Asset Management Analyst

Job Description:

Asset Management Analyst

The Role

The Analyst will support Pembroke's Asset Management and Investment Analytics functions. The successful candidate will have 2+ years prior Asset Management, market research, or investment analytics experience and exhibit strong analytical skills, including proficiency in Argus, Excel, and PowerPoint. The candidate must demonstrate a high level of organization, accuracy, and the ability to manage multiple priorities. The Analyst routinely presents to a wide range of stakeholders and must build internal and external relationships in a highly collaborative environment.

The Expertise and Skills You Bring

• Bachelor's degree in finance or business/economics/real estate, or related field required.
• 2-5 years of investment analysis or asset management experience in the commercial real estate industry, including underwriting and valuation.
• Excellent Excel, analytical, and cash flow modeling.
• Proficiency in ARGUS Enterprise
• Experience in VTS, RealPage, Dealpath, Hyperion/PBCS, Yardi Elevate (preferred, not required).
• Comprehension of standard commercial office leases (preferred).
• Demonstrated interest in real estate and desire to develop within the industry.
• Excellent written and verbal communication skills and strong presentation/ PowerPoint skills.
• Proven ability to produce results, meet deadlines, and manage complex and shifting priorities.

• Work with Asset Managers and brokerage teams to underwrite, negotiate and execute lease transactions.
• Work closely with Pembroke's Marketing Team to ensure properties are strategically positioned through development and leasing cycles.
• Create detailed pro-forma financial analyses and prepare investment memoranda for presentation.
• Collaborate with colleagues to build annual budgets and business plans for senior management review, including tracking and managing property-level performance against budget throughout the calendar year.
• Review monthly, quarterly, and annual investor and/or lender deliverables, including monitoring for adherence to annual business plans.
• Participate in the oversight of third-party property management teams to develop strategies to improve asset performance.

• Build and maintain financial models using both Excel and ARGUS Enterprise to calculate quarterly asset valuations, project detailed cash flows, and forecast investment returns for asset management decision-making.

• Aggregate and apply market data (including rent and sales comparisons) to valuation analysis of assets and portfolio. Perform quarterly and ad hoc asset valuations in ARGUS and manage external appraisals.
• Prepare materials for the quarterly reporting process as well as prepare regular and ad hoc reports for review by senior management.
• Assist in investment underwriting and development management activities, including the production of investor reports at asset and portfolio levels.
• Collaborate with the global technology team to ensure critical asset management data and documentation is kept secure, current, and well organized for team use.
• Compose letters, emails, meeting agendas, meeting minutes in a professional and expedient manner.

• Manage annual market research/data budgeting and procurement. Ongoing maintenance of research service provider relationships and database of key market analytics, forecasts, supply/demand, rent and other statistics.
• Source, collate and analyze market data to enable evaluation and underwriting of acquisition/disposition and capital project decisions.
• Participate in asset-specific ad-hoc analyses and special projects.
• Support quarterly portfolio valuation process, reviewing Fair Market Value submissions and preparing investor-level presentation material, in addition to year-end audit processes.
• Support quarterly financial performance analytics and investor reporting, assisting with presentation materials and working in Hyperion/PBCS to manage returns data.
• Manage tenant credit underwriting and monitoring platform using Capital IQ.