The ideal candidate has strong real estate finance experience, excellent analytical skills, and the ability to manage recurring deadlines while supporting multiple investment and reporting functions.
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Prepare lender reporting packages and coordinate reserve reimbursement requests
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Support refinancing, debt administration, lender due diligence, and related documentation
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Prepare investor reporting and quarterly updates
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Assist with investor portal management and communication materials
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Coordinate with accounting teams on financial reporting and analysis
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Prepare detailed financial reports, statements, and presentations for senior leadership
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Perform financial analysis to identify variances, trends, and performance insights across properties
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Support real estate tax matters and compliance tracking obligations
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Assist with disposition support, transaction-related reporting, and data room materials
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3-5 years of experience in real estate finance, lender reporting, investor reporting, or multifamily asset management
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Hands-on experience with debt, refinancing, lender due diligence, and financial reporting
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Strong Excel skills and the ability to work independently with ownership, accounting teams, lenders, and investors
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Highly organized with the ability to manage recurring reporting deadlines
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Detail-oriented with the ability to understand the broader financial picture
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Comfortable reviewing financial information and identifying issues, inconsistencies, missing explanations, and follow-up items
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Ability to take ownership of lender and investor reporting functions independently
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Professional communication skills when working with lenders, investors, accountants, attorneys, and internal team members
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Practical, hands-on approach and comfort working in an entrepreneurial real estate environment
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Multifamily real estate experience strongly preferred
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Experience with Yardi, investor portals, lender reporting platforms, or real estate accounting systems is preferred
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Exposure to real estate tax, compliance tracking, reserve draws, refinance packages, or disposition support is a plus