Wheeler Real Estate Investment Trust · 16 hours ago
Asset Management Analyst
Virginia Beach, VA
Full-time
Onsite
Entry Level
$55K/yr - $63K/yr
1+ years expWheeler Real Estate Investment Trust is seeking to add an Asset Management Analyst to their team. The role involves preparing financial packages for leasing transactions, supporting operations with budgeting and forecasting, and analyzing property valuations.
Commercial Real EstateLeasingReal Estate
Responsibilities
Prepare financial package for every leasing transaction for senior leadership’s approval
Verify Common Area Maintenance (CAM) and concession details for new deals
Lead the preparation of the monthly property operations agenda including but not limited to meeting with key stakeholders
Track and communicate reserve schedules, provide visibility of large invoice timelines, and support the approval process thereof
Assist in the management and production of Operational Reports and presentation materials for internal and external partners as requested by senior leadership
Support the Operations Team with budgets and forecasting
Provide budget projections to senior leadership for cash and earnings reports
Analyze portfolio property real estate valuations and provide external contractors with all necessary documentation to perform property tax appeals
Work with manager on property insurance related claims, settlements, budgeting, and allocations
Create ARGUS models for new lease deals and to analyze investment opportunities
Implement portfolio and department initiatives to identify and deploy new technologies and processes, including artificial intelligence (“AI”)
Perform monthly financial audit of the portfolio’s Key Performance Indicators (KPIs), including but not limited to reclassing expenses, triaging Aged Receivables, and suggesting defaults
Assist Property Management department in the preparation and accounting for long term Capital Expenditure (CAPEX) plans including but not limited to lender funding and Return on Equity (ROE) analyses. in addition to the preparation of CAPEX committee docket items
Coordinate with Portfolio Management department in obtaining approvals with Lenders and other stakeholders for leases and various projects
Assist Financial Reporting Team with leasing statistics
Develop strategies to achieve property and portfolio return objectives
Qualification
Required
Advanced level of proficiency in Microsoft Office Suite, and basic proficiency of MRI or similar accounting software systems
Related job experience should showcase financial analysis capability
Strong written and verbal communication skills with the ability to manage internal and external relations
Demonstrates best practices in terms of reports and procedures and can help develop efficiencies in operations and oversight
Ability to handle a fast paced, deadline driven environment
Ability to multi-task and prioritize assignments while delivering consistent, quality work product to property managers, brokers, attorneys, and clients
Ability to work with little supervision and to seek guidance when needed
Ability to build and maintain strong internal and external relationships
Ability to think independently while working within a group
Bachelor's degree or equivalent, with a focus in financial analytics
Preferred
One to three years' commercial real estate experience, preferred
Benefits
Paid life, short-, and long-term insurance
401K with company match
Medical, dental, vision, pet, accident, and critical illness insurance plans
Company paid time off
Gym memberships
Tuition reimbursement
Company
Wheeler Real Estate Investment Trust
Wheeler Real Estate Investment Trust, Inc. is a leading REIT dedicated to opportunistically acquiring and re-invigorating well-located,
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$18MKey Investors
Diveroli Investment Group
2025-09-02Post Ipo Equity
2014-09-18Post Ipo Equity· $18M
2012-11-19IPO
Leadership Team
Crystal Plum
Chief Financial Officer
Recent News
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