Portfolio manager jobs in Garland, TX

The Role The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for: Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies. Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks. The Expertise and Skills You Bring Bachelor's degree or equivalent experience in Finance or Accounting 3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred Familiarity with tax research techniques Broad knowledge of accounting and tax principles Ability to embrace and adapt to a constantly evolving regulatory and technology environment Ability to work in a collaborative environment Comfortable in a fast paced, deadline-oriented environment Interpersonal and time management skills Flexibility to work overtime (as needed) to fulfill the job requirements Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus Experience with accounting platforms InvestOne, Geneva, and Yardi a plus The Team The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. #Fidelityalts #FFIOALTS Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Company The Company is a dynamic and versatile commercial real estate developer and investor dedicated to pursuing opportunities through a multifamily investment platform specializing in the acquisition, renovation, and asset management of value-add, student housing, and existing core-plus multifamily communities across select U.S cities. The Company also targets unique credit opportunities in the multifamily space. Location Dallas, Tx Role The Asset Manager will report to the Managing Director and Chief Operating Officer as a member of the team that oversees the portfolio, primarily consisting of multifamily investments. This is a support function with responsibilities to include monitoring the assets; establishing and maintaining relationships with outside parties (property managers, contractors, partners, vendors, etc.); formulating and executing business plans for assets; and oversight of operational issues. Responsibilities The Asset Manager will focus on preserving and enhancing asset performance. The primary responsibilities include, but are not limited to: Review and analyze property operational and financial reports to ensure income and expense performance, revenue growth, and expense control. Review and assist with annual budgets from property managers, including capital plans. Formulate and execute business plans for each property. Develop and implement capital improvement strategies. Review monthly reports from property managers/accounting, including operational issues, prepare internal reports regarding operations where needed. Work with attorneys on all documentation and any legal issues. Evaluate insurance needs for each property and work with internal and external teams to obtain appropriate insurance. Assist with the delivery of new and improved assets to the portfolio. Ensure efficient receipt and transition of assets. Assess and report financial performance of assets. Assist in due diligence process on acquisitions and dispositions. Partner with owner, vendors, property managers, brokers, and contractors to ensure effective management of properties. Monitor ongoing business activity and recommend improvements to properties, policies, and practices. Some travel is expected. Qualifications Bachelor's Degree in Real Estate, Business or Finance, preferred. 2 - 5 years of acquisition or asset management experience for value-add multifamily properties (retail, office, industrial, and mixed-use asset management will be considered) Strong analytical skills. Ability to communicate effectively, both orally and in writing, with management, third-party agents, legal counsel, etc. Ability to prioritize and multi-task. Knowledge of industry trends in real estate and development and a natural desire to understand specific market characteristics. Strong negotiating and influencing skills. Proficiency in MS Office Word, Excel, Outlook, and Power Point.

Rivendell Global Real Estate is a private real estate investment and management firm with a portfolio of approximately 3,500 multifamily units across North Carolina, Texas, Colorado, Arizona, and California. We are seeking a dynamic and experienced Asset Manager to oversee a portfolio of owned assets. This role focuses on optimizing property operations, enhancing financial performance, planning capital improvements, and managing insurance and property tax matters. The Asset Manager plays a critical role in maximizing asset value, improving portfolio performance, and mitigating operational risks. This position is based in Dallas, TX and requires travel, flexibility, and the ability to manage multiple priorities in a fast-paced, entrepreneurial environment-both independently and collaboratively. Key Responsibilities: Oversee third-party property management to drive revenue growth, control expenses, and preserve asset value. Lead the development of business plans, budgets, and capital improvement strategies. Coordinate with contractors, engineers, attorneys, and accountants to support asset operations. Manage day-to-day property operations, resolve issues, and participate in regular operations and leasing calls. Analyze reports to identify and address leasing, financial, and operational concerns. Prioritize and manage multiple complex projects across various stages with tight deadlines. Prepare and review financial packages, loan compliance documentation, and construction draw requests. Monitor and report on leasing activity, concessions, and rent collections. Conduct feasibility analyses for rent strategies, capital projects, and other initiatives. Interpret key legal documents, including leases, loan agreements, and service contracts. Oversee capital projects from planning through execution, ensuring quality and timely delivery. Administer insurance programs across the portfolio, including premium allocations, certificates of insurance, claims, and related matters. Support due diligence, onboarding of new acquisitions, refinancing, and dispositions. Maintain market knowledge to benchmark assets and inform strategic decisions. Conduct site visits and property inspections. Perform additional analysis and tasks as needed. Qualifications: Bachelor's degree or higher in Business, Real Estate, Finance, Computer Science, Economics, or a related STEM field. Minimum of 5 years of experience in real estate asset management or operations. Strong analytical skills with proficiency in financial modeling and reporting. Highly organized and capable of managing multiple projects independently. Excellent communication and relationship-building abilities. Proficient in Microsoft Excel, Word, and Outlook; experience with Yardi, OneSite, or similar property management platforms. Willingness to work in a demanding, full-time role with occasional extended hours.

Company Profile: BLDG Partners LLC is a Southern California based real estate investment firm founded in 2010 focused on the preservation of workforce and affordable housing. We pursue opportunities to improve communities in urban and suburban markets across the country. Position: BLDG Partners is seeking an Asset Manager (Affordable) to join our growing firm dedicated to providing quality, affordable housing across the US. This position is based in Texas. In the position, the Asset Manager will help implement Asset Management Best Practices to achieve department goals and successfully manage the portfolio with a focus on establishing uniform management and the implementation of the company's operational business plans. The Asset Manager would analyze property performance, cash flows, valuation, market trends and operational strengths and weaknesses to inform strategies for maximizing value to the company and stakeholders. The Asset Manager would also independently monitor the activities of third-party property management firms responsible for the daily operations of the properties, with the goal of reporting significant information to the VP of Asset Management. This individual would thrive in an entrepreneurial culture and be detailed oriented, organized and highly detail-oriented; accustomed to allocating time to double-check work with the ability to prioritize and handle multiple tasks with flexibility. They must also work cooperatively and collaboratively to help build a successful and growing company. Responsibilities: Business Planning Prepare and present regular reports on asset performance, valuation, and risk assessment to owners, executive team, and other stakeholders. Problem solve property and portfolio level issues through research, analysis and implementation and topics as a key resource to the VP of Asset Management Forecasting & Benchmarking Prepare market analysis reports, including comparable rents, vacancy, and absorption/supply Demonstrate a strong understanding and monitoring of key financial and operational Key Performance Indicators (KPIs). Execute underwritten business plans. Successfully manage reserves, lease-up processes, and other financial aspects of the portfolio. Prepare and present detailed financial and operational planning, budgeting, reforecasting, data management, analysis and reporting, ensuring all internal and external financial reporting requirements and deadlines are met while monitoring internal watchlist Prepare analysis of trends through regular operating metrics while acting swiftly to address budget variances and operational issues via analysis of rent roll, P&L statement and property level reporting Maximize cash flow and total return for each assigned property through the analysis of financial and operational reports to identify opportunities for improvements Portfolio Management Work closely with various third-party agent departments to ensure full data integrity and quality reporting, maintaining an in-depth and up-to-date record of property activity and document management Create and update quarterly asset management plans for each property helping lead the big picture while assisting in the development and monitoring of strategies to maximize asset values within the portfolio Complete property inspections as part of monitoring property performance, management execution and property capital needs, funding sources and potential savings opportunities. Present information in a clear and concise manner, ensuring that complex data and recommendations are easily understood by diverse stakeholders. Communicate property performance relative to budget and underwriting with clarity. External and Internal Partnerships Develop, foster and maintain relationships with management agents, lenders, contractors, third-party monitors, investors, local and state housing agencies, General Partners and others in the LIHTC industry leveraging the relationship to enhance property and portfolio value, as well as the overall company value. Ensure each asset is in compliance with regulatory agencies and meeting fiduciary obligations to lenders/investors Requirements: Bachelor's Degree (BA/BS) in Business, Finance, Real Estate or Urban Planning preferred, though not required. Five years of experience in real estate, accounting, finance, or construction management with relevant affordable housing industry experience and/or certifications Prior experience in the LIHTC/HUD industry is preferred Comfortable navigating and analyzing transaction legal documents, financial projections and financial reports Ability to discuss critical paths, complex scheduling and related matters with internal and external partners Strong Excel modeling skills with working knowledge of Smartsheets, Yardi, AIM and/or Realpage A collaborative team player with a strong work ethic Position is Hybrid or Remote depending on candidate's circumstances and experience

🚀 Now Hiring: Asset Manager (Affordable Housing) Must be local to Dallas, Texas Are you a strong LIHTC asset manager or property manager ready for the next step? Our client - a fast-growing affordable housing developer - is seeking a sharp, analytical Asset Manager to oversee portfolio performance for over 800 units and support long-term success across their communities. What You'll Do: 📊 Drive business planning, forecasting & benchmarking 🏢 Oversee portfolio management and performance metrics 💼 Analyze complex legal docs, financials & projections 🤝 Collaborate with internal and external partners to optimize outcomes What You Bring: 🎓 BA/BS in Business, Finance, Real Estate, or Urban Planning (preferred) 🏗️ 5+ years in real estate, finance, accounting, or construction with affordable housing experience 🏘️ LIHTC/HUD background 💻 Strong Excel modeling + familiarity with Smartsheets, Yardi, AIM, or RealPage 💪 A proactive, collaborative team player ready to make an impact Location: Dallas, Texas (Hybrid) #Dallas #LIHTC #Assetmanager #propertymanager 👉 If you're ready to elevate your career with a mission-driven organization - let's connect!

The Credit Manager will have responsibility for credit and collections for rental business unit. The ideal candidate will manage relationships both internally and externally with strong financial analysis, audit background, problem solving, and customer service skills. Must be able to work in a fast-paced environment and be detail oriented with the ability to adhere to deadlines in a timely manner. Strong written and verbal communication skills for negotiation & reconciliation are required. Essential Functions/Responsibilities Review and evaluate credit applications to assess creditworthiness Manage credit and collection efforts for assigned business unit Monitor accounts receivable and identify overdue accounts Contact customers regarding outstanding balances and negotiate payment plans Review and negotiate settlements within scope of limits and authority Maintain accurate records of collections activities and customer interactions Collaborate with branch managers and regional operation managers to resolve payment issues and disputed balances Report on accounts receivable status and provide insights to management Assign and collaborate with external agencies or attorneys for debt recovery Performs all other duties as assigned by management in a professional and efficient manner Skills and Experience A bachelor's degree in finance, accounting or a related field is preferred A minimum of five years' experience Strong Analytical skills and attention to detail Excellent communication and negotiation abilities Ability to work independently and manage time effectively in a fast-paced environment Attention to detail to ensure accuracy in financial reporting and documentation Knowledge of credit risk assessment and collection procedures Strong problem-solving skills and customer service orientation Proficiency in accounting software and Microsoft Office Knowledge of relevant laws and regulations regarding credit and collections Working knowledge of bond and lien law The ability to develop and implement credit policies and procedures to minimize risk and improve cash flow.

To excel in this role, you must have a true understanding of all types of hospital denials and how to resolve them effectively. A solid collections background and the willingness to dig into denials alongside your team are imperative for success. This is a highly rewarding position for a motivated professional who thrives on helping hospitals recover revenue that would otherwise be lost. ERISA Recovery, a frontrunner in the Federal ERISA appeals process for collecting complex and aged claims, seeks a proactive Collections Manager to spearhead our Analyst team. This leadership role is central to contacting hospitals and insurance companies to address and remediate denials, securing payments on claims previously considered lost. The Collections Manager will be pivotal in harnessing Business Intelligence Insights to establish, manage, and refine performance goals for Analysts, ensuring these goals align with the company's strategic growth objectives. We are looking for a candidate with a robust management background, capable of driving team performance through effective communication, leadership, and a relentless pursuit of excellence. KEY RESPONSIBILITIES Performance Goal Management: Utilize BI insights to establish clear performance goals for Analysts, manage and refine these objectives to enhance team performance continually. Daily Performance Engagement: Conduct daily reviews with Analysts to offer strategic support and interventions for achieving performance goals. Strategic Reporting: Report directly to the CEO/CFO and Senior Director on team strategies, goals, and performance metrics. Client Liaison: Managed requests between clients and internal collection staff, streamlining communication workflows and fostering strong, trust-based relationships SOP Development and Optimization: Lead the creation and implementation of departmental SOPs and task management standards to enhance productivity and streamline operations. Team Coaching and Standards Compliance: Provide ongoing coaching and training to ensure team adherence to standards, regulations, and best practices. Collaborative Teamwork Enhancement: Foster collaboration with back-office and other departmental teams for a unified approach to meeting organizational objectives. Revenue Cycle Expertise Development: Deepen the team's expertise in the revenue cycle process, including billing, insurance appeals, and hospital collections, to improve operational efficiency. Essential Skills & Qualifications EXPERIENCE REQUIREMENTS 5+ years of acute care experience. 5+ years of management experience, with a demonstrated ability to develop and execute performance goals. Expertise in data analysis for performance management and operational enhancement. Exceptional leadership, team management, and interpersonal communication skills. Detail-oriented with the capability to oversee multiple projects and issues simultaneously, ensuring accurate and timely completion. Proficient in MS Office suites, Electronic Health Record systems, and Insurance Claims Portals. A comprehensive understanding of hospital claims denials, medical terminology, CPT codes, modifiers, diagnosis codes, and payor contracts. Please note: Only applicants with vast knowledge of hospitals claims denials need apply. BENEFITS: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance Paid lunches ERISA Recovery is an Equal Opportunity Employer

Recruiters: Please do not contact individuals. Please review our position on LinkedIn for further instructions. VWH Capital Management, LP (“VWH”) is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under management. The firm is the winner of the 2023 Private Equity Wire US Emerging Manager Award for Best Performance: Debt. VWH is a major player in the U.S. distressed residential mortgage loan space and seeks to generate long-term returns in securitized products, distressed credit, and whole loans. VWH is headquartered in Dallas. For more information visit ******************* Job Description The VWH Portfolio Management team is seeking an associate portfolio manager/trader to contribute to the continued growth and success of VWH's residential loan and securities business. VWH opportunistically invests in U.S. residential whole loans and securities. The candidate will interact with all teams such as Transaction Management, Finance, Analytics and Asset Management, in addition to the head of the Firm. Responsibilities Actively participate in all trading activities related to U.S. residential mortgages and broader securitized products, from bid evaluation, acquisition, disposition, and securitization. Work closely with trading and financing counter parties to evaluate and explore financing options and capital market executions. Collaborating with various teams such as Transaction Management, Finance, Analytics and Asset Management. Work with Analytics team on the infrastructure build-out associated with the portfolio management. Work with whole loan transaction management team to track the due diligence and closing processes. Assist finance team in reconciling and processing monthly whole loan servicer remittance tapes. Assist in day-to-day repo financing for securities and monthly warehouse financing for loans. Compare various financing options including securitized deal execution. Managing daily risk position and portfolio P&L. Optimizing loan portfolios for sale and securitization. Prepare/compile reports for Senior Management review. Other duties as assigned. Qualifications Bachelor's degree in Engineering (any), Computer Science, Information Technology, Mathematics, or related field and 3-5 years of experience in the job offered or a related occupation. Prior experience with structured products, especially residential mortgages, securities and structuring is strongly preferred. Candidates must have proficiency in Intex and Excel. Programming experience is desired (e.g. SQL, Python, etc.). Applicants should possess excellent communication skills and be organized, detail-oriented, and able to manage competing priorities. Ability to work in Uptown Dallas office. US work authorization is required. The firm will sponsor H1B visa for full-time employees. Additional Information VWH offers competitive compensation including base salary and a discretionary performance bonus. VWH has a compelling benefits package, including medical, dental, and vision insurance, a 401(k) plan, and generous paid time off. VWH Capital Management, LP is an equal opportunity employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic prohibited by applicable law.

Essential Functions * Send customer requests for documents and track for return and completeness. * Prepare and assist delivering presentation to credit for opportunity approval. * Risk monitoring of existing portfolio for covenant compliance and performance. * Manage reporting on aged loans, exception requests, bulge requests, other audit control needs. * Ensure all client credit opportunities and approvals are in accordance with policy and procedures. * Elevate credit risk or performance issues to management. * Regular, reliable, and predictable attendance. Marginal Functions * Assist the President of Warehouse Lending with credit opportunities and term sheets. * Collaborate with relationship managers for strategies and execution. * Participate in department projects as assigned. * Assist President of Warehouse Lending with marketing, travel, and conference schedule. * Locate new opportunities and current market data. * Liaison between sales staff, relationship managers, client services, and loan operations. * Day to day customer service. * Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. * All other duties as assigned. Minimum Educational & Experience Requirements * Bachelor's degree in business or related field (preferred) * 3 years' experience in mortgage banking or mortgage warehouse lending, and/or portfolio management (preferred) Minimum Skill Requirements * Knowledge of Mortgage Banking Origination, Capital Markets, and how to process sales * Knowledge of loan closing, loan underwriting, and loan sales * Knowledge of social media marketing across various platforms * Experience with process management and mortgage-related data systems * High proficiency with loan sale settlement process * Ability to communicate with internal and external customers and problem solve * Strong analytical ability Physical Demands In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. * Continuous stationary position, particularly, but not limited to, at a desktop computer * Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use * Continuous communication: verbal and written, in-person, phone and electronic Work Environment * Office environment; remote and hybrid flexibility if determined by management.

Across the industrial design, manufacturing and maintenance worlds, we're the digital destination for product and service solutions to help our customers with the maintenance, repair and operation of their businesses. We provide global access to an unrivalled range of over 750,000 stocked industrial products. Each day our team of experts deliver solutions to resolve our customer's challenges across design, procurement, inventory and maintenance. We consistently strive to deliver the best possible service to all of our customers and challenge ourselves to provide a seamless procurement experience. We are one team. We deliver brilliantly. We do the right thing. We make every day better. These are our values. They unite our c.9,000 global colleagues and differentiate us from our competition. They are a mix of how we work today and how we must step up for the future. Most importantly, it is one set of values shaped by our people, for our people. Together, we can make great things happen. Aim for amazing and beyond. Product and Supplier Management is where the RS product portfolio comes to life. By partnering with over 500 world class suppliers, we develop a product offering to support our internal sales team and external customers. We engage cross-functionally with other departments such as Supply Chain, Marketing, and Content to create positive customer experiences in their search for the products to fit their applications. About the Role Role Purpose As Product Portfolio Manager, you will focus on building and accelerating the development, evaluation and execution of product expansion opportunities with existing and new suppliers. You will be a strong collaborator with an entrepreneurial mindset that is outcome oriented, someone with the ability to envision the big picture and implement tactically. Key Responsibilities * Drive technology portfolio expansion by adding new products to our offer. * Determine which products added should be stocked utilizing technology knowledge and data analysis tools to drive decisions. * Influence new supplier acquisition for the product category in conjunction with the product category team. * Collaborate with RS' Content team to ensure that product data held in the system is relevant and accurate. * Understand existing portfolio landscape and dynamics and analyzing competitor product positioning to uncover opportunities for expansion. * Engage with RS' Marketing team to ensure campaigns best represent RS'/Supplier's portfolio offering How I make a difference in this role The Product Portfolio Manager will determine the portfolio strategy and development of their assigned supplier base. They will use market intelligence, supplier recommendations, and internal reporting to create and maintain RS' product portfolio to drive financial performance and positive customer experiences. Essential Skills & Experience * Strong analytic and decision-making skills utilizing multiple data points and Excel * Effective communication skills - verbal, written and listening * Exhibits a positive attitude and is dedicated to meeting the expectations and requirements of internal and external stakeholders including customers and suppliers. * Strong teamwork and organizational skills * Knows how to set priorities and can quickly zero in on what is critical * Proficient in Microsoft Excel * Strong interpersonal skills and be able to build effective relationships * 3-5 years of Industrial distribution experience in similar role. * Basic math skills in addition, subtraction, multiplication and division * Presentation ability in front of the Supplier management team, suppliers, and other stakeholders in the business. Desirable Skills & Experience * 4-year degree in Business or related field * Knowledge of the specific product technology is HIGHLY desirable * Supplier and technology obsessed attitude with a constant desire to learn more. * Experience with Power BI * Experience with Access Org Structure Reporting to Category Manager with key relationships with Supplier Managers and Product Director Equal Employment Opportunity RS Americas is an equal opportunity employer and maintains policies and practices that are designed to prevent and prohibit unlawful discrimination against any qualified employee or applicant on the basis of race, color, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, military/veteran status, disability, genetic information, citizenship status, or any other unlawful classification to the extent protected by law. This policy of non-discrimination applies to all employment practices, including hiring, compensation, benefits, promotion, training and termination. Employees who engage in unlawful discrimination will be subject to disciplinary action, up to and including termination. #LI-SC1 @LI-HYBRID

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Portfolio Manager SUMMARY Under general direction, this position provides support to Loan Officers in their production and management of their commercial & consumer loan portfolios MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Acts as a key contact for commercial and consumer loan customers and services existing customers. * Provides support to Loan Officers in the form of technical and analytical responsibilities in gathering and analyzing financial information, industry information, loan application preparation, monitoring of covenant compliance and review of terms. * Interacts with third parties to obtain information necessary to underwrite close and monitor loans. * Complies with bank procedures by maintaining accurate loan documentation and following operational/security guidelines. * Identifies customer needs and acts on opportunities to develop fuller banking relationships by cross-selling other bank products to new and existing customers. * Enhances business development efforts through relationship building with potential or existing customers and by participating in community activities/functions. * Monitors loan process to ensure full customer satisfaction. * Ensures that delinquency is maintained within the Bank's standard guidelines. * Keeps Loan Officers updated as to ongoing needs of customers. * Demonstrates knowledge and expertise of consumer lending practices and financial principles and supports the Company's overall mission, standards, policies and procedures, and confidentiality guidelines. ADDITIONAL DUTIES AND RESONSIBILITIES * Handles customer complaints and escalates issues as needed. * Work to collect past dues within portfolio. * Maintain high level of integrity. * Recommends to supervisor possible methods to improve department. * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by supervisor EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * Bachelor's degree in Business or Finance or an equivalent combination of education, training, or experience. * Two years of experience in financial services field. Consumer or commercial lending background preferred. Technical/Functional Competencies * Exceptional customer service skills. * Demonstrates good judgment, problem-solving, and decision making skills. * Ability and willingness to take the lead in development and completion of a wide range of projects. * Computer and Software proficiency. * Strong interpersonal skills and ability to work well with a wide range of people. * Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication. * Dependable and adheres to time lines and schedules. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization. All Locations: Denton-South If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! SUMMARY/OBJECTIVES The Commercial Portfolio Manager Team Lead position manages a team of Commercial Portfolio Managers. In addition to leadership and management of a Commercial Portfolio Management team, this position has the primary responsibility of supporting Commercial loan portfolios of one or more Relationship Managers. Analyzes financial information to evaluate the credit worthiness of Commercial loan requests. Compiles Commercial loan packages ensuring completeness and accuracy of information provided. Assures that all Commercial loans are in compliance with State and Federal regulations and Bank policies and procedures. Monitors and Services the Commercial loan portfolios of the supported Relationship Managers. Other responsibilities include the supervision and delegation of work related to covenant testing and tracking, the loan annual review process and various projects. ESSENTIAL FUNCTIONS The primary functions of the Portfolio Manager Team Lead include: * Manages and leads team of Portfolio Managers. These responsibilities include training, coaching and developing teammates. * Reviews and decisions Annual Servicing Reviews and other requests within designated loan authority. * Analyzes financial information to evaluate the credit worthiness of new loan requests, renewal loan requests and on-going Portfolio Management activities through thorough and accurate analyses within the parameters of the Bank's policies and procedures * Completes industry research, as needed, supporting existing and new Customers to the Bank * Compiles commercial loan packages (non BL and BLE) ensuring completeness and accuracy of information provided. The commercial loan package includes, but is not limited to, a written credit memo with sufficient background information on the Customer, financial analysis of the Borrower, Guarantors and the proposed transaction, critical analysis of the potential risk to the Bank, proper risk grading and discussion and a thoughtful recommendation. * Completes, when needed, additional credit analysis through more in-depth tools outside of the traditional spreads and global cash flow (example CRE analysis tool) * Guides the loan request through the Credit Approval Process and insures that structure meets the needs of the client and the operating objectives of the Bank * Assures that large commercial loan relationships are in compliance with State and Federal regulations and Bank policies and procedures * Monitors and services the large commercial loan portfolios of the supported Relationship Managers through quality portfolio management work related to centralized covenant testing and tracking, the annual servicing review process and exception clearing * Properly grades risk of each loan in the assigned portfolio, per policy. Recommends adjustments to risk grades as circumstances change or new information becomes available. * Assists Relationship Manager in credit presentation to Credit Administration or other leaders and Committees at the Bank * Ensures that all required documentation is in file for all loans and treasury management approvals. Works with the Relationship Manager and the LOA to help clear documentation or compliance deficiencies noted by Loan Operations or other review * Periodically accompanies Relationship Manager on calls with existing and/or prospective Customers as requested * Builds and maintains a positive working relationships with internal business partners (Loan Operations, Credit Administrators, Loan Operations Area, Credit Leadership, Local Line Leadership and Branch Personnel etc.) * Undertakes special projects related to job function as determined by Credit Administration Leadership * Continuously updates skills by participating in professional training and seeks opportunities to improve skills through cross-training offered by the Bank * Works with Relationship Manager, Credit Administrators and Loan Assistant to minimize past due loans. * As a teammate to the Relationship Manager and Credit Administration, serves as a trusted advisor to clients and prospects within the context of risk management * Demonstrates a commitment to fair lending practices. Remains knowledgeable of all laws and regulations governing the lending activities of financial institutions. Ensures compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations. * Builds and maintains a positive working relationship with attorneys, appraisers, developers and others to enhance the Bank's image and reputation in the marketplace. * Stays abreast of products and services the Bank is providing. * Adheres specifically to all corporate policies and procedures, Federal and State regulations and laws. * Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti- Money Laundering (AML), Customer Identification Program (CIP) and OFAC to assist in the identification, detection and determent of money laundering or other unlawful activities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. COMPETENCIES * Excellent interpersonal skills * Proficient in Microsoft Excel and Word * Strong organization skills * High attention to detail * Cooperative and willing to assist coworkers and customers on a regular basis * Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others * Possesses multi-tasking skills and be able to function well under pressure * Ability to remain composed under pressure and respond to customer and coworker concerns regularly * Patience and willingness to help others in solving problems while maintaining a positive attitude Qualifications, Education, and Certification Requirements * Education: Four-year degree in Business Administration, Finance, Accounting or related field; Graduation from a recognized school of banking is an asset or equivalent experience * Experience: Minimum of five years of experience in commercial banking, business banking and/or portfolio management. Prior management experience is preferred. * Certifications/Specific Knowledge: Knowledge in accounting and lending principles, as well as excellent oral and written communication skills. Must have an in-depth knowledge of Federal and State lending regulations and Bank policies related to lending procedures. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching. WORK ENVIRONMENT Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. Travel may be required to come to meetings as needed. team only. Equal Opportunity Employer, including disabled/veterans.

The Senior Investor Reporting Analyst oversees investor reporting and reconciliations related to multifamily mortgage portfolios. The role ensures accurate, timely reports are delivered to government-sponsored enterprises (GSEs) and private investors. The analyst maintains compliance with CREFC standards and servicing agreements. The position also supports financial audits as well as regulatory reviews. Duties and responsibilities Reporting & Remitting: Compile daily/monthly reports and remittances per investor requirements. Ensure accurate reporting of payoffs, curtailments, and loan modifications. Maintain investor transfer and servicing data in E!nterprise. Serve as a primary point of contact for investor inquiries, providing timely and accurate responses and addressing any concerns or requests. P&I and guaranty fee advance and repayment processing. Reconciliation & Variance Resolution: Reconcile actual loan activity to reported activity. Investigate and resolve discrepancies in investor reporting systems and portals (e.g., Freddie Mac, Fannie Mae, Ginnie Mae). Perform custodial and clearing bank reconciliations. Respond to investor inquiries and audits, escalating issues as needed. Other Responsibilities: Identify opportunities to streamline reporting processes, enhance efficiency, and improve the overall investor experience. Cultivate strong relationships with investors, fostering trust and confidence in NewPoint Real Estate Capital's investment strategies and performance. Required skills and qualifications: Education: Bachelor's degree in accounting, finance, or related field preferred. Experience: 3-5 years in investor reporting and reconciliation within mortgage servicing. Knowledge: Strong understanding of CREFC Reporting, GSE servicing guides, and pooling & servicing agreements. Preferred Technical Skills: SQL developer, Excel (Advanced), E!nterprise loan servicing system, 10-key, typing proficiency.

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Job Description Position Summary: We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great! With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction. The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Responsibilities: Under limited or minimal supervision, Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives. Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines. Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions. Research operational, reporting, or data issues and present solutions or process improvements to management. Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable. Demonstrate flexibility to ever-changing business needs and requirements. Possesses an understanding of pooling and servicing agreements/ GSE Servicing Guides. Handle ad-hoc reporting or research as directed by management. Perform a quarterly review and update of department policies and procedures. Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed. Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc. Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management. Qualifications: High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. 3 - 5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience. Advanced MS Excel experience. Access, SQL, or other database reporting experience. Servicing Director knowledge is a plus Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research. Strong communication skills in order to interact with Senior Management and other business units. Prior work experience performing business, data, and/or statistical analysis is a plus Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines. Results-oriented with a sense of urgency Fast learner - able to assimilate new ideas and thrive in a fast-paced environment. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty. The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners. Principal Duties * Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios. * Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II. * Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines. * Works with Investor Reporting team members to resolve items within the investors' accounts. * Maintains and follows procedures and controls within the monthly process. * Assists with internal and external audits. * Heavy use of Microsoft excel for data analysis and reporting. * Attention to detail and strong organization skills important. * Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions. * Research operational, reporting, or data issues and present solutions or process improvements to management. * Develops and enhances operational procedures. * Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides. * Handle ad-hoc reporting or research as directed by management. * Performs related duties as assigned by management. Education and Experience Requirements * High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. * 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required. Knowledge, Skill, and Ability Requirements * Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance. * Advanced MS Excel experience required. * Proficient in MS Word and PowerPoint. * SQL or other database reporting experience preferred. * Servicing Director knowledge a plus * Strong problem solving and analytical skills. * Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. * Strong communication skills to interact with Senior Management and other business units. * Working understanding of operational risks and related controls. * Strong organizational and time management skills necessary. * Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail. * Self-motivated with strong attention to detail and excellent organization skills Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! * Medical, dental, and vision insurance * Health Savings Account with employer contribution * 401(k) Retirement plan with employer match * Paid Maternity Leave/Parental Bonding Leave * Pet insurance * Adoption Assistance * Tuition reimbursement * Employee Loan Program * The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

A real estate investment firm in Dallas is looking for a Senior Analyst to support its multifamily acquisitions platform. This is a full-cycle role with an initial focus on deal sourcing and front-end investment work. You'll be joining a collaborative team with direct exposure to senior leadership and investment committee decision-making. Key Responsibilities: * Support the sourcing of new multifamily investment opportunities through market research, broker outreach, and relationship development * Underwrite potential acquisitions using detailed financial models and scenario analysis * Prepare investment memoranda and presentation materials for internal and external stakeholders * Assist in due diligence, including lease audits, budget reviews, and third-party report coordination * Track market trends, submarket dynamics, and comparable transactions to inform investment strategy * Maintain and update acquisition models and pipeline tracking tools * Coordinate with brokers, sellers, lenders, and legal teams throughout the transaction process * Participate in strategy sessions and contribute to portfolio-level decision-making * Support capital formation efforts through data analysis and investor reporting as needed qualified applicants. MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. The Successful Applicant Qualifications should include: * 1-4 years of experience in real estate investments, acquisitions, or capital markets * Strong understanding of multifamily assets and investment fundamentals * Proven ability to source or support deal flow in competitive markets * Advanced Excel and financial modelling skills * Strong communication skills and comfort working with senior stakeholders * Bachelor's degree required with strong academic performance. What's on Offer * Competitive base salary ranging from $90,000 to $110,000 USD. Bonus potential. * Opportunities for professional development and growth. * Comprehensive benefits package to be determined. Contact Nick Walker Quote job ref JN-102025-6869841

The Role The Senior Tax Manager is responsible for reviews of the workpapers and the management of the daily operations within the Tax group. The Senior Tax Manager also participates in the setting of tax policy and coordinating the implementation of such policies, participating in the setting of strategic goals and initiatives for the group, and managing the relationships with the department's internal and external business partners. The Senior Tax Manager oversees the timely and accurate execution of the team's core deliverables for Fidelity's alternative investment products, and Canadian Mutual Fund Trusts including K-1s, estimates, federal and state income tax returns, international filings, and certain qualification tests, and Canadian fund distributions. The Senior Tax Manager is also responsible for implementing and ensuring the accurate execution of team's policies, procedures, and controls. The expertise and skills you bring BS in Accounting or Finance CPA and/or MST is preferred 5+ years of public accounting experience in Partnership taxation Regulated Investment Company tax and/or Real Estate Investment Trust tax experience a plus Private Equity fund of funds tax experience a plus Experience with InvestOne, Geneva, and Yardi a plus Advanced knowledge of Partnership tax and associated structures Broad knowledge of financial instruments and securities taxation Familiarity with tax research techniques Familiarity with various fund structures suitable for different types of investors Familiarity with federal, state and international filing requirements of partnerships and blockers Ability to frame complex operational & tax issues and propose solutions Ability to seamlessly move from strategy to execution Leadership and management - ability to work independently or within a team, establish goals and priorities, coach and develop others, and contribute to a positive work environment The Team The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury. #Fidelityalts Certifications:Category:Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty. The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners. Principal Duties Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios. Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II. Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines. Works with Investor Reporting team members to resolve items within the investors' accounts. Maintains and follows procedures and controls within the monthly process. Assists with internal and external audits. Heavy use of Microsoft excel for data analysis and reporting. Attention to detail and strong organization skills important. Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions. Research operational, reporting, or data issues and present solutions or process improvements to management. Develops and enhances operational procedures. Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides. Handle ad-hoc reporting or research as directed by management. Performs related duties as assigned by management. Education and Experience Requirements High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required. Knowledge, Skill, and Ability Requirements Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance. Advanced MS Excel experience required. Proficient in MS Word and PowerPoint. SQL or other database reporting experience preferred. Servicing Director knowledge a plus Strong problem solving and analytical skills. Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. Strong communication skills to interact with Senior Management and other business units. Working understanding of operational risks and related controls. Strong organizational and time management skills necessary. Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail. Self-motivated with strong attention to detail and excellent organization skills Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection

We're seeking a Senior Asset Management Analyst with 1-4 years of experience in industrial real estate to help manage and optimize a growing portfolio of industrial and IOS assets. This role is ideal for someone who wants to deepen their expertise in asset management while gaining exposure to acquisitions, development, leasing, and capital markets in a collaborative, entrepreneurial environment. * Analyze financial data and prepare detailed reports for internal and external stakeholders. * Assist in the creation and execution of business plans, including leasing strategies, capital improvements, and operational efficiencies. * Monitor property performance, analyze financials, and prepare monthly and quarterly reporting for internal and external stakeholders. * Collaborate with property managers, leasing brokers, and third-party vendors to drive asset performance. * Participate in valuation analysis, hold/sell decisions, and strategic planning. * Contribute to acquisition underwriting and due diligence as needed. * Help build scalable processes and reporting tools as the platform grows. MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants. The Successful Applicant A successful Analyst should have: * 1-4 years of experience in real estate asset management, ideally with exposure to industrial assets. * Strong analytical skills and proficiency in Excel and financial modeling. * Excellent communication and organizational skills. * Entrepreneurial mindset with a desire to grow and take on increasing responsibility. * Bachelor's degree in Finance, Real Estate, or a related field. What's on Offer * Competitive salary ranging from $80000 to $100000 USD. Potential to go higher for well qualified individuals with direct industry experience. * Gain broad exposure across the investment lifecycle. * Work closely with senior leadership in a flat, collaborative structure. * Help shape the future of a dynamic real estate company. Contact Nick Walker Quote job ref JN-082025-6807347