Multifamily Analyst
Woodmont Real Estate, Belmont, CA, United States
Join Woodmont Real Estate Services as a Multifamily Analyst!
Are you an analytically driven early-career finance or real estate professional who enjoys turning data into clear, actionable insights? Woodmont Real Estate Services is looking for a Multifamily Analyst to support our Regional Manager team by monitoring portfolio performance, preparing investor-ready reporting, and surfacing key operational and financial trends across our Bay Area multifamily communities. In this role, you'll help strengthen visibility into how our properties are performing and support timely decision-making that protects performance and drives results. What You'll Do
Track and report on key performance and financial indicators across a multifamily portfolio (occupancy, leasing, exposure, renewals, delinquencies/collections, traffic, conversion, work orders, and budget variances). Review monthly financial results and prepare concise summaries of trends and budget-to-actual variances, including notable drivers, and recommended follow-up actions. Identify performance outliers and emerging risk indicators; escalate concerns with supporting analysis and clear next steps. Support budget, reforecast, and recurring portfolio reporting cycles by consolidating inputs, organizing assumptions, and ensuring on-time deliverables. Pull, validate, and reconcile data from internal systems and reporting tools; coordinate corrections and document data definitions to improve accuracy. Maintain follow-up logs for open items and deadlines tied to operational and reporting needs (including time-sensitive requests and documentation support). Support Regional teams through periodic site visits to validate reporting and document on-site drivers (curb appeal, unit readiness, leasing activity) for Regional review and follow-up. Collaborate with Regional Managers and on-site teams to gather context behind results and support execution of portfolio priorities. What We're Looking For
A strong analytical foundation and interest in real estate, finance, and operational performance. Ability to translate data into insights, tell the "story" behind the numbers, and communicate clearly with multiple stakeholders. High attention to detail, a strong sense of ownership, and comfort working across multiple priorities on recurring reporting deadlines. A team-oriented mindset with the ability to work effectively with field and corporate partners. Qualifications
Professional Experience 02 years of related experience preferred (finance, real estate, analytics, reporting, operations, or internships/project work). Exposure to multifamily, property management, or real estate operations is a plus. Skills & Competencies Language Ability:
Strong written and verbal communication skills; able to prepare clear, concise summaries and reporting notes. Reasoning Ability:
Able to interpret trends, connect drivers to outcomes, prioritize follow-up actions, and escalate concerns appropriately. Computer Skills:
Advanced Excel/Sheets skills (formulas, lookups, filters; pivot tables a plus). Exposure to BI tools (Power BI/Tableau) a plus. AI Tools:
Proficient with common AI tools (e.g., ChatGPT/Copilot) to speed analysis and produce executive-ready reporting with appropriate review and confidentiality. Mathematical Skills:
Comfort working with percentages, variance analysis, basic forecasting concepts, and common multifamily performance metrics. Education & Licenses/Certifications Bachelor's degree required (Finance, Real Estate, Economics, Business, or related field preferred). Valid driver's license and reliable transportation may be required for periodic site visits. Compensation, Benefits & Perks
Benefits & Perks Generous Health Benefits We provide medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA). Flexible Vacation & Time Off Rest and Recharge with a generous PTO plan, 10 company holidays, and one floating holiday in addition to your standard Sick time. Personal & Mental Wellbeing We provide all of our employees with access to our Employee Assistance Program (EAP) to help support our team that needs additional support outside of the office. Financial wellness We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. We will match up to a discretionary 10% of the employee contributions, subject to change. Extra work/life benefits We provide a number of additional perks for employees, like monthly stipends for internet and mobile plans, and Commuter Assistance. Dynamic, Collaborative, and Engaging Culture As one of the premier property management firms in North California, we're constantly communicating, creating, and advocating for new ways to work together and do business. We believe our jobs are made better when everyone operates with transparency, integrity, excellence and works as a team to support each other and the overall goals of the organization. Compensation Woodmont Real Estate Services has detailed the expected annual base salary for this role to be $65,000 - $70,000 annually + 10% Annual Performance Bonus. * This does not include any other potential components of the compensation package, including the benefits and perks outlined above. About Us
Woodmont Real Estate Services is a premier asset and property management company, we're proud to offer Northern California over 50 years' experience managing a diverse portfolio of commercial and multifamily properties. We're renowned for our hands-on management approach, marketing know-how and in-depth knowledge of submarkets throughout the region. It's what's allowed us to create unique strategies that are truly custom to each property. Our mission: To add value to our clients by providing superior service to all who live and work at the properties we manage. To achieve this goal, we create an exceptional professional environment for all associated with our organization. All are welcome here. We respect and honor differences in gender, race, age, faith, ethnicity, sexual orientation, and gender identity. Because we all thrive when our differences are valued. Values: Integrity, Excellence, Respect, Loyalty, Diligence, Teamwork Equal Opportunity Employer Woodmont Real Estate Services is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Woodmont Real Estate brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn. Woodmont is an E-Verify employer and will provide your Form I-9 information to the authorized government agency to confirm that you are authorized to work in the U.S. For more information, please visit E-Verify.
Are you an analytically driven early-career finance or real estate professional who enjoys turning data into clear, actionable insights? Woodmont Real Estate Services is looking for a Multifamily Analyst to support our Regional Manager team by monitoring portfolio performance, preparing investor-ready reporting, and surfacing key operational and financial trends across our Bay Area multifamily communities. In this role, you'll help strengthen visibility into how our properties are performing and support timely decision-making that protects performance and drives results. What You'll Do
Track and report on key performance and financial indicators across a multifamily portfolio (occupancy, leasing, exposure, renewals, delinquencies/collections, traffic, conversion, work orders, and budget variances). Review monthly financial results and prepare concise summaries of trends and budget-to-actual variances, including notable drivers, and recommended follow-up actions. Identify performance outliers and emerging risk indicators; escalate concerns with supporting analysis and clear next steps. Support budget, reforecast, and recurring portfolio reporting cycles by consolidating inputs, organizing assumptions, and ensuring on-time deliverables. Pull, validate, and reconcile data from internal systems and reporting tools; coordinate corrections and document data definitions to improve accuracy. Maintain follow-up logs for open items and deadlines tied to operational and reporting needs (including time-sensitive requests and documentation support). Support Regional teams through periodic site visits to validate reporting and document on-site drivers (curb appeal, unit readiness, leasing activity) for Regional review and follow-up. Collaborate with Regional Managers and on-site teams to gather context behind results and support execution of portfolio priorities. What We're Looking For
A strong analytical foundation and interest in real estate, finance, and operational performance. Ability to translate data into insights, tell the "story" behind the numbers, and communicate clearly with multiple stakeholders. High attention to detail, a strong sense of ownership, and comfort working across multiple priorities on recurring reporting deadlines. A team-oriented mindset with the ability to work effectively with field and corporate partners. Qualifications
Professional Experience 02 years of related experience preferred (finance, real estate, analytics, reporting, operations, or internships/project work). Exposure to multifamily, property management, or real estate operations is a plus. Skills & Competencies Language Ability:
Strong written and verbal communication skills; able to prepare clear, concise summaries and reporting notes. Reasoning Ability:
Able to interpret trends, connect drivers to outcomes, prioritize follow-up actions, and escalate concerns appropriately. Computer Skills:
Advanced Excel/Sheets skills (formulas, lookups, filters; pivot tables a plus). Exposure to BI tools (Power BI/Tableau) a plus. AI Tools:
Proficient with common AI tools (e.g., ChatGPT/Copilot) to speed analysis and produce executive-ready reporting with appropriate review and confidentiality. Mathematical Skills:
Comfort working with percentages, variance analysis, basic forecasting concepts, and common multifamily performance metrics. Education & Licenses/Certifications Bachelor's degree required (Finance, Real Estate, Economics, Business, or related field preferred). Valid driver's license and reliable transportation may be required for periodic site visits. Compensation, Benefits & Perks
Benefits & Perks Generous Health Benefits We provide medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA). Flexible Vacation & Time Off Rest and Recharge with a generous PTO plan, 10 company holidays, and one floating holiday in addition to your standard Sick time. Personal & Mental Wellbeing We provide all of our employees with access to our Employee Assistance Program (EAP) to help support our team that needs additional support outside of the office. Financial wellness We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. We will match up to a discretionary 10% of the employee contributions, subject to change. Extra work/life benefits We provide a number of additional perks for employees, like monthly stipends for internet and mobile plans, and Commuter Assistance. Dynamic, Collaborative, and Engaging Culture As one of the premier property management firms in North California, we're constantly communicating, creating, and advocating for new ways to work together and do business. We believe our jobs are made better when everyone operates with transparency, integrity, excellence and works as a team to support each other and the overall goals of the organization. Compensation Woodmont Real Estate Services has detailed the expected annual base salary for this role to be $65,000 - $70,000 annually + 10% Annual Performance Bonus. * This does not include any other potential components of the compensation package, including the benefits and perks outlined above. About Us
Woodmont Real Estate Services is a premier asset and property management company, we're proud to offer Northern California over 50 years' experience managing a diverse portfolio of commercial and multifamily properties. We're renowned for our hands-on management approach, marketing know-how and in-depth knowledge of submarkets throughout the region. It's what's allowed us to create unique strategies that are truly custom to each property. Our mission: To add value to our clients by providing superior service to all who live and work at the properties we manage. To achieve this goal, we create an exceptional professional environment for all associated with our organization. All are welcome here. We respect and honor differences in gender, race, age, faith, ethnicity, sexual orientation, and gender identity. Because we all thrive when our differences are valued. Values: Integrity, Excellence, Respect, Loyalty, Diligence, Teamwork Equal Opportunity Employer Woodmont Real Estate Services is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Woodmont Real Estate brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn. Woodmont is an E-Verify employer and will provide your Form I-9 information to the authorized government agency to confirm that you are authorized to work in the U.S. For more information, please visit E-Verify.