Senior Associate, Investment Operations & Asset Management

About the role

The Senior Associate, Investment Operations & Asset Management role is a dynamic operations position focused on commercial real estate transactions. This role is part of the Operations organization and supports the full lifecycle of commercial real estate transactions, including asset management.

Responsibilities

• Asset Management (50%): Coordinate and support the management of third-party commercial real estate relationships. Track and report asset performance against underwriting and business plan metrics. Liaise with property managers, brokers, and service providers to ensure operational efficiency. Ensure timely communication and coordination with the commercial team decision makers regarding project execution and operational matters.

• Operational Management (25%): Provide day-to-day operational input on commercial real estate investment transactions. Support operational due diligence, transaction coordination, and information gathering related to acquisitions. Track and reconcile investment-level cash flows, budgets, and funding requirements. Quickly evaluate complex situations and use good judgment to propose solutions.

• Business Partnering (25%): Collaborate with the AB CarVal commercial real estate commercial team and external commercial real estate transaction partners. Provide input on commercial real estate investment transaction documentation alongside AB CarVal commercial real estate commercial team. Coordinate with partners regarding appropriate investment memorandums, performance reporting, business & legal practices, and accounting procedures for each investment transaction. Make judgement-based decisions related to the operations function and assume responsibility for the impact to the business.

Requirements

• Bachelor's degree in accounting, business, finance, or related industry

• 5+ years finance experience

• Demonstrated experience in and/or exposure to commercial real estate asset management/portfolio operations, preferably including underwriting, credit evaluation, and third party relationship management

• Advanced Excel skills including data modeling and analysis

• Strong communicator who can coordinate and support collaboration across technical, legal, construction, and financial teams

• Demonstrated ability to work cross-functionally with various teams and portfolio companies

• Demonstrated knowledge and mechanics of lending instruments, legal documents and structures

• Strong work ethic and commitment to a high standard of excellence

• Prioritizes and completes tasks with attention to detail and accuracy

• Self-starter with the ability to follow through and complete tasks

• Strong analytical/problem solving skills

• Enjoys working in a collaborative team environment, partnering with commercial team

• Ability to travel, including for site visits and portfolio company meetings as needed

Preferred Experience

• Experience with commercial real estate investments, transactions, asset management terms and concepts

• Public accounting or financial services experience

• Knowledge and/or experience with conducting audits and due diligence of external companies

Benefits

Base Salary Range: $130,000 to $160,000

Actual base salaries may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors.

In addition, AB provides a variety of benefits to eligible employees, including health insurance coverage, an employee wellness program, life and disability insurance, a retirement savings plan, paid holidays, sick and vacation time off.