Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take.
Realty Income's employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement.
Realty Income is committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day.
Key Responsibilities:
Database Administration
* Maintain Yardi Commercial Management database of record.
* Accurately and timely input property and lease information for newly acquired properties.
* Accurately and timely input all changes in property status due to changes, to include, but not limited to tenancy, developments and expansions, takings and condemnations.
* Accurately and timely input all changes to tenant notice and billing information.
* Create and maintain clear, concise records of audited checklists and notify internal parties upon completion, as necessary.
* Keep database updated with current information, including, but not limited to updates to Notice addresses, property addresses, Tenant dba name and Tenant payment methods.
* Ability to review and interpret lease provisions including, but not limited to Term, Parties under the Lease(s), and Rent figures.
* Timely compile, verify, and provide primary review of property and lease information for new property acquisitions and accurately transfer data into Yardi.
* Participate in Yardi testing as needed to include updated DAS templates and test databases related to company initiatives.
* Run reports and review dashboards to ensure the data represented in the system is current and accurate.
* Track and follow-up with necessary parties for documentation and update Yardi as needed.
* Ensure internal transaction tracking spreadsheets accurately reflect relevant and complete information for each reporting period.
* Compile and distribute monthly reports to various internal teams.
Lease Administration
* Manage communications regarding lease renewal options with tenants and the department, as appropriate.
* Ensure Landlord obligations are performed, and the database reflects accurately as to dates and rental amounts as necessary.
Qualifications:
A qualified candidate is typically expected to have:
* Bachelor's Degree or equivalent from four-year college or university is preferred.
* Internship or work experience in the RE/REIT industry is preferred.
* Yardi experience preferred.
* Ability to identify information to clarify a situation, seek that information from appropriate, multiple sources and use skillful questioning to abstract the information. Notices discrepancies and inconsistencies in available information.
* Excellent attention-to-detail skills; ability to monitor own work and work of others for completeness and accuracy.
* Strong oral and written communication skills and presentation abilities, including the ability to communicate complex ideas to large groups and management.
* Ability to cultivate and maintain positive, working relationships.
* Excellent PC skills including Outlook, Word, Excel, SharePoint, and Yardi.
This hybrid position is based in our San Diego (Del Mar area) headquarters. Tuesday through Thursday are in-office for collaboration, with the opportunity to work remotely on Monday and Friday. For candidates outside San Diego and surrounding counties remote working options may be available.
The hourly pay range for this position is $27.37 - $34.24 - $41.35.
#LI-EB1
#LI-Hybrid
#LI-Remote
Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data.
Most US based full-time and part-time roles come with flexible schedules. We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time. Realty Income's purpose is to build enduring relationships and brighter financial futures, and this starts with you!
Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
$27.4-34.2 hourly Auto-Apply 29d ago
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Service Now Developer
Realty Income Corporation 4.6
Realty Income Corporation job in Unity, PA
Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take.
Realty Income's employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement.
Realty Income is committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day.
The ServiceNow Developer is responsible for designing, developing, managing, and maintaining Realty Income's ServiceNow ITSM platform and associated integrations. They will ensure the software platform performs, is optimized and up to date, and data is secure. This position frequently collaborates with business users to establish objectives for their groups, ensuring objectives are in line with the corporate IT strategy. The ServiceNow developer provides insights into ServiceNow features/services that can be used to enhance collaboration and team efficiency.
Responsibility of the ServiceNow Developer include:
* Ensure that ServiceNow meets IT and business requirements and goals and fulfills end-user requirements. Identify and resolve systems issues. Align business goals with ServiceNow roadmaps and priorities.
* Use in-depth knowledge of ServiceNow to develop an enterprise class ITSM and integration platform.
* Design and build workflows from service owner requirements including requests, request items and tasks leveraging customized scripting and actions when needed
* Design, build, and develop integrations and process automation using ServiceNow Integration Hub and customized scripting when needed
* Customize standard screens and functionality when appropriate.
* Understand new ServiceNow features and unused module functionality to drive platform expansion and adoption.
* Custom development, coding, configuration, and testing.
* Develop customizations in ServiceNow to meet project objectives and business needs.
* Provide technical insight in designing and supporting ServiceNow while aligning Service Management standard methodologies.
* Apply extensive knowledge of ServiceNow integration concepts as an internal advisor to user groups and make recommendations to help prioritize use and efficiency.
* Develop and change UI and data policies, UI actions, business rules, and workflows as needed to meet evolving business needs.
* Design and create standardized ServiceNow Service Catalog templates for use within the business.
* Manage User Security and data access for the ServiceNow environment.
* Review, grant, and revoke user access rights in ServiceNow and other related applications.
* Maintain current Standard Operating Procedures (SOP) documentation.
* Develop and communicate training and documentation for end users, hold clinics or user groups as necessary, and other user-related activities. Assist the organization with using existing and new functionality of the application and platform. Update departmental procedures and policies according to new or modified functionality.
* Liaise with outside software vendors and consultants and represent the best interests of Realty Income.
* Support the Service Desk on various service desk tickets if they are escalated.
What you will need to be successful:
* Strong capability in business applications or IT environments, with practical knowledge of current business analysis principles and practices.
* Proven skill in implementing, building, developing, and supporting both standard and customized ServiceNow solutions.
* Ability to create PowerShell scripts for reporting, monitoring, and configuring policies and attributes within the Microsoft 365 platform.
* Skill in coordinating and guiding functional and technical ServiceNow resources, including planning, organizing, and executing project roadmaps.
* Ability to customize and develop ServiceNow Service Portals.
* Deep knowledge of ServiceNow ITSM and Integration Hub/Orchestrator, with hands-on experience applying this expertise.
* Demonstrated excellence in creating, developing, and supporting custom ServiceNow solutions and integrations.
* Strong ability to develop or customize UI policies, data policies, UI actions, and business rules within ServiceNow.
* Proven skill in building and developing custom workflows using Workflow Editor or Flow Designer to meet business needs.
* Familiarity with managing and configuring Active Directory Groups, Microsoft 365 Groups, and/or SharePoint Groups.
* Demonstrated strength in leading solution design efforts that address business challenges, with the ability to influence and collaborate effectively with both business and IT stakeholders.
* Stakeholder, vendor, and partner management experience.
* Ability to think strategically and translate between the business requirements and the technical specifications is a major plus.
* Ability to effect organizational change needed to improve effectiveness.
* Listens and responds constructively to others' ideas.
To sufficiently master the skills and capabilities required to be successful in this position it is expected that the individual will have at least 3 years of ServiceNow experience, implementing, building, developing and supporting standard and customized solutions; at least 5 years of business application experience; and a bachelor's degree in information system; or the equivalent combined experience and education.
* ServiceNow Certified System Administrator is a plus
* ServiceNow Certified Application Developer is a plus
* ITIL Certification is a plus
The pay range for this role is $108,768 - $129,069 - $153,132
For San Diego applicants, this is a hybrid position based in our San Diego (Del Mar Heights) headquarters. Tuesday through Thursday are in-office for collaboration, with the opportunity to work remotely on Monday and Friday. For candidate outside San Diego this is a remote position.
#LI-HC1
Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data.
Most US based full-time and part-time roles come with flexible schedules. We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time. Realty Income's purpose is to build enduring relationships and brighter financial futures, and this starts with you!
Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
$108.8k-129.1k yearly Auto-Apply 29d ago
Senior Oversight Strategist
The Vanguard Group 4.6
Pennsylvania job
We are seeking a Senior Oversight Strategist to drive enterprise-wide control excellence by leading initiatives that safeguard compliance, mitigate risk, and strengthen operational integrity. This role offers the opportunity to influence strategy and partner with senior leaders to deliver measurable business impact. You'll be at the forefront of risk management-driving initiatives that strengthen compliance, enhance operational resilience, and enable smarter, risk-smart decision-making across multiple lines of business.
Why this role matters
As a Senior Oversight Strategist, you'll be the trusted guardian of our Cash & Savings processes, ensuring integrity and reliability at every step. You'll architect and monitor critical controls, evolve frameworks that protect the enterprise, and proactively identify emerging risks. Your influence will extend beyond oversight-you'll set strategy, champion innovation in control practices, and collaborate with senior leaders to build a culture of operational excellence.
Key Responsibilities
Champion Enterprise Controls: Design and implement enterprise-level control programs that ensure regulatory compliance and uphold organizational standards.
Lead Risk Strategy: Conduct comprehensive risk assessments and oversee the Emerging Risk identification process to proactively address vulnerabilities.
Architect and Optimize Control Frameworks: Develop and continuously refine control management programs aligned with strategic business objectives.
Collaborate for Impact: Partner with Operational Excellence and cross-functional teams to enhance control activities and drive process improvements.
Create and Own Critical Policies: Manage policies and procedures governing Cash & Savings and money movement, ensuring clarity and compliance.
Strengthen Operational Resilience: Establish and maintain robust operational controls that balance compliance with efficiency.
Influence and Innovate: Identify control gaps, propose strategic solutions, and lead initiatives that elevate risk management practices.
Engage Senior Leadership: Build trusted partnerships with leaders in business, risk, compliance, and audit to align priorities and deliver results.
Mentor and Guide: Provide subject matter expertise and coach team members on business controls and operational risk best practices.
Stay Ahead of Change: Monitor industry trends and regulatory developments to anticipate emerging risks and adapt strategies accordingly.
Drive Special Initiatives: Contribute to high-impact projects that advance organizational goals.
Qualifications
8+ years of relevant experience in financial services risk management, compliance, or operational oversight.
Bachelor's degree required; advanced degree preferred.
Strong analytical, problem-solving, and communication skills.
Proven ability to lead cross-functional initiatives and drive strategic outcomes.
Deep understanding of payment systems and strong ability to manage vendor partnerships.
NACHA certification a plus.
Why Join Vanguard?
Be part of a mission-driven organization committed to improving financial well-being.
Work in a collaborative environment that values innovation and integrity.
Opportunity to make a significant impact on how clients interact with their cash and payments.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$117k-157k yearly est. Auto-Apply 11d ago
Senior AI Application Threat Modeler
The Vanguard Group 4.6
Dallas, PA job
Core Responsibilities:
Lead AI Threat Modeling: Design and execute threat models for AI applications, including adversarial testing and model robustness evaluations.
Assess AI Security Risks: Conduct security assessments and risk analyses for AI architectures, training data, and deployment environments.
Collaborate Across Teams: Partner with engineering and data science teams to embed secure development practices into AI workflows.
Drive Innovation: Stay ahead of emerging AI security trends and integrate best practices into Vanguard's security framework.
Influence Strategy: Advise leadership on strategic security needs and recommend corrective measures for vulnerabilities.
Ensure Compliance: Develop contingency plans for AI-related failures and ensure adherence to ethical and regulatory standards.
Champion Security Standards: Define and maintain security requirements for AI systems, networks, and applications.
Investigate & Respond: Lead investigations into complex security incidents and oversee mitigation strategies.
What We're Looking For
Experience: Minimum 8+ years in information security, application security, or related fields. AI security experience strongly preferred.
Education: Undergraduate degree in a related field or equivalent experience.
Certifications: CISSP, GSEC, GPEN, GWAPT, CEH, or similar credentials.
Technical Expertise: Deep understanding of threat modeling, adversarial AI techniques, and secure software development practices.
Leadership: Ability to influence cross-functional teams and drive enterprise-wide security initiatives.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$80k-107k yearly est. Auto-Apply 34d ago
Business Transformation and Change Management Lead, Specialist
The Vanguard Group 4.6
Malvern, PA job
Core Responsibilities
1. Develops, implements, monitors change and communication plans for large-scale HR change initiatives and/or program workstreams that drive transformation, adoption, and behavioral change.
2. Contributes expertise and leads a business engagement plan, including ways of assessing readiness and feedback. Partners across HR, business leaders, departments/divisions, and program teams to align on strategy and secure stakeholder buy-in. Provides insight into the best practices and common obstacles based on prior change management experiences.
3. Manages communication and stakeholder engagement. Develops and delivers clear and consistent messaging about changes, fosters open communication channels, and actively engages with leaders, crew, and other stakeholder groups to mitigate change related risks and ensure readiness.
4. Builds and maintains effective relationships. Proactively fosters communication between internal and external stakeholders. Influences key decisions across stakeholder groups.
5. Proactively identifies, manages, and mitigates risks and any related issues. Communicates solutions on key issues or projects to management and stakeholders
6. Develops measurement processes for change management success that help business partners do self-assessments based on communicated maturity models.
7. Builds and maintains productive working relationships with various project team members, consultants and stakeholders at both the executive and operational level.
8. Builds and maintains productive working relationships with various project team members, internal partners and stakeholders at both the executive and operational level.
9. Participates in special projects and performs other duties as assigned.
Critical skills
Excellent communication, stakeholder management and interpersonal skills. Adept at managing situations in which there are conflicting views and priorities across a complex network of stakeholders.
Strategic thinking and planning: Ability to articulate a clear vision for change, align HR initiatives with organizational goals, and create actionable plans for implementation. Ability to convert ideas into action through organization and targeted planning.
Knowledgeable in human behavior and change management principles: Capable of identifying potential resistance to change, creating strategies to address it, and assisting crew during transitions. Skilled at advising HR leaders and initiative teams on strategies to reduce change related risk and ensure success.
Persuasion, Influence and Presence: Demonstrates cultural competence and authenticity to earn HR leaders' trust and respect, effectively challenging the status quo even without formal authority.
Adaptability and flexibility: Exhibits a proactive approach to adjusting strategies in response to feedback, emerging data, and changing conditions, reflecting strong resilience within dynamic and challenging environments
Qualifications
Minimum of five years related work experience. Three years of change management practitioner experience.
Experience supporting change management efforts for large-scale, complex enterprise-level initiatives with changes across people, processes and technology
Professional certification in Change Management (Prosci or similar) preferred
Undergraduate degree or equivalent combination of training and experience required. Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$75k-100k yearly est. Auto-Apply 29d ago
User Experience Senior Product Designer, Specialist
The Vanguard Group 4.6
Pennsylvania job
Senior Product Designer
We're looking for a Senior Product Designer to help shape the future of investing at Vanguard. In this role, you'll partner closely with the Lead UX Strategist for Trade and collaborate across channel teams and money movement to deliver seamless, intuitive experiences for our clients.
Unlike roles aligned to a single lab, you'll have the opportunity to influence the broader Trade experience-balancing design for the future state with hands-on support for ongoing modernization initiatives and supporting the shared component library. You'll play a key part in ensuring our trading journeys are cohesive, client-centered, and ready for what's next.
We're looking for someone who:
Brings experience designing for investment transactions and complex financial workflows.
Is deeply curious about the intricacies of investing and eager to translate that into intuitive user experiences.
Thrives on solving complex problems through cross-functional collaboration.
Enjoys working alongside a talented UX team committed to crafting robust, human-centered solutions.
Values strong partnerships with product managers and developers-the broader Trade family-to bring ideas to life.
Core Responsibilities
Designs complex user flows, wireframes, prototypes, and UI elements to deliver a seamless user experience across mobile and web platforms, while utilizing established brand standards.
Develops user experience interface architecture strategies to support and improve the user interface. Leads cross-family initiatives to meet business and marketing goals.
Partners with cross-departmental teams and business leaders to prioritize UX efforts that align with business objectives. Helps translate user needs and feedback into actionable product features. Coordinates and delivers design, prototype, and documentation to improve the user experience.
Collaborates with research and data analytics teams to incorporate quantitative and qualitative data into the design process, ensuring decisions are informed by user insights. Leverage experimentation to validate hypothesis across the feasibility, desirability, and viability spectrum.
Analyzes market trends, competitive analysis, OKRs, and user behavior to develop UX strategies that inform design decisions and product direction.
Advocates for user-centered design solutions that evolve with changing business goals and user needs, while keeping a close eye on emerging technologies and design trends.
Ensures our UX practices align with industry standards and yield minimum waste. Trains and mentors junior staff in best practices of user experience design. Provides guidance, training, and motivation.
Develops and leverages a professional network across the enterprise to foster collaboration within the department to support department-wide initiatives, and to advocate for UX having a voice in the decision-making and planning process
Participates in special projects and performs other duties as assigned.
Qualifications
Minimum five years of industry/field experience in user experience design. Product design experience preferred.
Undergraduate degree or equivalent combination of training and experience in a creative or technical field.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$95k-119k yearly est. Auto-Apply 60d+ ago
Reliability and Observability Lead
The Vanguard Group 4.6
Pennsylvania job
At Vanguard, we are committed to delivering an exceptional client experience for all investors. The systems powering this experience operate within a complex and rapidly evolving resiliency landscape. As an Application Engineer within the ChAI (Chat & AI) team, you will contribute directly to building, enhancing, and supporting the conversational AI platform within the Chief Data & Analytics Office (Office). This platform powers voice AI agents, chatbots, and Natural Language Processing capabilities that optimize client interactions across our Personal Investor and Workplace Solutions businesses.
In this role, you will design, build, and support application-level capabilities that improve reliability, performance, and observability for AI and Generative AI workloads. You will also play a key role in migrating the Kore.ai platform from on‑premises hosting to the Kore.ai SaaS offering, ensuring a secure, seamless, scalable, and well‑observed transition. The role blends hands-on engineering, automated testing, resiliency design, and close collaboration with platform partners and SaaS vendors.
Responsibilities:
Develop, enhance, and maintain application components that improve system reliability, observability, and performance.
Implement application-level instrumentation and telemetry to close observability gaps and strengthen monitoring coverage.
Collaborate with platform, AI/ML, and infrastructure teams to evaluate system health, performance, and failure patterns.
Build automation and tooling that improves deployment repeatability, enhances resiliency, and reduces operational toil.
Develop and maintain automated testing suites and regression test beds to validate functionality, resiliency, and performance.
Participate in incident management, troubleshooting, and root-cause analyses, and contribute to recovery and prevention strategies.
Contribute to architectural discussions and design reviews, influencing decisions related to scalability, fault tolerance, and non-functional requirements.
Kore.ai SaaS Migration Responsibilities:
Support and contribute to the migration of the Kore.ai conversational AI platform from on‑prem to the Kore.ai SaaS offering.
Partner with vendor and Vanguard engineering teams to analyze platform gaps, data flows, integrations, security requirements, and service dependencies related to the migration.
Assist in the design and execution of migration test plans, including functional, resiliency, and performance validation in the SaaS environment.
Develop and enhance automation, telemetry, and regression tests specific to the Kore.ai SaaS platform.
Support cutover planning, environment readiness, UAT coordination, and post-migration stability monitoring.
Contribute to documentation, runbooks, and operational readiness deliverables for the SaaS environment.
Qualifications:
Minimum of eight years related experience, with at least two years of development experience.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Strong proficiency in Java or Node.js; experience with APIs, multithreaded applications, and GraphQL.
Experience building automated testing frameworks (unit, integration, resiliency, performance) and maintaining regression test beds.
Experience with observability frameworks/tools such as OpenTelemetry, CloudWatch, Grafana, and Splunk.
Familiarity working with SaaS platforms, including designing integrations and implementing observability for SaaS-based products.
Experience with containerized and microservices architectures (e.g., Docker) and distributed systems.
Working knowledge of AWS networking, application services, IAM concepts, and cloud-native patterns.
Comfort with *nix environments, scripting, and command-line tooling.
Strong ability to diagnose system issues in high-throughput, mission-critical applications.
Excellent communication and documentation skills.
Experience with the Kore.ai platform or similar conversational AI platforms; migration or SaaS enablement experience preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$80k-113k yearly est. Auto-Apply 9d ago
Associate General Counsel, Artificial Intelligence
The Vanguard Group 4.6
Malvern, PA job
The AI Associate Counsel will serve as a subject matter expert on legal and regulatory issues related to the use of artificial intelligence (AI) by Vanguard. This role combines deep legal expertise with a strong understanding of emerging technologies and business objectives to manage legal risk while enabling responsible AI adoption across investment, operations, and client-facing functions.
Key Responsibilities:
Regulatory & Compliance Oversight
Interpret and synthesize cross-jurisdictional legal advice re: AI laws and regulations and their impact on Vanguard's business activities and operations ((e.g., EU AI Act, Colorado AI Act).
Serve as Legal's subject matter expert (“SME”) on requirements under Vanguard's Enterprise AI Governance Policy and related policies, standards, and procedures.
Collaborate with and advise senior managers to help set the strategy for AI adoption, including whether and under what circumstances Vanguard should develop AI Systems subject to these requirements.
Develop and maintain AI governance frameworks and “guardrails” for the responsible use of AI Systems, ensuring compliance with applicable legal and regulatory requirements, as well as Vanguard's policies and AI Ethics Principles.
Monitor, analyze, and respond to legislative and regulatory developments relevant to the development and use of AI Systems, particularly those related to financial services and asset management.
Contract & Vendor Management
Develop standardized contract templates and terms related to AI in vendor agreements; review and negotiate contracts with AI vendors, focusing on data usage, IP rights, liability, and indemnification clauses.
Ensure third-party AI tools meet firm standards for security, ethics, and regulatory compliance.
Risk Management
Participate in Enterprise AI System review process to identify, mitigate, and document key risks and considerations related to AI Systems; Advise Enterprise stakeholders, including Risk and IT, on legal considerations tied to proposed use of AI Systems
Partner with Legal and Compliance stakeholders on AI System capabilities, and assist in their efforts to account for Division-specific risks and obligations
Implement controls for AI model training, data governance, and algorithmic transparency.
Policy Development
Draft and update internal policies on AI procurement, development, and acceptable use.
Advise on procedures that will operationalize Enterprise AI Govern ance Policy and related Policies.
Conduct periodic reviews of AI-related practices to identify gaps and align with evolving regulations.
Cross-Functional Collaboration
Work closely with IT, Divisional Legal and Compliance representatives and others to integrate AI responsibly into products and services.
Provide training and guidance to internal stakeholders on legal implications of AI adoption.
Qualifications:
Education: J.D. degree and active bar membership in relevant jurisdiction.
Minimum 10 years in technology law, preferably within financial services or asset management.
Familiarity with AI governance, data protection laws, and financial regulations.
Strong understanding of AI technologies, machine learning concepts, and their application in investment management.
Excellent drafting, negotiation, and analytical skills.
Ability to translate complex technical issues into clear legal guidance.
Preferred Competencies:
Knowledge of AI ethics frameworks and responsible AI principles.
Experience with legal tech platforms (e.g., HarveyAI, Kira Systems, LawGeex).
Comfort working in a fast-paced, innovation-driven environment.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$96k-147k yearly est. Auto-Apply 10d ago
Advisor Client Insights - Senior Lead Data Analyst
The Vanguard Group 4.6
Pennsylvania job
As the Senior Lead Data Analyst for Advisor Client Insights, you will leverage advanced analytics and scientific techniques to uncover what advised clients care about most. Your work will focus on identifying emerging trends, concerns, and behaviors among end investors served by advisors, and translating these findings into actionable intelligence for FAS leaders and Sales Executives. These insights will enable our teams to have informed, strategic conversations with advisors-such as “Here's what your clients are likely worried about right now” or “These are the topics resonating most with investors.”
In this role, you will lead research initiatives that combine quantitative analysis, qualitative insights, and market data to produce clear, compelling narratives. You will design and deliver reports and presentations that transform complex data into practical recommendations. A key aspect of this role is partnering closely with Wealth Management Analytics to integrate deep investor insights with advisor engagement strategies, ensuring that our intelligence reflects both advisor and client perspectives. Collaboration will be essential-you will work with Sales Executives and senior FAS stakeholders to ensure insights are timely, relevant, and aligned with business priorities. By connecting data to advisor-client dynamics, you will help FAS anticipate needs, shape engagement strategies, and foster closer relationships with advisors.
Required Skills & Experience
Expertise in data analytics, statistical modeling, and research methodologies.
Ability to synthesize large datasets into meaningful insights for senior stakeholders.
Proficiency with data visualization tools and storytelling techniques.
Strong communication skills to convey complex findings clearly and persuasively.
Strategic thinking and ability to prioritize projects for maximum business impact.
Background in financial services and familiarity with advisor-client dynamics preferred.
Core Responsibilities
1. Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex projects through completion. Delegates tasks and provides tactical and strategic guidance to peers. Serves as the analytics expert on cross-functional teams for enterprise-wide strategic initiatives.
2. Acquires and compiles structured and unstructured data and verifies its quality, accuracy and reasonableness. Leads the development of data quality standards, and the tools and methods used to measure and improve data quality.
3. Performs analyses of data from multiple sources to surface trends and insights using advanced analytical methods and machine learning. Validates analytical techniques employed by other analysts.
4. Prepares and delivers expert level visualizations and internal presentations that translate analytic insights into tangible, actionable solutions for senior leader stakeholders to implement.
5. Develops, owns and manages recurring analytic or reporting processes. Demonstrates expertise in data visualization and mentors analysts on data visualization best practices.
6. Develops the analytics community at Vanguard by mentoring, coaching and connecting others with resources and training. Stays abreast of emerging trends and external best practices. Participates and presents during scheduled analytics seminars.
7. Participates in special projects and performs other duties as assigned.
Qualifications
Minimum of eight years related work experience.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$96k-124k yearly est. Auto-Apply 10d ago
Registered Client Service Associate
Stifel 4.8
Bethel Park, PA job
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
Provide quotes and other account-related information to assist clients.
Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
Provide reports and other information to FA(s), as requested.
Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
What You'll Bring
Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
Time Management - Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Communication Skills - The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.
Education & Experience
Minimum Required: High School Diploma or equivalent
Minimum Required: 2 years investment industry experience
Licenses & Credentials
Minimum Required: Series 7 and 63 or 66
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.
$73k-97k yearly est. Auto-Apply 60d+ ago
Co-Head of US Active Fixed Income Investment Risk
The Vanguard Group 4.6
Malvern, PA job
Are you ready to shape the future of fixed income investing at a global scale? Vanguard is seeking a visionary leader to serve as Co-Head of US Active Fixed Income Investment Risk, a pivotal senior leadership role responsible for setting the strategic direction and governance of risk across our active taxable fixed income platform, with influence on over $1T in AUM across 30+ mandates globally.
In this role, you will lead the development and execution of a comprehensive investment risk framework-bringing clarity, discipline, and innovation to how we assess and manage risk across diverse fixed income strategies. You'll partner closely with portfolio managers and senior leaders to elevate decision quality, safeguard client outcomes, and drive superior risk-adjusted performance.
This is more than a risk oversight role-it's an opportunity to influence the investment process, shape the research agenda, and apply cutting-edge analytics to solve complex challenges. You'll lead with insight and integrity, ensuring our risk posture aligns with fund objectives and investor expectations in a dynamic global environment.
Responsibilities
Directs investment risk strategy to ensure an effective and efficient risk management infrastructure. Manages, measures, monitors, and reports aggregate global fixed income investments risk exposures. Provides thought leadership and takes a leadership role in shaping the research agenda and infrastructure.
Designs and implements best practices for fixed income investment and business activities to control various risks. Provides guidance on fixed income investment risk management policies and procedures, limits, and guidelines. Uses a variety of analytical resources to develop and enhance existing risk-return analysis, including performance attribution, multifactor risk models, scenario analysis, and stress testing.
Partners with portfolio management teams to influence and add value to the investment process and enhance risk adjusted returns by applying analytical insight, judgment and experience to evaluate risk and performance of funds. Frequently conducts ad-hoc analysis to support PM/Traders understanding of portfolio and market risks.
Facilitates strong oversight and governance of fund outcomes through frequent interactions with senior management, including the fixed income Senior Investment Committee, Fixed Income Leadership Team, Chief Risk Officer, and Chief Investment Officer.
Leads a high-performing team in the development of specialized fixed income investment risk management, performance analysis and other analytical skills that raise the capabilities of the investment risk team. Also plays a key role in the development, implementation, and interpretation of risk and performance attribution analytics based on risk models.
Sponsors and undertakes research to improve the risk and return analysis. Works closely with portfolio management teams, IT teams, and vendors to identify opportunities, define project briefs, drive effective prioritization and follow through with disciplined execution.
Using professional judgment and industry experience, guides and collaborates with global counterparts to take Investment Management Group (IMG) policies and procedures to a global standard.
Serves as an expert resource to members of the IMG. Develops and maintains knowledge of financial markets, securities and investment themes in order to bring an informed perspective to portfolio analysis.
Represents the Investment Risk team to internal and external clients and at industry forums. Contributes to IMG, Risk Division, and Vanguard-wide management initiatives and strategies.
Leads and/or participates in special projects and performs other duties as assigned.
Qualifications
Minimum of ten years related work experience. Supervisory experience preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Professional certification (CFA, FRM) preferred.
Experience in investment risk management, with deep expertise in fixed income markets (credit, rates, securitized products).
Experience with risk modeling and analytical techniques. Experience with Aladdin preferred.
Demonstrated ability to think critically and facilitate change through collaborative effort. Strong interpersonal, verbal, and written communication skills.
Proven track record of designing and leading risk frameworks for large, complex portfolios.
Experience influencing portfolio construction and partnering with PMs and traders to enhance risk-adjusted returns.
Exceptional communication skills-able to translate complex analytics into actionable insights for senior stakeholders.
Strategic thinker with a global mindset and ability to drive innovation in risk management practices.
Special Factors
Sponsorship
Vanguard is offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$105k-156k yearly est. Auto-Apply 48d ago
Power BI and Microsoft Fabric Developer
Brixmor Property Group Inc. 4.5
Conshohocken, PA job
- LOCAL CANDIDATES ONLY***
We are looking for a technically proficient Power BI and Microsoft Fabric Developer to architect and implement scalable data solutions across our enterprise analytics platform. This role is deeply embedded in the data engineering lifecycle, with a focus on semantic modeling, data pipeline orchestration, and integration of Microsoft Fabric components within the Azure ecosystem. The ideal candidate will have hands-on experience with DAX, SQL, Python, data lake architecture, and Azure & Fabric-native services such as Azure Databricks, Azure / Fabric Data Factory, and OneLake / DirectLake.
Key Responsibilities:
Develop and maintain semantic models using Power BI datasets and Direct Lake mode for high-performance analytics.
Develop data pipelines using Azure Data Factory, integrating structured and unstructured data sources.
Organize, update and optimize our data lake and data warehouse environments.
Design and manage Databricks notebooks for scalable ingestion and transformation
Write new expressions and optimize existing DAX expressions for complex business logic, KPIs, and calculated tables/measures.
Assist the Data Analytics team in Power BI report design and development.
Apply data governance, security, and compliance policies across Fabric and Power BI environments.
Collaborate with Data Analytics team and other stakeholders on enterprise initiatives and projects.
Assist in upgrading pipelines and semantic models as Fabric continues to roll out new features.
Monitor and troubleshoot performance issues across Fabric workloads, including Databricks jobs, Azure Data Factory pipeline executions, and dataset refreshes.
Manage workspace and app roles, implementing governance policies.
Qualifications:
Bachelor's or higher degree in Computer Science, Data Engineering, or related field
3+ years of experience in Power BI semantic modeling and DAX development
Expert knowledge of Python and working with Dataframes (PySpark preferred).
Expert knowledge in SQL (MS SQL Server preferred)
Proficiency in Power Query (M)
Experience building Power BI reports (including paginated reports and / or SSRS reports)
Experience working with the Microsoft Fabric ecosystem.
Experience working with an integration platform (Data Factory preferred).
Excellent written and verbal communication skills for coordinating across teams.
Experience working with Delta tables in a data lake or a similar structure.
Experience with CI/CD pipelines in DevOps, Git integration, and deployment automation.
Relevant Microsoft certifications (PL-300, DP-600) is a plus.
Brixmor offers a hybrid work schedule (first three days of the week in the office, the balance remote optional), very competitive pay commensurate with background and responsibilities plus a benefits and perks package that supports career engagement, growth, good health and connection with teammates and our communities.
EOE (Brixmor is an Equal Opportunity Employer)
Brixmor's Privacy Policy: ***********************************************************
$69k-80k yearly est. Auto-Apply 23d ago
Senior Lease Analyst
Realty Income Corporation 4.6
Realty Income Corporation job in Unity, PA
Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take.
Realty Income's employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement.
Realty Income is committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day.
Are you ready to take your commercial lease knowledge to one of the top REITs in the world?
If so, then apply to join Realty Income today!
We are looking for a highly skilled Senior Lease Analyst to join our growing company. This integral role in our organization is responsible for abstracting, interpreting, and communicating complex commercial lease language from both standard and non-standard lease agreements for properties under acquisition consideration. The Senior Lease Analyst enters abstract lease data into our proprietary custom Salesforce application for import into Yardi in addition to other duties to support the Associate Director, Lease Analysis, with quality control and approval of lease abstractions.
Specifically, the Senior Lease Analyst is responsible for:
Lease Abstraction
* Abstract accurate information from complex leases and related legal documents.
* Accurately input determinations into a customized database for import into Yardi for audit approval and ultimate consumption by other departments.
* Coordinate and communicate critical information with the U.S. Legal Acquisitions department to ensure timely completion of abstraction to meet closing deadlines.
* Partner cross functionally with other departments to ensure relevant data is available for reporting and action upon transaction close.
* Manage all changes to the abstraction template used for data transfer into Yardi.
* (Provide guidance to other department personnel regarding abstracted information, as necessary.
Technical Trainer & Process Improvement
* Coordinate ongoing development, enhancements, and testing of customized Salesforce Lease Analysis forms and templates.
* Provide customized Salesforce application training and technical guidance to peers, paralegals, and vendors.
Backup Support to Associate Director, Lease Analysis
* Assist the Associate Director, Lease Analysis with ensuring final data integrity and accuracy of Lease Abstracts by performing detailed review/quality control of work completed by peer(s) and/or lease abstraction vendor.
* Assist with the development and testing of Lease Analysis forms in the Salesforce database.
* Provide review, guidance, and approval of Post-ETL/Lease Analysis related updates.
Performs other duties as assigned.
What you need to be successful:
* It is expected to execute the duties of this position a qualified candidate will have a bachelor's degree or four years (4) years of related experience.
* Minimum of three (3+) years of commercial lease abstraction/analysis experience OR 5+ years of related experience in commercial real estate administration or paralegal field; having worked in either the Landlord or Tenant sector is a plus.
* Knowledge of Salesforce is preferred.
* Previous experience analyzing and abstracting commercial real estate leases.
* Exceptional organizational, interpersonal, and critical thinking skills.
* Exceptional attention-to-details with the ability to efficiently and effectively monitor own work and work of others for completeness and accuracy; ability to organize information and materials for others.
* Strong oral and written communication skills and presentation abilities.
* Ability to prioritize work to meet specific deadlines.
* Works well independently and as part of the team.
* Excellent PC skills, including Outlook, Excel, and Word.
What You'll get in Return:
* Competitive Salary including potential for bonus and stock awards.
* Best-in-class Benefit Package
* Collaborative, team-oriented environment
* Opportunities for Continuing Professional Development
Additional information can be obtained from the corporate website at *********************
For San Diego applicants, this is a hybrid position based in our San Diego (Del Mar Heights) headquarters. Tuesday through Thursday are in-office for collaboration, with the opportunity to work remotely on Monday and Friday. For candidate outside San Diego this is a remote position.
The hourly pay range for this role is $30.90 - $36.54 - $44.68
#LI-HC1
Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data.
Most US based full-time and part-time roles come with flexible schedules. We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time. Realty Income's purpose is to build enduring relationships and brighter financial futures, and this starts with you!
Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
$30.9-36.5 hourly Auto-Apply 42d ago
Real Estate Accountant - CAM & Recoveries
Realty Income Corporation 4.6
Realty Income Corporation job in Unity, PA
Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take.
Realty Income's employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement.
Realty Income is committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day.
Position Overview:
The Analyst, Real Estate Finance & Operations ("Analyst") is responsible for assisting in all areas required to properly maintain all necessary records, documents, and schedules relating to operating expense recoveries. The Analyst has immediate responsibility for overseeing all administrative activities associated with Common Area Maintenance (CAM) Reconciliations, which includes, among other duties, contract billings to 3rd-party associations, setup and maintenance of recovery pools, commercial lease review and analysis, and various ad hoc projects supporting the Real Estate Finance & Operations team. The Analyst is responsible for all Real Estate tax and insurance reconciliations and direct billings.
This hybrid position is based in our San Diego (Del Mar Heights) headquarters. Tuesday through Thursday are in-office for collaboration, with the opportunity to work remote on Monday and Friday. For candidates outside San Diego and surrounding counties remote working options may be available.
Key Responsibilities:
Administration:
* Analyze and interpret Leases, Amendments, and Title documents relating to CAM obligations and update key fields within Yardi.
* Assist team leads in issuing annual CAM reconciliations, supporting documents, and updating recovery estimates.
* Provide follow-up with tenants on delinquencies and update accounts receivable notes and trackers.
* Accommodate various requests for information relating to third-party management.
* Represent Real Estate Finance and Operations as the point of contact for all tenant inquiries involving CAM payments, reconciliations, supporting documents, disputes, and related items.
Recoveries:
* Contributes to the execution of over 4,500+ insurance and tax direct billings, leveraging business process automation.
* Responsible for performing insurance and tax reconciliations.
* Review 3rd-party management reconciliations for completeness and accuracy. Compare all required backup against governing title documents, i.e., OEA's, REA's, POA's, and CC&R's.
* Maintain fixed CAM schedules and coordinate all updates with the Lease Administration Team.
* Assist the Revenue Accounting Supervisor in the reviewing of monthly receipting of NNN rents along with periodic ledger audits.
* Aid in the resolution of outstanding reconciliations and payments.
* Support Property Management in billing Tenants for direct reimbursable expenses.
* Update CAM tracking tools and prepare various reports for recurring meetings.
Billings & Support:
* Obtain, review, and update W9s and proof of insurance for all 3rd-party associations and management entities.
* Review and process 3rd-party Association invoices through Yardi workflows. Update recurring invoice templates.
* Maintain all 3rd-party contact information and act as a representative for matters relating to payments, disputes, and service requests.
* Enhance Microsoft Power BI to accurately reflect the status of CAM 3rd-party invoice payments, Insurance Reconciliations, TAX reconciliation, and CAM reconciliation, ensuring real-time visibility and informed decision-making.
Qualifications:
A qualified candidate is typically expected to have:
* 2+ years of experience in Real Estate Accounting or 5+ years of general accounting experience. However, those with varying experience levels will be considered
* Competency in tenant ledgers and general ledger accounting.
* Bachelor's Degree in Accounting, Finance, Business Administration, or related field.
* Ability to identify information to clarify a situation, seek that information from appropriate, multiple sources, and use skillful questioning to abstract the information.
* Ability to recognize discrepancies and inconsistencies in available information.
* Ability to organize complex information and materials for others.
* Strong oral and written communication skills.
* Ability to cultivate and maintain positive, working relationships.
* Ability to use Microsoft Office, specifically Outlook, Word, Excel, and PowerPoint.
Preferred:
* Real estate industry or Real Estate Investment Trust (REIT) experience preferred.
* Yardi experience preferred.
What you will get in return:
The hourly rate for this role is in the range of $29.96 - $35.13 - $42.05.
#LI-EB1
#LI-Hybrid
Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data.
Most US based full-time and part-time roles come with flexible schedules. We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time. Realty Income's purpose is to build enduring relationships and brighter financial futures, and this starts with you!
Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
$30-35.1 hourly Auto-Apply 8d ago
Sr. Corporate Paralegal
Realty Income Corporation 4.6
Realty Income Corporation job in Unity, PA
Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take.
Realty Income's employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement.
Realty Income is committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day.
Realty Income is looking for a Sr. Corporate Paralegal to join our corporate legal team. In this role, you will work with, assist, and support the Associate General Counsel, General Counsel, Legal Counsel, and other attorneys, paralegals, and business teams in all assigned matters, coordinating efforts with other legal staff, the Finance/Accounting Department, outside counsel, and third-party service providers as required.
What you will be working on:
Assist SVP, Associate General Counsel & Assistant Secretary and Legal Counsel with Capital Markets, Debt Financing and Other Transactional Matters:
* Independently and proactively coordinate the legal documentation and closing of the Company's capital markets, debt financing and other transactional matters in coordination with the Company's internal and external counsel and paraprofessionals.
* Assist with due diligence and coordinate with the applicable internal and external teams, as needed.
* Coordinate with the Senior Corporate Paralegal (Governance) and relevant business teams for any Board of Directors and Committee approvals.
* Maintain and preserve corporate records, including developing and supervising relevant Corporate Legal Department databases and drives and maintain and establish desktop procedures, templates, checklists, and documents for transactional related matters.
* Provide backup and support for the Senior Corporate Paralegal (Governance), including as it may relate to various corporate reporting and compliance matters:
* Section 16 reporting for Directors and Officers
* Support listing requirements and related regulatory reporting and public disclosures, as needed
* Monthly Dividend Declaration
* Internal / External Auditor requests
* Research various corporate, reporting, and compliance issues as they may arise.
Private Capital Matters
* Support the internal and external legal and compliance teams for matters related to Realty Income's private capital businesses, including:
* Track international marketing matters.
* Help coordinate the regulatory and legal review of investor materials.
* Responsible for collaborating with attorney(s) and investment and tax teams, as needed for private capital related matters.
Corporate Matters
* Support the Corporate Legal Department with various corporate initiatives, including compliance (private capital and otherwise) and other activities.
* Support internal and external counsel with the review of corporate communications including website, social media and investor review decks.
* Assist internal and external corporate secretaries with corporate secretariat function, as needed.
* Maintain an understanding of the company's global organizational structure.
* Assist with the initial and ongoing structuring of the Company's private capital vehicles.
* Assist with KYC / AML requests across the organization including as related to the company's capital markets activity and private capital business.
* Provide additional support for global entity management including the performance of quarterly Entity Central data checks.
* Support the Company's global derivatives and hedging strategies
Legal Operations
* Assist with various legal operations including scheduling, billing, and other physical and electronic files
What you need to be successful:
* Undergraduate degree from an accredited U.S. university (bachelor's degree or equivalent).
* A Paralegal Certificate from an ABA-approved school (or otherwise meet the requirements of AB1761)
* Notary Public for state of employment (may be obtained after employment).
* We expect a minimum of five years of relevant legal experience.
* Combination of education, training, experience, skills, and other characteristics that would provide the requisite knowledge and abilities in support of the essential job functions.
What You'll get in Return:
* Competitive Salary including potential for bonus and stock awards.
* Best-in-class Benefit Package
* Collaborative, team-oriented environment
* Opportunities for Continuing Professional Development
Additional information can be obtained from the corporate website at *********************
For San Diego applicants, this is a hybrid position based in our San Diego (Del Mar Heights) headquarters. Tuesday through Thursday are in-office for collaboration, with the opportunity to work remote on Monday and Friday. For candidates outside San Diego this is a remote position.
The hourly range for this role is $42.72 -$49.19 - $59.71.
#LI-AM
#LI-Hybrid
Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data.
Most US based full-time and part-time roles come with flexible schedules. We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time. Realty Income's purpose is to build enduring relationships and brighter financial futures, and this starts with you!
Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
$42.7-49.2 hourly Auto-Apply 60d+ ago
Gen AI and Agentic AI Architect
The Vanguard Group 4.6
Pennsylvania job
Responsibilities:
Assesses business requirements and the architectural framework of Artificial Intelligence/Machine Learning solutions to meet business needs, with internal and external clients and partners.
Builds the deployment plan for highly scalable and secure Artificial Intelligence platforms, applications, and systems that run in various cloud infrastructures and Artificial Intelligence devices successfully.
Applies architecture specification and documents technical and configuration for all users (customers, engineering teams, product teams); resolves Artificial Intelligence/Machine Learning solution deployment issues.
Builds relationships with trusted advisory stakeholder relationships, and acts as a SME for Artificial Intelligence/Machine Learning related products and services in specific verticals; staying current on the latest Artificial Intelligence/Machine Learning technologies and tools.
Applies moderately complex machine learning algorithms and technologies into organizational practices, such as regression models.
Analyzes the statistical analyses on business and processes using machine learning techniques to find out opportunities for business development and process improvement.
Performs the A/B testing tasks and initiatives on statistical models, machine learning algorithms and systems.
Optimizes statistical models continuously to achieve best performance of machine learning algorithms.
Validates business problems and needs; ensures appropriate AI technologies and tools are utilized to solve problems.
Pilots AI models and prototype applications; evaluates whether business challenges are addressed.
Performs code reviews, optimizes algorithms and models and conducts experiments to ensure the functionality and performance of AI products or solutions.
Participates in special projects and performs other duties as assigned.
Qualifications:
Minimum of eight years related work experience, with at least three years of technology architect experience.
AI ML Model development and production deployment
GenAI Architecture and Engineering, Application deployment
AWS, MLOPs, Gen AI Ops, LLMOps
System Architecture, Specialty Scalable and High performing and cost effective AI Systems
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
$108k-137k yearly est. Auto-Apply 10d ago
Property Manager
Federal Realty Investment Trust 4.7
Pennsylvania job
Federal Realty is a proven leader in the ownership, operation, and redevelopment of high quality retail real estate in the country's best markets. We believe we are one of the most innovative and dynamic real estate companies you can work for. Interested candidates who research Federal Realty hear a lot about the high quality shopping centers and the well-respected real estate team at our core, it's the smaller intangible things that can make working at Federal so satisfying. You see, while we're one of the largest publicly traded real estate investment trusts in the country, as measured by the value of our shopping centers, we're really a very small company by most standards and we try to operate that way. That means that team members with initiative and ability can get involved in many facets of our business over the years. I encourage you to look us up on LinkedIn and follow Federal Realty Investment Trust.
Federal Realty is currently seeking an experienced Property Manager to be located in our Wynnewood, PA office who will manage the operations for a portfolio of properties in the Greater Philadelphia region. The ideal candidate will have the opportunity to utilize their experience to implement new and existing policies/procedures, set up controls and best practices within their assigned portfolio. The Property Manager will partner with the financial and strategic directors of the region to be able to enhance the portfolio's value creation. The candidate must have past retail property management experience that will enable them to be influential in the areas of operations, tenant relations, security, procurement, contract management and risk management in order to achieve maximum productivity and profitability while maintaining the highest level of corporate standards. This person will have the highest level of personal integrity, intelligence and broad thinking characteristics to succeed. The candidate must enjoy working in a team environment and will be an instrumental member of a dynamic and fun team of professionals.
Responsibilities
* Manage service providers responsible for the day-to-day operational needs of the shopping center including repair and maintenance, landscaping, waste removal, security, janitorial, etc., ensuring that property standards are maintained.
* Enhance and elevate the consumer experience through regular assessments of the property condition. Ensure issues are addressed immediately, and expectations are met.
* Develop and maintain positive retail tenant relations by meeting with tenants on a regular basis. Obtain tenant intel on sales and market comps.
* Resolve tenant issues that occur and serve as the primary point of contact for all merchant daily operating needs including but not limited to general maintenance, lease issues, trash concerns and parking management.
* Collaborate and establish strong working relationships with key stakeholders including tenant coordination, leasing, marketing and civic and community leaders - taking a team approach to success.
* Develop and review annual property operating budgets, monitor all purchases and expenses to ensure cost effectiveness and compliance with budget parameters, prepare monthly variance reports and quarterly budget reforecast reports.
* Determine job specifications and competitively bid all large maintenance, capital improvement and service agreements.
* Manage all controllable expenses within budget without compromising the portfolio's integrity.
* Develop and implement proactive strategies to resolve property operational and compliance-related challenges within portfolio.
* Create and maintain operations standards and procedures.
* Create and maintain long range capital improvements plans.
* Submit all routine reports including activity reports, variance reports, property inspections, roof inspections and lighting reports in a timely manner.
* Work cooperatively with team members and contractors to expedite the completion of Landlord work, delivery of spaces to tenants and the opening of tenants for business.
* Perform Accounts Receivable management via phone contacts, in person meetings and collections. Review and report status.
* Process all payables associated with assigned portfolio in timely manner
* Understand the significant issues affecting a property's performance. Implement programs or make recommendations to correct problems and enhance positive aspects of each property.
Qualifications
* Must have a minimum of 5 years of prior experience managing retail shopping centers
* Bachelor's degree in relevant field or equivalent years' experience
* Previous experience managing a portfolio of properties is required
* Strong knowledge of leases and financial statements and solid experience budgeting, monitoring expenses, and processing account payables
* Ability to effectively prioritize tasks and move seamlessly between projects as the situation requires in a fast paced, deadline-driven environment
* Demonstrated ability to analyze, evaluate and act on issues and/or problems, reach sound conclusions through critical thinking, and take appropriate action
* Excellent communication skills, written, verbal, and interpersonal, with the proven ability to convey ideas and manage a diverse group of stakeholders including tenants and contracted service personnel
* Demonstrated excellent customer service and satisfaction and a desire to contribute to a successful team
* Strong computer skills required with demonstrated proficiency in Microsoft Outlook, Excel, and Word
* Ability to work beyond a 9am-5pm environment
* Ability to perform essential on-site property inspections, including walking or standing for extended periods, with reasonable accommodations as needed
Federal Realty Investment Trust is an Equal Opportunity / Affirmative Action employer. Federal values a diverse workforce and is committed to providing equal employment and advancement opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, gender identity or expression, genetics, or protected Veteran status.
Federal Realty Investment Trust does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Federal Realty Investment Trust and Federal Realty Investment Trust will not be obligated to pay a placement fee.
If you are unable to submit your application online, please call ************.
$52k-60k yearly est. Auto-Apply 28d ago
Specialty Leasing Intern
Brixmor Property Group Inc. 4.5
Conshohocken, PA job
Great Real Estate Matters.
Great People Matter Even More
$39k-45k yearly est. Auto-Apply 36d ago
Rent Specialist
Realty Income Corporation 4.6
Realty Income Corporation job in Unity, PA
Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take.
Realty Income's employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement.
Realty Income is committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day.
Are you ready to elevate your expertise in account resolution and financial recovery at one of the top REITs in the world?
If so, then apply to join Realty Income today!
We are looking for a skilled Rent Specialist to join our growing organization. This integral role is responsible for ensuring timely application and collection of rental income. The Rent Specialist is a highly visible role that frequently interacts with Finance Operations, Asset Management, Real Estate Operations, and Finance Accounting departments to accurately record, collect receivable, track rental income and handle collection matters.
Specifically, the Rent Specialist is responsible for:
Accounting
* Ensures timely, accurate application and collection for all rental income categories.
* Process funds according to client remittance and/or lease language; validating payments are accurately applied to charges billed, coordinate with other teams if charge updates are needed, validate the cash/banking GL account associated with the bank payment was received in.
* Maintain accurate tenant ledger records, proper notification of changes to other department personnel.
* Analyze assigned portfolio for outstanding balances and actively collect outstanding charges per defined lease.
* Responsible for ensuring all funds within individual portfolio are applied, offset, reviewed, and processed prior to close deadlines.
* Responsible for maintaining and processing regular ledger reconciliations and payment audits.
* Ability to comprehend tenant remittance and utilize company resources to discern client payments.
Administration
* Timely collection of outstanding tenant rental charges.
* Ability to analyze lease documentation for rent steps, to approve or prepare default notifications. Serving NODs as needed.
* Responsible for maintaining accurate collection effort memos.
* Point-of-contact for rental payments within assigned portfolio.
* Professional, effective communications with tenants for timely payment compliance and follow-up.
* Communicate with new tenants regarding account payment setup and providing any additional documentation needed for rental payments.
* Completion of monthly review, process offsets for prepaids, and AR aging reports.
* Update landlord-initiated ACH for changes in rental income per defined lease escalations.
* Point-of-contact for rental payments.
* Professional, effective communications with tenants for timely payment compliance and follow-up.
What you need to be successful:
* It is expected that to execute the duties of this position a qualified candidate will have ~2 years of professional work experience in collections. Additionally, a bachelor's degree or related experience is preferred.
* Demonstrated ability to identify information to clarify a situation, seek that information from appropriate, multiple sources and use skillful questioning to abstract the information. Attention to detail and able to notice discrepancies and inconsistencies in available information.
* Able to function effectively under pressure and manage conflicting deadlines.
* Able to monitor own work and work of others for completeness and accuracy; able to organize information and materials for others.
* Strong oral and written communication skills and presentation abilities, including the ability to communicate complex ideas to large groups and management.
* Ability to cultivate and maintain positive, working relationships.
* Excellent PC skills including Outlook, Word, Excel. Yardi experience a plus.
What You'll get in Return:
* Competitive Salary including potential for bonus and stock awards.
* Best-in-class Benefit Package
* Collaborative, team-oriented environment
* Opportunities for Continuing Professional Development
Additional information can be obtained from the corporate website at *********************
The hourly pay range for this role is $25.75 - $29.47 - $33.54
For San Diego applicants, this is a hybrid position based in our San Diego (Del Mar Heights) headquarters. Tuesday through Thursday are in-office for collaboration, with the opportunity to work remotely on Monday and Friday. For candidates outside San Diego this is a remote position.
#LI-HC1
Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data.
Most US based full-time and part-time roles come with flexible schedules. We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time. Realty Income's purpose is to build enduring relationships and brighter financial futures, and this starts with you!
Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
$25.8-29.5 hourly Auto-Apply 7d ago
Senior Accountant, Private Fund
Realty Income Corporation 4.6
Realty Income Corporation job in Unity, PA
Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose: building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we take.
Realty Income's employees consistently invest their time, commitment, and dedication into the company, and in turn, they receive investment returns in the form of purpose, belonging, and opportunities for advancement.
Realty Income is committed to best-in-class corporate responsibility practices through environmental initiatives, governance programs, and community outreach projects. From the boardroom to the breakroom, our team members make a difference every day.
Position Overview:
The Senior Accountant, Private Fund will support the accounting and financial reporting operations for Realty Income's private fund business. This role focuses on executing day-to-day accounting tasks, preparing financial data, and assisting with investor reporting and compliance. The Senior Accountant will work closely with third-party service providers to ensure accurate and timely financial reporting and investor communications for a private real estate fund.
This hybrid position is based in our San Diego (Del Mar Heights) headquarters. Tuesday through Thursday are in-office for collaboration, with the opportunity to work remote on Monday and Friday. For candidates outside San Diego and surrounding counties, remote working options may be available.
Key Responsibilities:
* Fund Accounting:
* Generate accurate and timely historical cost and fair value financial statements for real estate funds, including compiling work papers and supporting documentation
* Prepare and coordinate the quarterly fund reporting package, including flash report, quarterly fund report, and investor NAV statements. Update tables and charts for performance metrics, portfolio stratification, and debt reporting schedules
* Support calculations for quarterly distribution and investor allocations, ensuring accuracy and compliance with fund agreements
* Coordinate with Accounting and Treasury on fund payments, including capital fundings and distributions from investments to investors
* Prepare monthly intercompany reconciliations between Fund and management company, and coordinate with the treasury/AP team to execute payments
* Input and validate data in Yardi and other systems to support custom reporting needs
* Participate in technology and process improvement initiatives focusing on Yardi, Workiva and Juniper Square
* Explore opportunities to improve, automate, and streamline strategic processes across fund reporting functions and processes
* Assist with audit support and requests for annual audited fund financial statements
* Investor Services
* Assist in responding to quarterly and ad hoc investor requests and consultant questionnaires
* Support the preparation and publication of quarterly investor reports (e.g., flash report, fund report, investor capital statements) and investor notices (e.g., capital calls, distributions) to the investor portal
* Set up individual investor contact details and permissions in the investor portal based on subscription documents and update periodically based on changes provided by investors
* Assist with maintaining a repository of investor side letters and key terms
* Assist in the preparation of investor presentations and materials
* Financial Reporting
* Support the preparation of fund reports (e.g., quarterly report, flash report, investor NAV statements) in Workiva, ensuring accurate data input and formatting
* Prepare components of the reporting package for the investor advisory committee
* Roll forward quarterly reports in Workiva and coordinate content input among internal and external stakeholders; manage versions and approvals from draft until final
* Roll up property-level returns into fund-level composites and compare to benchmarks
Qualifications:
A qualified candidate is typically expected to have:
* 5+ years of previous experience in industry or public accounting, preferably with REIT or real estate industry experience
* Experience with private fund reporting.
* Certified Public Accountant (CPA) or working toward a CPA license
* Ability to execute in ambiguous situations and take the lead without explicit instructions
* Ability to work in a fast-paced environment and meet reporting deadlines
* Strong financial acumen; facile with all of the company's key financial statements
* Strong oral and written communication skills, including the ability to explain accounting concepts to non-accounting leaders
* Experience with Yardi software and Workiva is preferred
* Strong PC skills, including Outlook, Word, and PowerPoint.
* Excellent PC skills in Excel
* Ability to adapt to ever-changing requirements and creatively solve problems effectively and efficiently with a high degree of accuracy.
#LI-Remote
#LI-EB1
What you will get in return:
The pay range for this role is $96,127 - $118,179 - $140,709.
Offers near the high end are uncommon but may be considered for candidates with exceptional experience and skills and are dependent on the facts and circumstances of each case. You may be eligible for an annual discretionary bonus and an annual discretionary stock award, to be discussed during the interview process. An annual pay rate and total compensation package is generally determined by the candidate's experience, knowledge, education, skills, performance, and abilities, as well as internal equity, company performance, and alignment with market data.
Most US based full-time and part-time roles come with flexible schedules. We offer a best-in-class benefits package that includes healthcare, dental, and vision insurance for employees and eligible dependents. Our 401(k)-retirement plan has a company match of 50% up to 6% of eligible compensation. Realty Income also offers other wellness, financial, and work/lifestyle-specific benefits, along with 12 PTO hours every month; in addition to 12 paid holidays, and paid volunteer time. Realty Income's purpose is to build enduring relationships and brighter financial futures, and this starts with you!
Realty Income is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you require accessibility support to submit your application or other reasonable accommodations to participate in the recruitment process, please contact ***********************, or call ************. An employee will respond to your message to begin the interactive process. Please note that this phone number and email address are only for individuals seeking a disability accommodation when applying for a job.
Zippia gives an in-depth look into the details of Realty Income, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Realty Income. The employee data is based on information from people who have self-reported their past or current employments at Realty Income. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Realty Income. The data presented on this page does not represent the view of Realty Income and its employees or that of Zippia.
Realty Income may also be known as or be related to REALTY INCOME CORP, Realty Income, Realty Income Corp. and Realty Income Corporation.