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Coastal Ridge Real Estate · 2 months ago

Client Services Analyst

Columbus, OH

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Coastal Ridge Real Estate is a vertically integrated multifamily real estate operator, investor, and developer. The Client Services Analyst will assist with business development and client services, including market study reporting, property analysis, and financial analysis, while collaborating with various stakeholders to support the company's growth and success.

Real Estate

Growth Opportunities

Responsibilities

Support client services by leading market study reports; including but not limited to, property and market analysis, competitive set surveys, economic trends, supply and demand feasibility, location analysis, rental rate and operations underwriting, due diligence coordination, and business plan thesis

Assist client services with the preparation and implementation of proposals, presentations, coordination of meeting agendas, and client relations. This includes but is not limited to, client gifting, event coordination, executing RFP presentations, third-party communications, contract implementation, legal documentation, and other related documents

Assist the Transition department with the onboarding and communication of new business to the portfolio

Write business plans in alignment with the client’s investment goals and present to the Operations team to ensure clear communication of business goals for execution

Develop and maintain all department financial models, reports, and ad hoc analyses supporting business development and client services objectives

Participate in quarterly client report cards for each third-party asset to support strategic operations and investment decisions, as well as, identify opportunities for operational efficiency

Prepare comprehensive asset and portfolio evaluations, ensuring revenue is optimized and expenses are minimized. Identify summary of strategic recommendations to enhance returns

Prepare weekly and monthly reports to organize and track business development performance

Work with Coastal Ridge Marketing teams to audit and update property management websites, contact cards, social media announcements, press releases, and all other third-party advertising sources

Evaluate and provide insights on markets both on a macro and micro level, as well as budget benchmarking

Other projects, and tasks, as designated and assigned by the Supervisor

Qualification

Financial analysisMarket analysisProposal preparationExcel proficiencyMultifamily real estate experienceCommunication skillsDetail-orientedProblem-solvingProject management