Commercial Real Estate Insurance Risk Analyst - Grandbridge Real Estate Capital - REMOTE POSITION
Risk analyst job at Grandbridge Real Estate Capital
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description:
This position will support the Servicing and Asset Management department and serves as the primary resource for insurance monitoring and compliance for a book of commercial loans financed through Fannie Mae, Freddie Mae, FHA, Life Insurance Companies and Other lending programs. Specific responsibilities include, but are not limited to:
Review, analyze and interpret all types of property and liability insurance policies for commercial real estate loans to ensure compliance with loan documents, investor requirements, government regulations (Fannie Mae, Freddie Mac and FHA/Ginnie Mae) and internal policies and procedures
Review replacement cost and loss of income calculations for commercial real estate insurance policies to ensure compliance with loan documents and investor guidelines
Complete Blanket Analysis as required
Review casualty losses incurred on commercial properties and advise internal and/or external clients regarding insurance coverage and loss proceed requirements relating to those casualties
Correspond, as necessary, with borrowers, insurance agents, and insurance companies to resolve any loan compliance issues or discrepancies related to insurance
Subject matter expert who can be a resource for other associates relating to insurance and resolve insurance related discrepancies
Monitor the insurance process and ensure that proper insurance coverage is in place for the commercial real estate properties securing loans serviced by the department as required by the loan documents, investor requirements, government regulations and internal policies and procedures
Work closely with management and staff to ensure compliance with policies and procedures relating to insurance including, but not limited to, collection of insurance certificates (ACORD form) and/or policies, payment of premiums, monitoring expirations, etc.
Recommend enhancements to insurance related processes that reduce risk and increase efficiencies
Monitor and ensure the data contained in the loan servicing system, as well as investor and GSE (Government Sponsored Enterprise) websites, is updated to reflect the current status regarding insurance policies including, but not limited to, effective dates, coverage amounts, etc.
Oversee the process for securing any forced place insurance coverage that is required due to non-compliance with loan agreements and advise management regarding costs, coverage and risks associated with those policies
Assist with the coordination of insurance matters relating to servicing transfers - incoming and outgoing
Ensure appropriate documentation of completed compliance reviews
Must be a team player and have the willingness to help others when needed
Achieve or exceed minimum training hours as stated in the department's policy
Some travel may be required
Other duties as assigned
Required Skills / Qualifications:
Extensive knowledge of the various types of commercial property insurance policies
Commercial insurance agency and/or servicing work experience
Insurance compliance background including, but not limited to, coverage discrepancies, industry standards and government regulations
Strong written and verbal communication skills
Demonstrated ability to work with teammates and customers at all levels within an organization
Strong PC skills, including a demonstrated proficiency with Microsoft Office applications such as Excel, Outlook and Word
Professional and polished demeanor
Excellent time management skills with a demonstrated ability to multi-task, follow through on commitments, meet deadlines and drive results
Ability to work well under pressure and within tight time constraints, process high volumes, including the ability to work overtime if required
Strong customer service skills
Desired Skills / Qualifications:
Insurance certifications and/or designations such as CIC, ARM, AU, CLCS, CPCU
Commercial multifamily insurance compliance background relating to FNMA, FHLMC and FHA/GNMA
Prior commercial real estate loan servicing experience
4 year degree
Truist stands for better.
Our relentless pursuit of better at Truist means we're always looking forward. Pursuing what's next. Boldly believing in the power of what we can achieve together. Our promise to stand for better means we're creating smarter and easier experiences for clients. It means we're connecting people and businesses to build confidence and create meaningful change in lives and communities. And it means we do the right thing, we speak up for those who may not be heard, and we challenge the status quo. Every decision we make starts with this belief in better.
Touch. Technology. Trust.
Truist is combining distinctive personal service with investments in innovation to create transformational client experiences. We believe the unique blend of human touch and innovative technology will set us apart, instill confidence, and build deeper levels of trust with our clients.
#LI-REMOTE
#Grandbridge #RealEstate
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify
Auto-ApplyAcquisition Analyst/Associate
Beverly Hills, CA jobs
Company Profile
BLDG Partners LLC is a Southern California-based real estate investment firm founded in 2010, focused on the preservation and creation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country through creative investment strategies and disciplined execution.
Position Summary
BLDG Partners is seeking a highly analytical, resourceful, and detail-oriented Acquisitions Analyst/Associate to join our growing team dedicated to acquiring and preserving affordable and workforce housing communities nationwide.
In this role, you'll play a key part in sourcing, underwriting, and executing real estate investments, as well as supporting financing, refinancing, and disposition activities.
The ideal candidate thrives in a fast-paced, entrepreneurial environment, possesses strong critical thinking skills, and can manage multiple priorities under tight deadlines. This is an excellent opportunity to join an experienced team at the forefront of affordable housing investment and to make a tangible impact on communities across the country.
Responsibilities
Underwriting & Analysis
Build and maintain complex financial models in Excel to underwrite affordable and workforce housing acquisitions across various markets and risk profiles.
Perform detailed analyses of rent rolls, operating statements, capital expenditure budgets, tax and regulatory agreements, and market comparables.
Analyze affordable housing programs (LIHTC, HUD, Section 8, etc.) and assess how they impact deal economics and feasibility.
Transaction & Financing Support
Support all aspects of the acquisition process, including preparing LOIs, coordinating due diligence, and assisting in transaction closings.
Assist in the analysis and execution of property financings, refinancings, and dispositions, including working with lenders, preparing materials, and supporting transaction processes.
Order and review third-party reports (appraisals, environmental assessments, physical needs assessments, etc.).
Assist with property inspections, market tours, and site visits as required.
Research & Market Intelligence
Conduct market research to evaluate local economic drivers, housing supply and demand, and competitive landscapes in target markets.
Monitor housing policy developments and affordable housing incentives in relevant jurisdictions.
Internal Collaboration & Reporting
Prepare investment memoranda and presentations for internal investment committees and external partners.
Collaborate with Asset Management to ensure a smooth transition of acquisitions into the operational portfolio.
Participate in portfolio strategy discussions, helping shape acquisition pipelines, financing strategies, and investment theses.
Relationship Management
Build relationships with brokers, lenders, attorneys, consultants, and other industry professionals to source opportunities and stay informed on market dynamics.
Qualifications
Bachelor's degree in Finance, Real Estate, Business, Economics, or a related field required.
2-5 years of professional experience in real estate acquisitions, investment analysis, asset management, or related financial roles, preferably with multifamily housing experience.
Strong financial modeling skills in Excel, with the ability to build, audit, and explain complex models.
Excellent analytical and critical thinking skills; able to dissect large amounts of data and draw meaningful conclusions quickly and accurately.
High attention to detail and strong organizational skills, with the ability to manage multiple projects simultaneously in a fast-paced environment.
Strong verbal and written communication skills, with the ability to prepare clear, concise reports and presentations.
A collaborative team player with a proactive attitude, intellectual curiosity, and a strong sense of accountability.
Familiarity with affordable housing programs (LIHTC, HUD, Section 8, etc.) is a plus but not required.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with real estate-specific software (e.g., Yardi, Argus) is a plus.
Willingness to travel periodically for property tours, due diligence, and industry events.
Why BLDG Partners?
Work with a passionate team committed to delivering quality housing and positive community impact.
Exposure to complex affordable and workforce housing transactions nationwide.
Opportunities for professional growth in a dynamic, entrepreneurial firm.
Competitive compensation and benefits.
Senior Real Estate Analyst
Pennsylvania jobs
Senior Real Estate Analyst
Department: Capital Markets
Supervisor: Co-CEO & Chief Operating Officer
Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a highly motivated and talented Senior Analyst to join its Philadelphia investment team. The Analyst will be actively involved in acquisitions, dispositions, and asset / portfolio management, as well as investor reporting and fundraising activities. The firm's portfolio includes office, retail, industrial and multi-family properties. The successful candidate must be detail-focused, able to interface with senior management and thrive in a team-oriented environment.
Essential Functions:
Create and/or modify complex cash flow projections with certainty of correctness for new and existing assets using Argus and Excel
Continually update fund models- fund models include aggregate property cash flows and contain metrics including Gross and Net IRR and Equity Multiple calculations with post-acquisition financings and use of a credit facility
Oversee and review work completed by other capital markets analysts to ensure accuracy
Assist in the due diligence for acquisitions and dispositions including comprehensive review of leases, property agreements, budgets, and operating statements
Oversee and perform reporting functions:
Management of the data repository
Responding to investor and prospective investor data requests
Creation of the annual investor presentations as well as the quarterly newsletters
Support the asset management team in preparing budgets and annual property business plans
Prepare comprehensive memorandums for presentation to the firm's investment committee on new acquisitions and sales of existing investments
Assist in transitioning new acquisitions to in-house property management, leasing, accounting and construction teams and work with these teams on an on-going basis to maximize the value of the firm's investments
Assist in the preparation of quarterly investment reports to senior management
Keep current on market trends / dynamics where the firm has existing investments and in markets the firm is targeting
Perform other duties as assigned
Qualifications/Requirement:
Exceptional analytical and quantitative skills
Superior oral and written communication skills; excellent interpersonal skills
Ability to calculate complex IRRs and equity multiples
Detailed understanding of fund waterfall mechanics including GP Promote, GP catch-up, hurdle rates, etc.
Ability to handle multiple, concurrent complex assignments with moderate supervision
Demonstrated progressive history of achievement
High-energy, detail-focused individual with unquestionable integrity
Thorough understanding of investment fund economics
Pro-active, solutions-oriented mindset with a strong focus on meeting deadlines
Ability to work independently and collaboratively and thrive in a result-oriented environment
Experience/Education:
Bachelor's Degree in Finance, Math, Business, or Economics with an understanding of Commercial Real Estate strategies
Mastery of Argus and Microsoft Office Suite
2+ years of exceptional performance with a private equity real estate investment firm
4+ years of financial modeling experience
VBA writing experience preferred
Master's or MBA degree preferred
Tax and Financial Analyst
Virginia Beach, VA jobs
In-Office | Full-Time | Excellent Work/Life Balance
Palms Associates, LLC-a long-standing developer, owner, and manager of high-quality commercial and multifamily properties throughout the Southeast-is seeking a Tax and Financial Analyst to join our collaborative accounting team in Virginia Beach, VA. If you are a CPA or CPA candidate with experience in public accounting and real estate management or development, this role offers a unique opportunity to blend tax expertise, financial analysis, and strategic impact-all within a company that truly values balance and flexibility.
Position Summary
The Tax and Financial Analyst is responsible for managing the company's tax compliance, financial reporting, and analytical functions. This position combines technical tax expertise with strong financial reporting and analytical skills to ensure compliance, improve operational efficiency, and support data-driven decision-making. The ideal candidate is detail-oriented, proactive, and experienced in real estate or property management accounting.
Key Responsibilities
Tax Management
Prepare and file federal, state, and local tax returns, including income, sales, and property taxes.
Maintain accurate tax records and documentation to support audits and compliance reviews.
Monitor changes in tax legislation and assess their impact on company operations and entities.
Coordinate with external tax advisors and auditors to ensure timely and accurate filings.
Analyze tax implications of business transactions, property acquisitions/dispositions, and entity structures.
Assist in developing tax strategies to minimize risk and optimize financial performance.
Financial Analysis & Reporting
Oversee general ledger activities, including journal entries, reconciliations, and month-end close processes.
Prepare and analyze financial statements in accordance with GAAP.
Reconcile bank accounts, credit card statements, and escrow accounts.
Maintain fixed asset schedules and depreciation records.
Assist in budgeting, forecasting, and variance analysis.
Analyze monthly, quarterly, and annual financial results and provide insights on trends and performance.
Collaborate with property and regional managers to ensure accurate and timely financial reporting for each property.
Support financial modeling and investment analysis for acquisitions, refinancing, and capital projects.
Prepare executive-level financial summaries and reports to support strategic decision-making.
Compliance & Controls
Ensure adherence to GAAP, company policies, and internal control procedures.
Support financial and tax audits and assist in implementing recommendations for process improvements.
Assist in maintaining and documenting accounting policies and internal control procedures.
Support system upgrades or implementations related to accounting, reporting, and tax compliance.
Qualifications
Bachelor's degree in accounting, finance, or related field. CPA or CPA candidate preferred.
Tax experience in public accounting.
4+ years of experience in accounting, tax, or financial analysis-preferably in real estate or property management.
Strong understanding of GAAP, federal and state tax laws, and real estate accounting practices.
Proficiency in accounting software (Yardi experience a plus) and advanced Excel modeling skills.
Excellent analytical, organizational, and communication skills.
Ability to work independently, manage multiple priorities, and meet deadlines.
At Palms, we have excellent benefits! Outstanding total compensation package includes:
Career development
Health/Vision/Dental/Life/Disability Insurance, Flex Spending, HSA
Excellent PTO
Wellness day off and additional floating holiday
Community service day off
Housing discount
$1,000/$1,500 contribution to Health Savings Account (HSA)
401k 4% match; historically 6% profit sharing, all immediately vested to you!
Job Type: Full-time
Note: Palms is an Equal Opportunity Employer. Palms hires qualified job applicants following prior employment verification, reference-checking, and criminal and drug screenings.
Analyst - Investor Services
San Diego, CA jobs
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
Stepstone Group is seeking an experienced Investor Services Analyst. The Analyst will provide general support to the larger team structure executing daily onboarding tasks in a centralized work breakdown structure. The Analyst will report and support daily to asset class team leaders to support volume, daily prioritized processing and identification / escalation of high-risk items. The role requires experience with managing the AML / KYC review process, investor onboarding support, vendor management, reporting and data / analytics. The Analyst role will support product managers closely and over time provide dedicated coverage to a specific asset class. The role focuses to maintain robust data and produce final investor register deliverables for each fund close. The ideal candidate will support senior team members with all operational aspects of tracking the fundraise including serving as a first line of defense for investor questions and needs during the subscription process. The ideal candidate will support clients directly in close coordination with review providers from initiation up until close. The successful candidate should have experience collaborating across internal groups with a data-oriented mindset fostering strong relationships with vendors and internal teams. The role requires extreme organization a strong desire to build, an entrepreneurial spirit and solutions-oriented mindset. Experience with Salesforce, accounting platforms or workflow systems is preferred with a strong understanding of fund accounting principles and familiarity with the investment subscription process. Strong understanding of risk management practices and escalation protocol to senior team members.
Team and Function:
Fund Onboarding is a newly established dedicated function and serves as an enterprise service within the Business Development team at Stepstone Group A Global team focused on spearheading all core Fund and LP onboarding activities across all asset classes. This includes supporting all active fundraising activities for StepStone product offerings in the market. Working in close coordination with Business Development, Legal, Compliance, Accounting and Fund Counsel to proactively manage each LP's subscription process from front to finish to both ensure compliance and commercial success in a white glove manner. Oversight of the extended review and approval process ensuring jurisdictional requirements are met and satisfied with our partners globally. The team has a major focus on enhancing the client experience through a more modern, curated and closely supported process with minimal touch points. Oversight of our vendor platform and collated review process ensures that all client information and documents are leveraged, redundant questions are removed, and all requested items are coordinated with the fund and client expectations. The team is focused on building the foundation and operating framework to enable digitization of the subscription process for LPS and GPs with the objective of capturing better client information that can be utilized both internally and leveraged by our own clients as they subscribe to our funds.
Key Responsibilities:
Fund system setup to reflect structure and activate fund to facilitate digital AML / KYC / Subscription review. This includes capturing fund terms within StepStone CRM and respective systems in advance of each fund launch.
Coordinate and systematize the initiation and tracking of each LP subscription centrally to ensure timely and appropriate access to digital subscription platform.
Manage and maintain a master fund onboarding tracker including live key details and changes across all active fundraises and asset classes. Work to manage updates with validation across owners on daily basis.
Work in close coordination with vendors to ensure each LP profile in constructed to leverage prior submissions including documentation and information to construct each client profile before becoming available.
Oversee and support larger review progress across AML / KYC, subscription, Tax and Fund Counsel with a focus on minimal interactions including timely collated review feedback for investors.
Promote timeliness, accuracy and enforce policy standards across extended onboarding teams and third-party providers.
Create all draft and final CRM entries including capturing more extensive data regarding fees and LP referential information in accordance with data template standards including contact management and portal access submission.
Obtain final sign off for each fund close and LP register across stakeholders. Capture and digitize key details from final subscription document adhering to standard templates for each commitment.
Provide timely and accurate fund register deliverable to administrators within 1 week of each closing.
Manage and oversee relationships with external vendors, ensuring they meet or exceed contractual obligations and performance standards.
Clearly communicate expectations to vendors and internal teams, conducting regular check-ins to monitor progress and address any issues promptly.
Implement and uphold high standards and policies throughout the fund onboarding process, ensuring compliance, and addressing deviations.
Regularly review and update onboarding standards and risk protocols to adapt to changing regulatory environments and internal policies.
Understand and manage exception policy and review requirements and implement into daily operating practices ensuring alignment with policies and commercial strategies alongside the product team.
Required Skills and Experience:
Bachelor's degree in finance, Business Administration, or a related field. Relevant certifications in project management or compliance are a plus.
1-3 years proven experience in fund onboarding, finance, or a related field, with a strong background in vendor management.
Exceptional organizational skills and attention to detail, with the ability to manage multiple projects simultaneously in a fast-paced environment.
Strong interpersonal and communication skills, capable of building and maintaining relationships with internal teams, vendors, and product managers.
Strategic mindset, with the ability to anticipate potential issues and implement effective solutions.
Familiarity with legal and regulatory requirements related to fundraising and fund management.
Courteous, polite, and supportive always to our clients, internal business partners and extended vendor-based onboarding team
Adaptive and flexible, capable of navigating changing priorities and requirements.
Advanced capabilities in Microsoft applications including excel
Salary Range: $70,000 - $80,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplyAnalyst - Investor Relations
San Diego, CA jobs
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview
StepStone Group is seeking a highly motivated Analyst to join our Product Management (Investor Relations) team within Enterprise Services. This role offers a unique opportunity to gain broad exposure across private markets by supporting a variety of investment strategies and client engagement initiatives. The Analyst will contribute to the full lifecycle of fund and product management, including marketing, investor communications, and cross-functional collaboration. This is an ideal role for someone interested in building a strong foundation in private markets and financial services.
Responsibilities:
Support the creation and maintenance of marketing and investor materials such as presentations, fact sheets, and product updates.
Assist in drafting and coordinating responses to investor requests, including RFPs, DDQs, and ad hoc due diligence inquiries.
Collaborate with internal teams (e.g., Investment, Legal, Compliance, Finance, and Analytics) to ensure consistent and accurate messaging across all client-facing materials.
Help manage investor communications and support the planning and execution of client meetings, webinars, and events.
Conduct market research and competitive analysis to support product positioning and strategic initiatives.
Contribute to the development and implementation of internal processes to improve efficiency and consistency in client service delivery.
Participate in cross-functional projects and initiatives that support the growth and evolution of StepStone's platform.
Basic Qualifications
Bachelor's degree required; preferred fields include finance, economics, business, or related disciplines.
1-3 years of experience in financial services, consulting, asset management, or a related field.
Exposure to private markets or investment products is a plus but not required.
Strong written and verbal communication skills with attention to detail.
Ability to manage multiple projects and deadlines in a fast-paced environment.
Collaborative mindset with a willingness to learn and contribute across teams.
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with CRM or data visualization tools is a plus.
High level of professionalism, integrity, and a commitment to delivering quality work.
Salary Range: $70,000 - $75,000
The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplyInvestment Management Intern - Spring 2026
Atlanta, GA jobs
Investment Management Intern
As an Investment Management Intern, you will report to either the Asset Management or Acquisitions team. Your role will primarily consist of compiling and analyzing financial data involving the management of Landmark's existing portfolio. In your role, you will be expected to make substantial contributions to analysis that will inform the firm's investment decisions.
This is a part-time, on-site internship. The internship program will run from January 6, 2026, through April 24, 2026.
Reports to: Asset Management Analyst
Direct Reports: N/A
Duties/Responsibilities: The duties listed below are an outline of the Investment Management Intern's responsibilities and should not be considered an all-inclusive list. As the needs of the organization change, these duties may be modified as needed.
· Work with the Asset Management department in the evaluation, execution, and disposition of student housing and multifamily properties.
· Monitor and compile relevant economic data across different markets to assess the overall health of the student housing market.
· Support both debt and equity transactions, including but not limited to refinancings, recapitalizations, and new placements.
· Use Excel to highlight asset and portfolio-level performance metrics such as IRR, income growth, and Return on Investment.
· Provide analytical support in preparation of reporting materials, including but not limited to rent rolls, budget forecasts, and rate plans.
· Build and update financial models relating to the underwriting of institutional-quality student housing and multifamily assets.
· Gather rent and sales comparables as part of the underwriting process.
· Ad-hoc projects as needed with the goal of streamlining processes and increasing efficiency.
Preferred Knowledge, Skills, & Abilities
· Enrolled in a Bachelor's or Master's degree program in a relevant major (Real Estate, Finance, Business Administration, etc.) with an excellent academic record and demonstrated interest in real estate.
· Succinct and effective written and oral communication skills.
· A motivated self-starter, problem solver, and team player.
· Strong organizational, interpersonal, analytical, and leadership skills.
· Computer skills in Microsoft Excel and PowerPoint.
· Understanding of financial concepts (i.e., IRR, ROI) and the ability to apply concepts.
· Ability to accomplish assigned tasks with limited guidance and supervision.
Work Environment
· The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
· Travel: N/A
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 frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear.
· Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
· The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business.
#LI-MP1
Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Auto-ApplyAnalyst, Portfolio Oversight
Los Angeles, CA jobs
Job DescriptionABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE:The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance aligns with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIM's funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and/or investment vehicles within the firm's Real Estate Equity platform. Additionally, this role will offer significant exposure to CIM's wide range of investment platforms active in principal investing across the Real Assets industry.ESSENTIAL FUNCTIONS:
Portfolio Oversight: act as subject matter expert on the strategy and underlying investments to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a whole.
Acquisition analysis: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments.
Portfolio Composition Review: develop hold/sell recommendations on individual assets within CIM's funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends.
Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending.
Investment pipeline: maintain up to date knowledge and understanding of potential acquisitions.
Asset Management: work closely with investments acquisitions team to oversee and monitor the overall performance of all assets in the portfolio.
Track progress of each investment against its business plan.
Collaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction.
Hold various internal groups across CIM accountable for delivering against stated business plan objectives.
Review and share recommendations/insights on annual budgets and business plans.
Review and present quarterly third-party appraisals to senior management.
Provide detailed and regular updates to investors and internal stakeholders.
Reporting & Fundraising: meet the needs of existing and prospective partners and co-investors to support our portfolio's activities by acting as subject matter expert on the strategy, composition and performance of the Fund.
Market research.
Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.).
Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.).
Partner and Co-investor meetings / calls and tours.
On-site and off-site due diligence meetings.
Continuous improvement of service offering.
Investor negotiation (side letters, closings).
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
1-2 Years' prior experience in Real Estate or Investment Banking or related field.
Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word.
Familiarity with financial statements, including income statement, balance sheet, and cash flow statement.
Must be willing to travel up to 15% of the time, both domestically and internationally.
KNOWLEDGE, SKILLS, AND ABILITIES:
Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters.
Ability to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiences.
Ability to effectively interact with both internal and external parties on complicated topics and sensitive matter.
Ability to calculate, analyze, and explain real estate related return metrics and other variables.
Ability to comprehend and analyze general economic data and statistics.
Ability to define problems, collect data, establish facts and draw valid conclusions.
PERFORMANCE METRICS:
Portfolio and asset level performance.
Support of fundraising efforts.
Consistency and quality of content.
Depth of subject-matter knowledge.
WHAT CIM OFFERS:At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:• A variety of Medical, dental, and vision benefit plans• Health Savings Account with a generous employer contribution• Company paid life and disability insurance• 401(k) savings plan, with company match• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave• Up to 16 hours of volunteer time off• Up to 16 weeks of Paid Parental Leave• Ongoing professional development programs• Wellness program, including monthly and quarterly prizes• And more!
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $120,000.
HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
#LI-SP1
Analyst, Portfolio Oversight
Los Angeles, CA jobs
ABOUT CIM GROUP:CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE:The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance aligns with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIM's funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and/or investment vehicles within the firm's Real Estate Equity platform. Additionally, this role will offer significant exposure to CIM's wide range of investment platforms active in principal investing across the Real Assets industry.ESSENTIAL FUNCTIONS:
Portfolio Oversight: act as subject matter expert on the strategy and underlying investments to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a whole.
Acquisition analysis: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments.
Portfolio Composition Review: develop hold/sell recommendations on individual assets within CIM's funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends.
Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending.
Investment pipeline: maintain up to date knowledge and understanding of potential acquisitions.
Asset Management: work closely with investments acquisitions team to oversee and monitor the overall performance of all assets in the portfolio.
Track progress of each investment against its business plan.
Collaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction.
Hold various internal groups across CIM accountable for delivering against stated business plan objectives.
Review and share recommendations/insights on annual budgets and business plans.
Review and present quarterly third-party appraisals to senior management.
Provide detailed and regular updates to investors and internal stakeholders.
Reporting & Fundraising: meet the needs of existing and prospective partners and co-investors to support our portfolio's activities by acting as subject matter expert on the strategy, composition and performance of the Fund.
Market research.
Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.).
Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.).
Partner and Co-investor meetings / calls and tours.
On-site and off-site due diligence meetings.
Continuous improvement of service offering.
Investor negotiation (side letters, closings).
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
1-2 Years' prior experience in Real Estate or Investment Banking or related field.
Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word.
Familiarity with financial statements, including income statement, balance sheet, and cash flow statement.
Must be willing to travel up to 15% of the time, both domestically and internationally.
KNOWLEDGE, SKILLS, AND ABILITIES:
Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters.
Ability to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiences.
Ability to effectively interact with both internal and external parties on complicated topics and sensitive matter.
Ability to calculate, analyze, and explain real estate related return metrics and other variables.
Ability to comprehend and analyze general economic data and statistics.
Ability to define problems, collect data, establish facts and draw valid conclusions.
PERFORMANCE METRICS:
Portfolio and asset level performance.
Support of fundraising efforts.
Consistency and quality of content.
Depth of subject-matter knowledge.
WHAT CIM OFFERS:At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:• A variety of Medical, dental, and vision benefit plans• Health Savings Account with a generous employer contribution• Company paid life and disability insurance• 401(k) savings plan, with company match• Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave• Up to 16 hours of volunteer time off• Up to 16 weeks of Paid Parental Leave• Ongoing professional development programs• Wellness program, including monthly and quarterly prizes• And more!
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $120,000.
HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
*Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
#LI-SP1
Auto-ApplyAnalyst, Portfolio Oversight
Los Angeles, CA jobs
CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Back in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with projects across the Americas. Our projects have delivered jobs; created comfortable places to live, work, and relax; and provided necessary and sustainable infrastructure. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Join us and make an impact today!
POSITION PURPOSE:
The Investments Group at CIM is comprised of investments and portfolio management professionals working collaboratively to a) source, structure and execute new investments, and b) ensure that investment and fund performance aligns with the fund objectives. The Portfolio Oversight function leads coordinated efforts to design the composition of CIM's funds, maximize the value of its investments to drive fund performance, and communicate ongoing fund performance to investors and prospective investors. As a critical part of the Investment Group, this position will provide portfolio oversight support to a subset of funds and/or investment vehicles within the firm's Real Estate Equity platform. Additionally, this role will offer significant exposure to CIM's wide range of investment platforms active in principal investing across the Real Assets industry.
ESSENTIAL FUNCTIONS:
* Portfolio Oversight: act as subject matter expert on the strategy and underlying investments to ensure decisions regarding individual assets are made with an eye towards the impact on the portfolio as a whole.
* Acquisition analysis: work with investment acquisitions team to evaluate the risk/return and potential fit of new investments.
* Portfolio Composition Review: develop hold/sell recommendations on individual assets within CIM's funds and create strategy for go-forward portfolio composition targets based on an assessment of market and valuation trends.
* Portfolio and asset-level leverage analysis: provide analysis and support for decisions relating to leverage & lending.
* Investment pipeline: maintain up to date knowledge and understanding of potential acquisitions.
Asset Management: work closely with investments acquisitions team to oversee and monitor the overall performance of all assets in the portfolio.Track progress of each investment against its business plan.Collaborate with other CIM departments to make recommendations for asset-level decisions, including leasing, property management, development, and construction. Hold various internal groups across CIM accountable for delivering against stated business plan objectives.Review and share recommendations/insights on annual budgets and business plans. Review and present quarterly third-party appraisals to senior management.Provide detailed and regular updates to investors and internal stakeholders.
Reporting & Fundraising: meet the needs of existing and prospective partners and co-investors to support our portfolio's activities by acting as subject matter expert on the strategy, composition and performance of the Fund.Market research.Investor and Consultant reporting (Quarterly Variance Analysis, Update reports, etc.).Assisting in the development of presentations and materials to support marketing and due diligence efforts (Flipbook, Annual and Quarterly reports, DDQ, Case Studies, etc.).Partner and Co-investor meetings / calls and tours.On-site and off-site due diligence meetings.Continuous improvement of service offering.Investor negotiation (side letters, closings).
EDUCATION/EXPERIENCE REQUIREMENTS: (including certification, licenses, etc.)
* 1-2 Years' prior experience in Real Estate or Investment Banking or related field.
* Demonstrated expertise with Microsoft Office including Outlook, Excel, PowerPoint and Word.
* Familiarity with financial statements, including income statement, balance sheet, and cash flow statement.
* Must be willing to travel up to 15% of the time, both domestically and internationally.
KNOWLEDGE, SKILLS, AND ABILITIES:
* Familiarity with and ability to read, analyze and interpret complex legal documents, such as fund organizational documents and side letters.
* Ability to respond clearly and concisely to the most sensitive inquiries in written and verbal format to a wide range of audiences.
* Ability to effectively interact with both internal and external parties on complicated topics and sensitive matter.
* Ability to calculate, analyze, and explain real estate related return metrics and other variables.
* Ability to comprehend and analyze general economic data and statistics.
* Ability to define problems, collect data, establish facts and draw valid conclusions.
PERFORMANCE METRICS:
* Portfolio and asset level performance.
* Support of fundraising efforts.
* Consistency and quality of content.
* Depth of subject-matter knowledge.
WHAT CIM OFFERS:
At CIM, we believe our success stems from our collective efforts, and we are committed to providing well-rounded support and resources for our employees. In addition to a competitive compensation plan, CIM offers a comprehensive benefits program for employees to thrive both inside and outside of work. Eligible employees can enjoy a wide range of benefits, including:
* A variety of Medical, dental, and vision benefit plans
* Health Savings Account with a generous employer contribution
* Company paid life and disability insurance
* 401(k) savings plan, with company match
* Comprehensive paid time off, including: vacation days, 10 designated holidays, sick time, and bereavement leave
* Up to 16 hours of volunteer time off
* Up to 16 weeks of Paid Parental Leave
* Ongoing professional development programs
* Wellness program, including monthly and quarterly prizes
* And more!
Actual base salary considers several factors including but not limited to geography, job-related knowledge, experience, and budget. The start of the salary range is typically associated with the minimum experience required. At CIM, base pay is one part of the total compensation package. This role is eligible for bonus pay in addition to base salary. The anticipated base salary range for the position in Los Angeles, CA is $90,000 - $120,000.
HOW WE FEEL ABOUT DIVERSITY AND INCLUSION:
At CIM Group, we believe that the unique perspectives and backgrounds of our employees enhance everything we do. We are committed to fostering an inclusive environment where diversity is not only respected but celebrated. We strive to ensure that our workplace is free from discrimination and harassment, allowing everyone to contribute meaningfully and feel a sense of belonging. As an equal opportunity employer, we strictly prohibit any form of unlawful discrimination and adhere to the laws enforced by the EEOC. Our goal is to provide a safe and supportive environment where all employees can grow and make impactful contributions together.
* Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on CIM Group. Please inform our Talent team if you need any assistance completing any forms or to otherwise participate in the application process.
CIM is committed to maintaining the confidentiality and privacy of your personal and financial information. Please click here for our Privacy Policy.
#LI-SP1
Investment Analyst/Associate
Dallas, TX jobs
Lincoln Property Company (“Lincoln”) is seeking a highly motivated and entrepreneurial Analyst / Associate to join its Corporate Advisory & Solutions (CAS) group, supporting the firm's growing healthcare real estate investment platform in partnership with a large programmatic capital partner. The platform is focused on acquiring, operating, and developing medical office buildings and related outpatient healthcare assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years.
Primary Responsibilities
Acquisitions & Investments
Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations.
Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda.
Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment.
Conduct macro and micro-level market research to support underwriting assumptions and investment theses.
Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations.
Populate, maintain, and enhance the acquisition pipeline and related tracking systems.
Travel as needed for property and market tours, and industry conferences.
Asset Management
Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses.
Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models.
Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS).
Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes.
Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting.
Travel as needed for property tours, asset management meetings, and industry conferences.
Preferred Qualifications
1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking.
Strong interest in healthcare real estate and institutional-level real estate investing. Prior healthcare real estate experience not required.
Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials.
Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required.
General understanding of real estate finance, valuation, and basic accounting concepts.
Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities.
Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment.
Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform.
This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.
About Lincoln Property Company
Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy.
Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company 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 Lincoln Property Company 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.
Auto-ApplyInvestment Analyst/Associate
Dallas, TX jobs
Job Description
Lincoln Property Company ("Lincoln") is seeking a highly motivated and entrepreneurial Analyst / Associate to join its Corporate Advisory & Solutions (CAS) group, supporting the firm's growing healthcare real estate investment platform in partnership with a large programmatic capital partner. The platform is focused on acquiring, operating, and developing medical office buildings and related outpatient healthcare assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years.
Primary Responsibilities
Acquisitions & Investments
Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations.
Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda.
Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment.
Conduct macro and micro-level market research to support underwriting assumptions and investment theses.
Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations.
Populate, maintain, and enhance the acquisition pipeline and related tracking systems.
Travel as needed for property and market tours, and industry conferences.
Asset Management
Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses.
Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models.
Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS).
Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes.
Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting.
Travel as needed for property tours, asset management meetings, and industry conferences.
Preferred Qualifications
1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking.
Strong interest in healthcare real estate and institutional-level real estate investing. Prior healthcare real estate experience not required.
Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials.
Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required.
General understanding of real estate finance, valuation, and basic accounting concepts.
Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities.
Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment.
Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform.
This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.
About Lincoln Property Company
Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy.
Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company 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 Lincoln Property Company 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.
Investment Analyst
Los Angeles, CA jobs
We are seeking a detail-oriented and motivated Investment Analyst to support our Investment Management / Advisory teams. This is an excellent opportunity for a candidate with 3 - 5 years of professional experience-ideally in real estate, finance, or a related field-who is looking to grow within a dynamic and collaborative environment.
The analyst will assist in financial underwriting, property performance tracking, investor and client reporting, and support asset management activities.
Key Responsibilities:
Acq/Asset Management
Building financial underwriting of various types of real estate investments spanning risk profiles and asset classes
Analyze potential real estate investment fundamentals and support creation of investment materials for joint venture partners / investment committee.
Analyze and interpret leasing activity, property-level financials, capital expenditure plans, and operating budgets to evaluate asset performance and formulate business plans.
Assist in the completion of quarterly client reporting materials.
Review and provide insight on monthly and quarterly reports from third-party property managers.
Work directly with property teams to gather operational updates and maintain alignment on business plans.
Conduct market research and competitive analysis to support leasing strategies and positioning of assets.
Maintain and update reporting templates and processes, ensuring consistency and accuracy.
Support the preparation of marketing materials and presentations for client meetings.
Track and manage client invoices, ensuring timely submission and reconciliation in partnership with accounting.
Maintain internal documentation related to client agreements, billing schedules, and budget tracking for client assignments.
Qualifications:
3-5 years of relevant experience in commercial real estate-preferably within investment, asset management, or advisory roles.
Occasional travel to site or other business related activities
Strong technical skills in Excel and ARGUS (including real estate cash flow modeling), PowerPoint, and Word.
Solid understanding of real estate valuation, financial metrics, and investment structures.
Excellent organizational, interpersonal, and communication skills.
Proactive mindset and ability to manage multiple projects with varying deadlines.
This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.
Pay Range$72,700-$109,000 USD
Over its 40 year history, Trigild has managed and operated hundreds of commercial properties.
Trigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof - for maximum service and value. Visit ****************
Our portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks).
Additionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. .
Whether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value.
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
Trigild does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Trigild 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 Trigild 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.
Auto-ApplyInvestment Analyst
Los Angeles, CA jobs
Job Description
We are seeking a detail-oriented and motivated Investment Analyst to support our Investment Management / Advisory teams. This is an excellent opportunity for a candidate with 3 - 5 years of professional experience-ideally in real estate, finance, or a related field-who is looking to grow within a dynamic and collaborative environment.
The analyst will assist in financial underwriting, property performance tracking, investor and client reporting, and support asset management activities.
Key Responsibilities:
Acq/Asset Management
Building financial underwriting of various types of real estate investments spanning risk profiles and asset classes
Analyze potential real estate investment fundamentals and support creation of investment materials for joint venture partners / investment committee.
Analyze and interpret leasing activity, property-level financials, capital expenditure plans, and operating budgets to evaluate asset performance and formulate business plans.
Assist in the completion of quarterly client reporting materials.
Review and provide insight on monthly and quarterly reports from third-party property managers.
Work directly with property teams to gather operational updates and maintain alignment on business plans.
Conduct market research and competitive analysis to support leasing strategies and positioning of assets.
Maintain and update reporting templates and processes, ensuring consistency and accuracy.
Support the preparation of marketing materials and presentations for client meetings.
Track and manage client invoices, ensuring timely submission and reconciliation in partnership with accounting.
Maintain internal documentation related to client agreements, billing schedules, and budget tracking for client assignments.
Qualifications:
3-5 years of relevant experience in commercial real estate-preferably within investment, asset management, or advisory roles.
Occasional travel to site or other business related activities
Strong technical skills in Excel and ARGUS (including real estate cash flow modeling), PowerPoint, and Word.
Solid understanding of real estate valuation, financial metrics, and investment structures.
Excellent organizational, interpersonal, and communication skills.
Proactive mindset and ability to manage multiple projects with varying deadlines.
This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position.
Pay Range$72,700-$109,000 USD
Over its 40 year history, Trigild has managed and operated hundreds of commercial properties.
Trigild has expertise in managing a wide array of commercial real estate assets and operating businesses. Trigild leverages its expertise in property management, receivership, fiduciary, operations, consulting, and disposition services under one roof - for maximum service and value. Visit ****************
Our portfolio includes Hotels, Multifamily Complexes, Office Buildings and Hospitality Properties (including restaurants, golf courses, amusement parks).
Additionally, Trigild is the nationally recognized authority on non-performing commercial loans that combines Receivership/Trustee, Management and Disposition services under one roof. That means no coordinating multiple companies, and no duplication of fees. We have the expertise to quickly take control of the assets, maximize operating results, and speed recovery by selling the assets quickly through our national network of industry contacts. .
Whether you are looking for commercial management services or a new level of performance on commercial loan recovery, Trigild can maximize value.
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
Trigild does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Trigild 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 Trigild 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.
Risk Specialist
Texas jobs
Requirements
Qualifications:
Bachelor's degree in Business Administration, Risk Management, Finance, or a related field.
5+ years of progressive experience in risk management, insurance, or a related compliance role, preferably within a real estate or property management environment.
Skilled at multitasking, communicating effectively, and driving tasks through to completion.
Demonstrated experience managing a comprehensive commercial insurance program, including working with brokers.
Strong understanding of insurance policy structures, terms, and conditions.
Proficiency in reviewing and interpreting legal documents such as leases, and property management agreements to extract insurance requirements.
Familiarity with RealPage Vendor Credentialing (or similar vendor compliance platforms) and their insurance verification processes.
Knowledge of OSHA regulations and experience developing and implementing workplace safety programs.
Excellent organizational skills with a meticulous attention to detail for manual tracking and record-keeping.
Strong analytical and problem-solving abilities.
Exceptional communication (written and verbal) and interpersonal skills to collaborate with internal teams, external brokers, and vendors.
Ability to work independently and manage multiple priorities in a fast-paced environment.
Relevant professional certifications (e.g., ARM, CPCU) are a plus.
Analyst - Corporate Finance
Charlotte, NC jobs
Job Description
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement.
Essential Job Functions:
Support the monthly close process, including preparing financial statements & analysis for management
Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model
Create internal and external-facing presentations to convey financial insights effectively
Perform cash flow analysis, monthly budget reviews and variance analysis
Track expenses and process invoices, ensuring accuracy and timely approvals
Collaborate with cross-functional teams to gather inputs and validate financial data for reporting
Identify opportunities for automation and implement technology-driven solutions to improve efficiency
Maintain and enhance financial models and reporting tools
Work directly with leadership to support ad hoc analysis and special projects as needed
Education and/or Work Experience Requirements:
Bachelor's degree in Accounting, Finance, or a related field
2-4 years of relevant experience; Big 4 public accounting experience is a plus
Strong understanding of financial statements and accounting principles
High proficiency in Microsoft Office, specifically Excel and PowerPoint
Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus
Excellent communication and organizational skills
Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment
Required Knowledge, Skills, and Abilities:
Curious and solutions-oriented mindset
Strong attention to detail and commitment to accuracy
Excellent written/verbal communication and interpersonal skills
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Analyst - Corporate Finance
Charlotte, NC jobs
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement.
Essential Job Functions:
Support the monthly close process, including preparing financial statements & analysis for management
Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model
Create internal and external-facing presentations to convey financial insights effectively
Perform cash flow analysis, monthly budget reviews and variance analysis
Track expenses and process invoices, ensuring accuracy and timely approvals
Collaborate with cross-functional teams to gather inputs and validate financial data for reporting
Identify opportunities for automation and implement technology-driven solutions to improve efficiency
Maintain and enhance financial models and reporting tools
Work directly with leadership to support ad hoc analysis and special projects as needed
Education and/or Work Experience Requirements:
Bachelor's degree in Accounting, Finance, or a related field
2-4 years of relevant experience; Big 4 public accounting experience is a plus
Strong understanding of financial statements and accounting principles
High proficiency in Microsoft Office, specifically Excel and PowerPoint
Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus
Excellent communication and organizational skills
Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment
Required Knowledge, Skills, and Abilities:
Curious and solutions-oriented mindset
Strong attention to detail and commitment to accuracy
Excellent written/verbal communication and interpersonal skills
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-ApplyIntern - Risk
Dallas, TX jobs
Hilltop Securities Inc. is currently looking for a qualified student to join our Quantitative Risk group as a summer intern. This individual will work closely with our Strategic & Risk Management group to gain hands-on experience in the profession while assisting with several key initiatives across the company. They will develop entry-level experience in the financial services industry, including development and delivery of initiatives, and effective practices. Our Summer 2026 Internship Program is an in-person experience lasting from May 27th to July 31st with opportunities located in downtown Dallas at our HTS Tower location and throughout the country at various branch locations.
Responsibilities
May perform clerical duties, take memos, maintain files, and organize documents
Assist in preparing information and research materials including but not limited to Word documents, Excel worksheets and/or PowerPoint presentations
Takes notes and memos during meetings
May run general industry related errands
Apply critical thinking to solve customer or operational requirements
Perform tasks and applies knowledge of principles and methods necessary to meet operational requirements
Learn, interpret and explain products and/or processes
Review and analyze data
Other functions as needed
Qualifications
High school diploma, GED, or equivalent. Rising Junior or Senior studying Business, Finance, Engineering, Computer Science of related field
Some experience in financial services preferred, but not required
Computer hardware, operating system (windows or Mac) and software/applications (MS Office, Internet Explorer, Outlook, etc.), skills
Candidate MUST have authorization to work for any employer in the US without requiring sponsorship, whether in student status or not
Data analysis skills and ability to review and interpret large data sets; preferred
Working knowledge of Excel/VBA, SQL, Python, and BI tools such as Tableau; preferred
Auto-ApplyBank Secrecy Act Analyst III
Dallas, TX jobs
The BSA Analyst III monitors compliance with Bank policy, Bank Secrecy Act (BSA), and other related laws and regulations (OFAC/Anti-Money Laundering/US Patriot Act). The Analyst identifies and reviews deposit and loan accounts across the enterprise for suspicious activity, Develops and monitors internal controls, policies, and procedures to ensure effective compliance.
Bachelor's Degree in related discipline preferred or equivalent experience.
Minimum 5 years experience working in a bank's AML transaction monitoring or investigations function utilizing an automated monitoring system.
Knowledge of BSA/AML and related laws and regulations required.
Knowledge of correspondent banking and trade finance related to transaction surveillance preferred.
Strong analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
Must be self-motivated team player with strong attention to detail, high level of accountability, and the ability to work independently.
Strong computer skills, specifically with Microsoft Office suite of products, and the ability to learn and utilize custom banking systems and applications. Must be proficient in Excel with the ability to build and create reports and formulas.
Excellent verbal, written, and interpersonal communication skills with the ability to interact with all levels of Bank personnel.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Serving as a key member of the Bank Secrecy Act/Anti-Money Laundering Compliance team and under the direct supervision of the BSA Case Supervisor, the selected candidate will provide leadership and guidance in the day-to-day functions within the department.
Work with the BSA Case Supervisor in the direction of BSA/AML compliance activities for the company, including BSA, AML, OFAC and KYC according to established company policies and applicable legal and regulatory guidelines to prevent the company from being used as an intermediary for or to hide the transfer or deposit of money from criminal activity and to create a paper trail for law enforcement to investigate money laundering and other illegal activities.
Act as team lead for department staff for daily functions.
As needed, perform confidential research and analysis of transactional data for Suspicious Activity Reporting (SAR), gathering pertinent evidence by conducting internal/external research, pulling transaction records, and reviewing reports.
As needed, investigate findings to determine recommendation for further processing, fully documenting research and reasoning for recommendation while ensuring timeliness to meet state and regulatory report filing timeframes.
Secure and organize documentation for examinations and independent reviews.
Update and oversight of internal department procedures.
Perform additional duties as requested, needed or assigned by the BSA Case Supervisor.
Carries out regulatory/compliance issuances monitoring, risk assessments, and internal controls testing ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Officer.
Perform enhanced due diligence reviews and analysis for higher-risk clients, and as otherwise directed by the BSA Case Supervisor.
Analyzing current business processes and making recommendations for improvement based on industry trends and professional business knowledge.
Prepares monthly statistics for BSA Officer on various BSA/AML compliance metrics and related matters.
Provides guidance to those reporting suspicious or unusual matters from various bank departments and attending to related queries.
Assists in ad-hoc special projects as needed; assume leadership role in such projects.
Auto-ApplyCorporate FP&A Analyst
Chicago, IL jobs
? Check out our website.
We're hiring immediately!
We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas.
Your Opportunity
Scion is seeking a talented Financial Planning & Analysis Senior Analyst to join us in executing our vision. This position will deliver accurate and efficient budgeting, forecasting and reporting, while driving continuous process improvement. The Financial Planning & Analysis team is responsible for monthly and quarterly financial reporting, budgeting and forecasting, variance analysis, market and portfolio analytics, capital expenditure analysis, market research, and critical financial reports and analyses presented to institutional partners and Scion's executive leadership team.
The Senior Analyst is curious, highly analytical and excels in a fast-paced, agile, corporate environment. This role demands a vigor for problem solving, strong analytical ability, attention to detail and proficient finance skills.
This role is based in our Home Office in Chicago, IL and requires five days in-office.
Your Responsibilities
Reporting
Help to maintain and continuously improve the overall reporting process through use of automation, databasing, and business intelligence tools.
Assess monthly performance and determine key trends across individual properties and portfolios.
Develop monthly cash balance projections to forecast distributions and create meaningful analysis of future cashflows.
Create and maintain various financial models and asset management tracking tools dedicated to providing a clear understanding of investment performance.
Develop presentations and detailed financial analysis results in a well-defined format.
Budgeting & Forecasting
Support the property-level annual budgeting and periodic reforecast process, owning and/or assisting various revenue and expense workstreams and working closely with asset management, property operations, revenue management, capital, and other departments to ensure the highest quality budgets.
Review proposed budgets through detailed trend analysis of historical performance, portfolio and external benchmarks, contracts, and new strategic initiatives to identify outliers and improvement opportunities.
Be an expert in the budgeting and forecasting system and process, providing mentorship to analysts across FP&A and asset management.
Research
Perform special research, analysis, and ad hoc projects for a multitude of stakeholders on a frequent basis collaborating closely with all departments across the organization.
Leverage executive communication skills to clearly explain analysis results to internal peers, senior management, external investors.
The responsibilities listed above may not be all inclusive.
What We Require
Bachelor's Degree in Engineering, Finance, Economics, Accounting, Mathematics, or other STEM program is preferred; 3-5 years of professional experience
Advanced financial modeling skills with Excel (VBA is a plus)
Experience with data visualization and business intelligence tools is preferred (Looker is a plus)
Excellent written and verbal communication skills with PowerPoint experience
Experience with Vena and Entrata is preferred
Strong collaboration across all departments and with external partners
Operational Details
Job location is based at Scion's Chicago corporate headquarters.
Working hours consist of standard daytime business hours.
Your Benefits
FLSA Status Exempt
Discretionary annual bonus
Paid Time Off + Floating Holidays
Health Insurance
Dental Insurance
Vision Insurance
401k Matching
Paid Parental Leave
Learning reimbursement opportunities
The Scion Group LLC provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, creed, national origin, color, gender, sex, sexual orientation, gender identity or expression, age, physical or mental disability (as long as the employee/applicant is otherwise qualified for the job with or without a reasonable accommodation), genetic information, HIV/AIDS status, marital status, uniformed service, veteran status, pregnancy or other legally protected status or category under federal or state law. The Scion Group LLC complies with applicable state and local laws governing nondiscrimination in employment in all locations in which the Company has properties. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfers, leaves of absence, compensation, training and other terms and conditions of employment. The Scion Group LLC is committed to the principles of equal employment opportunities.
IND-A #werearehiring #werehiring #LI-MCW
The base salary range for this full-time position is base + bonus + benefits. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
Illinois Pay Range$75,000-$80,000 USD
Auto-Apply