Asset Management Analyst Jobs

The John Stewart Company (JSCo) is a statewide provider of diversified housing services including affordable housing development (both new construction and acquisition/rehabilitation), multifamily property management, financial consulting and construction management services.

JSCo currently manages over 30,000 housing units through offices in San Francisco (headquarters), Sacramento, Scotts Valley, Los Angeles and San Diego.

Since 1978, the Company has developed over 3,800 units of affordable and mixed-income housing and it is currently involved in projects totaling over 2,000 units of additional rental and for sale housing in several locations throughout California.

Summary Of The Position

The Asset Management Analyst provides support to the Asset Management Division. The portfolio includes 36 owned mix-financed projects, predominantly subsidized low-income with a number of former public housing properties.

The Asset Management Analyst will work closely with other divisions, including in-house property management, construction services, accounting, and development. The Asset Management Analyst will also work externally with lenders, investors, insurance brokers, and regulatory agencies.

• Completes monthly, quarterly and annual reports for investors, lenders, and regulatory agencies
• Creates, maintains and implements reporting compliance trackers on requirements of all lenders, investors, and regulatory agencies.
• Tracks compliance and reporting requirements for all projects that have State of California Department of

Housing and Community Development funds to ensure no negative points are awarded due to missed deadlines.

• Ensures information and data are accurate in Asset Investment Management (AIM) software.
• Reviews all governing documents for new and existing properties.
• Provides administrative support for the Asset Management Division.
• Researches partnership agreements, financing documents, regulatory agreements, tax returns, and other source documents to determine constraints and barriers to long-term needs.
• Conducts site visits, documents property conditions and develops corrective actions as appropriate.
• Assists with audits to ensure surplus distributions are made correctly and on a timely basis
• Performs market surveys and research to ensure rents are in-line with market and agency restrictions.
• Provides administrative and technical support to AIM users.
• Performs other assignments as requested.
• Reviews and tracks monthly financials and occupancy reports in AIM.
• Monitors replacement reserve draws and property welfare exemptions.
• Tracks and reviews all insurance claims to ensure proceeds have been collected as approved by carrier.
• Performs income and expense analyses to ensure financial performance is in-line with budgets.
• Utilizes AIM for reporting, tracking and analyzing portfolio performance.
• Assists with responses to questionsfrom investors/lenders on assigned portfolio.

#JS1388

The Asset Management Analyst should have three or more years of experience in real estate or finance with an emphasis on financial analysis of portfolios. Experience in some or all of the areas of affordable housing, HUD regulatory programs, real estate accounting, financial analysis, property management or project development is preferred.

Applicant should have experience and/or demonstrated abilities in the following areas:

• Ability to work independently and achieve results.
• Demonstrated proficiency using Microsoft Excel and Word.
• Strong work ethic and personal commitment to the provision of high quality affordable housing.
• Strong written and verbal communication skills.
• Ability to work effectively with all levels of staff within JSCo, external financial professionals and public officials.
• Ability to multitask and adapt to changing priorities in a fast-paced and collaborative environment.
• Ability to present comfortably and in a well-organized manner in front of large groups.
• Good business and financial judgment.
• Strong analytical and accounting skills.
• Ability to prepare financial feasibility analyses and strategic plans, conduct research, and prepare narrative reports and proposals.

Education

A Bachelor’s or Master’s degree in finance, business administration, accounting, or a related field is preferred.

Benefits for Employees who work 30+ hours/week -

• Free, confidential counseling through our Employee Assistance Program.
• Medical, dental and vision care
• Flexible Spending Accounts for Health Care and Dependent Care.
• Company paid Life AD&D Long Term Disability.
• Matching 401(K) Retirement Savings Plan of up to 2% of your compensation (for any employee who works 20 hours or more per week).
• Preventative medical care paid at 100%.
• $50 annual Wellness Reimbursement.
• Vacation leave of up to ten days per year in the first year.
• Commuter benefit program.
• Discounts for AT&T and ClassPass.
• Up to 72 hours of sick time per year.

Benefits for Employees who work less than 30 hours/week -

• Up to 72 hours of sick time per year.
• Free, confidential counseling through our Employee Assistance Program.
• Discounts for AT&T and ClassPass.
• Commuter benefit program.
• $50 annual Wellness Reimbursement.
• Matching 401(K) Retirement Savings Plan of up to 2% of your compensation (for any employee who works 20 hours or more per week)

The John Stewart Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, veteran status, or any other consideration made unlawful by federal, state, or local laws.

The John Stewart Company will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative.

Effective January 1, 2020, the California Consumer Privacy Act requires businesses that meet certain minimum threshold requirements to provide a “notice at collection” to applicants for employment who reside in California.

The notice at collection describes the categories of personal information to be collected about these California applicants and the purposes for using that personal information.

Therefore, we have posted the Company’s “Notice At Collection For California Applicants” here.

Please review this Notice at your convenience.

ID: 2023-4883

Type: Regular Full-Time

External Company URL: http://jsco.net/employment-opportunities/

Street: 1388 Sutter Street, 11th Floor

Equal Opportunity Employer: The John Stewart Company provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, veteran status, or any other consideration made unlawful by federal, state, or local laws. The John Stewart Company will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative.