Asset Management Analyst

Role Description

Roofstock is looking to hire an analytical, entrepreneurial Asset Management Analyst to join the Investment Management team. This team player will bring strong financial and P&L knowledge, advanced Excel skills, and proficiency in Sigma (or a similar analytics platform), to support the mechanics of optimizing rental portfolios. The Analyst will own budget builds and monthly variance review, and will work alongside the Asset Management team and operational teams to support key decisions across the investment lifecycle. The Analyst will play a critical role in monitoring market and investor performance trends to shape strategic initiatives company wide, maintaining models, building reporting, and putting AI-powered workflows to work to enhance performance — while influencing the product and data enhancements that improve our platform.

Responsibilities

• Manage budget builds and lead monthly budget-to-actual variance analysis for assigned portfolios, identifying key trends, explaining operational drivers, and partnering with Accounting and Ops teams to validate results and address areas of opportunity.
• Produce weekly, monthly, and quarterly performance reports for institutional investors and company leadership, translating data into clear narratives and recommendations.
• Produce financial reports and maintain models for lender tape deliverables and other investor or lender reporting needs.
• Review portfolio performance to identify trends, diagnose root causes, and recommend strategies that improve NOI, occupancy, revenue, rent growth, renewals, turns, and leasing velocity.
• Conduct financial analysis to support hold/sell decisions and portfolio expansion opportunities.
• Analyze qualitative and quantitative data across multiple systems to identify trends and key findings.
• Leverage Excel, Google Sheets, Sigma, and other reporting tools to analyze large data sets, validate reporting, identify inconsistencies, and turn data into actionable recommendations.
• Monitor actuals vs. budget using advanced Excel financial models, flagging risks and opportunities early.
• Use AI tools and emerging technologies to improve reporting accuracy, reduce manual work, automate repeatable workflows, and streamline daily tasks while maintaining proper review and validation.
• Identify and help implement product and data enhancements that improve the team's analytics and reporting capabilities.

Qualifications

• Bachelor's degree in Finance, Real Estate, Economics, Business, or a related field.
• 4–5+ years of experience in real estate, asset management, financial analysis, FP&A, or a related analytical role.
• Strong understanding of portfolio financials and P&L.
• Advanced Excel skills: pivot tables, financial modeling, variance analysis, and data visualization.
• Proficiency in Sigma or a similar analytics platform, with the ability to build and maintain reporting and dashboards. Experience with SQL is a plus.
• Demonstrated experience operating in an AI-powered workflow, with genuine curiosity for tech-enabled processes.
• Strong analytical and quantitative skills, with the ability to synthesize large data sets into clear, actionable insights.
• Excellent written and verbal communication skills.
• Highly organized and detail-oriented, with the ability to manage multiple deliverables under deadlines.
• Collaborative mindset, comfortable working cross-functionally with property management, accounting, data, and investment teams.
• Comfortable with ambiguity, change, and a fast-paced environment.
• High degree of ownership and bias toward action.

Location

This position is classified as remote from Dallas, TX.

Compensation

$75,000 - $90,000 annually. Compensation may be adjusted based on location, experience, skills, and interview performance.

Benefits

• Generous PTO Policy
• 13 Paid Holidays
• Volunteer Time Off
• Paid Parental Leave
• 401k Program
• Wellness and home office/cell phone subsidies
• Robust health, dental, vision insurance, and more

Commitment to Equal Employment Opportunity

The company provides equal opportunity in all of our employment practices to all qualified employees and applicants without regard to race, color, religion, sex, gender, gender expression, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, marital status, sexual orientation, military or veteran status, genetic information or any other category protected by federal, state and local laws. This policy applies to all aspects of the employment relationship, including recruitment, hiring, compensation, promotion, transfer, disciplinary action, layoff, return from layoff, training and social, and recreational programs. All such employment decisions will be made without unlawfully discriminating on any prohibited basis.