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Asset Management Analyst

Role overview

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, FPA, or a related analytical role
  • Strong understanding of portfolio financials and PL
  • Advanced Excel skills: pivot tables, financial modeling, variance analysis, and data visualization

Responsibilities

  • Manage budget builds and lead monthly budget-to-actual variance analysis for assigned portfolios
  • Produce weekly, monthly, and quarterly performance reports for institutional investors and company leadership
  • Review portfolio performance to identify trends, diagnose root causes, and recommend strategies that improve NOI
  • Conduct financial analysis to support hold/sell decisions and portfolio expansion opportunities

Key facts

Other skills

  • Microsoft Excel
  • Problem Reporting
  • Communication
  • Collaboration
  • Problem Solving

About the company

Roofstock logo

Roofstock

Investment Management

Roofstock is building the world’s leading real estate investment marketplace. Our mission is to make ownership of investment real estate radically accessible, cost-effective, and simple. Our platform lets everyone from first-time investors to global asset managers evaluate, purchase, and own residential investment properties with confidence, from anywhere in the world. Since launch, we’ve surpassed $5 billion in transactions and continue to disrupt the industry, deploying technology and innovation with the goal of making investing in real estate stock market simple. At Roofstock, we’re leveling the playing field by combining people highly experienced in the business with the power of artificial intelligence and the efficiencies of institutional scale, knocking down the traditional barriers to real estate investing—a process that was clunky, opaque, and inefficient—and making it simpler, transparent, and cost-efficient. We’re building a vibrant and proactive marketplace for real estate investing where the accessibility to information is matched only by the ease of transaction. It's a new model where everyone can participate, from anywhere, at any time. Because we believe that building wealth through real estate should be nothing short of radically simple. Roofstock Realty, LLC. CA License ID: 01995170 https://www.roofstock.com/broker-licenses TREC Consumer Protection Notice: https://roofstock-cdn4.azureedge.net/assets/pdfs/texas/TREC-consumer-protection-notice.pdf TREC Information About Broker Service: https://roofstock-cdn4.azureedge.net/assets/pdfs/texas/TREC-information-about-brokerage.pdf

Company details

Company typeScaleup
IndustryInvestment Management
Company size501 - 1000

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Job description

What we do and why we do it

As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to make real estate investing radically accessible, cost effective, and simple. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it.

How it’s going (and growing)

With a talented team of 750+ Roofsters, our collaborative, can-do culture is what fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in California, Texas, and New York as well as many remote opportunities. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors). In 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services.

About the Role

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.

Pay Transparency

Our compensation reflects several US geographic markets. The base pay for this position represents the expected salary for this position.  Ultimately, in determining your pay it will be based on several factors including location, job-related knowledge, skills, experience and other job related factors.  Roofstock is a total compensation company; the base salary is only a part of our total compensation package.

 

Competitive & Unique Benefits Package

  • 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

 

Must be authorized to work in the U.S. is a precondition of employment and we are unable to sponsor H1-B Visas at this time.

Any offer of employment is conditioned upon the successful completion of a background investigation

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.


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Marcus Rivera

Chief Revenue Officer

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linkedin.com/in/marcusrivera
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