Real Estate Analyst (Accounting Focus)

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Application Title: Real Estate Analyst

About the Role:
Our client is looking for a highly skilled Virtual Assistant with a strong accounting background and advanced Excel skills to support their real estate asset management and financial tracking processes. This role requires an understanding of Income Statements, Balance Sheets, and financial modeling, with a focus on data entry, reporting, and portfolio management.

Key Responsibilities:

Asset Management & Financial Data Entry (Immediate Need)
Download financial reports and enter data into tracking templates.
Maintain and update monthly scorecards for Direct & JV Deals to summarize PM budget vs. actual performance.
Track multifamily assets by updating performance and key financial metrics.
Download and organize Knightvest Reports monthly.
Maintain Master Rent Roll, updating for new leases, move-outs, renewals, and adjustments.

New Deal Analysis & Financial Modeling
Complete portfolio overview templates and upload files to Argus.
Extract cash flow data and input into the underwriting (UW) model.
Assist in preparing deal metrics for leverage, purchase price, exit cap, CapEx, reserves, etc.

Cash Flow & Valuations
Track project distributions received across funds and update cash flow tracking spreadsheets (quarterly).
Assist with valuations, keeping a live estimate of asset values.
Download and summarize quarterly industrial market overviews using ChatGPT insights.

Administrative Support
Move accounting books online and assist with weekly accounting entries.
Cold email and follow up with investor lists (Dakota) during fundraising efforts.
Update ECM Cash Flow Schedules weekly.
Send out weekly goal-tracking emails to ensure team accountability.
Prepare invoices, calculate management fees, and track transactions.
Manage monthly American Express allocation projects.
Maintain and organize investor relations touchpoints.
Assist with booking trips, setting meetings, and other administrative tasks.

Requirements:
? Accounting background with knowledge of financial statements & analysis
? Strong Excel skills (formulas, data analysis, and reporting)
? Experience with real estate asset management or financial modeling is a plus
? Ability to analyze financial trends and provide insights
? Attention to detail & accuracy in data entry and reporting
? Tech-savvy – comfortable working with CRM, financial software, and spreadsheets
? Strong communication & organizational skills

Preferred Software Experience: But not required!
???? Excel (Advanced), Argus, Juniper, CRM tools
???? Accounting Software (QuickBooks, Xero, or similar)
???? Financial tracking & underwriting models