Equity Asset Management Senior Associate/Associate | Office and Retail

Key Responsibilities

• Aid in the proactive monitoring and management of a portfolio of real estate equity investments.
• Create and maintain detailed asset-level cash flow reforecasting models.
• Guide Analysts in maintaining detailed asset- and portfolio-reporting models to monitor investment performance at the asset level.
• Underwrite a variety of asset classes using Excel-based underwriting models, including complex cash flow, budget, IRR, and fund/partnership waterfall modeling.
• Review and analyze business plans, leasing activity, and monthly property-operating performance.
• Liaise with operating partners and leading members of the Acquisition Teams to review business plan execution.
• Demonstrate strong leadership abilities and effective management skills, with a desire to manage, mentor, and develop team members.

Professional Experience

• A minimum of 3 years' relevant experience in Asset Management, Development, or Acquisitions across office and retail asset classes.
• Preferred client-facing experience.
• Experience with property underwriting and advanced financial modeling.
• Mastery in Microsoft Excel, PowerPoint, and ARGUS Enterprise.
• Experience with Real Page and Yardi is preferred.

Education/Certification

Bachelor's degree required.

Essential Skills & Competencies

• Development and analysis of real estate-based financial models with a focus on multifamily, office, and industrial assets.
• Ability to build out a complex financial model from scratch including waterfalls and various debt structures.
• Ability to perform responsibilities independently and proactively, solve problems, and improve processes and/or services.
• Excellent verbal and written communication skills; strong listening and interpersonal skills; highly effective at preparing and presenting information.
• Honesty and integrity; adherence to company policies; promotion of a collaborative and productive work environment; demonstration of team building, support, and respect.
• Ability to supervise and direct people and/or resources to meet department goals; motivation of people; planning and prioritizing operations; response to changing conditions; cultivation and building relationships with team and clients; proficiency in reviewing other people's work and providing constructive feedback.

Position Details

• Classification: Exempt
• Status: Regular / Full Time
• Reports To: Vice President, Equity
• Direct Reports: No

Benefits

• Employer-paid Medical, Dental & Vision, with buy-up options available.
• Flexible Spending Account, Health Savings Account.
• Carrot Fertility Benefit - $10,000 lifetime benefit.
• 401k company match 4%, immediately vested.
• Generous PTO, 11 Paid Company Holidays & Paid Holiday Office Closure.
• 14 weeks Maternity Leave & 12 weeks Parental Leave.
• Wellbeing program offerings.
• Cell phone reimbursement.
• Engaging team events & holiday parties.