Senior Analyst / Associate

CALCAP Advisors is seeking a detail-oriented and analytically driven Senior Analyst / Associate to join its Asset Management team. This role is central to the performance reporting function of our real estate portfolio. The ideal candidate brings a strong foundation in real estate asset management and/or operations support, a high aptitude for technology, and the initiative to become the organization's subject matter expert across our core PropTech platform stack.

This is not a passive reporting role. The Senior Analyst / Associate will own the full lifecycle of portfolio performance data — from extraction and validation in Yardi Voyager through synthesis into actionable insights — while simultaneously leading internal training initiatives and tracking platform adoption across the organization.

Key Responsibilities:

Portfolio & Asset Performance Reporting -

• Produce and maintain a daily, weekly, and monthly reporting package covering occupancy, leasing velocity, financial performance, aged receivables, work order metrics, lease expiration exposure, and whatever else is needed across the portfolio.
• Monitor key performance indicators at both the property and portfolio level, flagging material variances and providing narrative context to leadership.
• Coordinate with property operations teams to ensure data integrity and reporting accuracy within Yardi Voyager and connected platforms.
• Support ad-hoc financial analysis, underwriting support, and due diligence requests as directed by asset management leadership.
• Develop and refine dashboards, templates, and automated reporting workflows to improve efficiency and consistency of data delivery.
• Technology Platform Ownership & Training -
• Become an internal subject matter expert across all platforms in the CALCAP technology stack: Yardi Voyager, EliseAI, AptIQ, ResiDesk, HappyCo, and Claude AI, to name a few.
• Design and deliver structured onboarding and ongoing training programs for property-level and corporate team members on each platform.
• Build and maintain internal training documentation, SOPs, and reference guides for each system.
• Track and report on platform adoption rates across the organization, identifying usage gaps and working cross-functionally to drive adoption.
• Serve as the primary point of escalation for platform-related questions and coordinate with vendors on support issues, product updates, and integration improvements.
• Proactively identify opportunities to leverage platform capabilities to improve operational workflows and reporting outcomes.

Required Qualifications -

• Minimum 3 years of experience in real estate with a background in asset management, portfolio management, or property operations support.
• Demonstrated ability to analyze operational and financial data and summarize and communicate findings clearly to both technical and non-technical audiences.
• Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, and data management/analysis.
• Comfortable working within property management software platforms; prior Yardi Voyager experience strongly preferred.
• Proven track record of learning new software platforms quickly and achieving deep functional proficiency.
• Strong organizational skills with the ability to manage multiple reporting deadlines simultaneously in a fast-paced environment.
• Collaborative team player with the initiative to work independently and drive projects to completion without close supervision.

Preferred Qualifications -

• Prior experience with one or more of the following platforms: EliseAI, AptIQ, ResiDesk, HappyCo, or Claude AI.
• Experience designing or delivering internal training programs or SOPs within a real estate or property management organization.
• Familiarity with AI-assisted workflows and PropTech innovation in the real estate sector.
• Bachelor's degree in Finance, Real Estate, Business Administration, or a related field.
• Experience supporting acquisition due diligence or investment reporting functions.

Technology Stack -

Proficiency is not required on day one — but mastery is the expectation. The Senior Analyst / Associate is expected to achieve subject matter expert status within a defined timeline.

Platform

Yardi Voyager - Core property management system — rent rolls, financials, work orders, reporting.

EliseAI - AI-powered resident communication and leasing automation

AptIQ - Business intelligence and portfolio analytics

ResiDesk - Resident services and communication management

HappyCo - Property inspection and unit turn management

Claude AI - AI assistant for analysis, reporting, training content, and workflow automation

Pay: $85,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Application Question(s):

• Have you completed the following level of education: Bachelor's Degree?
• How many years of work experience do you have with Microsoft Excel?
• How many years of experience do you have in real estate asset management, portfolio management, or property operations?
• Do you have hands-on experience with Yardi Voyager?
• Have you been responsible for producing recurring reporting (daily, weekly, or monthly) in a prior role?

Work Location: In person