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Portfolio Manager jobs at Invitation Homes

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  • Assistant Portfolio Manager

    Invitation Homes 4.8company rating

    Portfolio manager job at Invitation Homes

    Invitation Homes is a fast-paced evolving company, offering high-quality homes for lease in desirable neighborhoods across America. As the nation's premiere home leasing company, we own, lease and operate approximately 80,000 properties ensuring a move-in ready living space that provides a clean, safe, and functional home for our residents. The market teams include our Leasing and Property Management teams as well as our Rehab, Turns & Maintenance professionals. Together, our talented teams create excellent resident experiences from the time the resident moves in to the home, throughout the duration of their lease and during their transition as they move out. Our teams work hard to create and maintain high-quality homes and ensure potential residents are presented with a rental property they can't refuse! We are seeking candidates with a drive to excel in our thriving organization. We are looking for professionals who are ready to join our work-family, provide excellent service to internal and external customers and embrace our fast and friendly approach. As the single-family home rental industry is quickly evolving, we are looking for dedicated learners who are passionate to serve our residents and maintain top-quality homes. Apply today! We're looking forward to getting to know you! Job Summary The Assistant Portfolio Manager assists the Portfolio Director in the day-to-day operation of managing single-family home rentals which includes entering monthly move-ins, move-outs, and rentals. Working with residents from move-in to move-out, Assistant Portfolio Managers will attend to residents' requests, accounts receivable. Essential Job Duties and Responsibilities * Assist Portfolio Manager(s) in managing a portfolio of single- family residential homes in accordance with company objectives and metrics * Assist Portfolio Manager(s) in maintaining occupancy levels, ensuring positive resident relations and complying with all reporting requirements * Provide exceptional customer service by attending to resident move-in/move-out needs and responding to requests in a professional and timely manner * Manage all electronic lease files for residents; ensure file management quality control including document storage in proprietary database * Responsible for all cash handling and accounts receivable management; post daily deposits * Assist in oversight of maintenance operation * Other duties as assigned Education and/or Experience * Minimum of two (2) years of administrative experience in Property Management or related field * Must possess a valid driver's license, an insurable driving record and access to their own motor vehicle * Availability to work a flexible schedule based on business need * Bachelor's Degree in Business or related field, or equivalent in a related field (preferred) Skills/Specialized Knowledge * Customer service oriented; strong communication, organizational and interpersonal skills * Positive, can-do attitude with a commitment to excellence and achieving goals * Working knowledge of property management software programs (e.g. Yardi, Salesforce and Docusign) and Microsoft Office Applications * Ability to deal effectively with diverse situations * Can effectively work independently and as a member of various teams and committees * Ability to multi-task Other Requirements * Ability to be at work on a regular and consistent basis; Overtime may be required for this position. * Must maintain professional appearance and comply with prescribed dress code policy * Must comply with all safety regulations, including the use of back brace, safety goggles and gloves when appropriate * Ability to work weekends and non-traditional holiday if needed, not consistent * Must be reachable via phone, except during approved time off * Must provide basic hand and power tools * Extensive travel within assigned portfolio required Physical and Mental Demands The office may be a busy environment. This position may have to manage a number of projects at one time and may be interrupted frequently to meet the needs and requests of internal and external customers. The environment may be busy and/or noisy and the incumbent will need excellent organizational, time, and stress management skills to complete the required tasks. Work Environment The office may be a busy environment. This position may have to manage a number of projects at one time and may be interrupted frequently to meet the needs and requests of internal and external customers. The environment may be busy and/or noisy and the incumbent will need excellent organizational, time, and stress management skills to complete the required tasks. Salary Range The salary range for this position is: $19.11 - $33.13, plus individuals may be eligible for an annual discretionary bonus. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications, location, and applicable employment laws. Compensation and Benefits To attract and retain top talent, we're pleased to offer competitive compensation and benefits, including: * Annual bonus program * Health, dental, vision, and life insurance * Long-term and short-term disability insurance * Generous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays * 401(k) with company matching contributions * Awesome work environment with casual dress * Team events and gatherings (Pre- and Post-Covid) Invitation Homes is an equal opportunity employer committed to fostering a diverse, inclusive and innovative environment with the best associates. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or any other factor protected by applicable federal, state or local law. If you have a disability or special need that requires accommodation, please contact us at **********************************. To all recruitment agencies: Invitation Homes does not accept agency resumes. Please do not forward resumes to Invitation Homes employees. Invitation Homes is not responsible for any fees related to unsolicited resumes.
    $19.1-33.1 hourly Auto-Apply 21d ago
  • Portfolio Community Manager - HOAMCO - Flagstaff , AZ

    Hoamco 4.0company rating

    Flagstaff, AZ jobs

    Portfolio Community Manager - HOAMCO - Flagstaff , AZ **Immediate Opening** - Apply Today. Benefits available after 60 Days. This is a great opportunity! HOAMCO CULTURE: At HOAMCO, our team members are passionate about their work, bringing enthusiasm and dedication to every task. They excel independently and understand the importance of teamwork. We are committed to building people and communities by fostering open, honest relationships through transparent communication. Our dedication to exceptional customer service ensures we positively impact everyone we interact with. FUNCTION & ROLE: Under the general supervision of the Regional Director, the Portfolio Community Association Manager is responsible for overseeing the performance of personnel and the maintenance of physical properties or projects under their supervision, ensuring compliance with established company and Board policies and procedures. The Portfolio Manager is tasked with maintaining and managing community accounts, actively supporting the community's values, vision, and philosophies. They are expected to exhibit a leadership style that ensures residents' needs are met with a high level of satisfaction. The Portfolio Community Association Manager also serves as a crucial liaison between HOAMCO and the assigned communities, facilitating effective communication and coordination. SUPERVISORY RESPONSIBILITIES: Supervises all on-site maintenance and other personnel, as necessary. REQUIREMENTS: Qualifications: CMCA certified or higher management designation preferred Minimum of 1-2 years' experience as a Community Association Manager preferred, or other management experience. Responsibilities and duties: Community Leadership Serve in a key community leadership role aimed at building and maintaining connections and opportunities that foster a true sense of community. Provide advisory support to the board for long-term planning, goal-setting, and policymaking guidance. Act as a liaison between HOAMCO and assigned community. Effective Communication and Relationship Management Communicate proactively and transparently while building relationships with board members, residents, and staff. Facilitate regular meetings with the Developer, board members, residents, and volunteers to ensure open lines of communication. Develop and maintain a professional relationship with the Board of Directors for each assigned Association. Daily Operations and Asset Management Oversee the daily operations, management, and maintenance of community assets. Facilitate upkeep of residential files and records, legal documents, property deeds, construction plans, member rosters, contracts, annual reports, meeting minutes, and all other relevant records. Facilitate and attend all Association meetings. Effectively leverage company and vendor resources to execute board directives and achieve community goals. Oversee service contractors to ensure cost-effective and high-quality service delivery. Negotiate service contracts and obtain bids as needed or directed by the Board of Directors. Ensure that all procedures are being adhered to for vendors, contractors, service requests, and maintenance form logs. Inspect exterior and common areas of each assigned project at least twice a month and prepare written recommendations for physical repairs and/or replacements as required by the Board of Directors. Develop a building maintenance program and schedule for management of community assets. Governance and Community Standards Maintain and uphold the community's standards as required by applicable laws, CC&Rs, and design guidelines. Facilitate the architectural design review process. Evaluate and oversee the CC&R compliance process. Liability and Risk Management Ensure liability and insurance policies comply with requirements set forth by governing documents and applicable laws. Develop and implement a comprehensive risk management program in consultation with industry experts and advisors. Ensure proper documentation for worker's compensation, liability insurance coverage, and all executed written contracts for any contractors prior to engaging in work for any property managed by HOAMCO. Budgeting and Financial Oversight Collaborate with and assist the Board of Directors in preparing the annual budget for each fiscal year. Administer and monitor operating and reserve budgets. Review monthly financial packages and prepare budget variance report for the Board of Directors. Ongoing review of budget, evaluating ways to improve service and/or cut expenses. Review all contractual services annually and/or as needed to ensure community objectives are met. Timely and Accurate Communication Ensure all association notices are accurate and distributed in a timely manner. Process all electronic, paper, and telephone correspondence and respond to inquiries and requests in a professional and timely manner. Create and prepare complete Board of Directors packets, agendas, and management reports. Other Duties Perform other duties as assigned to support the overall success and well-being of the community. Attend all appropriate HOAMCO training classes, meetings, and seminars as requested. HOAMCO Employees Excel at: Consistently projecting a positive image of the company. Prioritizing tasks effectively in a fast-paced environment, handling interruptions seamlessly. Being strong team players, ready to assist others as needed. Demonstrating highly effective interpersonal skills and collaborating well with colleagues. Providing exceptional customer service. Maintaining an enthusiastic, professional, and positive demeanor. Upholding integrity and credibility. Why Join HOAMCO? Since 1991, HOAMCO (Homeowners Association Management Company) has been a leader in community association management, currently managing over 600 communities across six states-and we're still growing! At HOAMCO, we value teamwork, integrity, and exceptional service. This is an exciting opportunity to be part of a company that makes a real impact in communities.
    $79k-144k yearly est. 10d ago
  • Regional Portfolio Manager

    Metropolitan Management Company 4.2company rating

    Seattle, WA jobs

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

    Northmarq 4.4company rating

    Denver, CO jobs

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Portfolio Manager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite
    $85k-110k yearly Auto-Apply 13d ago
  • Portfolio Manager

    Northmarq 4.4company rating

    Denver, CO jobs

    Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Portfolio Manager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite
    $85k-110k yearly 29d ago
  • Portfolio Manager

    Northmarq Capital 4.4company rating

    Denver, CO jobs

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: * Plan and schedule own workload to efficiently meet benchmarks within the department. * Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. * Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. * Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. * Follow up with borrowers and management companies regarding variances and general income and expense questions. * Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. * Monitor maturing loans and provide the required notices to borrowers. * Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. * Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. * Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. * Calculate and coordinate loan payoff requests, including yield maintenance calculations. * Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. * Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. * Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. * Assist team members on advanced and/or complicated consent requests. * Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. * Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). * Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. * Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: * Bachelor's Degree, preferably in the finance, real estate, or accounting area. * 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. * Strong skills in Microsoft Outlook, Excel, and Word * Strong knowledge of commercial real estate finance and commercial loan terminology * Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. * Solid understanding of commercial real estate finance * Demonstrated leadership and training abilities. * Strong analytical and modeling skills * Excellent verbal and written communication skills * Passionate about customer service, providing exceptional service to all internal and external customers * Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. * Ability to work both independently and within a team, with minimal supervision. * Demonstrated work ethic and willingness to work extended hours when necessary. * Attention to detail and accuracy required required. * Problem solving skills to reflect level of responsibilities. * Ability to maintain sensitive and confidential information. * Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! Colorado Residents: Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the Portfolio Manager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. #LI-ES1 #LI-Onsite
    $85k-110k yearly 60d+ ago
  • Portfolio Manager

    Northmarq 4.4company rating

    Dallas, TX jobs

    At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-ES1 #LI-Onsite #LI-Onsite
    $71k-129k yearly est. Auto-Apply 13d ago
  • Portfolio Manager

    Northmarq 4.4company rating

    Dallas, TX jobs

    Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives). This position offers a flexible work environment and is available for an immediate start. Position Responsibilities: Plan and schedule own workload to efficiently meet benchmarks within the department. Provide premier customer service to lenders, borrowers, other servicing staff and regional offices. Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations. Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors. Follow up with borrowers and management companies regarding variances and general income and expense questions. Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss. Monitor maturing loans and provide the required notices to borrowers. Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk. Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system. Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc. Calculate and coordinate loan payoff requests, including yield maintenance calculations. Monitor and collect outstanding mortgage payments, carefully documenting collection efforts. Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders. Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge. Assist team members on advanced and/or complicated consent requests. Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback. Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year). Serve on procedure committees updating policies and procedures for Portfolio & Asset Management. Perform other reasonable tasks/projects as assigned within the department. What We're Looking For: Bachelor's Degree, preferably in the finance, real estate, or accounting area. 4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred. Strong skills in Microsoft Outlook, Excel, and Word Strong knowledge of commercial real estate finance and commercial loan terminology Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties. Solid understanding of commercial real estate finance Demonstrated leadership and training abilities. Strong analytical and modeling skills Excellent verbal and written communication skills Passionate about customer service, providing exceptional service to all internal and external customers Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines. Ability to work both independently and within a team, with minimal supervision. Demonstrated work ethic and willingness to work extended hours when necessary. Attention to detail and accuracy required required. Problem solving skills to reflect level of responsibilities. Ability to maintain sensitive and confidential information. Ability to maintain positive attitude in all situations. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-ES1 #LI-Onsite #LI-Onsite
    $71k-129k yearly est. 25d ago
  • CSBB Portfolio Planning Lead

    Truist 4.5company rating

    Charlotte, NC jobs

    **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? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(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 will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition. The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio. Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs. **Essential Job Duties:** 1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results. 2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer. 3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk. 4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio. 5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes. 6. Lead and delegate small to medium tasks to junior teammates. 7. Effective presentation skills and adequate executive presence. 8. Comfortable working with ambiguity and tight deadlines. **Required Qualifications:** 1. Bachelor's Degree from an accredited university. 2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project). **Preferred Qualifications:** 1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 2. + 2 years in a Strategic discipline. 3. + 2 years' experience in Financial Analysis. 4. + 2 years' experience in Strategic Planning. 5. + 3 years' experience in Management Consulting. 6. Strategic Road Mapping and / or OKR Framework familiarity. 7. Master's degree in business administration from a top-tier University. **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 (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $76k-132k yearly est. 25d ago
  • CSBB Portfolio Planning Lead

    Truist Financial Corporation 4.5company rating

    Charlotte, NC jobs

    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 will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition. The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio. Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs. Essential Job Duties: 1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results. 2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer. 3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk. 4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio. 5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes. 6. Lead and delegate small to medium tasks to junior teammates. 7. Effective presentation skills and adequate executive presence. 8. Comfortable working with ambiguity and tight deadlines. Required Qualifications: 1. Bachelor's Degree from an accredited university. 2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project). Preferred Qualifications: 1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 2. + 2 years in a Strategic discipline. 3. + 2 years' experience in Financial Analysis. 4. + 2 years' experience in Strategic Planning. 5. + 3 years' experience in Management Consulting. 6. Strategic Road Mapping and / or OKR Framework familiarity. 7. Master's degree in business administration from a top-tier University. 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 E-Verify IER Right to Work
    $76k-132k yearly est. 26d ago
  • Portfolio Community Manager - HOAMCO (Phoenix, West Valley - AZ)

    Hoamco 4.0company rating

    Arizona jobs

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

    Berkshire Hathaway Homeservices Florida Network Realty-Fl 4.7company rating

    Asbury Lake, FL jobs

    A Portfolio Manager for Residential Real Estate (also called a real estate agent) oversees the entire real estate sale and purchase process. Real estate is a fast paced, thrilling and stimulating business that draws managers who desire a career that allows their leadership skills to flourish. A Portfolio Manager for Residential Real Estate needs to excel in interpersonal skills and be able to manage an extensive portfolio of clients. This manager positon is for individuals who desire to use their leadership abilities in the areas of real estate portfolio management, contract negotiations and residential real estate purchasing and selling. Job Responsibilities * Oversee the purchase and sale of a large residential real estate portfolio * Manage the negotiation and contract process of a real estate transaction * Create marketing and advertising materials for your business * Stay informed about the current real estate market and devise strategies to better equip clients for the purchase or sale of their residential property * Manage a team to efficiently guide a client through the real estate transaction process About Berkshire Hathaway HomeServices Florida Network Realty Berkshire Hathaway HomeServices Florida Network Realty was established in 1988 as Prudential Network Realty. Linda Sherrer, Founder, President and CEO, had one clear goal in mind: to raise the level of professionalism in Northeast Florida's real estate market. We knew this goal could only be achieved if key elements were in place - a well-known brand that commanded trust and respect and a select team of REALTORS and employees with a shared passion for serving the clients' needs. Regulatory Notice. To work as a real estate agent (and be qualified for this position) you must have (or obtain) a real estate license. Like getting a driver's license, state authorized training/testing is required to get certified. Third-party educational institutions provide this fee-based training to the general
    $81k-96k yearly est. 60d+ ago
  • Portfolio Manager

    Property Management Associates 3.5company rating

    Culver City, CA jobs

    Job Description Property Management Associates is growing and looking for a Portfolio Manager to manage approximately 15 properties throughout Orange County and South Bay Los Angeles with experience in Multi-Family Management, to join our team and grow in a dynamic and exciting place to work that values its employees. Essential Functions include a deep understanding of property operations, financial aspects of multi-family property management, property maintenance and vendor management, property marketing and property leasing, team development, employee supervision, and motivation. Job Requirements: Education - B.A/B.S. Undergraduate degree preferred Years of Experience - 5 years of prior supervisory experience with rent control Computer Skills - Proficient in Excel, MS Office Suite (Word, Outlook, Excel), and Yardi Voyager Physical Requirements -Ability to walk properties, climb stairs, bend, lift to 25lbs Valid driver's license and reliable transportation Well-versed in all areas of financial management, including budgeting, income & expense oversight, and variance reporting Demonstrated experience in problem identification, analysis, recommendation of options, and development of logical and workable solutions PMA offers a competitive benefits package to full-time employees, including: Medical, Dental, Vision, and Life Insurance with an employer contribution 401(k) with discretionary company contribution after 1 year Short-term & Long-term Disability Critical Illness/Accident/Hospital Indemnity Plans Generous Paid Time Off: Time off benefits include vacation, holidays, and sick time Start the weekend Early (1-hour early Release on Fridays) Pay Range$100,000-$105,000 USD We celebrate diversity and are committed to creating an inclusive environment for all employees. Take your career in property management to another level About Property Management Associates Property Management Associates (PMA) is a full service Property Management Company located near Los Angeles, California. PMA has been in business for over 30 years. We specialize in commercial and residential property management, apartments for rent in Los Angeles and greater LA County, and commercial real estate for lease. This, combined with our professional property management services, makes PMA one of the largest property management companies in Southern California. Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. We are also a family oriented company with great opportunities to grow! Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. PMA does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by PMA to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that PMA will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies. All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
    $100k-105k yearly 9d ago
  • CSBB Portfolio Planning Lead

    Truist 4.5company rating

    Atlanta, GA jobs

    **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? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\_site\_FAQ-17**********0.pdf) _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to_ Accessibility (careers@truist.com?subject=Accommodation%20request) _(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 will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition. The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio. Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs. **Essential Job Duties:** 1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results. 2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer. 3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk. 4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio. 5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes. 6. Lead and delegate small to medium tasks to junior teammates. 7. Effective presentation skills and adequate executive presence. 8. Comfortable working with ambiguity and tight deadlines. **Required Qualifications:** 1. Bachelor's Degree from an accredited university. 2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project). **Preferred Qualifications:** 1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 2. + 2 years in a Strategic discipline. 3. + 2 years' experience in Financial Analysis. 4. + 2 years' experience in Strategic Planning. 5. + 3 years' experience in Management Consulting. 6. Strategic Road Mapping and / or OKR Framework familiarity. 7. Master's degree in business administration from a top-tier University. **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 (************************************************************************************************** E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\_Participation\_Poster-17**********1.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER\_RightToWorkPoster-17**********8.pdf)
    $81k-142k yearly est. 25d ago
  • CSBB Portfolio Planning Lead

    Truist Financial Corporation 4.5company rating

    Atlanta, GA jobs

    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 will be an office centric role requiring working in the office five days per week in January 2026 at one of the locations listed on the requisition. The Portfolio Planning & Operations team is broadly responsible for designing and delivering a holistic Consumer and Small Business Banking (CSBB) portfolio of strategic initiatives and operational imperatives that ultimately deliver on our enterprise objectives. This includes managing a broad portfolio of initiatives that span a variety of work-types (strategic, operational, risk / reg., core productivity, expense, and cost management). The team is critical to driving a comprehensive and collective portfolio of change initiatives, ranging from day-to-day operational changes to large multi-year investment projects. Seated at the top of the change funnel, this team is critical to determining what change initiatives are introduced to the portfolio, recommends timing and sequencing of our work, ensures sound business rationale and rigor to pressure test as well as validate business assumptions, and partners closely with key business leaders to deliver on the growth objectives for our portfolio. Highly-motivated and strategic CSBB Portfolio Planning Lead to oversee and guide the development, resourcing, prioritization, execution, optimization, and delivery of our Consumer and Small Business Banking portfolio strategy to deliver our long-term holistic operational and strategic objectives. The CSBB Portfolio Planning Lead will work closely with executive stakeholders, cross-functional partners, and be responsible for leading junior teammates. Role is subject to change based on shifting business needs. Essential Job Duties: 1. Support the development and maintenance of the comprehensive CSBB portfolio strategy aligned to the enterprise's 5-year strategic vision, objectives, and financial results. 2. Support the development and publishing of the CSBB Execution Roadmap as well as the CSBB Consolidated Portfolio to the Chief Consumer Banking Officer. 3. Support the portfolio optimization strategy, to ensure strategic / operational alignment, efficient resourcing, trade-off decisions, and balance of risk. 4. Monitor and report on the ongoing health of the CSBB Execution Roadmap and CSBB Consolidated Portfolio. 5. Partner with cross-functional stakeholders to foster strong relationships and deliver impactful outcomes. 6. Lead and delegate small to medium tasks to junior teammates. 7. Effective presentation skills and adequate executive presence. 8. Comfortable working with ambiguity and tight deadlines. Required Qualifications: 1. Bachelor's Degree from an accredited university. 2. + 5 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 3. Proficient in Microsoft Office Suite (PowerPoint, Excel, Word, Visio, Project). Preferred Qualifications: 1. + 7 years of combined professional experience in Consumer Banking, Financial Services, Management Consulting, Product Management, Technology or other relevant field(s). 2. + 2 years in a Strategic discipline. 3. + 2 years' experience in Financial Analysis. 4. + 2 years' experience in Strategic Planning. 5. + 3 years' experience in Management Consulting. 6. Strategic Road Mapping and / or OKR Framework familiarity. 7. Master's degree in business administration from a top-tier University. 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 E-Verify IER Right to Work
    $81k-142k yearly est. 26d ago
  • Senior Investment Analyst

    MBK Real Estate 4.2company rating

    Irvine, CA jobs

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

    Northmarq 4.4company rating

    Seattle, WA jobs

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

    Utah Retirement Systems 4.5company rating

    Salt Lake City, UT jobs

    About The Company We serve Utah public employees with retirement and insurance benefits in a partnership of trust with a commitment to value, innovation, and excellence. URS has two divisions. The Retirement Office administers pension benefits and retirement savings plans. Public Employees Health Program (PEHP), a division of Utah Retirement Systems, is a nonprofit trust with the vital job of providing health benefits to Utah's public employees and their families. We serve only the public sector - the State of Utah, its counties, cities, school districts, and other public agencies. URS Investments Department The Investments Team is responsible for implementing the investment program of the URS Defined Benefit plan. The Investments Team manages investments internally and partners with external investment firms to manage a globally diversified portfolio. The teams' efforts have a strong emphasis on Absolute Return, Real Assets, and Private Equity investments. Defined Benefit assets were $48.1 billion as of 12/31/2024. Why you'll love working at URS Meaningful and interesting work Make an impact Career development and personal growth Learning opportunities across asset classes Access to investment thought leaders globally Hybrid work environment Team oriented and collegial culture Competitive pay and benefits Outstanding outdoor lifestyle, including proximity to 7 ski resorts How you'll succeed Team player Strong analytical and critical thinking skills Passion for quantitative and qualitative analysis, manager selection, and strategy research Strong written and verbal communication skills Ability to build relationships High degree of intellectual curiosity Entrepreneurial mindset (see something, do something) Mission-oriented To learn more about the URS Investments Department click here. Job Description POSITION SUMMARY Collaborates with the Investment Team in the ongoing monitoring, evaluation, and selection of external investment managers. May perform similar functions related to joint venture or direct investments. Provides research, analysis, and recommendations to Senior Investment Professionals on risk, performance, and portfolio fit. Gathers data for Risk Management Systems. Provides support for decisions regarding asset allocation, Board communication, and reporting. ESSENTIAL JOB FUNCTIONS AND DUTIES Conducts analysis and due diligence on investment managers. Monitors, evaluates, and makes recommendations in the context of asset class objectives, market conditions, performance, peers, benchmarks, and other considerations. May perform similar functions related to joint venture or direct investments. Sources new investments, including identifying new investment managers and leading initial due diligence efforts on same. May perform similar functions related to joint venture or direct investments. Develops and demonstrates competence in specific strategy area(s) and/or asset class(es). Assists Senior Investment Professionals with portfolio construction and top-down strategy decision making as needed. Supports Senior URS Investment Professionals on plan-level decisions such as rebalancing, liquidity management, and broad asset allocation themes. Works with Senior URS Investment Professionals on implementation and execution of portfolio, strategy, and investment-specific recommendations. Acts as lead project manager on research and operational projects, as assigned. Contributes to development and mentoring of Investment Analysts. Prepares investment recommendations based on strategic and tactical asset allocation decisions. Corresponds frequently with investment managers, external service providers and industry experts to formulate market opinions, identify investment opportunities and gauge investment trends. Contributes to ongoing process improvements. Attends professional seminars and conferences; establishes professional relationships with institutional investor peers and with tenured industry professionals. Promotes internal cooperation among the Investment Team and with external service providers. Promotes organizational efficiency through high professional standards. Demonstrates a high level of intellectual curiosity. Maintains regular and reliable attendance. Maintains strict confidentiality and adheres to URS Ethics and Compliance policies. Other related duties as required. Required Experience Education and Experience A Bachelor's Degree and a minimum of three (3) years of directly related professional experience; or an equivalent combination of education and experience. Prior experience conducting investment manager research and due diligence is required. Applicable degrees include; investment management, business administration, accounting, financial management, economics, mathematics, statistics, physics, chemistry, law, humanities, or related field. Progress toward Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), or other related designations is preferred. Investment research experience in an institutional investment setting (pension, endowment, foundation, insurance company, consultant to institutional investors, etc.) is preferred. MBA or related Master's Degree is preferred. Knowledge, Skills, and Abilities This list contains knowledge, skills, and abilities that are typically associated with the job. It is not all-inclusive and may vary from position to position: Required technical skills include the ability of: Microsoft Office Suite, including expert knowledge of Excel. SQL. Access. Visual Basic. Required mathematical skills include ability of: Advanced mathematical concepts including correlations, factor analysis, and statistics. Required investments knowledge of: Purpose, principle, and theory of institutional portfolio management and statistical analysis. Business, monetary. and economic trends and practices. Security analysis and financial forecasting. Due diligence process, including on-site meetings. Must possess excellent communication skills: Distill analysis into original reports and recommendations Communicate effectively both verbally and in writing. Establishes and maintains strong working relationships with colleagues and external investment professionals. Present information on complex topics to top management, peers, and occasionally the URS board. Must have the ability to: Demonstrate daily that URS' beneficiaries are a top priority. Establish and maintain effective working relationships with colleagues and external investment professionals. Attend to detail. Display autonomy and leadership in performing job functions. Follow written and verbal instructions. Prioritize work. Perform within deadlines. Work well in a team environment as well as independently. Multi-task by handling a variety of duties in a timely and efficient manner. Follow through with assignments. Deal effectively with stress caused by workload and time deadlines. The incumbent must always demonstrate judgment, high integrity, and personal values consistent with the values of URS. Additional Requirements As a requirement of this position, the employee will submit to the URS Investment Compliance Officer a record of trade confirmations or monthly transaction summaries, as they become available, of all security transactions (excluding mutual funds), in any account under the employee's control and direction, or under the control and direction of the employee's spouse. Work Environment Incumbent performs in a typical office setting with appropriate climate controls. Tasks require a variety of physical activities which do not generally involve muscular strain, but do require activities related to walking, standing, stooping, sitting, reaching, talking, hearing and seeing. Common eye, hand, finger dexterity required to perform essential functions. Job duties require extensive travel for office business. Individual must be physically capable of safely operating a vehicle, possess a valid license and have an acceptable driving record based upon data provided by a current Department of Motor Vehicle Record (MVR).
    $65k-102k yearly est. Auto-Apply 60d+ ago
  • Sr Analyst/Associate - Investor Relations

    The Wolff Company 4.2company rating

    Scottsdale, AZ jobs

    Full-time Description The Investment Management team is seeking a dynamic Senior Analyst or Associate in Investor Relations to strengthen our investor communication and fundraising efforts. The successful candidate will be responsible for accurate and timely reporting to investors and joint venture partners, leveraging a deep understanding of fund and real estate investment activities to deliver exceptional service. Success in this role requires strong attention to detail time management, and analytical skills. Key Responsibilities: Investor Reporting: Lead preparation and delivery of quarterly, annual, and ad-hoc investor reports, ensuring accuracy, timeliness, and consistency across all materials. Clearly communicate investment activity, portfolio performance, market trends, and the firm's outlook. Coordinate closely with Accounting, Portfolio Analytics, Legal, Tax, and Asset Management teams to compile and verify data. Maintain reporting calendars, track deliverables, and proactively manage deadlines to meet all investor and partner expectations. Support report distribution and document posting through the investor portal, including financial statements and tax forms. Review all data and narrative content with exceptional attention to detail, ensuring clarity, accuracy, and alignment with firm standards. Investor Portal & Records: Maintain complete and current investor records, including capital activity, ownership data, and contact information, within the firm's investor portal and interna registries. Coordinate investor transfers and ownership changes, ensuring proper documentation. Fundraising & Due Diligence Support: Support fundraising activities by keeping due diligence materials and data rooms current, completing investor questionnaires, and preparing presentations and performance summaries. Collaborate with internal teams to ensure all materials are accurate, consistent, and compliant. Requirements Honesty, integrity, and a strong work ethic Exceptional organizational, planning, and multitasking abilities Excellent written and verbal communication skills Advanced proficiency in Microsoft Word, PowerPoint, and Excel (including understanding of financial modeling) Qualifications: Bachelor's degree required (finance, accounting, business preferred) 2+ years of experience in a client-facing or analytical role Background in finance, accounting, or real estate is strongly preferred Demonstrated accountability for quality and accuracy in prior roles WHY WOLFF? Competitive compensation + performance bonuses Medical, dental, vision, and 401(k) match PTO plus volunteer time People-first culture built on innovation, stewardship, execution, and continuous learning COMPANY OVERVIEW The Wolff Company is a real estate investment firm that is focused on the multifamily and senior living sectors throughout the United States. The firm has over $3.5 billion in assets under management across five active funds, numerous joint ventures, and legacy partnerships. Wolff's investor base includes institutions, family offices, public and private pension plans, and high-net-worth individuals. Wolff's investment activity primarily occurs through two closed-end fund series-Wolff Real Estate Partners and Wolff Credit Partners.
    $82k-141k yearly est. 24d ago
  • Sr. Analyst, Investments

    Livcor 3.9company rating

    Los Angeles, CA jobs

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

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