Asset Management Analyst Job Description
Asset management analyst
provides expertise in various licensing models by tier one application companies including Microsoft, IBM, Oracle, etc.
Asset Management Analyst Duties & Responsibilities
To write an effective asset management analyst job description, begin by listing detailed duties, responsibilities and expectations. We have included asset management analyst job description templates that you can modify and use.
Sample responsibilities for this position include:
Development of FSDs , wire frames , process flows , data analysis on Sybase and/or Oracle to develop the technical solution so that development can be done
Assist with the preparation of written materials, articles and publications that will be made available to colleagues, financial advisors, and firm clients
Make sure the delivery of data in a timely and accurate basis throughout the business
Coordinate cross-functional teams to ensure timely review and launch of new businesses initiatives and new boutiques
Work with finance and the business teams to model economics of new businesses and products, assist with business plan forecasting and scenario analysis
Provide oversight of properties in portfolio by collecting and analyzing performance data on a monthly, quarterly, or annual basis, as applicable
Assess property and partnership risk factors of property in portfolio as they pertain to compliance with Section 42 (LIHTC) provisions, terms of partnership agreement, loan documents, LURAs, QAPs, and tax credit application
Complete annual property inspections for properties in portfolio
Participate in hand-off meetings with the DRM and SAM once a property begins leasing
Communicate regularly with SAM and the VP of Compliance regarding monthly lease-up progress and achievement of 100% qualified occupancy
Asset Management Analyst Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Asset Management Analyst
List any licenses or certifications required by the position: ITIL, SAM, IAITAM, CSAM, ITAM, CMA, CPA, MBA, CISA, CHAMP
Education for Asset Management Analyst
Typically a job would require a certain level of education.
Employers hiring for the asset management analyst job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Real Estate, Business, Accounting, Economics, Management, Education, Computer Science, Engineering, English
Skills for Asset Management Analyst
Desired skills for asset management analyst include:
Information System environment
Excel
Microsoft Excel
Oracle
Microsoft SCCM
VMware Virtual Center
IBM
Licensing terminology
Software licensing rights
Desired experience for asset management analyst includes:
0-2 years experience in digital asset management
Experience working with a Web Content Management Systems (WCMS), html, java script, and CSS other web design
Strong knowledge of financial industry concepts
4-6 years of experience as a Business Analyst, preferably within a financial services institution
Proficiency in Agile, Use Cases, and acceptance criteria preferred
Graduate qualifications in finance/ business/ economics
Asset Management Analyst Examples
1
Asset Management Analyst Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of asset management analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for asset management analyst
- In concert with SAM calculate annual tax credit amount from final cost certification and 8609s and calculate first year credit delivery from actual lease-up figures
- Prepare sources and uses for conversion from construction to permanent financing and verify compliance with terms of partnership agreement as it relates to sizing of permanent loan and permanent loan guarantee
- Support the Stabilized Asset Management team on any other duties as may be required
- Help your colleagues understand and interpret requirements
- Govern the requirements management process, ensure our requirements are maintained (using Topteam)
- Document requirements using the use case format
- Participate in the solution design to ensure that requirements are being met
- Understand how requirements are being met by our systems
- Understand and follow the Software Development lifecycle
- Collaborate and work on special projects with other departments within the broader MSIM division and firm including Finance, HR, IT, Marketing
Qualifications for asset management analyst
- Previous HR experience, or equivalent HR Generalist, recruitment, L&D, compensation etc
- Relevant experience in Pricing/Valuation, candidates from asset management industry is an advantage
- Good knowledge of security Data will be a plus
- Familiar with use of Bloomberg / Reuters Eikon / Interactive Data/ Markit Valuations Portal
- EDUCATION High school degree or GED is required
- Energetic, inquisitive, and the necessary initiative to work in a small, entrepreneurial team
2
Asset Management Analyst Job Description
Job Description Example
Our company is searching for experienced candidates for the position of asset management analyst. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for asset management analyst
- Interfaces with other Asset Management processes such as Configuration Management, as require with respect to IT asset data
- Responsible for quality and efficiency of problem resolution where IT asset Management expertise is required
- Reviews inventory (physical and automated) for variances with the IT asset records
- Assesses IT Asset data and provides variance information and resolution recommendations
- Identifies areas of process improvement and communicates t Regional Asset Manager
- Works with ITAM Regional Asset Managers and Technical Specialist to ensure data accuracy is current and correct
- Performs reconciliation of IT asset records in the IT asset management repository to Fixed Assets repository
- Undertaking any other tasks/duties as may be reasonably required
- Generates reports requested by management
- Assists in resolving service requests originated by customers and internal organizations concerning fixed asset management issues
Qualifications for asset management analyst
- Highly motivated individual able to produce solutions/improvements that will be beneficial to our business
- Financial Services experience, ideally within Asset Management
- Minimum of five to seven years experience of real estate Asset Management
- Ability and experience in lease documentation and negotiation
- Excellent quantitative, written and verbal skills
- Exceptional communication skills and ability to interact with wide range of people
3
Asset Management Analyst Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of asset management analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for asset management analyst
- Prepares trend analyses and estimates the impact of various business scenarios being considered by management
- Support implementation of initiatives such as PO, Maintenance, and Warranty load
- BF deployment and compliance
- Analysis of reports for trends, concerns, opportunities
- Liaison with users providing training and guidance
- Issues and actions register maintenance
- Conduct training and provide guidance and support to the users in their efforts to become proficient in the use of the application
- Customer requirements capture and analysis
- Business, systems and data analysis
- Application/solution testing
Qualifications for asset management analyst
- At least 2 years experience in Asset Management Processes
- Bachelor degree major in IT, Management
- Experience developing and documenting business processes preferred
- Extensive knowledge of contract terms, licensing laws and best practices required
- Thorough understanding of project delivery life cycles and project management practices
- Proactively identify areas for improvement, shares lessons learned with colleagues and encourages others to do the same
4
Asset Management Analyst Job Description
Job Description Example
Our company is hiring for an asset management analyst. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for asset management analyst
- Perform the necessary steps to procure any hardware and software requested from the various departments and projects for UC using corporate methods
- Studies the preparation of financial reports and assists with records/journal entries, learning the options for accounting treatment of reserves, assets and expenditures
- Learns how matching assets and liabilities relate to the organization’s financial positioning
- Seeks to understand and assists with the implementation of new accounting pronouncements/ requirements
- Arrange meetings, develop agendas and track progress reports of various special projects and/or phases of larger projects
- Prepare and maintain property-level financial models that track actual performance against pro forma, reforecast future cash flows, and narrate variances
- Routinely update cash flow/waterfall projections to calculate investment performance metrics such as return on cost and IRR
- Provide monthly operational updates to senior management that focus on opportunities to add value to the portfolio and identify potential risks or threats that could erode value
- Work with internal Investments, Development, and Property Management departments to implement ownership’s business plan for each asset and recommend changes to the current business plan where needed
- Develop innovative strategies to improve financial performance and collaborate with corporate and site-level management employees to vet ideas and implement
Qualifications for asset management analyst
- CSM, CITAM, CSAM, CHAMP or comparable asset certification preferred
- Certification in ITIL Foundation V3 a plus
- Minimum of two years’ experience with all facets of IT Asset Management
- 3+ years of experience with Project Management or Advanced Business Analysis
- Experience gathering and translating requirements
- Understanding of the Asset Management / Private Banking business
5
Asset Management Analyst Job Description
Job Description Example
Our innovative and growing company is looking for an asset management analyst. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for asset management analyst
- Work directly with Property Management department to help assemble, review, and approve annual operating budgets and capital plans
- Prepare monthly leasing activity reports, quarterly and annual lease reviews, and summary reports for management review
- Maintain all internal databases including the leasing database View the Space, Space Database, and coordinate with external service providers
- Review lease documentation, flag errors, contradictions or issues that may result from lease modifications, and advise AVP Leasing
- Manage database applications and oversee portfolio reporting and monitoring requirements
- Preparation of MI reports – variance analyisis requiring commentaries
- Preparation of various schedules for Annual Audit – KPMG requirements
- Provides access to asset records to enable audit by departments/organizations that are receiving charges for depreciation, lease payments, license fees
- The key focus in each of those areas is to ensure that business activities are carried out in an efficient, controlled and timely manner by understanding, reviewing and implementing processes, systems and procedures in the context of a growing business with increasingly complex product offerings
- Software / Application Asset Management
Qualifications for asset management analyst
- Exposure to SCRUM/Agile and/or a project management certification (PMP, PRINCE2) preferred
- Good SQL knowledge – ability to write moderately complex queries and appreciate the data landscape
- Completing daily tasks & projects independently
- Experience with metrics and reporting around the progress of the inventory for both setting up the foundation of the program on-going reporting for period review and remediation
- Assist with the elaboration of the user stories, requirements and Analyst led testing
- Communicate business priorities to Technology organizations, ensure that business requirements are well understood, and considered as part of initiative prioritization and planning