Analyst, Portfolio Management

Posted Yesterday
Be an Early Applicant
Dallas, TX, USA
In-Office
78K-135K Annually
Junior
Real Estate • Social Impact
The Role
Support asset and investment management with financial analysis, underwriting, forecasting, reporting, and modeling. Prepare monthly/quarterly/annual reports, cash forecasts, consolidated investor reporting, market research, and ad hoc analyses. Use data visualization and property management systems to track trends and recommend process improvements.
Summary Generated by Built In

Who We Are

Invitation Homes is a fast-paced evolving publicly traded REIT that is pioneering a new industry with over 80,000 single family rental homes and a market capitalization of over $25 billion. We are a team of more than 1,400 associates who come from all walks of life. We call different communities “home,” but our shared values bind us together. Invitation Homes is a place where possibility lives.

The Analyst, Asset Management is responsible for providing research, analysis, reporting and development to support the Asset and Investment Management Group.

What You’ll Do

  • Prepare financial analyses and reports

  • Assist with property level asset management decisions and implementation of Asset Management programs

  • Ability to underwrite investment properties, establishing monthly rental rate, property value and required capital investment

  • Provide support to the capital allocation, budgeting and planning process

  • Maintain a thorough understanding of company’s financial information systems including the ability to write financial reports and make inquiries for data

  • Prepare monthly, quarterly and annual reports for internal and external stakeholders

  • Forecast, analyze and provide summary of organizational trends

  • Create specified ad hoc reports, graphs and charts of financial data

  • Develop and update models to provide analysis for various financial conditions related to Asset and Investment Management, Accounting and Operations

  • Provide ongoing tracking, reporting and analysis of trends in various operating areas

  • Prepare and analyze Daily Cash Analysis reports and weekly Cash Forecasting

  • Prepare and analyze Consolidated Reporting to Investor

  • Provide backup to Accounting when required

  • Research real estate markets for potential opportunities

  • Analyze and prepare recommendations for improving investment and management processes

  • Monitor and evaluate financial and operating results on a periodic basis as required

  • Track economic and performance indicators within real estate markets

  • Timely interpretation of data for recommendations

  • Complete projects assigned by Asset Management leadership

Who We’re Looking For

  • Bachelor’s degree in Finance, Real Estate, Business, Economics, Mathematics or a related field

  • Quantitative degree or supportive coursework preferred

  • 0 to 2+ years of experience in residential asset management or institutional real estate; Single family preferred

  • 0 to 2+ years of experience in extensive, detailed data analysis and reporting

  • Current driver’s license and automobile insurance

  • Comprehension of federal fair housing laws and any applicable local housing provisions

  • Ability to create and design general marketing pieces for in-house production

  • Knowledge of current single-family customer product demands, drivers, and trends

  • Proficiency utilizing Outlook, Microsoft Word, PowerPoint, Excel, and basic OS tools

  • Proficiency in a programming language (R or Python preferred)

  • Strong data and financial modeling skills required

  • Experience utilizing Salesforce for workflow and approval management

  • Experience utilizing Yardi or similar property management software

  • Experience utilizing Tableau, PowerBI or other data visualization software

  • Knowledge of Relational Database Management Systems (SQL) beneficial

  • Excellent customer service and interpersonal skills; ability to relate to and get along with others

  • Professional verbal and written communication skills

  • Ability to facilitate presentations or speak in public to large groups of people

  • Strong organizational and time-management skills

  • Ability to multi-task and maintain flexibility and creativity in a variety of situations

  • Ability to analyze and resolve problems

  • Ability to perform intermediate mathematical functions

  • Ability to set and meet goals and consistently meet deadlines

  • Ability to maintain confidentiality

Why Invitation Homes

We stand for flexibility, opportunity, and a home that people can make their own. It’s as true for our associates as it is for our residents. Just like we help our residents live freer, we liberate our associates’ careers, too.  Our associates know that at Invitation Homes goals matter, potential is unlocked, and careers thrive. Invitation Homes isn’t just a work place it is a possibility place. Invitation Homes offers the below to each new associate:

  • Competitive pay and an annual bonus program for all associates

  • Generous paid time off plans including vacation accrual, sick time, volunteer time, and standard and floating holidays

  • 401k with matching company contributions

  • Awesome work environment with casual dress

  • Team events and gatherings

  • Employee resource groups: Together with Women, Asian Alliance, Black Collective, Juntos, Gen Next, and Open Invitation.

Invitation Homes truly is where possibility lives, pour a new foundation here!

Salary RangeThe salary range for this position is: $78,075.00 - $135,330.00, plus individuals may be eligible for an annual discretionary bonus. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications, location, and applicable employment laws.

Compensation and Benefits

To attract and retain top talent, we're pleased to offer competitive compensation and benefits, including:

  • Annual bonus program

  • Health, dental, vision, and life insurance

  • Long-term and short-term disability insurance

  • Generous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays

  • 401(k) with company matching contributions

  • Awesome work environment with casual dress

  • Team events and gatherings (Pre- and Post-Covid)

Invitation Homes is an equal opportunity employer committed to fostering a diverse, inclusive and innovative environment with the best associates. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or any other factor protected by applicable federal, state or local law. If you have a disability or special need that requires accommodation, please contact us at [email protected].

To all recruitment agencies: Invitation Homes does not accept agency resumes.  Please do not forward resumes to Invitation Homes employees.  Invitation Homes is not responsible for any fees related to unsolicited resumes. 

#LI-AM1

Skills Required

  • Bachelor's degree in Finance, Real Estate, Business, Economics, Mathematics or related field
  • Quantitative degree or supportive coursework
  • 0 to 2+ years of experience in residential asset management or institutional real estate (single family preferred)
  • 0 to 2+ years of experience in extensive, detailed data analysis and reporting
  • Current driver's license and automobile insurance
  • Comprehension of federal fair housing laws and applicable local housing provisions
  • Ability to create and design general marketing pieces for in-house production
  • Knowledge of current single-family customer product demands, drivers, and trends
  • Proficiency with Outlook, Microsoft Word, PowerPoint, Excel
  • Proficiency in a programming language (R or Python preferred)
  • Strong data and financial modeling skills
  • Experience utilizing Salesforce for workflow and approval management
  • Experience utilizing Yardi or similar property management software
  • Experience utilizing Tableau, Power BI or other data visualization software
  • Knowledge of Relational Database Management Systems (SQL)
  • Excellent customer service and interpersonal skills
  • Professional verbal and written communication skills
  • Ability to facilitate presentations or speak in public to large groups
  • Strong organizational and time-management skills
  • Ability to multi-task and maintain flexibility and creativity
  • Ability to analyze and resolve problems
  • Ability to perform intermediate mathematical functions
  • Ability to set and meet goals and consistently meet deadlines
  • Ability to maintain confidentiality

Invitation Homes Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Invitation Homes and has not been reviewed or approved by Invitation Homes.

  • Healthcare Strength Coverage includes comprehensive medical, dental, and vision alongside an Employee Assistance Program, health coaching, fertility benefits, and transgender-inclusive care. Benefits are effective from the date of hire to ensure immediate access.
  • Parental & Family Support Paid parental leave provides eight weeks of bonding time available from the first day of employment. Company-recognized and floating holidays further support family and personal time needs.
  • Retirement Support The 401(k) program features a clearly defined company match with immediate vesting. This structure supports building retirement savings without waiting periods.

Invitation Homes Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Dallas, TX
1,001 Employees
Year Founded: 2012

What We Do

Invitation Homes specializes in acquiring single family homes in situations such as foreclosure or short sale, rehabilitating, leasing. Invitation Homes is the top home leasing company for single families. With over 80,000 homes in our portfolio, we currently provide homes to 120,000 residents in 16 of the top American markets. Our homes bring numerous benefits to our residents. Located in some of the most desirable neighborhoods in the country, our residents enjoy the proximity of our homes to great schools. All of our homes are directly owned by Invitation Homes and are regularly renovated and updated. Each of our homes is professionally managed by one of our experienced local property managers. Our team’s unmatched knowledge of residential property, combined with our financial stability and entrepreneurial vision, has enabled Invitation Homes to lead the way in today's single-family rental market. Our corporate office is located in downtown Dallas, TX. We also have regional offices in Phoenix, AZ, Sacramento, CA, Los Angeles, CA, Dallas, TX, Houston, TX, Denver, CO, Las Vegas, NV, Seattle, WA, Chicago, IL, Atlanta, GA, Charlotte, NC, Miami, FL, Orlando, FL, Jacksonville, FL, Tampa, FL, and Minneapolis, MN.

Similar Jobs

In-Office
Dallas, TX, USA
1001 Employees
78K-135K Annually
In-Office
Austin, TX, USA
1490 Employees
Hybrid
Plano, TX, USA
399 Employees
90K-125K Annually

Amherst Logo Amherst

Analyst, Portfolio Management

Real Estate • Software • Financial Services
In-Office
Austin, TX, USA
811 Employees

Similar Companies Hiring

Camber Thumbnail
Fintech • Healthtech • Social Impact
New York, New York
90 Employees
Sailor Health Thumbnail
Healthtech • Social Impact • Telehealth
New York City, NY
20 Employees
Playground (tryplayground.com) Thumbnail
Kids + Family • Payments • Social Impact • Software
New York City, New York
80 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account