Real Estate Financial Analyst

Classification: Full Time Compensation: $50000 to $60000 per year Asset Management Analyst Responsibilities1. Monitor Portfolio Performance
o Review and Interpret Corporate/Guarantor and Property Performance

Compile and manipulate tenant data for preparation of financial analysis

Perform financial analysis on tenant data to produce financial statistics, trends and reports
• Update quarterly Underperforming Properties report
• Update Underwritten vs Actual report
• Update Summary Report for ALFs/ILFs/MOBs
• Update Monthly Asset Management Binder schedules• Perform Covenant calculations
o Manage Portfolio with Asset Manager

Collect Financial Reporting requirements

Prepare Rent Escalation notices

Prepare Escrow Analyses as needed

Review Operating Statements
• Monitor Accounts Receivable• Monitor Revenue, Expense, Margin and Rent Coverage trends

Meet with Operators

Maintain Compliance with Loan Documents
• Submit Lender Reporting as required
• Perform Covenant calculations as required
• Work with accounting to complete Lender Escrow Audits

Provide regular status updates to Asset Manager2. Assist Asset Manager with Tenant/Borrower/Lender Relationso Collect Financial Reporting requirements
o Service Tenant/Borrower requests and issues
o Review Draws submitted for funding
o Interpret and communicate Loan/Lease provisions3. Firm's Asset Management System ("FAMS")
o Initial input or audit of Key Dates in FAMS Calendar for new deals
o Input and update other data fields for new deals and for existing deals as necessary
o Monitor events coming due on VAMS calendar

Complete tasks as appropriate

Close events in FAMS as completed

Provide weekly status update to Asset Manager and Vice President, Asset management on past due items4. Update and Maintain Tracking schedules for Asset Management Processes
o Reporting requirementso Covenant calculations
o Rent Due Dates
o Rent Escalations
o Cap-x requirements
o Purchase Options
o Real Estate Tax and Insurance Escrows (review accounting schedules)5. Site Inspection Process
o Personal Site Visits

Assess physical condition

Perform Market Analysis as necessary

Write up Site Visit notes and attach to T:drive and FAMS
o Third Party Inspection Coordination

Review Property Condition Reports and finalize

Generate issues list for Immediate and Short-Term Repairs

Submit Property Condition Reports to Tenant
Follow up with Tenant on CAPEX repairs and Holdback items6. Monitor Real Estate Tax Compliance
o Assist in New Deal Set Up with Real Estate Tax Consultant, Tenant/Borrower and Lender as necessary
o Weekly Review of Real Estate Tax Consultant Online Reports and follow up on any Tenant Delinquency notices
o Review Real Estate Tax Consultant Change of Address updates to ensure 100% Compliance
o Audit existing Ownership Entity Names for accuracy7. Monitor Tenant and Industry Information
o Utilization of Bloomberg and Thomson Financial subscription services (CCBN, First Call, IR Channel, etc.) for research, analysis and updates
o Tenant and Competitor Analyses

Press Release analyses

Review SEC filings

Complete Earnings Conference Call Summaries
o Industry Trends - Analysis and Portfolio Comparison
Monitor State and National Associations and Organizations

Monitor Analyst Reports

Monitor Miscellaneous Industry Press Releases

Monitor Healthcare and Operator Conferences
• Complete Executive Summaries
• Create Hot Topics Sheet for issues that have a material affect on tenants (Medicaid and Medicare rates, liability insurance issues, etc.)8. Special ProjectsFounded in 1948, Robert Half Finance & Accounting pioneered financial recruitment and today is the worldwide leader in the field. We specialize in placing experienced professionals in accounting, finance, credit and collections, bookkeeping, payroll, and taxation. Throughout our 55-year history, we have developed lasting relationships with the industry-leading companies we serve, which gives us access to the best career opportunities for our candidates. Robert Half Finance & Accounting is a division of specialized staffing leader Robert Half International (NYSE: RHI), an S&P 500 firm. Robert Half Finance & Accounting offers online job search services at