asset management analyst

Lifestyle Developers

Role Overview <p>We are seeking a motivated and detail-oriented <b>Junior Asset Management Analyst</b> to join our dynamic team in Jeddah. This role is ideal for individuals passionate about real estate and hospitality investments who are eager to develop their analytical and strategic skills in a professional environment. The successful candidate will work closely with senior asset managers to monitor portfolio performance, optimize asset value, and support investment and operational strategies across multiple hospitality and real estate projects.</p> Key Responsibilities <ul> <li>Analyze and report on the financial and operational performance of real estate and hospitality assets.</li> <li>Develop and maintain financial models, forecasts, and dashboards to support strategic decision-making.</li> <li>Conduct comprehensive market research, benchmarking, and feasibility studies.</li> <li>Collaborate with property management, finance, and operations teams to identify areas for value creation and cost optimization.</li> <li>Support the preparation of investment presentations, reports, and performance summaries for senior management and stakeholders.</li> <li>Track and maintain accurate documentation related to asset performance, contracts, and investment records.</li> <li>Contribute to process improvements and data automation initiatives within the asset management department.</li> </ul> Qualifications <ul> <li>Bachelor's degree in finance, Economics, Real Estate, Hospitality Management, or a related field.</li> <li>Minimum of 2 years of experience in asset management, financial analysis, or a related field.</li> <li>Strong analytical and quantitative skills with attention to detail.</li> <li>Proficiency in Microsoft Excel, Power BI (or similar tools), and financial modeling techniques.</li> <li>Excellent written and verbal communication skills in English (Arabic is a plus).</li> </ul>

Junior Asset Management Analyst

Deloitte

<div>
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  Deloitte provides Technology &amp; Transformation services to nearly 90% of the Fortune Global 500&reg; and thousands of private companies. Technology &amp; Transformation services cover world class and innovative technology development &amp; implementation and architecture design &amp; technology strategy. Deloitte also has Audit &amp; Assurance, Strategy, Risk &amp; Transactions and Tax &amp; Legal services.
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  Building on its 175-plus year history, Deloitte spans more than 150 countries and territories. Our more than 460,000 professionals deliver measurable and lasting results that help reinforce public trust in capital markets, enable clients to transform and thrive, and lead the way toward a stronger economy, a more equitable society and a sustainable world.
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  Our organization has grown tremendously in both scale and capabilities, yet our shared culture and mission -to make an impact that matters- remains unchanged. This is evident not only in Deloitte&rsquo;s work for clients, but also in our WorldClass ambition, our WorldClimate initiative and our ALL IN diversity and inclusion.
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   Job Description
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   Analysis, development and implementation of concepts for the realignment and optimization of companies or business areas in the IT environment (strategy, organizational structure, business processes, systems),
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   Data analysis of various data sources and automation of analysis steps,
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   Testing of software compliance systems with regard to data quality and completeness,
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   Development of purchasing and contract strategies for software, typically in the area of the manufacturers IBM, SAP, Microsoft or Oracle,
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   Development of strategies and instruments for the management of IT organizations and technical business areas (supply chain, purchasing, IT architecture or IT service management),
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   Participation in the preparation of project and offer documents,
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   Assisting in project management and communicating results to customers.
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   That's where you're strong
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   Advanced studies in the field of economics, engineering, computer science, mathematics or a comparable course with good results,
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   Good MS Office skills, especially PowerPoint and Excel,
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   Good knowledge of English,
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   Previous experience in the IT environment would be an advantage,
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   Confident demeanor and high communication, presentation and team skills,
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   Business management expertise and interest in information technology,
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   Ability to think analytically and develop solution concepts, you have an independent and structured way of working,
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   Strong team orientation and enjoy working on national and international consulting projects in flexible environments.
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Software Asset Management Business Analyst

SITA

<div>
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   WELCOME TO
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   SITA
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   At SITA, we keep airports moving, airlines flying smoothly, and borders open. Our technology and communication innovations power the success of the global air travel industry.
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   You&rsquo;ll find us in 95% of international airports, working closely with over 2,500 transportation and government clients. Each partnership brings unique challenges, and we thrive on delivering fresh solutions and cutting-edge tech to keep operations running like clockwork. We don&rsquo;t just move the world forward&amp;mdash;we&rsquo;re proud to be recognized as a
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    Great Place to Work&reg;
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   by our employees and certified in most of our growing locations. Here, we feel empowered, supported, and inspired to grow.
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   Are you ready to love your job?
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   The adventure begins right here, with you, at SITA.
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    As per our career framework, the Job Title for this role is: Analyst Service Transition
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     ABOUT THE ROLE &amp; TEAM
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   As an Analyst, you will identify and promote opportunities for continuous improvement in operational and process performance to strengthen SITA&rsquo;s competitive position and support business growth. You will ensure the delivery of high-quality Asset and Configuration Management services to SITA customers, in line with SITA standards and procedures, thereby maximizing customer satisfaction through first-class support and ensuring systems and products are properly deployed and configured.
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   You will also participate in and coordinate the deployment of new operational support services, as well as improvements to existing ones. Additionally, you will provide configuration support for operations related to CMDB topologies and manage the end-to-end lifecycle of assets and configuration items, ensuring accurate population and maintenance of operational data within the CMDB.
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    Provide support to internal and external customers in accordance with the terms of the customer contract and Service Level Agreements (SLAs).
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    Ensure adherence to the highest working standards for all incidents and requests by providing guidance, support and direct management.
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    Ensure the shortest implementation times possible by initiating the timely escalations to specialized resolver groups inside and outside SITA according to the customer contracts SLAs and monitoring requirements.
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    Perform all Change and Project Management activities according to SITA standards and procedures maximizing customer satisfaction and internal deliveries.
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     ABOUT YOUR SKILLS
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    Bachelor in Business Management, Computer Science or Electronic / Computer Engineering
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    0-1 year of experience in the IT industry, including data and quality management
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    0-1 year of experience in customer service within a global or service provider environment, with exposure to IT Service Management (ITSM) processes and concepts.
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    0-1 analysis of project requirements, plans, and schedules.
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    Strong operating knowledge of Microsoft Office products, with advanced skills in Excel and Microsoft Access are a must
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    Proficiency in coding and scripting using Python is a must
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    Strong understanding of ITSM best-practice processes, with focus in Configuration Management and Asset Management.
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    Knowledge of IT Asset Management
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     NICE-TO-HAVE
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    Preferred technical knowledge &amp; Work experience in the following roles:
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      CMDB Manager/Analyst
     </span>
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      IT Asset Manager
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      ITOM
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    ITIL Foundation and Project Management Certificates
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    ServiceNow experience and 6 Sigma Lean knowledge
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    WHAT WE OFFER
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   We&rsquo;re all about diversity. We operate in 200 countries and speak 60 different languages and cultures. We&rsquo;re really proud of our inclusive environment. Our offices are comfortable and fun places to work, and we make sure you get to work from home too. Find out what it's like to join our team and take a step closer to your best life ever.
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     Flex Week:
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    Work from home up to 2 days/week (depending on your team&rsquo;s needs)
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    Make your workday suit your life and plans.
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     Flex Location:
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    Take up to 30 days a year to work from any location in the world.
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     Employee Wellbeing:
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    We&rsquo;ve got you covered with our Employee Assistance Program (EAP), for you and your dependents 24/7, 365 days/year. We also offer Champion Health - a personalized platform that supports a range of wellbeing needs.
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  <span class="normaltextrun">
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    🚀
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     Professional Development
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    : Level up your skills with our training platforms, including LinkedIn Learning!
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    🙌🏽
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     Competitive Benefits
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    : Competitive benefits that make sense with both your local market and employment status.&nbsp;
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     SITA is an Equal Opportunity Employer. We value a diverse workforce. In support of our Employment Equity Program, we encourage women, aboriginal people, members of visible minorities, and/or persons with disabilities to apply and self-identify in the application process.
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Analyst, IT Asset Management

bellwether

<div><div>Bellwether is a global advisory firm that helps businesses solve their most complex challenges and enhance enterprise value. We specialize in formulating and executing dynamic growth strategies through true partnership with our clients. Merging deep industry expertise, advanced analytical capabilities and best-in-class talent, we create value across the business lifecycle, from transaction management to operational transformation. Bellwether specializes in the management, analysis, and reporting of over $40 billion of AUM across a wide range of real estate related assets and corporate platforms in North America, Europe and Asia. Bellwether is privately held and has offices in Los Angeles, Newport Beach, Salt Lake City, London and Dallas.</div><div></div><div><b><br>
Overview</b></div><div>
The Debt Asset Management Team is responsible for the oversight of a portfolio of commercial real estate debt investments. The Senior Systems Analyst, Debt role is an exciting opportunity to leverage one&rsquo;s knowledge of technology and business to drive delivery of business initiatives by bridging the gap between business requirements and technical solutions. This hybrid role will work closely with business stakeholders to analyze business needs and translate them into technical requirements for development teams to produce solutions that are feasible and scalable. This role will be a key driver in delivering solutions from design to deployment.</div><div></div><div><br>
This hybrid role will also be responsible for supporting the asset management team in preserving and creating value in the existing portfolio across various property types. The Senior Systems Analyst, Debt will support the team by maintaining complex financial analyses, evaluating monthly operating reports, authoring quarterly portfolio and asset level reports, and interacting directly with sponsors. In this role there will be tremendous learning and growth opportunities through interactions with leading experts in the real estate investment industry.</div>
<h3 class="jobSectionHeader"><b>Key Responsibilities</b></h3><ul><li><b>
Asset Management Analyst:</b></li><li>
Assist in the proactive monitoring and management of a portfolio of debt investments across various property types;</li><li>
Review and analyze business plans, leasing activity, and monthly property operating data;</li><li>
Analyze loan draws to ensure property business plans stay in line with budget and leasing parameters;</li><li>
Liaison with borrowers and leading members of the Asset Management Team and client to review business plan execution and ensure debt covenants are met;</li><li>
Generate reporting materials to monitor the performance of investments at the asset level and support portfolio management analytics;</li><li>
Examine and report on covenant monitoring;</li><li>
Perform credit analysis of potential sponsors/borrowers;</li><li>
Support loan closing and onboarding to Asset Management function; spearhead loan repayment process;</li><li>
Perform in-depth market research, comparable sale reviews, lease analyses and sponsor diligence;</li><li>
Support asset management through review of borrower quarterly reporting and loan covenant compliance;</li><li>
Collaborate to perform due diligence throughout the closing process; and</li><li>
Play a major role in the preparation of deal memoranda and participate in deal presentations to the client.</li></ul><ul><li><b>
Business Analyst:</b></li><li>
Translate business processes into structured technical requirements, with a focus on servicing, onboarding, and performance reporting;</li><li>
Collaborate with data engineering and Salesforce teams to align structured workflows with scalable data models;</li><li>
Map and validate data pipelines, ensuring integrity across systems that support both exploratory analysis and production reporting;</li><li>
Support Tableau reporting delivery, including recurring portfolio performance dashboards and PDF-based asset and financial reports; and</li><li>
Act as a connector between technical and business teams, ensuring logic, assumptions, and data flows are clearly communicated and documented.</li></ul><h3 class="jobSectionHeader"><b>
Professional Experience</b></h3><ul><li>
2+ years supporting cross-functional technology projects, using project management tools to drive alignment and deliver within a broader team context</li><li>
2+ years of hands-on experience with SQL or a similar query language</li><li>
1+ year of experience in Salesforce system design and/or administration</li><li>
2+ years in data modeling, business process mapping, and integration mapping</li><li>
2+ years of relevant real estate finance experience</li></ul><h3 class="jobSectionHeader"><b>
Education/Certification</b></h3><ul><li>
Bachelor&rsquo;s degree in Information Systems, Mathematics, Statistics, or related field required.</li></ul><h3 class="jobSectionHeader"><b>
Essential Skills &amp; Competencies</b></h3><ul><li><b>
Job Knowledge &amp; Technical Ability:</b> Strong financial modeling and analytical skills with the ability to build models. Property underwriting and advanced financial modeling and analytics. Ability to interpret and analyze loan documents, leases, and management agreements. A strong technical background and understanding in data analysis, data modeling, and systems analysis. Proficiency in Microsoft SQL Server, cloud-based platforms, and databases is required. Advanced skills in scripting and programming languages, as well as reporting tools (Tableau, Power BI, or similar platforms). Familiarity with various data model types, the ability to troubleshoot and resolve errors efficiently, strong project management skills, and meticulous attention to detail are critical for success.</li><li><b>
Initiative &amp; Dependability:</b> Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services. Self-directed, takes initiative and responsibility, ensures completion of tasks.</li><li><b>
Communication:</b> Excellent verbal and written communication skills; strong listening and interpersonal skills. Highly effective at preparing and presenting information.</li><li><b>
Professionalism &amp; Teamwork: </b>Acts with honesty and integrity and maintains confidentiality, adheres to company policies. Promotes a collaborative and productive work environment. Demonstrates team building, support and respect.</li></ul><h3 class="jobSectionHeader"><b>
Travel Requirements</b></h3><ul><li>
Local and/or nationwide travel to assets and client sites required on an as-needed basis, approximately 1-3 times per quarter depending on deal list.</li></ul><h3 class="jobSectionHeader"><b>
Position Details</b></h3><ul><li><b>
Classification: </b>Exempt
</li><li><b>Position Status: </b>Regular, Full Time</li><li><b>
Reports To: </b>Managing Director</li><li><b>
Direct Reports: </b>No</li></ul><h3 class="jobSectionHeader"><b>
Physical and Mental Demands</b></h3><ul><li>
While performing the duties of this job, the employee is regularly required to stand, sit, and walk.
</li><li>Must be able to sit at an office workstation for an extended period of time.
</li><li>May need to reach, stoop, or kneel to access items.</li><li>
Must be able to talk, hear and use wrists, hands and/or fingers frequently and repetitively to operate a computer, telephone and other office productivity machinery.
</li><li>Must frequently prepare or inspect documents, and convey details or important instructions or ideas accurately, loudly, or quickly.
</li><li>Ability to work independently, and prioritize duties to ensure timely completion. The ability to collaborate is also imperative.
</li><li>Requires active listening, critical thinking, making decisions, time management, as well as administration skills.
</li><li>Ability to interact in a courteous professional manner at all times.
</li><li>Regular, predictable attendance is required.</li></ul><div></div><div><br>
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.</div><h3 class="jobSectionHeader"><b>
Work Environment</b></h3><ul><li>
No hazardous or significantly unpleasant conditions (such as in a typical office).
</li><li>Moderate noise (i.e., business office with computers, phones, printers and light traffic).</li><li>
Indoor business office environment with windows; light foot traffic within work areas.</li></ul><div></div><div><i><br>
The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</i></div><h3 class="jobSectionHeader"><b>
Benefits</b></h3><ul><li>
We offer a comprehensive benefits package that includes:</li><li>
Employer-paid Medical, Dental &amp; Vision, with buy-up options available</li><li>
Flexible Spending Account, Health Savings Account</li><li>
Carrot Fertility Benefit - $10,000 lifetime benefit</li><li>
401k company match 4%, immediately vested</li><li>
Generous PTO, 11 Paid Company Holidays &amp; Paid Holiday Office Closure</li><li>
14 weeks Maternity Leave &amp; 12 weeks Parental Leave</li><li>
Wellbeing program offerings</li><li>
Cell phone reimbursement</li><li>
Engaging team events &amp; holiday parties</li></ul><div></div><div><b><br>
Intent of Position Description</b></div><div>
This position description describes the general nature and level of work required by the position. It is not intended to be an all-inclusive list of qualifications, skills, duties, responsibilities or working conditions of the job. The job description is subject to change with or without notice, and Management reserves the right to add, modify or remove any qualification or duty. Nothing in this job description changes the existing at-will employment relationship between the Company and the employee occupying the position.<br>
</div><div></div><br>
<div><b>Equal Opportunity Employer</b></div><div>
Bellwether is an equal-opportunity employer. Bellwether complies with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. All qualified applicants are considered for employment without regard to an individual's race, color, religion, religious creed, national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, reproductive health decision-making, sex, gender (including gender identity and gender expression), age, sexual orientation, protected veteran and/or military status, protected medical leaves, domestic violence victim status, political affiliation, or any other status protected by federal, state, or local laws. All candidates must be able to prove eligibility to work in the United States.</div></div>

Senior Systems Analyst, Debt

Goldman Sachs

<div><div><div><div><div><div><div><p><b>ASSET MANAGEMENT</b></p>
<p>
Goldman Sachs Asset Management is a global, broad and deep platform with diversified capabilities across public and private asset classes. We are a top 10 global asset manager with a leadership position across asset classes and key market segments.</p>
<p>
The integration of our traditional and alternative asset management businesses will enhance our ability to deliver a holistic suite of client-centric investment solutions, benefitted by our global scale, deep industry expertise, market insights and long-standing experience.</p>
<p><b>
OPERATIONS</b></p>
<p>
Operations partners with all areas of Goldman Sachs to deliver our institutional, consumer and asset management businesses and to provide seamless experience for our clients. We manage and process our clients&rsquo; business, including onboarding, post-trade processing and regulatory compliance. Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience. We drive process and technology change to scale and automate our businesses. Operations professionals are either embedded in the business segment or division that they support, or they support multiple businesses and are part of core Operations.</p>
<p><b>
OUR IMPACT</b></p>
<p>
A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world&rsquo;s leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions and building meaningful relationships with your clients. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. Bringing together traditional and alternative investments, Goldman Sachs Asset Management provides clients around the world with a dedicated partnership and focus on long-term performance. As primary investment area within Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals.</p>
<p><b>
JOB SUMMARY AND RESPONSIBILITIES</b></p>
<p>
Client Implementation Management (CIM) team sits within Client Operations and has primary responsibility for all reference data at an account level and is the starting point for an account&rsquo;s relationship and lifecycle with GSAM. By ensuring accuracy and timeliness of data, we facilitate the business in achieving desired objectives for all aspects of account onboarding, portfolio accounting, cash management, client reporting. You will obtain a comprehensive knowledge of products, markets and market related setups. You will also drive initiatives and provide solutions that will have an impact on client experience and risk mitigation.</p>
<p><b>
Primary Responsibilities</b></p>
<ul><li>
Understand and implement client&rsquo;s requirement by liaising with internal and external counterparties to ensure seamless transition and onboarding to GSAM</li><li>
Coordinate and manage tasks across a multi-disciplined team to ensure all operational information relating to an account event is received and systems are set up prior to account trading activity.</li><li>
Develop strong working relationships with Institutional/ Funds oversight teams, Trade Management, Sales, Trading desks, other onboarding teams and Engineering</li><li>
Become a risk manager by ensuring data integrity and challenging where required</li><li>
Influence account setup and structure decisions by providing guidance to Business</li><li>
Engage in opportunities to review processes, analyze information, make decisions and recommendations and implement and monitor procedures</li><li>
Provide reporting to senior leadership and produce insightful analyses of the business upon request for management.</li></ul>
<p><b>
BASIC QUALIFICATIONS</b></p>
<ul><li>
Bachelor&rsquo;s degree required</li><li>
Previous experience in Operations and/or Financial Services industry- Relevant work experience of 1-3 years</li><li>
Be highly collaborative and team-oriented</li><li>
Demonstrate strong analytical and interpersonal skills</li><li>
Excellent communication skills, both written and verbal</li><li>
I must be motivated and hard working</li><li>
Exceptional attention to detail and accuracy. Strong risk management focus.</li><li>
Ability to handle multiple projects, deadlines and broad-based coverage</li><li>
Knowledge and understanding of Excel, PowerPoint, Word and adaptability to other software products</li><li>
Ability to work in a fast-paced, team-oriented environment</li><li>
Ability to think strategically, drive consensus and influence decision making</li></ul>
<p><b>
ABOUT GOLDMAN SACHS</b></p>
<p>
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.</p>
<p>
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers</p>
<p>
We&rsquo;re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html</p>
<p>
&copy; The Goldman Sachs Group, Inc., 2026. All rights reserved.</p>
<p>
Goldman Sachs is an equal employment/affirmative action employer</p></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
Bengaluru
JOB FUNCTION
Portfolio Lifecycle Management
DIVISION
Asset &amp; Wealth Management</p>

Asset & Wealth Management Operations - SMA Ops Client Implementation - Analyst - Bengaluru

Birlasoft

<div></div><div><div><div><div><div><div><div><div>Country/Region: IN
</div></div></div></div><div><div><div><div>Requisition ID: 31041
</div></div></div></div><div><div><div><div>Work Model:
</div></div></div></div><div><div><div><div>Position Type:
</div></div></div></div><div><div><div><div>Salary Range:
</div></div></div></div><div><div><div><div>Location: INDIA - CHENNAI - BIRLASOFT OFFICE
</div></div></div></div></div><div><div><div><div><div><h1 class="jobSectionHeader"><b>Title: </b><b>Program Manager
</b></h1></div></div></div></div><div><div><div><div>Description:
<div><div><div><h2 class="jobSectionHeader"><b>Area(s) of responsibility</b></h2></div><p></p><div><br>
<p><b>
Job Summary:</b></p>
<p>
We are seeking a highly skilled and motivated Business Analyst with deep expertise in Wealth &amp; Asset Management to drive product and program initiatives, analyze business and data requirements, and lead agile delivery efforts. The ideal candidate will possess strong domain knowledge, technical acumen, and a passion for delivering client-centric solutions.</p>
<p></p>
<p><b>Key Responsibilities:</b></p>
<p><b>
Product &amp; Program Management</b></p>
<ul>
<li>Define and manage product roadmaps aligned with strategic goals.</li>
<li>Gather and document business and functional requirements.</li>
<li>Lead project planning, execution, and stakeholder communication.</li>
<li>Identify and mitigate risks and manage dependencies across teams.</li>
</ul>
<p><b>Business &amp; Data Analysis</b></p>
<ul>
<li>Conduct gap analysis and workflow design to optimize business processes.</li>
<li>Collaborate with system architects to design scalable solutions.</li>
<li>Analyze data related to Separately Managed Accounts (SMA) and investment platforms.</li>
</ul>
<p><b>Wealth &amp; Asset Management Expertise</b></p>
<ul>
<li>Work closely with portfolio and investment platform teams to ensure regulatory alignment.</li>
<li>Design and implement client reporting solutions tailored to business needs.</li>
<li>Stay abreast of industry trends and regulatory changes impacting wealth management.</li>
</ul>
<p><b>Agile &amp; Delivery Leadership</b></p>
<ul>
<li>Lead Agile ceremonies including sprint planning, backlog grooming, and retrospectives.</li>
<li>Collaborate with cross-functional teams to ensure timely delivery of features.</li>
<li>Define test strategies and coordinate User Acceptance Testing (UAT).</li>
</ul>
<p><b>Technology &amp; Tools</b></p>
<ul>
<li>Utilize platforms such as Vestmark, Charles River (CRD), and Investran for solution delivery.</li>
<li>Leverage JIRA for backlog and sprint management.</li>
<li>Support automation initiatives using relevant frameworks and tools.</li>
</ul>
<p></p><p><b>Qualifications:</b></p>
<ul>
<li>Bachelor&rsquo;s degree in Business, Finance, Computer Science, or related field.</li>
<li>8+ years of experience as a Business Analyst in Wealth &amp; Asset Management.</li>
<li>Strong understanding of Agile methodologies and delivery practices.</li>
<li>Proficiency in data analysis and workflow design.</li>
<li>Experience with industry tools like Vestmark, CRD, Investran, and JIRA.</li>
</ul>
<p></p><p><b>Preferred Skills:</b></p>
<ul>
<li>Excellent communication and stakeholder management skills.</li>
<li>Ability to work independently and in a team-oriented environment.</li>
<li>Strong problem-solving and analytical thinking.</li></ul></div></div></div></div></div></div></div></div></div></div></div><p></p>

Program Manager

Asset Living

<div><p><b>Company Overview</b></p>
<p></p>
<p><i>Asset Living is a third-party management firm and a proven partner in fostering thriving communities nationwide. Founded in 1986, Asset Living has decades of experience delivering exceptional value to our partners. Since the beginning, our undeniable passion has driven our organic growth from a small property management firm to one of the most trusted allies in real estate. </i><i>Asset Living's growing portfolio includes a multitude of properties across the country that span the multifamily, single-family home rentals, affordable housing, build-to-rent, active adult, and student housing divisions.</i></p>
<p><i>
Asset Living is a fast-growing company made up of talented individuals from diverse backgrounds that differentiate us and help us drive innovation and results for our clients and communities across the US</i><i>.</i><i> </i><i>At Asset Living, we wholeheartedly believe 'Together We Lead, Together We Succeed</i><i>'.</i><i> We empower each other to lead by example, collaborate, and evolve &ndash; inspired by our belief that we can continually improve as individuals and as an organization. Together, we create an environment where every voice is heard, every idea is valued, and every individual </i><i>experiences</i><i> opportunities to grow as our company grows. When you join Asset Living, you become part of a dynamic team that thrives on unity, unique talents, and a universal culture of winning.</i></p>
<p><i>
Recognized as one of the nation's Best and Brightest Places to Work and ranked in the NMHC top 50 professionals, join Asset Living because of its reputation as the most trusted partner in real estate, workplace culture, and growth opportunities. Asset Living is a member of The Institute of Real Estate Management (IREM) and is recognized as an Accredited Management Organization (AMO). Together, we lead the way, and together, we achieve excellence in all that we do. Join a workplace where success is a collective journey and leadership is a shared responsibility.</i></p>
<p></p>
<p><b>Financial Analyst</b></p>
<p>
The Financial Analyst will be heavily involved in the acquisition and business development of both Asset and prospective clients. The job entails working alongside Acquisitions, Development, and Asset Management in researching &amp; preparing analysis, financial modeling, and underwriting to guide decision-making.</p>
<p></p>
<p><b>Essential Duties &amp; Responsibilities</b></p>
<ul>
<li>Collect, analyze, perform due diligence and underwriting of new investment opportunities.</li>
<li>Provide general and financial modeling to analyze property performance to make recommendations and interest to pursue.</li>
<li>Keep abreast of current industry market conditions and trends.</li>
<li>Underwriting acquisition targets and preparing analytical reports.</li>
<li>Review &amp; propose budgets to analyze prospective acquisitions' current actuals vs. pro forma financials to make hold/sell/refinance recommendations.</li>
<li>Prepare &amp; present presentation materials for new and existing investments.</li>
<li>Provide support for the acquisition, financing, and disposition process.</li>
<li>Assist with capital market activities, property asset management, and operational responsibilities.</li>
<li>Assisting in investor reporting requests</li>
<li>Facilitate and assist with monthly reporting, trending, forecasting, and projections.</li>
<li>Responsible for making recommendations regarding the operation of the properties.</li>
<li>Responsible for escrow analysis, construction draws, replacement reserve reimbursements, and performance analysis for each property.</li>
<li>Valuation of existing real estate assets based on analyzing historical operating &amp; financial performance.</li>
<li>Financial modeling of future real estate asset financial performance based on company operating standards and specific due diligence information.</li>
<li>Compiling, logging, and interpreting due diligence information relating to financial asset performance, real estate assets, physical asset condition, market conditions, and results of third-party reports.</li>
<li>Financial modeling related to the development &amp; construction of new real estate development projects.</li>
<li>Financial analysis of all transactions, including cash on cash return and leveraged/unleveraged returns.</li>
<li>Preparation of investment analysis package including transaction overview, market overview, and results of financial analysis, including sensitivity analysis.</li>
</ul>
<p><b>Education &amp; Experience</b></p>
<ul>
<li>Bachelor and/or Master's Degree. Preference in Finance, Economics, Business, or related field.</li>
<li>Excellent critical reasoning, quantitative, and analytical skills</li>
<li>Deep understanding of financial concepts</li>
<li>Excellent interpersonal, written, and verbal communication skills</li>
<li>Proven organizational skills with attention to detail.</li>
<li>Advanced Microsoft Excel knowledge.</li>
<li>Ability to manipulate large amounts of data in Excel.</li>
<li>Past operational experience in residential property management with a preference in student housing.</li>
<li>Experience with Entrata software is a plus.</li>
</ul>
<p><i>This job description should not be considered all-inclusive. It is merely a guide of expected duties. The employee understands that the job description is neither complete nor permanent and may be modified at any time. At the request of their supervisor, an employee may be asked to perform additional duties or take on additional responsibilities without notice.</i></p><br>
<p></p>
<p><i>
#LI-Onsite</i></p></div>

Financial Analyst

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