A well-established firm in Charlotte, NC is looking to bring on a Real Estate Retail Analyst / Associate that will support the asset management and investment management functions for a national retail portfolio. Working directly alongside senior retail leadership, this individual will help drive asset performance through financial analysis, budgeting, forecasting, leasing evaluation, capital planning, and portfolio reporting.
This is an opportunity to gain exposure to institutional-quality real estate investments while developing a well-rounded understanding of retail asset management, leasing strategy, redevelopment, and portfolio management.
Key Responsibilities
Asset Management
Support day-to-day management of a regional retail portfolio
Monitor operating performance, occupancy trends, collections, leasing activity, and NOI growth
Assist with execution of property-level business plans and value creation initiatives
Coordinate with property management, leasing, accounting, and third-party operating partners
Financial Analysis
Maintain property-level cash flow and valuation models
Prepare annual budgets, operating forecasts, and reforecasts
Analyze portfolio performance against underwriting assumptions
Assist with hold/sell analyses, refinancing opportunities, and disposition evaluations
Perform lease-level financial analyses and renewal evaluations
Leasing & Market Research
Evaluate new lease opportunities, renewals, and tenant expansions
Track tenant performance and retail market trends
Analyze competing properties, rental rates, occupancy, and market fundamentals
Research national, regional, and local retailer expansion activity
Capital Projects & Redevelopment
Track capital improvement initiatives, tenant improvements, and redevelopment projects
Monitor project budgets, timelines, and expected investment returns
Assist in the execution of asset enhancement strategies
Reporting & Portfolio Management
Prepare monthly and quarterly asset management reports
Support investor reporting initiatives and portfolio reviews
Create presentations and analytical materials for senior management and investment committees
Qualifications
Required
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related discipline
Approximately 1-4 years of commercial real estate experience
Strong quantitative, financial modeling, and analytical skills
Advanced Excel proficiency
Excellent organizational and communication skills
Preferred Backgrounds
Asset Management
Acquisitions
Investment Sales
Retail Brokerage
Valuation / Appraisal
Commercial Real Estate Lending
Real Estate Investment Banking
Preferred Experience
Retail real estate exposure
Grocery-anchored shopping centers
Net lease investments
Power centers
Regional malls
Mixed-use retail properties
ARGUS Enterprise proficiency
*If you have interest in this role, do not hesitate to apply*
