Franklin Templeton Investments

Senior Analyst - Asset Management, Housing

Franklin Templeton Investments$85K — $95K *
Real Estate & Construction
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in real estate or finance required
  • At least 2 years of postgraduate experience in a relevant role
  • Proficiency in financial analysis and modeling, especially in Excel, Word, and PowerPoint
  • Familiarity with Argus Enterprise preferred
  • Strong ability to conduct detailed analyses and provide actionable recommendations
  • Effective communication and interpersonal skills for cross-departmental interaction
  • Capable of independent work as well as collaboration with minimal supervision

Responsibilities

  • Support strategies for a multi-family investment portfolio
  • Analyze performance metrics and communicate insights to stakeholders
  • Develop property strategies and measure performance improvements
  • Prepare quarterly and annual property reports and business plans
  • Monitor leasing KPIs and collaborate with property management
  • Conduct internal valuations and assist third-party appraisal reviews
  • Engage in asset management due diligence and oversee capital expenditure approvals

Benefits

  • Comprehensive health care coverage
  • Generous 401K plan
  • Company-sponsored volunteer opportunities
  • Individual volunteer time off
  • Parental leave and childcare programs
  • Various employee discount programs
Full Job Description
Position Overview:
  • Support asset management in overseeing and developing strategies for a portfolio of investments
  • Focus primarily on multi-family apartment investments, ranging from ground-up development to value-add renovations and core/stabilized investments
  • Responsibilities include analyzing performance metrics, retrieving data from internal and external sources, and communicating key insights to Asset Managers, Portfolio Management, and other stakeholders
  • Assist in the development of property strategies, and in the measurement of and improvement of property and organizational performance issues
  • Prepare property and local market aspects for quarterly and annual property reports, as well as annual property business plans
  • Monitor weekly leasing KPIs and communicate with property management teams to improve property performance
  • Support team in evaluating relevant operations and capital program strategies
  • Review annual operating budgets and assist in annual business plan preparation and presentation
  • Assist in the approval process for capital expenditures within property business plan parameters
  • Conduct quarterly internal valuations and support a third-party appraisal process, including the review of such appraisals
  • Participate in regularly scheduled property leasing calls and meetings, while cultivating relationships with the property management and brokerage teams
  • Prepare hold/sell analysis' for disposition candidates, review BOV materials, and assist in the marketing/closing process
  • Participate in asset management due diligence upon asset takeover including lease reviews, pro forma analysis, including undertaking detailed analyses of a property's (1) tenants and in-place leases; (2) operating and financial statements; (3) market and competitive position; (4) engineering and environmental condition; (5) taxes, insurance and service contracts; and (6) other pertinent property-level factors and market feasibility review
  • Assist with acquisition, development, and disposition transactions
  • Monitor and analyze the financial performance of the properties and portfolios, primarily through review of monthly property financial reports
  • Maintain portfolio models
  • Assist with preparation and review of portfolio level and client reports
  • Maintain property valuation files
  • Analyze lease transactions
  • Prepare hold/sell analyses
  • Assist with special projects and ad-hoc reporting as needed
  • Up to 25% of the analyst's time may be spent on transactions, portfolio management, or research tasks


Candidate Profile | Minimum Requirements & Qualifications:
  • Education: Bachelor's degree in real estate or finance
  • Senior Analyst Experience: 2 years postgraduate experience


  • Strong skills in financial analysis and modeling - proficiency in Excel, Word, and PowerPoint required and experience in Argus Enterprise strongly preferred
  • Ability to complete detailed analyses and to make well-reasoned and decisive recommendations required
  • Must be able to work independently and as part of a team to meet deadlines and complete projects with minimal supervision
  • Ability to interface professionally with individuals throughout various departments in the firm (acquisitions, asset management, finance, portfolio management, marketing and research) as well as third party firms, partners and industry leaders
  • Strong interpersonal communication, writing skills and exceptional organizational skills and the ability to prioritize work effectively
  • Prior experience with multi-family is a plus
  • Excellent organizational skills, interpersonal and writing skills and high level of attention to detail
  • Candidates should be proactive and self-motivated with a strong work ethic and integrity
  • Prior experience with analyzing and negotiating lease transactions


If based in New York, the base salary range for this position is USD $85,000 - $95,000. Actual base salary offered will be determined by several components including but not limited to the candidate's experience, job-related knowledge, and qualifications. Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Total compensation may vary based on role, location, and individual performance. For roles located outside of Los Angeles, please disregard the posted salary range as these roles will follow a separate compensation process based on the local market.

We offer generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.

About Franklin Templeton Investments

Industry
Founded
1947

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