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Asset Management Operations Analyst Jobs in Ohio

Ohio State University

Operations Analyst

Columbus, OH · On-site

Facilities Management * The Operations Analyst manages the Center's facilities, coordinating maintenance and service requests and ensuring good stewardship of the Center's space and assets. * The ...

Ryan, LLC

Asset Manager, IT Asset Management

Columbus, OH · On-site

$136K - $186K/yr

Proven ability to analyze asset data, identify trends, and support decision making across ... management operations. Compensation Pay Transparency: * For certain California based roles, the ...

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Ohio State University

Operations Analyst

Columbus, OH · On-site

Facilities Management The Operations Analyst manages the Center's facilities, coordinating maintenance and service requests and ensuring good stewardship of the Center's space and assets. The ...

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Asset Management Operations Analyst information

What is an asset management operations analyst?

Asset Management Operations Analysts are professionals who support the daily operations of investment management firms by ensuring the accurate processing and settlement of investment transactions. They are responsible for trade reconciliation, data management, and reporting, helping to maintain the integrity of client portfolios. These analysts also work closely with portfolio managers, traders, and custodians to resolve discrepancies and to ensure compliance with industry regulations. Their role is essential in maintaining efficient operational workflows and minimizing risks within asset management organizations.

How does an asset management operations analyst typically collaborate with portfolio managers and other teams within the firm?

Asset Management Operations Analysts play a vital role in supporting portfolio managers by ensuring that trade settlements, cash movements, and reconciliations are processed accurately and efficiently. They frequently interact with portfolio managers, compliance, and risk teams to resolve discrepancies and provide timely updates on operational matters. Clear communication and strong organizational skills are essential, as analysts must coordinate across departments to maintain data integrity and support smooth investment operations. This collaborative environment provides exposure to various aspects of asset management, fostering both learning and career growth.

What are the key skills and qualifications needed to thrive as an asset management operations analyst, and why are they important?

To thrive as an Asset Management Operations Analyst, you need strong analytical abilities, attention to detail, and a solid understanding of financial markets, typically supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement platforms, and proficiency in Excel or other data analysis tools are commonly required, and certifications like CFA or CIPM can be advantageous. Excellent organizational, problem-solving, and communication skills help you collaborate with teams and manage complex processes efficiently. These skills are crucial for ensuring accurate transaction processing, regulatory compliance, and the smooth operation of asset management workflows.
Infographic showing various Asset Management Operations Analyst job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, 1% Temporary, 3% Contract, and 1% Nights. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution.

Asset Management Analyst

Warrensville Heights, OH

Weston Inc.
See more jobs at Weston Inc.external

Full-time

Re-posted 7 days ago

Key responsibilities

  • Support the analysis and review of financial performance, including NOI, budgets, and cash flow comparisons.

  • Assist in preparing lease, loan, and capital expenditure documentation, as well as maintaining schedules and reports related to asset management.

  • Participate in reviewing and supporting leasing activities, service provider requests, and debt management processes.

Job description

JOB TITLE: Asset Management Analyst
DEPARTMENT: Asset Management
REPORTS TO: Director of Asset Management
STATUS: Full-Time, Exempt, Salaried
About the Role
The Asset Management Analyst is responsible for supporting the core roles of each of its members and the overall mission of the department. This role will prepare lease analysis tools, loan compliance packages, budget review for assets currently managed by the department, and a variety of ad hoc projects necessary to help support the growth in value of the Weston owned portfolio. The primary focus of the Asset Management Department is to enhance the long-term value of real estate properties through a combination of strategies targeting revenue growth, operating expense control, capital deployment, debt management, and risk management.
What You Will Do
Asset Management
  • Perform analysis on NOI compared to budget and prior years
  • Support efforts to maintain REO schedule
  • Support efforts to complete “lookback” on properties acquired (IRR calculations, narratives, cash on cash returns, etc.)
  • Prepare Capital calls
  • Maintain NAV / GAV schedules for AM properties
  • Help prepare the Investor Relations Exec Summary packages
  • Work with accounting in Investor Distributions
  • Provide detailed budget reviews during budget process
  • Perform ad hoc analysis as needed
Leasing
  • Maintain leasing activity tracker weekly
  • Review ongoing lease(s) – gain better understanding of lease structure and language
  • Perform analysis on LOIs (NER), track against budget, and provide recommendations on approach
  • Provide research and reporting on various markets where we have properties
Service Provider Management
  • Participate and prepare for 3rd party, in-house and partner calls
  • Support efforts in reviewing capital, leasing, and property management requests
  • Review and tie out 3rd party fee calculations
  • Review and summarize monthly and annual reporting packages
  • Review CAM calculations provided by the Service Provider
Debt
  • Prepare financial packages for loan agreements (i.e. quarterly reporting, DSCR calculations)
  • Prepare major lease approval drafts for lender consideration
  • Prepare a loan agreement calendar with all important dates for reporting, compliance deliverables, etc., of asset management loans
  • Prepare Cap Ex reimbursements
  • Perform debt calculations (DSCR)
Skills
  • Must be able to convey information and experience to anticipate future needs.
  • Must be inquisitive, a great listener and self-reliant.
  • Ability to be effective in handling problems in the workplace; including anticipating, preventing, identifying and solving problems as necessary.
  • Ability to assimilate complex information, data, etc., from disparate sources and consider, adjust or modify to meet the need.
  • Must be able to work with and understand financial information and data.
  • Ability to work as part of a team as well as internal/external stakeholders.
  • Excellent organizational skills, problem-solving skills and the ability to process work quickly, accurately and with changing priorities.
Education and Experience
  • Bachelor’s degree in business, Finance or equivalent; or three years related experience and/or training; or equivalent combination of education or experience required
  • Previous experience with MRI software
  • Previous experience with analyzing and communicating key financial information and investment recommendations
  • Advanced knowledge of Microsoft Excel, and the ability to learn specialized real estate software; experience with Argus is preferred
  • Knowledge of real estate valuation methodologies including internal rates of return (IRR) and discounted cash flow analysis, cash on cash returns and break-even analysis
  • Understanding of income/expense statements, balance sheets, and cash flow statements
  • Previous experience analyzing and interpreting complex term sheets, loan documents, partnership agreements, and legal documents
Physical Demands and Work Environment
  • This position operates primarily in a typical office environment.
  • This is a full-time position. Workdays are Monday through Friday with occasional hours outside of regular business hours as needed.
  • Some travel is required as needed.
  • This position requires the employee to remain stationary, working on a computer for prolonged periods of time.
  • Must be able to lift up to 15 pounds.
At Weston, Inc., we foster a dynamic and collaborative work environment where everyone is valued and respected. We are committed to diversity and inclusion, ensuring equal opportunities for all employees. Discrimination or harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic is strictly prohibited by federal, state, and local laws.
This extends to all aspects of employment, including hiring, recruitment, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Our hiring decisions are based solely on qualifications, merit, and business needs at the time.

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