Asset Analyst Job Description
Asset analyst
provides assistance by interfacing with internal business partners including originations, accounting, valuation, appraisal, real estate equity, risk management and law.
Asset Analyst Duties & Responsibilities
To write an effective asset analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included asset analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Obtaining necessary transfer documentation from CAs
Performing a detailed review of expected assets to determine the most appropriate transfer method
Coordinating with various contra-firms to identify any additional documents/action steps required to complete the transfer
Acting as a liaison with our internal Custody Department
Preparing any additional documentation to submit transfer requests
Proactively following up with the contra-firms to resolve any issues and ensure all assets are received
Providing frequent updates to the CA/WA teams as to the status of each transfer
Assisting in the retrieval of tax cost information if it is not received from the contra-firm within the regulatory time period
Contributing to the department's effort to streamline the asset transfer processing function while simultaneously reviewing current requests and following up with contra-firms and CA/WA teams
Working with his or her direct supervisor to set the strategic vision of the specific functions listed above duly execute those functions in a timely, accurate and thorough manner
Asset Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Asset Analyst
List any licenses or certifications required by the position: ITIL, SAM, CSAM, ESRI, IAITAM, CHAMP, GISP, GIS, ACCA, CITAM
Education for Asset Analyst
Typically a job would require a certain level of education.
Employers hiring for the asset analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Business, Accounting, Real Estate, Economics, Management, Education, English, Mathematics, Computer Science
Skills for Asset Analyst
Desired skills for asset analyst include:
IBM
Microsoft Excel
Adobe
Finance Accounting principles
IT Asset Management tools
Oracle
Group glossary and accounting
Key retailers
Leasing/commercial/real estate law
Real estate investment
Desired experience for asset analyst includes:
Contributing to the weekly and monthly metrics reports
Assess process requirements
Review and prepare Journal Entry and documentation to record disposal of capital assets
Requires extensive market knowledge of US, LATAM and Canadian corporate action events
Order entry into appropriate system/tool/forward for order entry to appropriate CF team
The work may involve a series of repeatable tasks and steps that are followed when addressing service needs or situations for accounts
Asset Analyst Examples
1
Asset Analyst Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of asset analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for asset analyst
- Identify process improvements and efficiencies while keeping costs at a minimum
- Lead efforts of the SA-CM Continuous Process Improvement Team
- Researches data needs such as lease information and market reports
- Obtain lender approval for lease agreements, coordinate release of escrow accounts, and manage any other lender requirements
- Maintain software inventory in ServiceNow
- Provide clients with technology asset life cycle support
- Ensure compliance with laws, regulations and bank policies and procedures for assets in the New York and Boston offices
- Reclaim software and hardware assets from terminated employees
- Create and maintain all Closely Monitored and Watch List reports
- OWorking with the IT Support teams to manage the lifecycle of approved devices within the NBCUI estate from procurement to retirement, including ethical disposal
Qualifications for asset analyst
- Demonstrable excellent written and oral communication skills
- Must be flexible and have the ability to professionally meet with and effectively interact with others
- External Audit experience from a Tier I Software Company
- Software Asset Management Certifications (IAITAM, IBSMA preferred)
- Ability to communicate to all levels of management and articulate technical concepts to any audience
- Advanced understanding and implementation experience of Software Discovery Tools
2
Asset Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of asset analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for asset analyst
- Prepare presentations on capital investment recommendations
- Oversee the daily and long term management of all accountable and some non-accountable IT hardware
- Develop and implement procedures for tracking assets throughout their lifecycles to ensure quality control and distribute monthly reconciliation reports
- Moves equipment, requires the ability to lift up to 25 lbs
- Experience with service desk software such as Remedy and Maximo highly desirable
- Assisting management with timely, accurate, pertinent information and analysis aid in monitoring, evaluating and improving performance and related metrics of the Fleet operation
- The ideal candidate would be knowledgeable of EMC Sales processes the systems, tools and organizations that support those processes
- The successful candidate should develop resolutions to internal and external customer requests across an increased scope and of moderate difficulty
- Assisting in the direction and administration of all operations and processes of a large residential real estate portfolio across the US
- Communicating professionally with our property managers by phone and email and implementing and monitoring processes with them on a day to day basis
Qualifications for asset analyst
- Highly independent, responsible, and attention to detail
- Four year or equivalent undergraduate degree in Business or related field, and comparable business/real estate experience
- Post graduate education a plus
- This position will be responsible for managing infrastructure purchased software licenses using HP discovery and asset management tools continuing to mature the SAM practice within ITO to automate much of the current software license management practices
- Undergraduate degree in a business related field (e.g., Finance, Accounting, Real Estate, Business)
- Experience in multifamily and/or commercial Real Estate Finance or Property Management, preferred
3
Asset Analyst Job Description
Job Description Example
Our company is looking for an asset analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for asset analyst
- Analyze service activity to identify gaps and inaccuracies
- Prepare quarterly report of loaner usage (central and onsite) to assist Sr
- Recommend modifications to Asset Control system that are needed to maintain or improve data integrity
- Maintain the Internal Monitoring data repository for reports and analysis
- Prepare hold vs
- Provide analysis of existing process/phase timelines to determine optimal efficiency
- Work with Yardi software (checking correctness of data, cooperation with external parties /suppliers feeding data to the system)
- Prepare documents for internal use as required (power point presentations, offers, letters)
- Cooperation with third party suppliers such as property managers, accountants, letting agents, lawyers
- Oversee property management reports and liaising with service providers on ongoing operations
Qualifications for asset analyst
- OThe ability to take the initiative and work proactively
- OAbility to work independently with little direction and to tight deadlines
- ODynamic and flexible working approach
- OLeading Hardware and Software Asset Management processes globally
- OConfiguration Management
- OManaging lease contracts for IT equipment
4
Asset Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of asset analyst. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for asset analyst
- Ongoing portfolio management
- Tracking and managing investment pipelines
- Underwriting, market research, financing, closing of acquisitions
- Enter orders in the purchasing system
- Assist with contacting/scheduling user PC Refreshes
- Assist with placing PC orders on vendor website
- Follow up of returning (End of Life) assets
- Monitor IT equipment lease end dates and coordinate equipment refresh
- Monitor and evaluate the performance of investments, execution of business plans, sub-market fundamentals, and exit plan strategies, and recommend refinancing or disposition when appropriate
- Perform cash flow modeling, competitive property analysis, and market research analysis
Qualifications for asset analyst
- Knowledge of IT Asset Models / Part #'s a plus
- Knowledge of SDM12 a plus
- Effectively present information and respond to questions from groups of field Operating and Asset Management teams, consultants and contractors, and the general public
- Define problems, collect data, establish facts, and draw valid conclusions based on thoughtful analysis
- Interact effectively with field Operating and Asset Management teams
- Above average ability to perform word processing and data entry involving spreadsheets, Microsoft Word and Excel preferred
5
Asset Analyst Job Description
Job Description Example
Our growing company is looking to fill the role of asset analyst. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for asset analyst
- Provide system support for users
- Work with MTS and system developers for troubleshooting
- Performs complex inventory and asset accountability
- Record fixed asset acquisitions, dispositions, and depreciation
- Track project costs in comparison to the capital budget
- Prepare monthly fixed asset roll-forward which reconciles to fixed asset sub-ledger and general ledger
- Perform a periodic review of fixed assets ledger for impairment, accumulated depreciation
- Assist in creating and monitoring a system of controls, procedures, and forms for recording fixed assets (periodic physical inventory counts, management authorizations)
- Record cash transactions and prepare monthly bank reconciliations
- Assist with the auditor and departmental requests for information
Qualifications for asset analyst
- Ability to meet tight deadlines while managing several projects simultaneously
- Strong technology skills, including proficiency in MS Excel and SQL
- Undergraduate/Graduate Degree with a preferred major in Business, Finance, Mathematics, Economics, or other relevant coursework
- Familiar with residential real estate, property management experience is preferred
- Experience with property management software (Propertyware, Yardi, MRI, Appfolio, ) is preferred
- Bachelor's Degree is preferred or equivalent knowledge in Business, IT