities
· Analyze operational and financial performance of assets and the overall portfolio, including variance analysis against budget, underwriting, and prior-period results, to identify trends, risks, and value-creation opportunities.
· Prepare and distribute recurring investor and portfolio reporting packages, including quarterly performance reports, asset-level dashboards, and ad hoc investor requests.
· Aggregate asset-level data into portfolio-level reporting on occupancy, NOI, leasing activity, capital spend, debt metrics, and return performance
· Draft quarterly investor letters and board materials, along with asset-level business plan updates in coordination with investor relations, accounting, and fund management.
· Own the integrity of reporting data — reconcile property-management, accounting, and other outputs and maintain standardized templates and reporting calendars across the portfolio.
· Support disposition and refinancing processes
· Support quarterly valuations by preparing distribution roll-forwards
· Partner with property managers and leasing teams to evaluate operational metrics, capital projects, and operating budgets, and reflect approved decisions in portfolio reporting and forecasts.
Qualifications
· Bachelor's degree in Real Estate, Finance, Economics, Accounting, or a related field.
· Minimum 2-3 years of professional experience with a concentration in real estate
· Advanced proficiency in Excel
· Strong understanding of real estate fundamentals: NOI, cap rates, IRR/equity multiple, waterfalls, and debt structures.
· Strong written and verbal communication skills; able to present analysis clearly to senior stakeholders.
· Highly organized self-starter who can manage multiple workstreams under deadline.
Pay: $85,000.00 - $100,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in Bala-Cynwyd, PA 19004
