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(Senior) Analyst - Asset Management
Career Insights for Investment / Portfolio Analyst
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Scorecard
Based on South Carolina data
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What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$91,036 / year median in South Carolina
+1% projected growth
Job Description
(Senior) Analyst - Asset Management at High Country Search Group (Senior) Analyst - Asset Management at High Country Search Group in Charleston, South Carolina Posted in 2 days ago.
Type:
full-time
About The Company:
This is a rare opportunity to join a highly active and well-positioned multifamily investment firm. With well over $1 billion in assets under management, the platform combines institutional-scale investment capabilities with the agility and exposure of an entrepreneurial firm.
The Role:
The (Senior) Analyst will work closely with senior members of the Asset Management and investment teams to drive performance across the firm's multifamily portfolio. This is a highly analytical, hands-on role with meaningful responsibility for evaluating property performance, executing asset-level business plans, financial modeling, budgeting and forecasting, and supporting strategic decisions across the portfolio. The (Senior) Analyst will have direct exposure to senior leadership and will work closely with property management teams and other internal and external partners to identify opportunities to improve operating performance and maximize investment returns.
Key Responsibilities:
Monitor and evaluate financial and operational performance across a portfolio of multifamily assets, including revenue, expenses, NOI, occupancy, leasing trends, and capital expenditures. Own and maintain asset-level financial models, forecasts, valuations, and investment return analyses. Lead monthly and quarterly variance analysis against budgets, forecasts, underwriting assumptions, and property-level business plans. Partner with property management teams to evaluate performance, identify areas of underperformance, and drive execution of asset-level initiatives. Support annual budgeting and business planning across the portfolio. Analyze market fundamentals, competitive properties, rents, supply pipelines, and other trends impacting asset performance. Evaluate capital projects, refinancing opportunities, hold/sell decisions, and other strategic asset-level initiatives. Prepare portfolio reporting, asset management presentations, investment committee materials, and investor-facing analysis. Support acquisitions, dispositions, refinancing, and due diligence as needed. Identify opportunities to improve portfolio performance and provide actionable recommendations to senior leadership.
Qualifications:
Education:
Bachelor's degree in Finance, Real Estate, Accounting, Economics, or a related field.
Experience:
2-4+ years of experience in multifamily asset management, acquisitions, real estate private equity, investment banking, or a related analytical real estate role. Direct multifamily experience strongly preferred.
Asset Management:
Experience evaluating property-level operating performance, budgets, forecasts, business plans, and investment returns.
Modeling Skills:
Advanced Excel and financial modeling skills, with experience building and maintaining real estate cash flow models, valuations, and return analyses.
Analytical Ability:
Strong ability to identify key performance drivers, diagnose variances, and translate financial and operational data into actionable recommendations.
Communication:
Comfortable working directly with property management teams, senior leadership, and other internal and external stakeholders.
Travel:
Ability to travel less than 25% of the time to visit properties and markets.
Cultural Fit:
Team-oriented, collaborative, and comfortable working within a close-knit, entrepreneurial environment.
Mindset:
Curious, hungry, and solutions-oriented, with the ability to take ownership, anticipate issues, and operate independently without requiring step-by-step direction.