Position Objective:
Support the financial monitoring and performance analysis of a U.S.-based multifamily real estate portfolio. This role is adecuado for candidates with direct experience reviewing multifamily assets, analyzing property performance, tracking key financial metrics, and working with recurring portfolio reporting. The analyst will identify missing information, inconsistencies, and material variances, and communicate relevant findings to the internal team.
Key Responsibilities:
Portfolio Monitoring
Collect and organize quarterly financial information from sponsors and property operators
Input and maintain financial data in standardized Excel reporting models
Review property-level financials for missing information, anomalies, and inconsistencies
Analyze rental income, occupancy trends, operating expenses, debt schedules, reserves, and overall property performance
Compare actual performance against prior periods, budgets, and projections
Flag material variances and follow up when additional information is required




Maintain accurate financial reporting across multiple multifamily assets
Reporting & Analysis
Perform financial statement and variance analysis
Support recurring portfolio and asset-level reporting
Track KPIs and operating trends across properties
Summarize key findings, discrepancies, and performance drivers for the internal team
Communicate clearly with sponsors, property managers, and internal stakeholders
Requirements:
Education
Bachelor’s degree in Accounting, Finance, Economics, Business, or a related field preferred
Experience
2–5 years of experience in financial analysis, real estate finance, asset management, property accounting, or multifamily underwriting support
Direct experience working with multifamily properties is strongly preferred
Experience reviewing property financials, operating statements, budgets, and performance trends
Strong understanding of financial statements, variance analysis, and property-level performance metrics
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📌 Multifamily Portfolio Analyst (Monterrey)
🏢 Haz tu
📍 Monterrey