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Financial Analyst - Asset Management

Financial Analyst - Asset Management

SRMSpokane, Washington, United States
22 hours ago
Job type
  • Full-time
Job description

At SRM, we’re more than developers — we’re community builders. As a full-service real estate development, construction, and investment firm, we specialize in multi-family, senior housing, affordable, and mixed-use projects that bring lasting value to residents and neighborhoods across the Western United States.

We are seeking an Asset Management Analyst to support SRM’s Asset Management team with financial analysis, reporting, and portfolio oversight. In this role, you’ll gain hands-on experience managing a diverse range of assets while learning from senior professionals. This position offers excellent growth opportunities across SRM’s investment, development, and asset management divisions.

Job Duties & Responsibilities

Financial Analysis & Reporting

  • Complete the Asset Management portion of monthly investor reports
  • Determine distributable cash after operating expenses, reserves, and lender compliance for investor distributions
  • Review and analyze financial reports on a monthly, quarterly, and annual basis, providing feedback to property management
  • Consolidate asset-level and LLC-level financial reports for investor review
  • Work with the Controller to prepare year-end financial reports for investors

Budgeting & Forecasting

  • Assist with forecasting and preparation of annual operating budgets for all assets
  • Monitor and track financial performance against budgeted goals
  • Identify trends, risks, and opportunities to improve NOI and operational efficiency
  • Portfolio Oversight & Property Coordination

  • Connect with property managers on a regular basis to review performance, budgets, and maintenance needs
  • Oversee lease up progress and monitor performance metrics to ensure business plan targets are met
  • Compliance & Due Diligence

  • Participate in the acquisition process for new assets, supporting market, financial, environmental, and engineering due diligence
  • Ensure compliance with commercial, retail, and residential lease requirements, including service contracts and insurance
  • Review and prepare lease abstracts and CAM reconciliations for accuracy
  • Review and evaluate property insurance policies pre- and post-construction
  • Stakeholder Coordination & Support

  • Maintain relationships with lenders, investors, and public funders (affordable housing)
  • Collaborate with property management and asset managers to identify operational improvements and implement corrective actions
  • Support SRM corporate initiatives and policies as requested
  • Proactively identify and resolve issues as they develop
  • Required Skills & Experience

  • Bachelor’s degree in Finance, Economics, or a related field
  • 3+ years of experience in financial modeling, forecasting, and variance analysis, demonstrating the ability to develop and recommend actionable solutions that enhance business performance
  • Proficiency in Microsoft Excel, Power BI, Tableau, or other financial modeling tools
  • Working knowledge of financial statements and investment reporting
  • Clear and professional written and verbal communication for investor and management reporting
  • Preferred Skills & Experience

  • Experience with multifamily, mixed-use, or commercial real estate
  • Physical Requirements : This position is an office-based role that will require frequent sitting and computer use.

    Travel : 0-10%

    The base salary for this position in the Greater Spokane area is $70,000 - $100,000. SRM offers a comprehensive benefits package that includes medical, dental, and vision coverage, paid time off, a retirement savings plan, and professional development opportunities.

    SRM is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, gender, sexual orientation, age, marital status, religion, disability, or protected veteran status.

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    Asset Management Analyst • Spokane, Washington, United States

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