2,925 Investment Industry jobs in the United States
Internal Advisor Consultant (Inside Sales - Investment Industry)

Posted 13 days ago
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We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.
Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your career evolution.
As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this role you will be expected to establish and maintain open communication with an Advisor Consultant (external wholesaler) and work together to help meet or exceed established sales goals, individual execution metrics, as well as firm objectives.
*This position will adhere to Hartford Funds' sales desk hybrid work model, in which employees are expected to work in our Wayne, PA office location 4 days per week (Mondays, Tuesdays, Wednesdays, and Thursdays). Employees have the option of working remotely on Fridays if they choose.
Primary Responsibilities:
+ Proactively position and differentiate Hartford Funds products using a consultative sales process with financial professionals
+ Build and execute on a thoughtful business plan to maximize efficiency and engagement
+ Expand existing client base by identifying and pursuing new opportunities through data and analytics
+ Exhibit high level market knowledge and ability to converse with financial professionals on current economic conditions
+ Embrace the Hartford Funds culture and commitment to providing our advisors with an unparalleled client experience
+ Work with colleagues and teams across the organization to help achieve sales/firm objectives
+ Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any established internal guidelines
+ Must be able to travel in assigned territory as required.
Qualifications:
+ Bachelor's degree or equivalent experience required
+ NASD Series 7 and 63 or 66 licenses required
+ Minimum required 2+ years of sales experience, preferably in the Financial Services industry
+ Outstanding verbal and written communication skills
+ Ability to work and thrive in a team environment while also being a motivated, innovative self-starter
+ Strong interpersonal skills with proven ability to build effective relationships
+ Possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task
+ Sales focused mentality and a desire to grow within the sales organization
+ Strong PC Skills
+ Positive, flexible attitude
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$60,000 - $65,000
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IT Asset Management Analyst - Software Asset Management
Posted 19 days ago
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Job Description:
Next Generation Inc. (NGI) is seeking a highly detail-oriented IT Asset Analyst for our client head-quartered in New York City. This is a key role responsible for overseeing the full lifecycle of software assets, ensuring compliance, and identifying cost-saving opportunities through effective software asset management (SAM) practices.
Note: Consultant will be required to work onsite for the first 3 months of the engagement. Upon successful demonstration of performance and reliability, the consultant will transition to a hybrid remote schedule (4 days onsite / 1 day remote).
Job Responsibilities:
• Maintain an accurate and up-to-date inventory of all software assets including licenses, versions, entitlements, and usage data.
• Ensure all software usage aligns with vendor licensing agreements and regulatory requirements.
• Support procurement efforts by assisting in the acquisition and renewal of software licenses, including negotiation with vendors for favorable terms.
• Analyze usage data to identify underutilized assets and make recommendations for optimization and cost reduction.
• Reporting: Develop and distribute regular reports on software asset utilization, compliance status, and inventory to stakeholders.
• Audit Support: Coordinate and support both internal and external audits related to software licensing and compliance.
• Process Improvement: Create, document, and continuously improve SAM processes and best practices.
• Collaboration: Partner with IT, procurement, legal, and other relevant departments to align asset management activities across the organization.
Job Qualifications:
• 3+ years of experience in software asset management or IT asset management roles.
• Strong understanding of software licensing models, contract terms, and vendor agreements.
• Proficient in software asset management tools and tracking technologies.
• Excellent analytical, reporting, and problem-solving skills.
• Strong interpersonal and communication skills to collaborate across departments.
• High attention to detail and organizational skills.
• Ability to work independently and collaboratively in a fast-paced environment.
Preferred Skills:
• Experience with enterprise-level asset management tools (e.g., ServiceNow, Flexera, Snow).
• Prior experience in a public sector or transportation agency environment is a plus.
• Familiarity with regulatory compliance standards related to software usage.
Job Benefits:
• Competitive Consultant hourly rate range based on experience and education of approximately $65 to $70 an hour
IT Asset Management Analyst - Software Asset Management
Posted 2 days ago
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Job Description:
Next Generation Inc. (NGI) is seeking a highly detail-oriented IT Asset Analyst for our client head-quartered in New York City. This is a key role responsible for overseeing the full lifecycle of software assets, ensuring compliance, and identifying cost-saving opportunities through effective software asset management (SAM) practices.
Note: Consultant will be required to work onsite for the first 3 months of the engagement. Upon successful demonstration of performance and reliability, the consultant will transition to a hybrid remote schedule (4 days onsite / 1 day remote).
Job Responsibilities:
•Maintain an accurate and up-to-date inventory of all software assets including licenses, versions, entitlements, and usage data.
•Ensure all software usage aligns with vendor licensing agreements and regulatory requirements.
•Support procurement efforts by assisting in the acquisition and renewal of software licenses, including negotiation with vendors for favorable terms.
•Analyze usage data to identify underutilized assets and make recommendations for optimization and cost reduction.
•Reporting: Develop and distribute regular reports on software asset utilization, compliance status, and inventory to stakeholders.
•Audit Support: Coordinate and support both internal and external audits related to software licensing and compliance.
•Process Improvement: Create, document, and continuously improve SAM processes and best practices.
•Collaboration: Partner with IT, procurement, legal, and other relevant departments to align asset management activities across the organization.
Job Qualifications:
•3+ years of experience in software asset management or IT asset management roles.
•Strong understanding of software licensing models, contract terms, and vendor agreements.
•Proficient in software asset management tools and tracking technologies.
•Excellent analytical, reporting, and problem-solving skills.
•Strong interpersonal and communication skills to collaborate across departments.
•High attention to detail and organizational skills.
•Ability to work independently and collaboratively in a fast-paced environment.
Preferred Skills:
•Experience with enterprise-level asset management tools (e.g., ServiceNow, Flexera, Snow).
•Prior experience in a public sector or transportation agency environment is a plus.
•Familiarity with regulatory compliance standards related to software usage.
Job Benefits:
•Competitive Consultant hourly rate range based on experience and education of approximately $65 to $70 an hour
Asset Management Director
Posted today
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Overview The Director of Asset Management; Electrical Test Equipment is responsible for developing and executing strategic asset management programs for all specialized testing, diagnostic, and maintenance equipment used in the electrical power industry. This role ensures the availability, reliability, and regulatory compliance of field equipment assets, while optimizing lifecycle cost and supporting operational performance across multiple regions. Shermco Industries is seeking a Director of Asset Management; Electrical Test Equipment. Responsibilities Asset Strategy & Lifecycle Management Develop and implement a comprehensive Asset Management strategy for low, medium and high-voltage Testing and Maintenance Equipment (e.g., test sets for batteries, circuit breakers, transformer oil, insulation resistance, current transformers, grounding, cable, IR cameras, ohmmeters). Oversee the full lifecycle of equipment assets—from procurement and deployment to maintenance, calibration, and retirement. Operational Excellence Ensure all equipment is tested, maintained, calibrated, and documented according to industry standards (NETA, OSHA, IEEE) and specific customer requirements. Collaborate with field operations, engineering, and safety teams to prioritize equipment availability and readiness for outage work, testing cycles, and emergencies. Partner with Operations, Finance, Quality and company Executives to ensure alignment on strategic initiatives, performance targets, and reporting Fleet Optimization & Data Management Lead initiatives to digitize asset inventory / tracking, using systems to monitor utilization, condition, maintenance calibration, and performance metrics. Leverage asset data to drive continuous improvement, optimize fleet size / mix and extend equipment service life. Create and measure SLA’s to drive program success Vendor & Procurement Management Manage vendor relationships and support contract negotiations for equipment procurement / lease / rentals, calibration services, repair, and warranty management. Identify opportunities to reduce total cost of ownership while maintaining or improving performance and safety standards. Compliance & Risk Management Ensure all equipment meets regulatory, safety, customer and insurance standards. Coordinate with Quality and support internal audits, ISO standards, and client-facing compliance documentation as needed. #LI-RS1 Qualifications Bachelor’s degree in Engineering, Business, Supply Chain Management, or a related field 10+ years of experience in Asset Management. Field Operations,maintenance within the Electrical Power, Utility, preferred, consulting experience a plus Knowledge of electrical testing and diagnostic equipment used in substations and transmission/distribution systems and facility infrastructure. Strategic thinker who thrives on solving complex problems and can move seamlessly between high-level planning and tactical execution Demonstrated ability to lead projects and manage cross functional initiatives from concept to execution Strong analytical skills with advanced Excel and financial modeling capabilities Proven leadership, influencing and change management experience across multi-site or regional operations. Excellent communication, analytical, and vendor management skills. Shermco Industries will not recognize claim to any unsolicited resumes or candidate information from third party agencies. All inquiries from third party recruiting agencies should be directed Pay Range USD $150,000.00 - USD $220,000.00 /Yr. #J-18808-Ljbffr
Asset Management Analyst
Posted 1 day ago
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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.
#J-18808-LjbffrDirector, Asset Management
Posted 1 day ago
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Join to apply for the Director, Asset Management role at Manulife 19 hours ago Be among the first 25 applicants Join to apply for the Director, Asset Management role at Manulife Manulife Investment Management (“MIM”) is the global wealth and asset management segment of Manulife Financial Corporation. Manulife Investment Management's global real estate platform provides investment solutions globally as part of its comprehensive private markets capabilities, offering core, core-plus, and value-add strategies. MIM’s GRE team leverages its global platform and regional market knowledge to identify opportunities and drive results for its clients. As of December 31, 2024, its sustainably operated platform includes 90 million square feet of office, industrial, retail, and multifamily assets located across Canada, the United States, and the Asia Pacific region, with approximately $20 billion USD of real estate (500+ properties). The team is expanding its capabilities to meet evolving market opportunities, building a strong and diverse global culture as an entrepreneurial investment manager. MIM is seeking a Director, US Asset Management, to play a key role within the growing platform. The Director, Asset Management is generally responsible for maximizing value of a portfolio by developing and driving asset-level strategies. The successful candidate will be responsible for delivering asset-level performance, with accountability for property management, leasing, capital expenditures, development, tenant relations, and oversight of other asset management team members. Reporting to the Managing Director, Head of Real Estate Asset Management Eastern US, the Director, Asset Management’s focus will primarily be markets within the Southeast region, and assets will include a mix of multifamily, industrial, and office properties. Responsibilities Develop and implement asset-level strategies. Maintain strong relationships within the real estate industry to ascertain market and asset trends. Source and analyze market research. Identify and communicate each asset’s competitive position relative to its peer set. Develop strategies that best position each asset to outperform competitors. Identify value-add opportunities and lead the execution of value-add initiatives including renovations, repositioning, and the oversight of select ground-up developments to maximize total return for each assigned asset. Provide pre-acquisition and disposition input and assistance in due diligence process, including thorough research on select properties/markets and review of financial and operational assumptions. Regularly communicate market-level insights and contribute to regular asset management reports for Portfolio Managers and Senior Management. Implement asset-level business plans and maximize NOI. Coordinate, produce and present annual business plans to Senior Management and Portfolio Managers. Lead property management teams, leasing teams/agents, project managers, development managers and other collaborators to implement business plans. Lead negotiation of leases and third-party contracts. Target improvements in tenant satisfaction ratings. Target utility cost savings and improvements in sustainable building standard scores. Recommend approvals for budgets, forecasts and reforecasts, new leases and renewals. As required, present the case for approval recommendations to Senior Management and Portfolio Managers. Review and approve Yardi quarterly financials/operating statements and variance reports. Understand cash flow requirements and distribution analysis. Oversee asset-level financial performance and maximize total return. Maintain internal Argus model for each assigned asset from acquisition closing through disposition. Review and update quarterly. Analyze and communicate the strategic and financial impacts of prospective tenant leases and capital improvement projects on building valuations. Work with internal teams to review and provide feedback on drafts of quarterly external appraisals. Monitor investment performance and provide feedback on and insights into quarterly MSCI performance results for each asset. Prepare and present asset-level information for external investors as needed. Find opportunities to improve quality and content of investor reporting Knowledge/Skills/Competencies/Education Undergraduate degree in Finance, Accounting, Economics or Real Estate from top academic institution required. CFA designation, completion of a real estate related designation, MBA and/or graduate degree in finance/real estate desirable. Minimum of 7-10 years of asset-level experience, preferably working for a third-party fund management company. Network of industry contacts (investment and leasing brokers, investment manager competitors, investment bankers, institutional and non-institutional landlords). Strong leadership and team member training capabilities to serve as a leader to US Asset Management Analysts and other Global Real Estate Group team members. Knowledge and applied professional understanding of the principles and practices of institutional real estate investment management, capital markets, and portfolio analysis. Knowledge of commercial real estate trends. Strong analytical skills (both quantitative and qualitative). Strong risk assessment skills. Ability to compile, monitor, examine, and audit various financial, performance, and/or data reports for accuracy, integrity, and conformance to performance benchmarks. Strong organizational and prioritization skills. Ability to develop investment strategies and provide recommendations for changes or enhancements to improve investment objectives. Ability to integrate top-down and bottom-up perspectives into investment recommendations. Ability to draw conclusions and prepare written findings and presentations. Ability to evaluate and determine property valuations and asset performance under a variety of scenarios. Excellent verbal and written communications skills in order to present to and work with senior management and external clients. Ability to juggle competing priorities and work under pressure to meet demanding response times, all while paying strict attention to detail. Focused and self-motivated team player who balances independent thinking with the execution capabilities and core competencies of the rest of the organization. Superior proficiency with Microsoft Excel, Argus Enterprise. Yardi experience a plus. When You Join Our Team We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. About Manulife And John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact Referenced Salary Location Atlanta, Georgia Working Arrangement Hybrid Salary range is expected to be between $29,000.00 USD - 218,000.00 USD If you are applying for this role outside of the primary location, please contact for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.) Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Manulife by 2x Get notified about new Director Asset Management jobs in Atlanta, GA . 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Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
VP, Asset Management
Posted 1 day ago
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SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This role is responsible for the overall management of a client's portfolio once acquired acting as a primary point of contact for all portfolio management, servicing oversight, servicing transfer, and asset strategy deployed by the company on behalf of a client. This position will oversee multiple servicers, trusts, and strategic portfolio initiatives simultaneously on behalf of a client across all asset classes. This may include but is not limited to coordinating servicing transfer, operational review, remittance reconciliation, data reconciliation, rendering workout decisions, identifying servicing performance irregularities or exceptions, and driving enhanced performance by a client's servicer. This role coordinates with the company's diligence and collateral services teams to define asset level strategies and curative effort post settlement recognizing the results of loan-level due diligence performed. This may include quantitative and qualitative analysis, reviews of loan documentation and reporting, and assessing compliance with GSE and regulatory guidelines.
This role is also responsible for meeting client objectives established. Development of portfolio campaign strategies, customized reporting, and project management functions are a core expectation of the Lead. Overall quality and performance of the Asset Management Team is also the responsibility of this position.
This role plays an integral role in supporting the management and value within a client's portfolio. Regular client collaboration, servicer engagement, and reporting of portfolio performance is expected in conjunction with the other Asset Manager(s) assigned to a client under this role's leadership is expected.
Position requires in office 5 days a week.
Essential Job Functions:
- Maintain visibility into the status of every deal by ensuring the reviews are performed appropriately in the system.
- Ability to work with Excel performing VLOOKUP, pivot, and other functions to understand and reconcile data
- Raise potential issues (performance, timeline, etc.) to management attention (VP, SVP, etc.)
- Verify, where appropriate, that critical exceptions are correctly applied.
- Identify performance trends and potential enhancements so that such items can be analyzed and potential incorporated into servicer process or internal system changes (Servicing workflow enhancements, QC workflow enhancements, exceptions, processes, etc.)
- Such other activities as may be assigned by your manager
Qualifications/ Requirements:
- College degree / training in finance / mortgage banking preferred or equivalent combination of education and experience
- Minimum of 8+ years of industry and/or relevant experience, typically with 2+ years in an AVP level role or external equivalent
- Mortgage / secondary market experience or equivalent combination of education and experience preferred
- Commercial real estate asset management experience is required
- Demonstrated ability to work well with staff clients if needed
- Strong Excel skills
- Team oriented
- Ability to multitask
- Excellent PC skills and possess high level of proficiency in Microsoft products
- Strong communication (written and oral) skills
- Strong analytical ability, good judgment, strategic and multidimensional thinker
- Detail oriented and organized
- Demonstrate professional behavior and teamwork, punctual, dependable
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$180,000.00 - $210,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
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SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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Asset Management Analyst
Posted 1 day ago
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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
OPCO Skilled Management provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Asset Management Analyst
Posted 1 day ago
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Our Story:
From South Africa to Southern California, the ColRich story is a decades-long journey of growth, continuous reinvention and a culture of caring. Through generations of family ownership, the ColRich brand has evolved, but the companys foundation remains the same today as in the beginning; build lasting communities through a culture centered around innovation, humility and a commitment to helping others ColRich Thrive .
Our Bio:
ColRich is a real estate, construction and investment firm focused on value-add, residential real estate in strategic locations primarily in the Western U.S. Our platforms sustainability is assured through long- term ownership enabled by long-term debt and equity. We are focused on enduring, tax-efficient cash flow for our investors.
In the multifamily space, we actively maximize cash-on-cash returns and capital appreciation by acquiring properties with upside through extensive renovation and improved management. Leveraging our unique homebuilding background and construction platform, we reposition these older properties as design-forward, affordable workforce housing alternatives to newer Class A product.
Our development history includes the successful entitlement, construction, marketing and sales of single- family homes, townhomes, mid-rise condominiums and apartments. Currently we are bringing to market two master-planned, destination-oriented communities offering a combined 5,000+ homes (both for sale and rental) over a 10-year time horizon. In addition, the company is also working on several individual apartment developments (1,000+ units).
With a service matters operating philosophy, our team is passionate about supporting residents across our portfolio, building better environments that fuel happier residents, improving investor returns and creating a strong sense of purpose that drives what we do every day.
Our Current Portfolio:
ColRichs portfolio includes $1.05 billion of equity actively invested through January 2025 in 85 deals across 8 states. These include master-planned community developments and 20,000+ multifamily units.
Our Approach:
A vertically integrated, hands-on approach is at the core of our companys capabilities. Deep in-house construction, design, finance and asset management expertise ensures that our essential functions are managed internally and operationally intertwined to produce indisputable long-term value for our stakeholders. Our communities are built to last, offering enduring and stable environments where our residents will thrive.
Our DNA:
- Caring
- Wired for Connection
- Ever Evolving
- Hardworking
- Original Thinkers
- Competitive
- Humble
- Seasoned Through Adversity
Our Mantra:
Build lasting communities
Position: Asset Management Analyst San Diego, CA
Reports to: Director of Asset Management
About the Role: The selected individual will work closely with and report to the Director of Asset
Management. Will be part of the team overseeing a portfolio of apartment communities and commercial investments including stabilized, value-add and newly constructed assets.
Specific responsibilities include:
- Review and analyze weekly, monthly, and quarterly reports from third-party property management companies
- Responsible for weekly, monthly and quarterly performance reporting for both internal and external use
- Monitor leasing and operating performance against objectives through Excel model
- Report on ongoing renovation progress and track necessary metrics through Excel models
- Ad hoc analysis as necessary
Requirements:
- Very strong financial/analytical Excel modeling skills
- Ability to create Excel models from scratch and manipulate complex existing models
- Proficient in all other MS Office applications
- Ability to work both independently and as part of a team
- Strong organizational skills and attention to detail
- Ability to process work quickly, accurately and with changing priorities
- Excellent written and verbal communications skills
Benefits:
- Base salary and discretionary annual bonus competitive with industry standards
- $5,000- 70,000/year
- Year-end discretionary bonus
- Health and dental insurance paid fully at the employee level by employer
- 401(k) plan
- Paid holidays and vacation time
Director, Asset Management
Posted 1 day ago
Job Viewed
Job Description
Tishman Speyer creates vibrant destinations and dynamic environments that inspire innovation and connected communities. As a diversified developer, operator, and investment manager of top-tier real estate in 33 markets across the globe, our business choices are driven by the belief that real estate should unlock human potential. Tishman Speyer's diversified portfolio spans market rate and affordable residential communities, premier office properties and retail spaces, industrial facilities, and mixed-use campuses. We create state-of-the-art life science centers through our Breakthrough Properties joint venture, and foster innovation through our strategic proptech investments. By combining global perspective with local expertise, and a personalized approach, we are able to anticipate our customers' evolving needs. We were the first real estate company to introduce asset-wide amenity services through our ZO platform, and the first traditional real estate company to create its own flexible space and coworking brand, Studio.
Since our founding in 1978, Tishman Speyer has acquired, developed, and operated 522 properties, totaling 218 million square feet, with a combined value of over $129 billion (U.S.). Tishman Speyer currently has approximately $8 billion in assets under management, including iconic properties such as Rockefeller Center in New York City, The Springs in Shanghai, TaunusTurm in Frankfurt, and Mission Rock in San Francisco.
Summary of the Position:
We are looking for a Director to join our Asset Management team. The Director will be involved with quantitative financial modeling, asset performance analysis, and reporting for the New York real estate portfolio. The role will also collaborate in a dynamic team environment and interact with senior management and departments across the company. A director in asset management will have a 1-3 person team under their supervision and will be in charge of coordinating communication (verbal and written) to senior management on multiple assets and relevant topics impacting the performance of the portfolio.
Asset Management focuses on asset strategy, business plan development and execution, investment performance, investment decision analysis, lease analysis, a redevelopment management within the operating portfolio.
Key Responsibilities:
- Think strategically and broadly about New York assets, looking deeply at the buildings through a traditional asset management lens but also think creatively about ways to maintain a competitive advantage for the long-term.
- Maintain forecasting models, which includes all of the various terms and assumptions, including actual leases signed, coordinating with Tishman Speyer's leasing team to project leasing metrics/costs, and expenses based on actual bills and projected future expenses as discussed with Property Management and Accounting.
- Analyze and manage tracking of various ongoing capital projects in coordination with design & construction teams and property management.
- Ensure that the firm's properties are well positioned in this evolving market and responding proactively to the changes. Support analysis of major capital and tenant improvement projects and new leases, both office and retail.
- Annual budgeting and reforecasting in coordination with property management, design & construction, leasing and accounting teams.
- Execute on or establish an asset's business plan; coordinate with investment partners and participate in meetings with internal teams as well third-party consultants, such as architects, engineers, and marketing agencies, in furtherance of the asset's business plan.
- Managing refinancing and disposition activities, as they arise.
- Coordinate investor and Investment Committee presentations to accureately present business plans, initiatives, strategy updates and other complex situations in today's environment.
- Draft written memorandums to senior executives in a cohesive and clear way.
- 5-8 years of experience in an analytically rigorous Real Estate or Finance environment.
- Experience with ARGUS and financial modeling.
- Evident passion for real estate and desire to build a career on the principal side.
- Strong creative problem-solving skills.
- Highly effective, accurate, and polished written and oral communication skills.
- The ability to work effectively with both peers and senior executives in a highly entrepreneurial, team-oriented environment.
- Ability to simplify and explain complex problems and analyses.
- Unwavering attention to detail.
- Highly-organized with ability to prioritize multiple ongoing activities.
- Effective project management skills.
- Driven and proactive attitude.
LOCATION: NEW YORK
WEBSITE:
The base compensation range for this role is 160,000 to 210,000. This role is also eligible for a discretionary annual bonus, as well as access to our comprehensive medical, dental, and vision insurance, life and disability insurance, 401(k) plan (with matching contributions), wellness benefits and all other benefits afforded to full-time Tishman Speyer employees. This base range reflects a number of factors including, but not limited to, relevant experience, skill sets, and/or licensure required of an individual in this particular role. The base range is also specific to members of Tishman Speyer's New York team, as we've considered factors specific to this geography.
Tishman Speyer is deeply committed to creating and maintaining a diverse workforce which promotes different views and perspectives. We expect our leaders and employees alike to champion diversity and inclusion practices. Tishman Speyer has several employee affinity and interest groups that provide employees opportunities to develop professional relationships across the business and identify opportunities for development and advancement. We are proud to be an Equal Opportunity Employer and treat all applicants for employment equally based upon job-related qualifications and without regards to race, color, age, sex, sexual orientation, gender identity, gender expression, marital status, military or veteran status, national origin, disability, religion, or any other characteristics protected by law.
Tishman Speyer is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, national origin, sexual orientation, gender identity or expression, disability, protected veteran status or military status, or any other category protected under applicable law. Tishman Speyer is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.
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Disability Assistance - Tishman Speyer is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by sending an email to