2,494 Investment Industry jobs in the United States

We are an employment agency and seeking the Asset Management Staff at a leading Japanese real estate company. This is a well-capitalized and stable company with outstanding growth prospects.

Company Industry: Real Estate Salary: $70,000 - 90,000 / Annual Employment type: Full time Location: New York, NY 10038 Benefits: Insurance Health / Vision / Dental, PTO Language: Japanese / English

Responsibilities and Duties:

• Follow up and collect accounts receivable from corporate clients
• Record and manage entries related to accounts receivable
• Prepare reports and submit to supervisors and investors
• Communicate with property owners and tenants
• Coordinate with partner companies

Skills/Specialty:

• Bachelor's degree or higher
• Bilingual in Japanese and English
• Experience in the real estate industry is not required but is a plus.

Salary : $85,000 - $120,000 / annual DOE

The Associate will play an important role on analyzing property-level transactions including capital renovation / reposition projects, leasing activity, operations, financing events, dispositions, and recapitalizations.

The role will also support the evaluation and execution of acquisitions & developments alongside senior management. The Associate will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing.

Additional responsibilities will include preparing property-level and investor-level reports, tracking property-level budgets and performance against relevant benchmarks, as well as ad-hoc analysis to support the asset management and acquisitions teams for both existing and new investments.

ESSENTIAL FUNCTIONS :

The list below is intended to summarize most of the major duties and responsibilities of this position and may be modified by Management as deemed appropriate. Each employee may not be required to perform all the duties listed, and cross training may be applied.

Asset Management

• Support asset management activities, including repositioning strategies, refinancings, and dispositions
• Prepare and present quarterly and annual asset management and portfolio reports, cash flow forecasts, and waterfall distribution analyses
• Provide recommended solutions to any operational issues that could impact the financial performance of an asset
• Track market activity and maintain database of lease and sales comps
• Manage and track portfolio and asset performance & compliance, including portfolio sensitivities on financing, operations, and leasing to assist senior management and investment partner review of strategic and risk management decisions
• Assist with investment and accounting teams to assess cash flow needs, capital requirements, and property-level distributions on a monthly basis
• Coordinate with lenders for reporting, covenant calculations, draw requests and hedging activities

Operations

• Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios, capital structures, and cash flow distribution waterfalls
• Monitor the management of capital renovation projects and operating activities
• Analyze proposed leasing transactions for deal approvals and interface with brokers
• Manage workflow with on-site personnel, property management, and accounting teams

MARGINAL FUNCTIONS :

• Attend meetings and training as required.
• Any other duties as assigned by your supervisor which are necessary for the continued operation of the company.

QUALIFICATIONS : Education :

• Bachelors degree in a related field (business, real estate, etc.) required

Training & Experience :

• 5 to 7 years minimum experience in either a real estate role (asset management, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking analyst program, management consulting, Big 4 accounting)
• Experience with Argus is preferred, but not required
• Proficient in Microsoft Office; specifically, Excel, Word and PowerPoint
• Computer literate able to prepare correspondence, access information from property management software and conduct business via e-mail and internet.
• Experience with Yardi and Argus and other property management and analysis software is a plus

Licenses, Certifications & Special Requirements :

• None

Performance Measures :

• Ability to meet stated objectives in an effective and timely manner
• Ability to connect with and to create positive relations with clients and senior management
• Solid analysis, ability to articulate assumptions, conclusions, and recommendations
• Meticulous attention to detail, superior work quality
• Thoughtful presentation and communication skills with the ability to think like an investor

Travel :

• Occasional travel (Western US & Texas)

COMPETENCIES :

• Integrity
• Reliability
• Adaptability
• Communication
• Planning & Organizing
• Analysis / Accuracy / Detail Orientation
• Critical Thinking / Problem Solving
• Teamwork
• Mathematical Aptitude
• Systems Orientation
• Computer Literacy

Asset Management Role

Location: San Bernardino, CA (On-site)

RETS Associates, on behalf of our client, is seeking to fill an Asset Management Role to lead the County of San Bernardinos real estate strategy and operations. This senior leadership role is responsible for overseeing Leasing, Acquisitions, and departmental functions, while serving as a trusted advisor to county leadership and elected officials. The Director will drive strategic initiatives, ensure fiscal responsibility, and represent the county in high-level negotiations and presentations. Candidates must have prior experience in a leadership role of significance (team oversight and personnel management) with a CRE firm and have the execute presence to interact with senior leadership, elected officials, and permitting authorities. This role is 100% base salary and offers a pension once a tenure schedule is realized. The role is located in San Bernardino 5x a week no exceptions.

Key Responsibilities

• Lead and negotiate complex real estate transactions, including acquisitions, dispositions, and leasing.
• Develop and execute strategic real estate initiatives that align with County objectives.
• Oversee department operations, including fiscal management, innovation/technology, right-of-way, acquisitions, and leasing.
• Direct and mentor staff through subordinate managers; responsible for hiring, performance, and disciplinary actions.
• Recommend and implement real estate policies, procedures, and best practices.
• Prepare, review, and present reports, financial analyses, cost projections, and legal agreements.
• Present and advise the Board of Supervisors, CEO, and department heads on real estate matters.
• Manage budgets to ensure compliance with Board-approved financial limits.

Candidate Profile

• 10+ years of progressive leadership experience in commercial real estate, with expertise in acquisitions, dispositions, leasing, and asset management.
• Proven ability to engage with senior leadership, elected officials, and permitting authorities.
• Strong track record of managing teams, budgets, and complex projects.
• Bachelors degree in Business, Finance, Real Estate, or related field (advanced degree preferred).
• Exceptional communication, negotiation, and strategic planning skills.

Compensation

This position offers a base salary (up to $187k), comprehensive benefits, and a pension plan.

We are seeking a consultant with domain experience in compliance systems and processes, including code of ethics, financial crimes/KYC, regulatory reporting, and control room, in the asset management space, with alternatives preferred but not required. We would like to start with a senior consultant; however, there is potential to add more consultants eventually based on the compliance technology roadmap.

Job DescriptionJob Description

GK is recognized by the Los Angeles Business Journal as one of theMost Influential Family-Owned Businesses in Los Angeles

Goldrich Kest (GK) is a diversified real estate development and management group of companies and partnerships. Its focus is to expand its portfolio of proven and well-located properties including multi-family, industrial, retail, commercial and congregate care through acquisition and development while providing stable cash flow to its partners and outside investors.

Position Information:

• Salary Range: $90k - $110k (DOE)
• Work Schedule: Monday Friday (8:00am 5:00pm)
• Exempt

Job Summary

The Asset Management Analyst will work directly with the Asset Manager in the oversight and management of the Multifamily portfolio with the overall goal of optimizing asset values. The Analyst will play a key role in developing and executing on both portfolio and property specific strategies, evaluating operational performance against relevant industry benchmarks, analyzing capital investment decisions and how they impact value, and facilitating preparation of required reporting deliverables.

Essential Functions

This job description should not be interpreted as all inclusive. It is intended to identify the essential functions and requirements of this position. The incumbent may be requested to perform job-related responsibilities and tasks other than those stated in this job description.

• Assist in the preparation and review of annual operating budgets and property level business plans.
• Review monthly financial and operating reports to measure property and portfolio performance against established budgets and business plans and communicate issues/coordinate changes with Property Management to ensure operational goals (NOI growth, occupancy targets, capital projects etc.) are being met or exceeded.
• Complete regular portfolio audits to identify deficiencies (i.e., stale units, rent increase/turn delays, etc.)
• Monitor and analyze market and economic conditions along with capital trends and factors impacting the performance of the portfolio.
• Assist the Asset Manager in the administration and implementation of new processes and presentations to internal stakeholders and senior leadership.
• Assist in monthly, quarterly, and annual preparation of reporting and presentations related to property and portfolio performance to budget, internal and external benchmarks, and established goals.
• Assist in the due diligence and underwriting of potential acquisitions, repositions, dispositions, and developments.
• Aid in overseeing 3rd Party Managed properties to ensure accurate and timely reporting in accordance with management agreement requirements along with thorough review and analysis of property performance consistent with GK Management standards.
• Prepare and present various ad hoc analysis as needed.

Other Responsibilities

Performs other duties as assigned.

Materials and Equipment

This role routinely uses standard office equipment such as laptop computers, smart phones, photocopiers, filing cabinets and other presentation materials.

Knowledge, Skills and Abilities

• Excellent mathematical, interpersonal and business communication skills
• Professional demeanor and respectful attitude
• Strong communication (oral &written) skills
• Strong work ethic with the ability to work alongside varied personalities
• Motivated and resourceful team player
• Ability to take initiative and work independently to establish and manage work priorities
• Highly analytical, technologically savvy, with strong problem solving skills
• RealPage/Intacct accounting system experience not required, but is a plus.

Minimum Qualifications Required

• Bachelors degree preferably in business-real estate, economics, finance or accounting.
• Two or more years of experience in a similar role in multi-family and/or commercial Real Estate.
• Advanced knowledge of Microsoft Excel (VBA is a plus but not required)
• Working knowledge of Microsoft Word, PowerPoint, and Power BI

Certifications

N/A

Physical Requirements

• Ability to sit for extended periods of time and concentrate on detailed spreadsheets and financial reports.
• Ability to stand, walk, and tour properties during site visits.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms.

Working Conditions

Work is usually performed in a normal office environment. Some travel will be required for asset management related property visits and select acquisition due diligence. This may periodically involve visiting properties that are under rehab/remediation with associated exposure to noise, dust, dirt, etc.

These are the four pillars that have made our group among the fastest-growing industrial real estate private equity companies, and one of the 50 largest owners in the U.S.

Job Summary

The Faropoint Investments Team is expanding, and we are looking for an ambitious and motivated Asset/Property manager to join our Los Angeles office. The ideal candidate would have 3-5 years of Property and/or Asset Management experience, looking to expand their knowledge and experience to Real Estate Private Equity.

Responsibilities

• Perform the administrative functions of the property management/asset management team. This may include: phone support, written reports, updating tech platforms, record keeping, and tenant relations.
• Assist with conducting transaction analysis and due diligence workflows for new acquisitions and onboarding new properties.
• Maintain properties by scheduling ongoing routine maintenance and enforcing rules of occupancy.
• Develop analytical tools to allow leadership to better understand the state of the portfolio and streamline work processes. Assist in lease administration such as maintaining tenant contacts, tracking insurance, and tracking property inspections.
• Coordinate maintenance technicians and construction management schedules. Prepare and coordinate bid proposals, service contracts, and invoices. Assist in scheduling tenants maintenance requests.
• Prepare and code invoices for PM/AM approval. Manage and assist in accounts receivable and accounts payable.
• Assist with monthly and quarterly reporting to investors.

Required Qualifications

• Ideal candidate will have 3-5 years of experience as an Asset/Property Manager in the industrial/commercial real estate industry.
• Bachelors Degree in Real Estate, Finance, Accounting, or related field.
• Proficiency in Microsoft Office including advanced Excel skills.
• Knowledge of the Los Angeles market.
• Ability to give and take direction and to interface with decision makers in a professional manner while maintaining confidentiality.
• High learning agility with an ability to manage multiple priorities while working in a fast-paced and dynamic environment.
• Demonstrates attention to detail and a high level of accuracy.
• Self-starter who independently drives projects to completion by self-sourcing information and leveraging all available resources.
• Willingness to travel 10-15% of the time.
• Knowledge of finance concepts including an understanding of financial statements.
• Personal and professional integrity of the highest order required.

Compensation:

• This position offers a base salary in the $90,000-$125,000 range, plus discretionary bonus, competitive healthcare benefits, unlimited PTO, and a 401k match.

Equal Opportunity Employer

Faropoint is proud to be an Equal Opportunity Employer. We value diversity, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, parental status, disability status, or any other status protected by local law. We believe that our work is better and our company culture is improved when we encourage, support, and respect the different skills and experiences represented within our workforce.

Job Type: Full-time

Your Job Summary

The Asset Management Analyst will provide support to the Asset Management department to maximize asset value and increase operational efficiencies across the organization.

Responsibilities
•The Asset Management Analyst will be responsible for supporting internal and external portfolio management reporting, as well as leveraging strong quantitative and analytical skills to help guide portfolio strategy
•Responsible for preparing monthly internal asset management reporting packages for each asset under management
•Perform research on acquisition targets, assets under management, markets, etc.
•Provide ad hoc analytical support to other departments including but not limited to operations, marketing, maintenance, construction, and other departments
•Assist in the preparation of annual budgets
•Monitor budget variances monthly as well as other KPIs
•Prepare periodic reports for clients with information regarding market conditions, portfolio operating results, property level developments and disposition strategies of equity investments
•Analyze the operating, leasing, marketing, and management issues facing the properties
•Aid in the review of each asset, model plans to invest in ROI projects
•Participate in the establishment of pricing strategies
•Prepare regular and /or ad-hoc reporting to joint venture partners and lenders

Qualifications
•Minimum of 2 years of asset management, accounting, finance, consulting, or other analytical experience
•Healthcare and/or Real Estate experience strongly preferred
•Strong interpersonal, organizational, and analytical skills
•Exceptional experience in Microsoft Excel

Benefits Offered:

• Healthcare
• Dental
• Vision
• PTO

Join our team and make a meaningful impact in affordable housing. We are currently seeking an experienced professional for the position of Accountant -- Asset Management. In joining our team, you will have the opportunity to make a meaningful impact in affordable housing while building relationships with a diverse set of internal and external stakeholders and contributing to our collaborative work environment. In this role, you will be responsible for ensuring third-party management monthly financials are uploaded into KCHA's accounting system, preparing and wiring funds to over forty-five properties every week, managing over 180 government and commercial bank accounts, and provide monthly financial reports. Your other responsibilities will include, but are not limited to resolving account issues; reviewing, researching, and reconciling general ledger accounts, preparing and submitting entries/corrections, and maintaining strong communication with stakeholders. You will closely collaborate with accountants from third-party property management companies to ensure processing and reporting are both timely and accurate. This position reports to a Senior Asset Manager at our Central Office in Tukwila, WA. We are looking for an individual who is proactive, committed to resolving issues promptly, skilled in using accounting software, and possesses excellent communication skills. As a pivotal part of achieving KCHA's mission, our Asset Management Department is dedicated to collaborative work across the agency, ensuring timely and accurate accounting, banking and financial data to support our properties. King County Housing Authority (KCHA), an independent municipal organization, is a high performing nationally recognized leader in affordable housing.

Essential Functions

• Manage and oversee the management over 180 government and commercial bank accounts.
• Initiate, and ensure release of, all outgoing wire payments for accounts payable, payroll, debt service, replacement reserve, and excess cash for over forty-five properties on a weekly basis.
• Maintain chart of account crosswalks between KCHA and all contracted management companies based on GAAP and Authority practice; identify updates, improvements and additions.
• Prepare and post monthly management company financial information for over 45 properties to KCHA general ledger.
• Prepare and post entries to various journals, ledgers, and accounts.
• Provide monthly financial reports including information on expenditures, use of sources, as well as total summary reports and detailed reports for each property.
• Perform data entry with a high degree of accuracy.
• Perform daily, monthly, and year end reconciliations for all bank accounts.
• Assist with CashPro issues and questions.
• Prepare banking and/or transaction information and cash and account info, upon request, to state, or other auditors.
• Identify unknown reconciling items, research transactions, prepare correcting/adjusting journal entries, and follow up on any unusual or unresolved outstanding reconciliation items.
• Respond to all questions from KCHA/AM staff & contracted management companies regarding bank accounts, account services, account operations, billing.

Other Functions

Facilitate the opening and closing of KCHA & Partnership bank accounts and the establishment of appropriate account services.

From the beginning, our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve todays challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

As a Director in CrossCountrys Financial Services Practice, you will support large Asset Managers, Wealth Managers, Private Equity firms, Credit Funds, and CLO Issuers in improving middle and back-office operations functions, including target operating model design and implementation, financial reporting and data analytics, risk and compliance frameworks, fund accounting, system selection and implementation, data integration, AI, and third-party vendor selection and transition.

By joining our Business Transformation practice, youll bring your experience and functional knowledge to deliver tailored solutions that help our clients solve today's challenges and set the foundation for future success.

• Client Delivery:
• Lead the development and delivery of services across asset management projects.
• Spend significant time on project management, staffing, and quality assurance.
• Be recognized as a subject matter expert in asset management, private credit, and private equity.
• Interact with clients to determine needs and develop plans for operational improvement.

• Leadership:
• Act as a key leader in the Financial Services practice.
• Manage client accounts, work plans, staffing, and budgets.
• Foster client relationships and ensure high-quality service.
• Manage teams by tracking performance and encouraging continuous improvement.
• Resolve issues and project conflicts.

• Business Development:
• Develop and execute business development strategies.
• Lead proposals, presentations, and contract negotiations.
• Drive revenue growth through client opportunities and account planning.
• Represent the firm at industry events and build referral relationships.
• Develop methodologies and new service offerings.

• Team Leadership:
• Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation.
• Participate in firm initiatives like recruiting, training, and knowledge sharing.

• 15+ years of experience in consulting or internal transformation roles.
• Asset management experience, including complex fund structures and reporting.
• Familiarity with platforms like Investran, eFront, iLevel, Allvue, and others.
• Demonstrated success in business development and team leadership.
• Bachelors degree; CFA, CAIA, CPA, or PMP preferred.
• Willingness to travel up to 30%
• This role is based in the DC area; candidates must reside locally and be available to work in the office on a hybrid schedule (minimum of three days per week)

#LI-NB1

#LI-Hybrid

Benefits Summary

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site:

Equal Employment Opportunity (EEO)

CrossCountry provides equal employment opportunities (EEO) to all employeesand applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.

As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.