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Portfolio Manager jobs at ConAm Management

- 139 jobs
  • Apartment Regional Portfolio Manager

    Conam Management Corporation 4.4company rating

    Portfolio manager job at ConAm Management

    Job Description As a Regional Portfolio Manager for Conventional Properties with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. WHO WE ARE: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both conventional and affordable housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. WHAT WE ARE LOOKING FOR: We are looking for a strategic full-time, Regional Portfolio Manager - Conventional as we grow in the San Diego Region! If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of a growing company, we want to hear from you! This position is Full-Time | Salary | Full Benefits Pay Range for this position is: $95,000 - $120,000 / Yr + Up to 12% additional compensation with bonus program. REQUIREMENTS: To be successful in this role you must meet the following requirements: 5+ years as a regional manager in residential property management with supervisory/ management experience. State of CA Real Estate License preferred. Must be willing to obtain a license in 90 days of employment. Bring your excitement and passion for operations. Engagement and mentoring of property teams will be a daily opportunity. This is a fast-paced environment. Real Page or Yardi Budget Template experience a plus. CPM designation is a plus but not required. Microsoft Outlook, Excel, Word, PowerPoint and Teams or Zoom, experience required. A high level of reporting to owners and executive teams on budgets, financial variances, forecasting, market analysis, and weekly pricing. Acquisition and Disposition experience. 3rd Party / Fee Management experience essential. Collaborating with departments to meet property goals. Hire, train, set goals and monitor staff performance. A high level of comfort with speaking in groups, public forums or extemporaneously. Critical writing requirements include correct grammar, structure, punctuation, and word usage. Weekly visits to the portfolio; on-site 75% of the time. Must meet reporting deadlines. Knowledge of property management software platforms (Yardi, RealPage, Boston post, Gracehill, Revenue Management...etc.) preferred. Knowledge of Microsoft suite. Excellent written and verbal communication skills. Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail. Must be highly self-motivated and customer-centric. Great analytical, critical thinking, and problem-solving abilities. Strong adaptability and capacity to work in fast-paced environments. WHY YOU'LL LOVE WORKING HERE: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. OUR BENEFITS INCLUDE: • Medical, dental, vision, and pet insurance • Life insurance and identity theft protection • Paid sick and vacation time • 401(k) plan with company match • Flexible Spending Accounts (FSAs) • Employee Assistance Program (EAP) • Additional perks: Service Award Days, Floating Holiday, Identity Theft Protection, and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. ADDITIONAL INFORMATION: • This position is contingent upon passing a background check, employment verification, and drug screening. • CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirements of the law. • We are an Equal Opportunity Employer and encourage all qualified candidates to apply. READY TO MAKE AN IMPACT? If you're excited about joining a team that values your skills and offers great benefits, click “APPLY”. PAY BANDS: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications. #ZR
    $95k-120k yearly 6d ago
  • Regional Portfolio Manager

    The Conam Group 4.4company rating

    Portfolio manager job at ConAm Management

    Regional Portfolio Manager (Affordable) - CalCoast Corporate Office | San Diego, CA As a Regional Portfolio Manager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you! What we're looking for: Affordable Regional Portfolio Manager to support the Affordable Portfolio in San Diego, CA area with a strong experience in affordable properties. This position is Full-Time | Salary |Pay Range for this position is: $85,000 - 105,000 / Yr + Bonus Potential Requirements: * Previous experience as a regional manager in residential property management with supervisory/management experience * Experience with affordable properties, HUD, Low Income Tax Credit (LIHTC) and Lease Up is required * CPM designation is a plus but not required * State of CA Real Estate License required. * Experience with affordable housing/tax credit properties * Experience in developing property budgets, as well as dealing with complex operational matters daily * Must have a valid driver's license and proof of automobile insurance coverage * Local travel required; occasional travel out of state on an as-needed basis * Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus Why You'll Love Working Here: CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: * Medical, dental, vision insurance * Pet insurance * Life insurance and identity theft protection * Paid sick and vacation time * 401(k) plan with company match * Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service award days, floating holiday, early earned wage access and more At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment. Additional information: * This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance. * CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. * We are an Equal Opportunity Employer and encourage all qualified candidates to apply. Ready to make an impact? If you're excited about joining a team that values your skills and offers great benefits, click "APPLY". Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
    $85k-105k yearly 29d ago
  • Asset Manager

    The William Warren Group 3.8company rating

    Santa Monica, CA jobs

    The William Warren Group is a privately held, institutional real estate investment, development, acquisition and property management firm based in Santa Monica, CA. Since its inception in 1994, its focus has been on investments in major metropolitan markets across the United States that offer significant cash flow, revenue growth, and long-term capital appreciation opportunities. The company focuses on delivering exceptional customer service, introduces progressive thinking and technology to the market, and maximizes profitability for investors, all within a fun and inspiring team environment. When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life! How You'll Make a Difference The Asset Manager is responsible for helping to develop and maintain asset-level financial models that forecast detailed profit and loss in order to optimize cash flow at the property level. This role closely interacts with our Accounting, Marketing and Operations Team to ensure successful implementation of our financial initiatives. Assists in the preparation and approval process of property operating budgets. Assists in monthly, quarterly and annual reporting of the portfolio to WWG partners, JV partners and 3rd-party owners. Assists with monthly review of operating statements including financial analysis to determine present and future financial performance, returns and cash impacts. Helps maximize total return for each assigned asset through preparation of reports, analysis of property efficiencies and identifying opportunities for improved performance. Aids in financial analysis, market studies and industry standard reporting (i.e., variance reporting, discounted cash flows, IRR's, etc). Special projects relating to increasing revenues and reducing expenses across the portfolio. Assists in the due diligence and underwriting of potential acquisitions. Helps ensure articulation and consistency of company image and position within all internal and external communications. Serves as point of contact with capital partners and owners regarding performance of assets. Coordinates with CapEx team regarding project budgets and return on investment analyses. Coordinates with the Real Estate team regarding projecting operating expenses for new acquisitions and developments. Coordinates with BizDev team regarding projecting operating expenses for management proformas. Works closely with Marketing, Data Intelligence team and Operations on a weekly basis to analyze performance, diagnose issues, and identify solutions for underperforming assets. Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWP maintain a high level of flexibility in reference to duties you will be expected to perform. What Makes this Opportunity Awesome $70,000-$80,000 per year + Bonus Make a difference and have a positive impact. Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities. Contribute creatively to the organization's success by generating new and useful ideas. About You Education: BA/BS in related field preferred or equivalent experience Experience: 2-5 years of real estate asset management experience preferred Excellent communication skills (verbal and written) including active listening Relationship skills : ability to develop and sustain cooperative working relationships - both internal and external. Organizational skills/Multi-tasking : Exceptional organization skills with the ability to allocate one's time effectively, work under pressure, and meet tight deadlines; ability to handle multiple demands and competing priorities; ability to prioritize workload; and an ability to work at a detailed level. Proven skills in contributing to the development of company objectives and achieving desired goals. Strong accountability combined with strong work ethic and enthusiasm for teamwork Energetic self-starter with an ability to thrive in a fast pace environment. Intrapersonal: A willingness to learn in a dynamic environment that includes new ideas and innovation, intellectually curious, adaptable and ambitious. Computer Skills: Advanced Excel skills and MS Office Suite, high-level of comfort learning new accounting systems and computer applications, Zoom, Gmail, Microsoft Teams The William Warren Group, we believe in the talent of our people. It is our passion and commitment to excellence that drives our vast portfolio of properties to succeed. We take pride in all that we do and all that we represent. It is what makes us uniquely WWG. Ready to create the extraordinary? Come join us! Additional Perks for eligible employees: WWG offers a competitive compensation and performance-based bonus program, in addition to medical, dental, vision, 401(k) with company matching, paid time off (PTO) and holiday perks, employee assistance program (EAP), pet insurance and teambuilding events and activities. The William Warren Group and StorQuest say NO to drugs Equal Employment Opportunity WWP is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. WWP is also committed to compliance with all fair employment practices regarding citizenship and immigration status. To learn more about our awesome company check us out on ********************* and to apply visit *********************/careers
    $70k-80k yearly 20h ago
  • Portfolio Community Manager - HOAMCO - Flagstaff , AZ

    Hoamco 4.0company rating

    Flagstaff, AZ jobs

    Portfolio Community Manager - HOAMCO - Flagstaff , AZ **Immediate Opening** - Apply Today. Benefits available after 60 Days. This is a great opportunity! HOAMCO CULTURE: At HOAMCO, our team members are passionate about their work, bringing enthusiasm and dedication to every task. They excel independently and understand the importance of teamwork. We are committed to building people and communities by fostering open, honest relationships through transparent communication. Our dedication to exceptional customer service ensures we positively impact everyone we interact with. FUNCTION & ROLE: Under the general supervision of the Regional Director, the Portfolio Community Association Manager is responsible for overseeing the performance of personnel and the maintenance of physical properties or projects under their supervision, ensuring compliance with established company and Board policies and procedures. The Portfolio Manager is tasked with maintaining and managing community accounts, actively supporting the community's values, vision, and philosophies. They are expected to exhibit a leadership style that ensures residents' needs are met with a high level of satisfaction. The Portfolio Community Association Manager also serves as a crucial liaison between HOAMCO and the assigned communities, facilitating effective communication and coordination. SUPERVISORY RESPONSIBILITIES: Supervises all on-site maintenance and other personnel, as necessary. REQUIREMENTS: Qualifications: CMCA certified or higher management designation preferred Minimum of 1-2 years' experience as a Community Association Manager preferred, or other management experience. Responsibilities and duties: Community Leadership Serve in a key community leadership role aimed at building and maintaining connections and opportunities that foster a true sense of community. Provide advisory support to the board for long-term planning, goal-setting, and policymaking guidance. Act as a liaison between HOAMCO and assigned community. Effective Communication and Relationship Management Communicate proactively and transparently while building relationships with board members, residents, and staff. Facilitate regular meetings with the Developer, board members, residents, and volunteers to ensure open lines of communication. Develop and maintain a professional relationship with the Board of Directors for each assigned Association. Daily Operations and Asset Management Oversee the daily operations, management, and maintenance of community assets. Facilitate upkeep of residential files and records, legal documents, property deeds, construction plans, member rosters, contracts, annual reports, meeting minutes, and all other relevant records. Facilitate and attend all Association meetings. Effectively leverage company and vendor resources to execute board directives and achieve community goals. Oversee service contractors to ensure cost-effective and high-quality service delivery. Negotiate service contracts and obtain bids as needed or directed by the Board of Directors. Ensure that all procedures are being adhered to for vendors, contractors, service requests, and maintenance form logs. Inspect exterior and common areas of each assigned project at least twice a month and prepare written recommendations for physical repairs and/or replacements as required by the Board of Directors. Develop a building maintenance program and schedule for management of community assets. Governance and Community Standards Maintain and uphold the community's standards as required by applicable laws, CC&Rs, and design guidelines. Facilitate the architectural design review process. Evaluate and oversee the CC&R compliance process. Liability and Risk Management Ensure liability and insurance policies comply with requirements set forth by governing documents and applicable laws. Develop and implement a comprehensive risk management program in consultation with industry experts and advisors. Ensure proper documentation for worker's compensation, liability insurance coverage, and all executed written contracts for any contractors prior to engaging in work for any property managed by HOAMCO. Budgeting and Financial Oversight Collaborate with and assist the Board of Directors in preparing the annual budget for each fiscal year. Administer and monitor operating and reserve budgets. Review monthly financial packages and prepare budget variance report for the Board of Directors. Ongoing review of budget, evaluating ways to improve service and/or cut expenses. Review all contractual services annually and/or as needed to ensure community objectives are met. Timely and Accurate Communication Ensure all association notices are accurate and distributed in a timely manner. Process all electronic, paper, and telephone correspondence and respond to inquiries and requests in a professional and timely manner. Create and prepare complete Board of Directors packets, agendas, and management reports. Other Duties Perform other duties as assigned to support the overall success and well-being of the community. Attend all appropriate HOAMCO training classes, meetings, and seminars as requested. HOAMCO Employees Excel at: Consistently projecting a positive image of the company. Prioritizing tasks effectively in a fast-paced environment, handling interruptions seamlessly. Being strong team players, ready to assist others as needed. Demonstrating highly effective interpersonal skills and collaborating well with colleagues. Providing exceptional customer service. Maintaining an enthusiastic, professional, and positive demeanor. Upholding integrity and credibility. Submit your application now and join our growing team! Why Join HOAMCO? Since 1991, HOAMCO (Homeowners Association Management Company) has been a leader in community association management, currently managing over 600 communities across six states-and we're still growing! At HOAMCO, we value teamwork, integrity, and exceptional service. This is an exciting opportunity to be part of a company that makes a real impact in communities.
    $79k-144k yearly est. 8d ago
  • Regional Portfolio Manager

    Metropolitan Management Company 4.2company rating

    Seattle, WA jobs

    Job Description Our company focuses on the strategic acquisition and management of multifamily properties within the vibrant Puget Sound region. We are seeking a results-driven, highly organized real estate management professional to join our team as a Property Portfolio Supervisor. The ideal candidate will thrive in collaborative environments, possess a forward-thinking mindset, and demonstrate exceptional problem-solving skills. We offer a dynamic, inclusive culture that values innovative thinking, recognizes hard work, and supports professional growth. If you are committed to excellence and ready to take your career to the next level, we want to hear from you. Key Qualifications: Proven ability to critically analyze complex issues, devise effective solutions, and communicate these insights clearly and persuasively to diverse stakeholders. A minimum of 3 years' experience in the multifamily real estate sector, with a solid track record of success in property management and operations. Demonstrated leadership experience, with at least 3 years in a management role, overseeing teams and driving operational success in a fast-paced environment. Expertise in utilizing Microsoft Office Suite and other internet-based property management platforms, with a keen ability to leverage technology for operational efficiency. Exceptional organizational acumen, with a meticulous attention to detail and the ability to manage multiple priorities in a high-pressure environment. Highly dependable and responsible, with a strong sense of accountability and commitment to maintaining a high standard of work. Strong problem-solving capabilities, with the ability to remain composed and decisive in the face of challenges. Superior interpersonal and communication skills, with the ability to build and maintain positive relationships with residents, staff, and external partners. Core Responsibilities: Take the lead in overseeing the operational performance of a select portfolio of properties, ensuring optimal management and efficient execution of day-to-day activities. Supervise, recruit, and provide ongoing training and development for on-site personnel to maintain a high standard of operational excellence. Develop and enforce strategies for managing delinquency, overseeing the collections process, and coordinating eviction proceedings when necessary. Conduct in-depth, periodic inspections of assigned properties to ensure compliance with internal standards and identify areas for operational improvement. Take a proactive role in formulating and reviewing the annual budget for the portfolio, closely monitoring the financial performance through regular analysis of Profit & Loss statements. Address and resolve escalated tenant issues with professionalism and diplomacy, ensuring high levels of resident satisfaction and retention. Maintain a robust after-hours support system, providing assistance during emergencies and ensuring seamless coordination between maintenance teams and on-site staff. Analyze and conduct regular competitive market surveys to assess market conditions and ensure the portfolio remains competitive in terms of pricing, amenities, and overall value. Ensure full compliance with all applicable fair housing laws, landlord/tenant regulations, and organizational policies, mitigating risk and safeguarding company interests. Oversee payroll management for on-site staff, verifying and ensuring the accuracy of payroll submissions before processing. Benefits for Full-Time Employees: Comprehensive Health Coverage: Access to Medical, Dental, and Vision plans. Retirement Savings: Eligible for 401(k) enrollment after one year of service. Paid Holidays: Enjoy designated paid holidays. Paid Vacation: Receive 5 paid vacation days after one year of service. Paid Sick Leave: All employees accrue paid sick time in accordance with State/City laws. We invite motivated, forward-thinking professionals who are eager to make a tangible impact to join our growing organization. If you're ready to take your career to the next level, we want to hear from you. M-F 8:30AM-4:30PM In office position
    $149k-217k yearly est. 28d ago
  • Regional Portfolio Manager - WA & OR

    The Management Group, Inc. 4.3company rating

    Portland, OR jobs

    Job Description Title: Regional Portfolio Manager - WA & OR Compensation: $87,000 - $102,000 annually + 100% Employer-Paid Employee Benefits About the Role We're looking for an experienced Regional Portfolio Manager to lead our small communities rental property portfolio across Washington and Oregon. This is NOT your traditional regional manager role - your team won't be spread out in property offices. Instead, they are centralized at our corporate hubs in Vancouver, WA and Downtown Portland, OR. For you that means less time on the road driving between communities and more time focusing on the leadership and operational strategy that drive results. We have a small, specialized team of 5-7 property managers which means your leadership will have a greater and more immediate impact on the department's future and direction. What You'll Do Lead, mentor, and develop a growing team of portfolio managers. Oversee operations and financial performance for multiple rental properties in WA & OR. Ensure compliance with Washington and Oregon Landlord-Tenant Laws and Fair Housing regulations. Collaborate with senior leadership on strategic initiatives and performance goals. Partner with Marketing to design resident attraction and retention strategies. Build and maintain strong relationships with property owners, aligning on goals and performance expectations. Review budgets, monthly financial reports, and variance analyses to ensure accuracy and strategic alignment. Lead the onboarding of new properties, including staffing, marketing, and lease-up. What We're Looking For 5-7 years of multifamily property management experience. 2+ years as a Regional or Portfolio Manager, preferably overseeing multisite teams. Strong knowledge of both WA and OR landlord-tenant laws. Proven financial acumen (P&L statements, budgeting, variance analysis). Exceptional leadership, communication, and team development skills. Why Join Us 100% Employer-Paid Medical, Dental, and Vision insurance for employees. Competitive pay range: $87,000 - $102,000. Opportunity to shape the future direction of a growing department. Work in a centralized leadership model that maximizes focus on team development and results. Lead a tight-knit, high-impact team. How to Apply If you're a seasoned property management leader ready for a role with strategic influence and a direct impact on a growing portfolio, we'd love to hear from you. Apply today and help drive the future of our portfolio's success.
    $87k-102k yearly 7d ago
  • Portfolio Manager

    Northmarq 4.4company rating

    Denver, CO jobs

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Portfolio Manager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite
    $85k-110k yearly Auto-Apply 11d ago
  • Portfolio Manager

    Northmarq 4.4company rating

    Denver, CO jobs

    Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Portfolio Manager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite
    $85k-110k yearly 27d ago
  • Portfolio Manager

    Northmarq 4.4company rating

    Dallas, TX jobs

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-ES1 #LI-Onsite #LI-Onsite
    $71k-129k yearly est. Auto-Apply 11d ago
  • Portfolio Manager

    Northmarq 4.4company rating

    Dallas, TX jobs

    Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-ES1 #LI-Onsite #LI-Onsite
    $71k-129k yearly est. 23d ago
  • Portfolio Community Manager - HOAMCO (Phoenix, West Valley - AZ)

    Hoamco 4.0company rating

    Arizona jobs

    Portfolio Community Manager - HOAMCO - Phoenix (West Valley), AZ HOAMCO CULTURE: At HOAMCO, our team members are passionate about their work, bringing enthusiasm and dedication to every task. They excel independently and understand the importance of teamwork. We are committed to building people and communities by fostering open, honest relationships through transparent communication. Our dedication to exceptional customer service ensures we positively impact everyone we interact with. FUNCTION & ROLE: Under the general supervision of the Regional Director, the Portfolio Community Association Manager is responsible for overseeing the performance of personnel and the maintenance of physical properties or projects under their supervision, ensuring compliance with established company and Board policies and procedures. The Portfolio Manager is tasked with maintaining and managing community accounts, actively supporting the community's values, vision, and philosophies. They are expected to exhibit a leadership style that ensures residents' needs are met with a high level of satisfaction. The Portfolio Community Association Manager also serves as a crucial liaison between HOAMCO and the assigned communities, facilitating effective communication and coordination. SUPERVISORY RESPONSIBILITIES: Supervises all on-site maintenance and other personnel, as necessary. REQUIREMENTS: Qualifications: Associate's degree or other equivalent experience. CMCA certified or higher management designation. Minimum of 1-2 years experience as a Community Association Manager preferred, or other management experience. Responsibilities and duties: Community Leadership Serve in a key community leadership role aimed at building and maintaining connections and opportunities that foster a true sense of community. Provide advisory support to the board for long-term planning, goal-setting, and policymaking guidance. Act as a liaison between HOAMCO and assigned community. Effective Communication and Relationship Management Communicate proactively and transparently while building relationships with board members, residents, and staff. Facilitate regular meetings with the Developer, board members, residents, and volunteers to ensure open lines of communication. Develop and maintain a professional relationship with the Board of Directors for each assigned Association. Daily Operations and Asset Management Oversee the daily operations, management, and maintenance of community assets. Facilitate upkeep of residential files and records, legal documents, property deeds, construction plans, member rosters, contracts, annual reports, meeting minutes, and all other relevant records. Facilitate and attend all Association meetings. Effectively leverage company and vendor resources to execute board directives and achieve community goals. Oversee service contractors to ensure cost-effective and high-quality service delivery. Negotiate service contracts and obtain bids as needed or directed by the Board of Directors. Ensure that all procedures are being adhered to for vendors, contractors, service requests, and maintenance form logs. Inspect exterior and common areas of each assigned project at least twice a month and prepare written recommendations for physical repairs and/or replacements as required by the Board of Directors. Develop a building maintenance program and schedule for management of community assets. Governance and Community Standards Maintain and uphold the community's standards as required by applicable laws, CC&Rs, and design guidelines. Facilitate the architectural design review process. Evaluate and oversee the CC&R compliance process. Liability and Risk Management Ensure liability and insurance policies comply with requirements set forth by governing documents and applicable laws. Develop and implement a comprehensive risk management program in consultation with industry experts and advisors. Ensure proper documentation for worker's compensation, liability insurance coverage, and all executed written contracts for any contractors prior to engaging in work for any property managed by HOAMCO. Budgeting and Financial Oversight Collaborate with and assist the Board of Directors in preparing the annual budget for each fiscal year. Administer and monitor operating and reserve budgets. Review monthly financial packages and prepare budget variance report for the Board of Directors. Ongoing review of budget, evaluating ways to improve service and/or cut expenses. Review all contractual services annually and/or as needed to ensure community objectives are met. Timely and Accurate Communication Ensure all association notices are accurate and distributed in a timely manner. Process all electronic, paper, and telephone correspondence and respond to inquiries and requests in a professional and timely manner. Create and prepare complete Board of Directors packets, agendas, and management reports. Other Duties Perform other duties as assigned to support the overall success and well-being of the community. Attend all appropriate HOAMCO training classes, meetings, and seminars as requested. HOAMCO Employees Excel at: Consistently projecting a positive image of the company. Prioritizing tasks effectively in a fast-paced environment, handling interruptions seamlessly. Being strong team players, ready to assist others as needed. Demonstrating highly effective interpersonal skills and collaborating well with colleagues. Providing exceptional customer service. Maintaining an enthusiastic, professional, and positive demeanor. Upholding integrity and credibility. Why Join HOAMCO? Since 1991, HOAMCO (Homeowners Association Management Company) has been a leader in community association management, currently managing over 600 communities across six states-and we're still growing! At HOAMCO, we value teamwork, integrity, and exceptional service. This is an exciting opportunity to be part of a company that makes a real impact in communities.
    $76k-136k yearly est. 60d+ ago
  • Portfolio Manager

    Property Management Associates 3.5company rating

    Culver City, CA jobs

    Job Description Property Management Associates is growing and looking for a Portfolio Manager to manage approximately 15 properties throughout Orange County and South Bay Los Angeles with experience in Multi-Family Management, to join our team and grow in a dynamic and exciting place to work that values its employees. Essential Functions include a deep understanding of property operations, financial aspects of multi-family property management, property maintenance and vendor management, property marketing and property leasing, team development, employee supervision, and motivation. Job Requirements: Education - B.A/B.S. Undergraduate degree preferred Years of Experience - 5 years of prior supervisory experience with rent control Computer Skills - Proficient in Excel, MS Office Suite (Word, Outlook, Excel), and Yardi Voyager Physical Requirements -Ability to walk properties, climb stairs, bend, lift to 25lbs Valid driver's license and reliable transportation Well-versed in all areas of financial management, including budgeting, income & expense oversight, and variance reporting Demonstrated experience in problem identification, analysis, recommendation of options, and development of logical and workable solutions PMA offers a competitive benefits package to full-time employees, including: Medical, Dental, Vision, and Life Insurance with an employer contribution 401(k) with discretionary company contribution after 1 year Short-term & Long-term Disability Critical Illness/Accident/Hospital Indemnity Plans Generous Paid Time Off: Time off benefits include vacation, holidays, and sick time Start the weekend Early (1-hour early Release on Fridays) Pay Range$100,000-$105,000 USD We celebrate diversity and are committed to creating an inclusive environment for all employees. Take your career in property management to another level About Property Management Associates Property Management Associates (PMA) is a full service Property Management Company located near Los Angeles, California. PMA has been in business for over 30 years. We specialize in commercial and residential property management, apartments for rent in Los Angeles and greater LA County, and commercial real estate for lease. This, combined with our professional property management services, makes PMA one of the largest property management companies in Southern California. Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. We are also a family oriented company with great opportunities to grow! Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. PMA does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by PMA to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that PMA will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
    $100k-105k yearly 6d ago
  • Senior Investment Sales Analyst - Commercial Real Estate Finance

    Northmarq 4.4company rating

    Portland, OR jobs

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an Investment Sales Analyst in our Portland or Seattle office to join an active and top-performing Commercial Investment Sales brokerage team. The candidate must have prior experience within the commercial real estate industry, and an intimate familiarity with commercial real estate investments is preferred. The individual will be expected to work directly with brokers on property valuations by underwriting and analyzing the client's quantitative property data. Those who possess intellectual creativity and critical thinking skills, coupled with being a driven and self-motivated individual, are encouraged to apply. *This position is an in-office position, with an immediate start date. Position Responsibilities: Candidate must possess excellent writing skills thus effectively conveying a clear message regarding the property, the submarket, and the opportunity for our marketing materials. Underwrite income-producing assets using Excel software including: Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions. Review, analyze, comprehend, abstract, and interpret various types of real estate documents. Identify critical property-level financial issues and recommend areas for value-add opportunities. Create evaluations of properties and sensitivity analyses. Strategize with team members and provide materials that allow the top producers to generate new relationships including gathering and tracking critical data points for research and business development purposes. Prepare disposition proposals and offer memoranda for new or existing assignments in conjunction with the marketing team and upper management. Perform real estate market and location-specific research and assess and summarize tenant credit and financial statements. What We're Looking For: Bachelor's degree. Preferred majors include Real Estate, Finance, Accounting, or related business fields. A minimum of 1--2 years of relevant experience, with a background in financial analysis in Commercial Real Estate being essential. CRE Internship experience is also considered. Proficiency in Microsoft Office Suite, particularly Excel, is a requirement. Working knowledge of Salesforce, and Costar is preferred. Capable of thriving in a fast-paced environment and managing multiple tasks within tight deadlines. Strong financial analysis skills, including understanding financial terms and principles essential for real estate underwriting such as Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, etc. Experience in income-producing property valuation is preferred. Ability to comprehend, analyze, and interpret various real estate documents, including financial statements, loan documents, and deeds of trust. Strong verbal communication skills are required, with the ability to engage effectively and professionally with diverse internal and external stakeholders. Attention to detail, strong organizational skills, and the ability to handle multiple assignments with shifting priorities. Team player, strong work ethic, and passion to work in the commercial real estate industry. A complete real estate brokerage salesperson license within the first 120 days of employment is required. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-Onsite #LI-SY1
    $94k-148k yearly est. Auto-Apply 60d+ ago
  • Senior Investment Analyst

    MBK Real Estate 4.2company rating

    Irvine, CA jobs

    MBK Real Estate (MBK) is an industry leader in real estate operations and development. Through its subsidiaries, MBK Rental Living, MBK Industrial Properties and MBK Senior Living, MBK Real Estate is renowned for building award-winning new home and apartment communities, state-of-art distribution facilities and for its reputation in providing exceptional high standards of service throughout its senior living communities. MBK is a privately held real estate development firm with roots in the business dating back to 1996. MBK's extensive activities through its operating divisions, along with the size and scale of our development and building activities represent the continuation and commitment to American enterprise. Job Description MBK Real Estate is hiring a Senior Investment Analyst to join our team at our Home Office in Irvine, CA! This role will be hybrid with 3 days in office and 2 days remote. Job Summary: The Senior Investment Analyst identifies, underwrites and assists in the facilitation of due diligence on acquisition opportunities, maintain budget and proforma for active projects and prepare other analysis in accordance with the company's business plan and acquisition/disposition strategy. Supervisory Responsibilities: N/A Duties & Responsibilities: Prepare underwriting and analytics for all MIP investments, including development acquisition, joint ventures, leasing, and disposition. Collect and organize market and submarket data to track and forecast market trends such as rents, sales, cap rates, construction costs, economic conditions, and supply and demand conditions. Assist in the completion, updating, error checking of proformas prior to distribution. Manage the acquisition checklist for prospective projects. Assist in due diligence efforts for property acquisitions and dispositions. Liaison with third party brokers for acquisition, leasing and disposition efforts. Prepare investment presentations and reports for internal and external stakeholders. Manage content for regular internal presentations such as quarterly board of director slides and monthly operations package. Oversee reforecast of project budget and proforma throughout the project life cycle including for business plans and lease analysis. Other related activities that may be required and deemed necessary by the Supervisor. Education Requirements: Bachelor's degree in accounting, finance or business administration. Master's degree preferred. Experience Requirements (in years): 5+ years of experience in financial analysis, modeling and budgeting. Required Competencies/Licenses/Certifications: Microsoft Suite competency; expert level experience in Excel. Financial modeling and budgeting. General software proficiency. Physical Demands & Work Environment: Must be mobile and able to perform the physical requirements of the job, bending, kneeling, stooping, pushing, pulling and repetitive motion. Ability to sit and work at a computer for long periods of time. Able to move intermittently throughout the workday. Pay Range: $120,000-$130,000 + Bonus We are not currently accepting unsolicited assistance from recruitment agencies for this position. All candidates must apply directly through our careers page or other designated platforms. MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact *************************. We offer a rich benefits package comprising of the following: competitive salaries with opportunities for growth; 401(k) retirement plan with up to 4% employer matching; comprehensive industry leading medical, dental and vision insurance; company-provided life, disability and AD&D insurance; flexible spending accounts, generous paid time off including vacation and sick time, holidays, and bereavement leave; and a variety of programs including leadership development, training, and personal coaching; education loan assistance and scholarships; daily living, financial and legal services; childcare and eldercare assistance; employee discounts; and health and wellness resources that include virtual yoga, mindfulness, and financial readiness for employees and their family members. If you are ready to meet the challenges of this critical role, we want to hear from you! MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact *************************. Regulatory Disclosures for Senior Living Communities with Medicaid Residents: An “Excluded Party” is a person that the federal or state government found not eligible to provide care and services in a facility that receives Medicare or Medicaid funding. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an “Excluded Party” as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs. If, as a team member, you learn that you are an Excluded Party at any time, you must present your Excluded Party notice letter to your supervisor immediately. Other Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members' professional licenses. HIPAA Disclosure: All Team Members prior to commencing employment and once employed must not be considered an “Excluded Party” as defined by the Medicare and state Medicaid Programs as well as other federal and state government contract programs. If as an associate you learn you are an Excluded Party, you must present your Excluded Party notice letter to your supervisor immediately. An Excluded Party is a person that the federal or state government found not eligible to provide care and services in a Community that receives Medicare or Medicaid funding. In addition, at all times, during your employment, all associates must be in compliance with certain laws and regulations that affect the company, including but not limited to Resident Rights, HIPAA, State licensing regulations, and those laws relating you an associates' professional license.
    $86k-155k yearly est. Auto-Apply 60d+ ago
  • Regional Portfolio Manager

    Cascade Management 3.6company rating

    Bend, OR jobs

    About Us Compensation: $70,000 - $90,000 / annually Schedule: Monday-Friday (8:00am - 5:00pm) Hours: 40 Full Time Portfolio Location: Central Oregon Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disability and Life Insurance, Employee Assistance Program. Accident/Cancer Plan, Medical and Dependent Care Flex Benefit * Salary is typically hired between minimum and midpoint of salary range depending on experience and any rent benefit adjustments. Cascade Management, Inc. and its principals began providing property and asset management services in 1974. We continue to manage the majority of properties from our original portfolio, which has grown substantially over time. Through our growth, the commitment to our properties, owners and employees remains fundamental to our values. Cascade Management's Service Model is the foundation of everything we do and is expected to be upheld every day you come to work. Our Service Model represents the most important behaviors and actions to ensure a stakeholder interaction is positive every time. As an integral part of the Cascade team, all members are expected to carry out our Service Model of Friendly, Helpful, Knowledgeable, Respectful, and Responsive. Essential Functions and Responsibilities SUMMARY The Regional Portfolio Manager oversees the entire operation of an assigned portfolio of communities. The Regional Portfolio Manager is responsible for achieving the financial and compliance goals established for each community and for meeting any other established operational goal. Each Regional Portfolio Manager supervises all staff assigned to the communities and works under the direct supervision of the Sr. Portfolio Manager. Formulate and manage the operational and capital budget for the communities (annually), track and report on the financial performance of the communities (monthly), and implement strategies for enhancing the value of the assets. Meet regularly with Zone Portfolio Manager to report on portfolio performance.* Responsible for financial oversight including review and approval of invoices for properties within portfolio in a timely manner, provide plan for outstanding late invoice payment.* Work with Accounts Receivable to ensure timely collection and notify the accounting department of any abnormalities. * In partnership and guidance of the Zone Portfolio Manager, attend regular meetings with property owners to discuss the property performance and critical areas that need addressing, utilizing a structured meeting with agenda.* Ensure all operational functions of the properties (rent increase, notices, violations, inspections and reports) are budgeted, tracked, and implemented as scheduled. With Zone Portfolio Managers, implement strategies for achieving high operational performance in the areas of expense management, resident retention and service, income generation, and collections.* Recruit, hire, train, and manage the performance of direct reports and take appropriate actions to ensure achievement of performance expectations; contact the Director of Human Resources when performance issues are identified to provide progressive discipline for correction. Promote staff accountability and responsibility.* Meet regularly with Community Staff to monitor performance, provide training and deliver feedback on work provided. Coach, train, develop and proactively manage performance for community staff to create stability. Identify specific individual training and development needs for field staff as needed, working in collaboration with the Zone Portfolio Managers and Employee Development Department regarding specific training requests. Ensure direct reports are in compliance with local, state, and federal laws pertaining to the industry, employment, and resident/tenant relations.* Make regular visits to each property site and ensure that the interior and exterior of the community meet Cascade Management safety and appearance standards. Responsible for overall property health.* Ensure quality maintenance of each property through tracked regular preventative maintenance inspections and timely completion of work orders. * Address maintenance emergencies promptly, responding to after-hours calls. Work with Community Managers to assure on site work is done satisfactorily. Approve all repair, operating and maintenance contracts, within delegated contracting and signing authority, utilizing approved vendors while monitoring vendor performance. Report all property related issues.* Monitor annual certification continuously with regards to PBV waitlists, and other related certifications. Address deficiencies in a timely manner and involve Human Resources with identified staff performance deficiencies.* Maintain property records in accordance with Cascade Security Protocols and ensure the properties are equipped with appropriate equipment to meet security requirements. Regular security checks performed.* Review and approve site staff timecards. Regular and reliable attendance during scheduled hours* Perform other duties as required.* Qualifications and Physical Demands To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED). 3+ years of Community Management experience with 150 units or more required. 2+ years with experience in multiple properties in management position equivalent required. 2+ years of proven increased responsibility and staff oversight required. 3+ years of Tax Credit, HUD and/or affordable housing experience required. Experience in Finance and Budgeting preferred. CERTIFICATES, LICENSES, REGISTRATIONS Valid Driver's License and insurance is required. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.
    $70k-90k yearly Auto-Apply 60d+ ago
  • Senior Investment Sales Analyst - Commercial Real Estate Finance

    Northmarq 4.4company rating

    Seattle, WA jobs

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an Investment Sales Analyst in our Portland or Seattle office to join an active and top-performing Commercial Investment Sales brokerage team. The candidate must have prior experience within the commercial real estate industry, and an intimate familiarity with commercial real estate investments is preferred. The individual will be expected to work directly with brokers on property valuations by underwriting and analyzing the client's quantitative property data. Those who possess intellectual creativity and critical thinking skills, coupled with being a driven and self-motivated individual, are encouraged to apply. *This position is an in-office position, with an immediate start date. Position Responsibilities: Candidate must possess excellent writing skills thus effectively conveying a clear message regarding the property, the submarket, and the opportunity for our marketing materials. Underwrite income-producing assets using Excel software including: Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions. Review, analyze, comprehend, abstract, and interpret various types of real estate documents. Identify critical property-level financial issues and recommend areas for value-add opportunities. Create evaluations of properties and sensitivity analyses. Strategize with team members and provide materials that allow the top producers to generate new relationships including gathering and tracking critical data points for research and business development purposes. Prepare disposition proposals and offer memoranda for new or existing assignments in conjunction with the marketing team and upper management. Perform real estate market and location-specific research and assess and summarize tenant credit and financial statements. What We're Looking For: Bachelor's degree. Preferred majors include Real Estate, Finance, Accounting, or related business fields. A minimum of 1--2 years of relevant experience, with a background in financial analysis in Commercial Real Estate being essential. CRE Internship experience is also considered. Proficiency in Microsoft Office Suite, particularly Excel, is a requirement. Working knowledge of Salesforce, and Costar is preferred. Capable of thriving in a fast-paced environment and managing multiple tasks within tight deadlines. Strong financial analysis skills, including understanding financial terms and principles essential for real estate underwriting such as Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, etc. Experience in income-producing property valuation is preferred. Ability to comprehend, analyze, and interpret various real estate documents, including financial statements, loan documents, and deeds of trust. Strong verbal communication skills are required, with the ability to engage effectively and professionally with diverse internal and external stakeholders. Attention to detail, strong organizational skills, and the ability to handle multiple assignments with shifting priorities. Team player, strong work ethic, and passion to work in the commercial real estate industry. A complete real estate brokerage salesperson license within the first 120 days of employment is required. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Washington Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Investment Sales Analyst position is $75,000 to $85,000 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications and experience. #LI-Onsite #LI-SY1
    $75k-85k yearly Auto-Apply 60d+ ago
  • Regional Portfolio Manager

    Cascade Management 3.6company rating

    Tigard, OR jobs

    About Us Cascade Management, Inc. and its principals began providing property and asset management services in 1974. We continue to manage the majority of properties from our original portfolio, which has grown substantially over time. Through our growth, the commitment to our properties, owners and employees remains fundamental to our values. Cascade Management's Service Model is the foundation of everything we do and is expected to be upheld every day you come to work. Our Service Model represents the most important behaviors and actions to ensure a stakeholder interaction is positive every time. As an integral part of the Cascade team, all members are expected to carry out our Service Model of Friendly, Helpful, Knowledgeable, Respectful, and Responsive. Rate of Pay: $$73,000-$85,000 Annual salary paid biweekly Schedule:Monday- Friday 8a-5p Hours:40 (Exempt) Location: Corporate Office, 9600 SW Oak St, Tigard, OR 97223 Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disability and Life Insurance, Employee Assistance Program. Accident/Cancer Plan, Medical and Dependent Care Flex Benefit Essential Functions and Responsibilities SUMMARY The Regional Portfolio Manager oversees the entire operation of an assigned portfolio of communities. The Regional Portfolio Manager is responsible for achieving the financial and compliance goals established for each community and for meeting any other established operational goal. Each Regional Portfolio Manager supervises all staff assigned to the communities and works under the direct supervision of the Zone Portfolio Manager. This position is to support our Portland Metro and surrounding area properties. Formulate and manage the operational and capital budget for the communities (annually), track and report on the financial performance of the communities (monthly), and implement strategies for enhancing the value of the assets. Meet regularly with Zone Portfolio Manager to report on portfolio performance.* Responsible for financial oversight including review and approval of invoices for properties within portfolio in a timely manner, provide plan for outstanding late invoice payment.* Work with Accounts Receivable to ensure timely collection and notify the accounting department of any abnormalities. * In partnership and guidance of the Zone Portfolio Manager, attend regular meetings with property owners to discuss the property performance and critical areas that need addressing, utilizing a structured meeting with agenda.* Ensure all operational functions of the properties (rent increase, notices, violations, inspections and reports) are budgeted, tracked, and implemented as scheduled. With Zone Portfolio Managers, implement strategies for achieving high operational performance in the areas of expense management, resident retention and service, income generation, and collections.* Recruit, hire, train, and manage the performance of direct reports and take appropriate actions to ensure achievement of performance expectations; contact the Director of Human Resources when performance issues are identified to provide progressive discipline for correction. Promote staff accountability and responsibility.* Meet regularly with Community Staff to monitor performance, provide training and deliver feedback on work provided. Coach, train, develop and proactively manage performance for community staff to create stability. Identify specific individual training and development needs for field staff as needed, working in collaboration with the Zone Portfolio Managers and Employee Development Department regarding specific training requests. Ensure direct reports are in compliance with local, state, and federal laws pertaining to the industry, employment, and resident/tenant relations.* Make regular visits to each property site and ensure that the interior and exterior of the community meet Cascade Management safety and appearance standards. Responsible for overall property health.* Ensure quality maintenance of each property through tracked regular preventative maintenance inspections and timely completion of work orders. * Address maintenance emergencies promptly, responding to after-hours calls. Work with Community Managers to assure on site work is done satisfactorily. Approve all repair, operating and maintenance contracts, within delegated contracting and signing authority, utilizing approved vendors while monitoring vendor performance. Report all property related issues.* Monitor annual certification continuously with regards to PBV waitlists, and other related certifications. Address deficiencies in a timely manner and involve Human Resources with identified staff performance deficiencies.* Maintain property records in accordance with Cascade Security Protocols and ensure the properties are equipped with appropriate equipment to meet security requirements. Regular security checks performed.* Review and approve site staff timecards. Travel as required for property duties, in person classes and annual education conferences* Regular and reliable attendance during scheduled hours* Perform other duties as required.* Qualifications and Physical Demands To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SUPERVISORY RESPONSIBILITIES May directly supervise between 10 and 50 employees. TRAVEL REQUIREMENTS Travel requirements vary but may be as much as 50% of the time. Travel as required for in person classes and annual education conferences. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED). Bachelors degree (B.A./ B.S.) preferred. 3+ years of Community Management experience with 500 units or more required. 2+ years with experience in multiple properties in management position equivalent required. 2+ years of proven increased responsibility and staff oversight required. 3+ years of Tax Credit, HUD and/or affordable housing experience required. Experience in Finance and Budgeting required. CERTIFICATES, LICENSES, REGISTRATIONS Valid Driver's License and insurance is required for travel to properties and job functions. CPM or ARM is preferred. TECHNOLOGY AND DATA ANALYTICS In an increasingly data-driven world, Managers need to harness technology and data analytics to enhance decision-making and operational visibility. Proficiency in this area involves understanding data collection methods, analytical tools, and information systems. By leveraging data, Managers can make informed decisions, predict trends, and measure the effectiveness of operational strategies. Ability to operate various work systems and software in an office setting. High level proficiency in MS Office products like Outlook, Excel and Word are required. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.
    $73k-85k yearly Auto-Apply 60d+ ago
  • Portfolio Manager Specialist

    Cascade Management 3.6company rating

    Tigard, OR jobs

    About Us Rate of Pay: $65,000-77,000 Annually Schedule: Monday-Friday (8am-5pm) Hours: 40 Properties: Corporate Office Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disability and Life Insurance, Employee Assistance Program. Accident/Cancer Plan, Medical and Dependent Care Flex Benefit * Salary is typically hired between minimum and midpoint of salary range depending on experience and any rent benefit adjustments. Cascade Management, Inc. and its principals began providing property and asset management services in 1974. We continue to manage the majority of properties from our original portfolio, which has grown substantially over time. Through our growth, the commitment to our properties, owners and employees remains fundamental to our values. Cascade Management's Service Model is the foundation of everything we do and is expected to be upheld every day you come to work. Our Service Model represents the most important behaviors and actions to ensure a stakeholder interaction is positive every time. As an integral part of the Cascade team, all members are expected to carry out our Service Model of Friendly, Helpful, Knowledgeable, Respectful, and Responsive. Essential Functions and Responsibilities The Portfolio Management Specialist Intern works under the Senior Regional Portfolio Manager for assistance with oversight of properties and support of field staff through reports, notices, tenant and vendor relations, tracking receivables, vacancies, and day-to-day management of site staff. Essential Duties and Responsibilities 1. Formulate and manage the operational and capital budget for the portfolio of communities overseen; track and report on the financial performance of the communities; and implement strategies for enhancing the value of the assets with guidance from Senior Regional Portfolio Manager. 2. Assist with the review and approval processes for invoices for properties within portfolio in a timely manner, provide plan for outstanding late invoice payment. 3. Track and reconcile properties' Accounts Receivables with support from Senior Regional Portfolio Manager to ensure timely collection and notify Accounting of any anomalies. 4. In partnership and guidance of the Senior Regional Portfolio Manager, attend regular meetings with property owners to discuss the property performance and critical areas that need addressing, utilizing a structured meeting with agenda.* 5. Assist with implementation of strategies for achieving high operational performance in the areas of expense management, rent growth, resident retention and service, income generation, and collections.* 6. Aid in the process to recruit, hire, train, and manage the performance of staff under your and your manager's supervision and take appropriate actions to ensure achievement of performance goals.* 7. Make regular visits to each property site and ensure that the interior and exterior of the community meet Cascade Management safety and appearance standards.* 8. Approve all repairs and operating and maintenance contracts, within delegated contracting and signing authority; manage supplier and vendor performance with Senior Regional Portfolio Manager as final authority. 9. Address maintenance emergencies promptly, responding to after-hours calls.* 10. Ensure quality maintenance of each property through tracked regular preventative maintenance inspections and timely completion of work orders. 11. Ensure Property Management teams adhere to Cascade Management's policies, processes, procedures and tools, and make recommendations to management if improvements are needed. 12. Ensure compliance with local, state, and federal laws pertaining to the industry, employment, fair housing, and resident/tenant relations.* 13. Review property net occupancy regularly; review and approve invoices for the properties; provide plan for outstanding late invoice payments.* 14. Review and approve site staff timecards. 15. Educate, train, and develop community managers and other site staff within the assigned portfolio on appropriate Cascade Management, Inc. policies and procedures, including, but not limited to reporting requirements, safety procedures, compliance, and owner requests. 16. Work with the marketing department, at the direction of the Portfolio Manager or Senior Portfolio Manager, to develop appropriate plans and marketing strategy in fulfilling vacant units. 17. Communicate with owners, partners, and constituents of the properties under assigned portfolio, under the direction of the PM. 18. Regular and reliable attendance during scheduled hours* Perform other duties as assigned. Qualifications and Physical Demands To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience High school diploma or general education degree (GED). 3+ years of Community Management experience with 150 units or more required. 2+ years with experience in multiple properties in management position equivalent required. 2+ years of proven increased responsibility and staff oversight required. 3+ years of Tax Credit, HUD and/or affordable housing experience required. Experience in Finance and Budgeting preferred. Supervisor Responsibilites May directly supervise between 10 and 50 employees. Certificates, Licenses, and Registrations Valid Driver's License and insurance is required. Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Reasoning Ability Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Excellent analytical skills and detail oriented. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.
    $65k-77k yearly Auto-Apply 60d+ ago
  • Sr Analyst/Associate - Investor Relations

    The Wolff Company 4.2company rating

    Scottsdale, AZ jobs

    Full-time Description The Investment Management team is seeking a dynamic Senior Analyst or Associate in Investor Relations to strengthen our investor communication and fundraising efforts. The successful candidate will be responsible for accurate and timely reporting to investors and joint venture partners, leveraging a deep understanding of fund and real estate investment activities to deliver exceptional service. Success in this role requires strong attention to detail time management, and analytical skills. Key Responsibilities: Investor Reporting: Lead preparation and delivery of quarterly, annual, and ad-hoc investor reports, ensuring accuracy, timeliness, and consistency across all materials. Clearly communicate investment activity, portfolio performance, market trends, and the firm's outlook. Coordinate closely with Accounting, Portfolio Analytics, Legal, Tax, and Asset Management teams to compile and verify data. Maintain reporting calendars, track deliverables, and proactively manage deadlines to meet all investor and partner expectations. Support report distribution and document posting through the investor portal, including financial statements and tax forms. Review all data and narrative content with exceptional attention to detail, ensuring clarity, accuracy, and alignment with firm standards. Investor Portal & Records: Maintain complete and current investor records, including capital activity, ownership data, and contact information, within the firm's investor portal and interna registries. Coordinate investor transfers and ownership changes, ensuring proper documentation. Fundraising & Due Diligence Support: Support fundraising activities by keeping due diligence materials and data rooms current, completing investor questionnaires, and preparing presentations and performance summaries. Collaborate with internal teams to ensure all materials are accurate, consistent, and compliant. Requirements Honesty, integrity, and a strong work ethic Exceptional organizational, planning, and multitasking abilities Excellent written and verbal communication skills Advanced proficiency in Microsoft Word, PowerPoint, and Excel (including understanding of financial modeling) Qualifications: Bachelor's degree required (finance, accounting, business preferred) 2+ years of experience in a client-facing or analytical role Background in finance, accounting, or real estate is strongly preferred Demonstrated accountability for quality and accuracy in prior roles WHY WOLFF? Competitive compensation + performance bonuses Medical, dental, vision, and 401(k) match PTO plus volunteer time People-first culture built on innovation, stewardship, execution, and continuous learning COMPANY OVERVIEW The Wolff Company is a real estate investment firm that is focused on the multifamily and senior living sectors throughout the United States. The firm has over $3.5 billion in assets under management across five active funds, numerous joint ventures, and legacy partnerships. Wolff's investor base includes institutions, family offices, public and private pension plans, and high-net-worth individuals. Wolff's investment activity primarily occurs through two closed-end fund series-Wolff Real Estate Partners and Wolff Credit Partners.
    $82k-141k yearly est. 22d ago
  • Sr. Analyst, Investments

    Livcor 3.9company rating

    Los Angeles, CA jobs

    LivCor, a Blackstone portfolio company, is a real estate asset management business specializing in multi-family housing. Formed in 2013 and headquartered in Chicago, LivCor is currently responsible for a portfolio of over 400 Class A and B properties comprising more than 150,000 units in markets across the United States. Our business is focused on making real estate more valuable. But for us, it's more than that. It's people first, community always. It's a life-filled career, not just a career-filled life. It's doing good work, with good humans, and making a difference. It's excellence in all its forms. Ultimately, we create great places to work, live, and grow. We do that by focusing on leaving people - and places - better than we found them. Whew! Still with us? Cool. Let's talk about where you'd fit in: Only read further if you are: Kind Humble Honest Relentless Smart with Heart You should be: Authentic. You do you. Together, we'll do something amazing. A passionate person with a love for real estate and investing; and believes that helping others win is a noble cause, essential to our success. An excellent team player who enjoys working with others and has strong interpersonal skills. Highly motivated, energetic, and organized We are looking for a Sr. Analyst, Investments to join the most active multifamily acquisitions team in the industry. As a Sr. Analyst - Investments, you will work with the LivCor/Blackstone deal teams to identify/underwrite/acquire/sell multifamily assets for Blackstone's investment vehicles. Since 2018, the platform has transacted more than $21 billion in multifamily assets. In addition to unmatched transaction experience, you will gain direct exposure to and mentorship from seasoned real estate investors across the LivCor/Blackstone teams. Furthermore, you will have the opportunity to leverage the platform's competitive advantage via proprietary business intelligence and a suite of in-house specialist teams, including Redevelopment, Revenue Management, Asset Management, CapEx, Operations, Financial Planning & Analysis, Marketing, Strategic Initiatives, as well as access to industry leading technology solutions. This role will report to a Market Leader on the Investments Team. What you will do: Real estate investment underwriting including detailed financial models and analysis to determine viability of potential acquisition opportunities for yield, value-add, and opportunistic investment vehicles. Detailed market research and analysis, including economic, demographic, capital markets, and locational (submarket/micro-location) to identify key investment drivers and potential impacts. Investment Committee presentation preparation and support. Disposition analytical support, including OM review and preparation of pricing matrices. Collaboration with internal partners/stakeholders including the Blackstone investment team and various specialist teams within LivCor (Transaction Management, Asset Management, Redevelopment, Revenue Management, and Capital). Communication with external parties, including brokerage firms, operators, appraisers, third party vendors, etc. Ad-hoc and special projects related to team infrastructure improvements, industry research, and potential investment opportunities. What you should have: Bachelor's degree in finance, real estate, or related technical field. 2-4+ years of experience (underwriting / acquisitions / investment analysis) working at a real estate investment company or financial services firm. Financial modeling expertise in multifamily transactions and an in-depth understanding of real estate fundamentals. Excellent communication skills, both written and oral, with the ability to convey complex information clearly and concisely. Strong organizational skills and attention to detail with the ability to manage multiple projects under tight timelines simultaneously. Ability to grow within the role and take on increased responsibilities over time. Some travel may be required depending on team needs. What we offer: We know that if we take care of our team everything else will fall into place. We aren't perfect, but we will try to set very clear expectations, always let you know where you stand, and do everything in our power to help you get where you want to go. Our culture and values matter to us. A lot. We're definitely not serious but we take this stuff seriously, if you get what we mean. We want a place that is an ego-free zone. A place where good people do good things together. It shouldn't be rocket science in workplaces, but for some reason it still is? We're absolutely determined to be different, and we think we're doing a pretty good job at it. We have a CEO who will encourage you to tell him when he is wrong. In fact, he needs people to - we all do. Supportive challenge is good, it's how we get better. We like getting better. We also love diversity, of all kinds. We need people who look, sound, speak, love, and exist differently from one another. This isn't at the end of this paragraph because it's an afterthought. It's SO important to us we want it to stand out. Right. On to the technical stuff that we know matters to you. We offer competitive pay and benefits that are commensurate with the market and relevant experience. If any of this sounds interesting, then maybe we are a fit. Life is too short to work with people you don't like. So, whatever you do, don't make that mistake. The LivCorian Values 1. Be you. Be Real. Be Open. You do you. Together, we will do something amazing. 2. Care, Always. We don't want to let anyone down. 3. Courageously Curious. We love to learn, even when it hurts. 4. Help Others Win, Be A Good Neighbor. This is about ‘We, not Me.' 5. Relentless Hustle, Heart & Humility. Work hard. Be Kind. Make Better. LivCor is proud to be a US EPA ENERGY STAR Partner Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act and any other applicable city, county, or local ordinances. Good cause exists for a criminal background check because one of the material duties of this position requires access to sensitive financial information and confidential and proprietary information and accordingly requires the candidate to possess a high level of integrity and discretion. The Company faces a significant risk to its business operations or business reputation if a criminal history check is not performed. A criminal history that has a direct, adverse, and negative relationship with these material duties may potentially result in the withdrawal of a conditional offer of employment. Base Compensation Range: $110,000.00 To $130,000.00 Annually. This represents the presently-anticipated low and high end of the Company's base compensation range for this position. Actual base compensation range may vary based on various factors, including but not limited to location and experience. Total Direct Compensation: This job is also eligible for discretionary bonus and incentive compensation on an annual basis. Benefits: The Company provides a variety of benefits to employees, including health insurance coverage, retirement savings plan, paid holidays and paid time off (PTO). The additional total direct compensation and benefits described above are subject to the terms and conditions of any governing plans, policies, practices, agreements, or other materials or documents as in effect from time to time, including but not limited to terms and conditions regarding eligibility. Please review the job applicant privacy notice here. EEO Statement LivCor is an equal opportunity employer. In accordance with applicable law, we prohibit discrimination against any applicant, employee, or other covered person based on any legally recognized basis, including, but not limited to: veteran status, uniformed servicemember status, race, color, caste, immigration status, religion, religious creed (including religious dress and grooming practices), sex, gender, gender expression, gender identity, marital status, sexual orientation, pregnancy (including childbirth, lactation or related medical conditions), age, national origin or ancestry, citizenship, physical or mental disability, genetic information (including testing and characteristics), protected leave status, domestic violence victim status, or any other consideration protected by federal, state or local law. We are committed to providing reasonable accommodations, if you need an accommodation to complete the application process, please email ********************
    $110k-130k yearly Auto-Apply 60d+ ago

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