Analyst, Asset Management

Analyst, Asset Management West Palm Beach, FL Job Details Full-time 1 day ago Qualifications Strategic management Microsoft Excel Financial model construction Financial model development Automation Public accounting Writing skills Data reporting Mid-level Improving operational efficiency Key Performance Indicators Bachelor's degree Accounting firm experience Presentation creation Business planning Portfolio management AI Cross-functional collaboration Data-driven decision making Communication skills Tax experience Cross-functional communication Consulting firm experience Excel data analysis Full Job Description Sterling Organization is seeking an Analyst, Asset Management to support the ownership and performance optimization of a nationwide retail real estate portfolio. This role partners closely with Asset Management leadership and cross-functional teams (fund management and analytics, property operations, accounting, financing, leasing, and development) to execute business plans, improve reporting and insight generation, and drive value-enhancing initiatives across the portfolio. Responsibilities Assist the COO and asset management team of a nationwide retail real estate portfolio, providing strategic oversight on business plan execution, financial performance, and operational efficiency initiatives to maximize value Draft and refine critical sections of quarterly and annual investor reporting, delivering accurate, insightful analyses that influence decision-making at the highest level Design and maintain robust internal reporting processes, establish clear performance metrics, and leverage analytics to guide strategic decisions across the organization Serve a leadership role in developing and executing ancillary income opportunities, identifying creative ways to enhance portfolio profitability Execute ad-hoc analyses and special projects that address emerging opportunities and challenges, contributing to the firm's growth and competitive edge Leverage AI-enabled tools (e.g., Microsoft Copilot and/or Claude Enterprise) to accelerate data analysis, automate recurring reporting workflows, and improve clarity and consistency in communications Requirements Bachelor's degree with strong academic achievement and demonstrated interest in commercial real estate. Advanced proficiency in Microsoft Excel, including the ability to build financial models, analyze large datasets, and create dynamic reporting tools. Strong business writing and communication skills; able to produce clear, concise, and persuasive reporting and presentation materials. Highly organized with strong attention to detail; able to manage multiple priorities in a fast-paced environment. Experience using AI productivity tools in an enterprise setting (e.g., Microsoft Copilot and/or Claude Enterprise) to draft, summarize, and refine analyses and business writing while maintaining confidentiality and data integrity Prefer prior experience in public accounting (audit/tax), management consulting, and/or asset management with exposure to financial statement analysis, operational improvement, and client-facing deliverables Sterling Organization is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, ethnicity, age, disability, veteran status, marital status, or any other characteristic protected by law.