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The Analyst will assist with client servicing, oversee transfer agency operations, streamline processes, and support team training in the AWMS department.

Lead enterprise reporting and analytics for a national multifamily portfolio: own monthly and quarterly reporting cycles, ensure data integrity, build dashboards and pipelines, deliver executive insights, partner on financial and operational KPIs, and drive automation and governance across stakeholders.

This role leads the creation and management of legal workflows and knowledge across the firm, ensuring efficiency and consistency in legal processes while collaborating with various teams.

Provide subject-matter expertise and product support for 1031 and 721/UPREIT transactions; engage advisors and partners to source and manage exchange opportunities; present externally, manage transactions from inquiry through closing, collaborate with internal teams, ensure compliance, and support business development and educational initiatives.

Partner with Regional Sales Directors to drive sales to financial intermediaries through outreach, relationship building, and events. Execute sales strategies, maintain CRM and compliance, schedule meetings, support advisor relationships, and collaborate with product specialists to grow assets and market share within an assigned territory.

The Associate, Exchange Services is responsible for managing 1031 exchange investor transactions, ensuring efficient closings, and assisting with client communications and account maintenance.

The Analyst supports the AREX platform by coordinating with financial advisors, managing investor applications, and ensuring smooth transaction processing.

The Associate will manage multifamily development projects, including overseeing project timelines, budgets, and coordinating with various teams and contractors while ensuring compliance with regulations.

The role involves training on sales technology platforms, supporting AI strategy implementation, and enhancing productivity through effective sales enablement techniques.

The Associate will assist with client servicing and transfer agency operations in the AWMS, focusing on investor services and workflow optimization.