Analyst/Associate, Equity Asset Management

Company Overview

Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.

If you’re interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.

Position Summary

The Analyst/Associate, Equity Asset Management will own and drive the development, maintenance, updating and analysis of various comprehensive financial models and supporting analysis. Prepare request financial reports for select divisions and/or business entities and assist in special projects as directed. This position will assist in strategic planning for business units and funds.

Responsibilities include, but are not limited to:

• Develop, maintain, update and analyze comprehensive financial models, integrating both historical, current and proforma information; work closely with various levels of the organization to effectively identify and address business issues through models and presentations, and prepare for ad hock and regular meetings
• Develop a comprehensive understanding of the various business drivers of our industry and apply the knowledge in developing, maintaining and analyzing financial models
• Maintain valuation models for select divisions and/or entities on a quarterly basis
• Master existing company technology and assist in identifying, evaluating and implementing new technology tools to enhance the modeling, analysis and reporting of financial information
• Assist in the preparation of monthly, quarterly and annual reporting packages for select divisions and/or entities
• Prepare and coordinate components of the annual budget process for designated entities
• Participate in the quarterly forecasting and acquisition processes as requested and update models as necessary
• Special projects
• Coordinate the reconciliation of various subsidiary entities into master models
• Participate in “as needed” asset management meetings
• Participate in “as needed” in financial meetings and conference calls
• Perform any additional duties or tasks as assigned
• Consistently demonstrate use of tact and discretion

Knowledge And Experience:

• At least 2-3 years real estate financial analysis experience, multifamily
• Experience in building complex business models using Excel or Excel based
• Ability to present thoughts, content, and conclusions to senior
• Ability to produce excellent quality work that is thorough, accurate, complete, consistent, and able to get information when requested
• Works independently and with others; has complete ownership of work and projects
• Excellent problem solving and interpersonal skills
• Aptitude for organizing, prioritizing, and managing multiple priorities, using critical thinking and problem solving
• Demonstrated multi-modal communication style that reaches every stakeholder, specifically excellent verbal, and written communications
• Collaborative working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic
• Proficiency and willingness to adopt new systems and processes
• Demonstrate emotional intelligence in high pressure and sensitive situations
• Ability to see, analyze and understand business dealings in terms of the overall business plan
• Tenacity, patience, and perseverance to work with business deals from beginning to end of process
• Represent the Berkshire employment brand well to candidates by seeking to understand the capabilities and insights of people with unique backgrounds, cultures, styles, and abilities
• Maintain confidentiality of sensitive information and communications of information
• Develop productive working relationships with all team members including internal clients and external third parties
• Demonstrated high level of ethics and integrity with a straightforward and honest approach

Technical/Educational Requirements:

• Bachelor’s degree required
• Strong computer skills; experience with Excel, Word, and PeopleSoft
• Demonstrated advanced financial modeling and Excel skills required
• Demonstrated ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
• Proficiency with computers, keyboards, monitors and telephone
• Proficiency in Microsoft Suite of Products (e.g., Word, Outlook, Excel, Teams, Power Point)

Berkshire Residential offers an excellent benefits package, focusing on our employees’ total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details – and to learn more about how we value our employees.

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.