Investment And Asset Management Analyst

Investment and Asset Management Analyst - On Site at the Corporate Office, San Diego, CA

Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment.

What We Are Looking For:

The Investments & Asset Management Analyst will work directly under the Executive Vice President and will focus on collecting, preparing, and analyzing data useful in the asset and investment management of all properties and will perform special projects and ad hoc analyses as needed.

This is a Full-Time Position | Salary Range is: $80,000-$90,000

Key Responsibilities:

Financial Analysis

• Complete refi, sales, and other cash flow analysis to aid in portfolio decision making.
• Calculate liquidating distributions, make recommendations for establishing liquidating trusts and oversee entity dissolutions.
• Update entity valuations/waterfalls at the beginning of each year and complete LP/GP schedules for investors. Create waterfalls for newly acquired entities in conjunction with the annual valuation cycle.
• Work in conjunction with investor relations and KPMG to facilitate annual tax and audit work including preferred return shortfalls, beneficiary tax information statements and tax projections.
• Review Fund capital call calculations, including rebalancing, and approve accuracy of such.
• Prepare quarterly investment management fee calculations for the Funds and maintain Fund level cash forecasts.
• Prepare development syndication proformas, financial projections and offering memorandums for new development projects under specified timelines.
• Maintain investment track record calculations for new Fund offerings.
• Complete CAM reconciliations and lease analysis on retail tenants. Provide recommendations for properties that need a reevaluation on the CAM rate.
• Continually demonstrate an understanding of property operations, market metrics and noteworthy situations impacting property performance on a specified portfolio.
• Analyze performance data and make decisions to optimize profitability and property valuations.
• Identify opportunities or initiatives to improve project performance and add value to the portfolio.

Reporting

• Oversee maintenance and upload of the AMR on a quarterly and annual basis including quarterly transfer of data to AMR notes and investor letters.
• Complete Investor entity distribution worksheets.

Communication

• Communicate directly with the Senior Management, Regional Portfolio Managers, Area Managers, and Community Managers of CONAM owned assets.
• Maintain relationships and manage communications with asset managers.

All other duties as assigned to include project management.

Who You Are: (Requirements of the Position)

• Bachelor's degree in Business or Finance, MBA preferred.
• 2 to 3 years of applicable experience
• Ability to meet critical deadlines and perform well under pressure
• Expert level analytical and problem-solving skills
• Thorough understanding of operating statements, financial statements, and financial analysis
• Advanced knowledge of Excel and various industry related websites and applications
• Experience with Visual Basic and Yardi is desirable
• Strong Accounting background preferred
• Commercial Real Estate (Multi-Family) experience preferred

Why You'll Love Working Here:

CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer competitive pay, and a comprehensive benefits package, that make working at CONAM even more rewarding.

Our benefits include:

• Medical, dental, and vision insurance
• Pet insurance
• Life insurance and identity theft protection
• Paid sick and vacation time
• 401(k) plan with company match
• Flexible Spending Accounts (FSAs)
• Employee Assistance Program (EAP)
• Additional perks: Service award days, floating holiday, early earned wage access, and more

At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment.

Additional Information:

• This position is contingent upon passing a background check, employment verification, and drug screening.
• CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirements of the law.
• We are an Equal Opportunity Employer and encourage all qualified candidates to apply.

Ready to make an impact?

If you're excited about joining a team that values your skills and offers great benefits, click "APPLY".

Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.