Job Description

About The Allen Morris Company

The Allen Morris Company (AMCO) is one of the largest privately held diversified real estate development firms in the southeast specializing in:

• Commercial, Office and Multi-Family Mixed-Use Development
• Commercial and Investment Property Sales
• Commercial, Industrial, and Retail Leasing
• Property Management

AMCO has a culture of creativity, vigorous and respectful discussion of ideas, professionalism, thoughtfulness, and kindness. Our mission is:

• Inspire people with the beauty of our projects
• Impress them with the excellence of our services
• Improve the quality of life of all those we touch

The successful candidate will embody this mission in all respects.

POSITION/TEAM STRUCTURE:

The Asset Management Financial Analyst will work in tandem with the capital markets and asset management teams and report to the Managing Director of Capital Markets, the Managing Director of Operations & Asset Management, and the Capital Markets Associate.

QUALIFICATIONS:

• Education: Bachelor’s degree in finance, real estate, business, economics, or accounting (required).

• Experience: 1-2+ years of work experience in real estate asset management, real estate finance, real estate brokerage, real estate development, real estate lending, or real estate private equity, or related fields (required).

• Proficiency in creating complex financial models for real estate financial analysis using Excel, including knowledge of advanced Excel functions.

• Familiarity with Yardi, ARGUS, or similar real estate software preferred.

• Experience with real estate financial statements and performance metrics.

• Strong communication skills, both written and verbal.

JOB DESCRIPTION:

The Asset Management Financial Analyst will support the capital markets and asset management teams in overseeing the financial performance of a diverse portfolio of operating and development-stage real estate assets. This role will focus on financial modeling, performance analysis, budgeting and forecasting, lender and investor reporting, and strategic decision support. The ideal candidate is analytically strong, detail-oriented, and comfortable working across multiple asset types in a fast-paced, vertically integrated real estate environment.

Financial Analysis & Modeling

• Build and maintain detailed property-level and portfolio-level financial models, including cash flow projections, valuations, and sensitivity analyses.
• Conduct general market research and comparable studies to provide support for underwriting and financial analysis including interfacing with brokers to obtain information.
• Analyze operating performance versus budgets, forecasts, and underwriting assumptions.
• Support hold/sell analyses, refinancing, recapitalizations, and major capital decisions.

Asset Performance & Reporting

• Assist with preparation of monthly, quarterly, and annual asset management reports for internal leadership, lenders, and investors.
• Monitor key performance indicators (NOI, IRR, DSCR, occupancy, rent growth, expense ratios, etc.).
• Review property financial statements and identify trends, risks, and opportunities.

Budgeting & Forecasting

• Support annual budget preparation and reforecasting processes in coordination with property management and accounting teams.
• Analyze variances and provide clear explanations and recommendations.
• Assist in evaluating capital expenditure plans and return on investment.

Lender & Investor Support

• Assist with lender reporting, covenant compliance tracking, and financing requests.
• Support investor reporting, capital call analyses, and distribution calculations.
• Coordinate with internal accounting and development teams to ensure data accuracy.

Cross-Functional Collaboration

• Work closely with development, construction, accounting, leasing, and property management teams.
• Work closely with Asset Management and Brokerage teams to prepare lease analyses, track office and retail tenant improvements and commissions, and provide rent roll analyses.
• Support asset repositioning, lease-up strategies, and value-enhancement initiatives.
• Participate in asset strategy discussions and executive presentations.

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