8,635 Private Wealth Firms jobs in the United States

• Lead the financial and operational performance of Coast Energy's portfolio of solar and battery storage/microgrid assets, ensuring systems meet or exceed financial targets
• Build and manage a high-performing asset management team focused on accountability, data-driven decision-making, and continuous improvement
• Oversee and continuously improve all aspects of asset operations, including budget management, performance analytics, vendor oversight, and project/portfolio/fleet reporting
• Evaluate and negotiate contracts with third-party operators, O&M providers, and software vendors to maximize value and minimize costs
• Develop and manage asset-level budgets, forecasts, and financial models to track revenue, expenses, and profitability
• Ensure strict compliance with power purchase agreements (PPAs), tax equity requirements, permits, and other contractual obligations
• Provide white-glove stakeholder reporting and relationship management, especially with commercial real estate (CRE) offtakers
• Work cross-functionally with development, engineering, and finance teams to ensure alignment on system design and long-term performance strategies
• Identify and implement innovative tools, technologies, and partnerships to scale the asset management function without significantly increasing headcount
• Maintain an up-to-date understanding of industry trends, regulatory changes, and emerging technologies to keep Coast ahead of the curve
• Travel (~25%) to visit operating assets, meet with partners, and attend industry conferences as needed

• 10 years of experience in asset management, with a strong and proven track record in the commercial and industrial (C&I)/ distributed generation (DG) behind-the-meter (BTM) energy space. Experience with front of the meter (FTM) and Community Solar strongly preferred.
• Proven leadership experience managing teams and collaborating cross-functionally across engineering, development, and finance
• Deep understanding of solar PV systems, battery energy storage systems (BESS), and distributed energy technologies (e.g., EV charging, microgrids)
• Strong financial acumen, including experience with asset-level budgeting, forecasting, and performance modeling
• Experience with regulatory requirements, tax equity partnerships, and system level revenue collection
• Expertise in vendor management and contract negotiation with third-party O&M providers and software platforms
• Exceptional communication and stakeholder management skills, including client-facing reporting and relationship building with CRE owners
• Demonstrated ability to scale processes and systems using tools, data analytics, and innovative operational strategies
• Ability to travel approximately 25% for site visits, partner meetings, and industry events
• Based in Southern California with expectation to be in the El Segundo office on a regular basis (hybrid acceptable)

At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. As we foster a culture of inclusion throughout our company and within our communities, we constantly ask ourselves: What is our impact on the world?

Watch Our Story:'

Each and every role throughout our organization makes a difference in our ability to change the world for the better. Read further to learn how you could help make great things possible not only in your community, but around the world.

HDR is currently looking for an Asset Management Lead to join our Water Business Group in Kansas City, Missouri. This position will be responsible for assisting in driving the growth and development of our Utility Management Services Business Class in Missouri and Kansas, which includes the development and implementation of water, wastewater, and stormwater asset management solutions to support utility operations, engineering, finance, and IT needs.

In the role of Asset Management Lead, we will count on you to promote the advancement of business development strategies, lead the development and pursuit of new clients and new projects; maintain and strengthen client relationships; provide project management and technical expertise for key projects; and support staff development with specific responsibilities. including:

• Lead the evaluation and implementation of utilities asset management activities, including completing asset inventories; coordinating technology support; determining criticality; completing condition assessments and estimating remaining useful life; identifying repair and renewal needs; and making cost projections.
• Direct and coordinate work of single or multidisciplinary teams throughout the projects lifecycle (from development and initiation to close-out).
• Be responsible for all aspects of multidisciplinary projects or projects with a high degree of technical complexity.
• Establish and maintain client relations and be involved with marketing, contractual, design, and production meetings.
• Conduct work sessions for deliverable development in conjunction with other staff and stakeholders.
• Coordinate staffing and workload through the entire project life cycle and ensure completion of deliverables on schedule.
• Track financial aspects of projects and coordinate and adjust work efforts with the team to ensure that work is completed within the parameters of the agreed-to budget and schedule.
• Work with the Accounting, Operational, and Business leadership for periodic project reviews.
• Maintain quality and implement QA/QC procedures.
• Collaborate with other Business Class and Marketing staff in the pursuit of new projects, taking a leadership role in selected key pursuits.
• Serve as Project Manager for key/strategic projects, provide technical input for business class, and assist in developing capabilities of Business Class staff.
• Supervise project staff and mentor key Business Class staff.
• Support recruiting initiatives and activities.

Preferred Qualifications

• Experience with MS Office, MS Project and SharePoint required
• Strong business development and strategic planning skills
• Excellent team player with the ability to function effectively in a variety of roles on integrated project teams
• Must have the ability to interact with various design teams, and have excellent organizational, project management, and communication (both written and verbal) skills
• Strong technical background and experience in designing, operating, maintaining, and/or managing treatment, collection, and/or distribution systems
• Proven project leadership, project management (staffing, schedule, and budget), and mentoring skills
• Preference given to local candidates

#LI-MV3

Required Qualifications

• Bachelor's degree or equivalent experience
• A minimum of 10 years experience
• Professional registration, license or certification may be required based on role
• Strong communication and listening skills
• Ability to handle multiple assignments
• Good leadership and organizational skills
• An attitude and commitment to being an active participant of our employee-owned culture is a must

What We Believe
HDR is our company. Together, we build on each other's life experiences and perspectives to make great things possible every day. This shapes our collaborative culture, encourages organizational trust and connects us closer to the clients and communities we serve.

Our Commitment
As employee owners, we all have a role in creating an inclusive environment where each of us is welcomed, valued, respected and empowered to bring our authentic selves to work every day.

Our eight Employee Network Groups (Asian Pacific, Black, Hispanic/Latino(a), LGBTQ+, People with Disabilities, Veterans, Women, Young Professionals) help create a sense of belonging and foster a supportive environment where everyone is empowered to engage and contribute. Each group has an executive sponsor and is open to all employees.

BusinessClass : Utility Management Services

At HDR, we are committed to the principles of employment equity.

We are an Affirmative Action and Equal Opportunity Employe r.

We consider all qualified applicants, regardless of criminal histories, arrest and conviction records.

Ready to learn more? Let's work together to make great thingspossible.

We design solutions to the world's greatest challenges. We'realways looking for great talent to join our global teams.

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.

RETS Associates, on behalf of our client, a fully integrated real estate investment and asset management firm, is seeking an Asset Management Associate in Santa Monica, CA. They invest and manage assets across the real estate capital structure, including properties, loans, and securities, with a mission to create long-term value for investors and sustain results across market cycles.

RESPONSIBILITIES:

• Build and maintain financial, valuation, and sensitivity models for real estate assets and debt investments, utilizing Excel and Argus to determine NPV and IRR.
• Direct preparation of quarterly business plans, including leasing strategies, operating budgets, capital improvement plans, and monetization strategies.
• Model strategic hold/sell recommendations and assist with asset disposition processes.
• Oversee business plan execution, working with joint venture partners, leasing teams, and property managers to ensure performance aligns with objectives.
• Assist in preparing quarterly reports, valuations, and capital improvement strategies, including vendor selection and contract negotiations.
• Provide periodic reporting for senior management, joint venture partners, lenders, and investor relations.
• Support due diligence efforts on potential acquisitions, including legal, financial, and physical reviews.

REQUIREMENTS:

• Bachelors Degree from an accredited four-year university.
• 2-4 years of experience in institutional real estate asset management or acquisitions.
• Strong analytical background in commercial real estate (multifamily, office, retail, mixed-use) across acquisitions, asset/portfolio management, or real estate finance.
• Advanced financial modeling and forecasting skills with the ability to generate actionable insights.
• Knowledge of key construction and development processes.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong communication and organizational skills for presenting analyses and recommendations.
• Proficiency in Excel, Word, PowerPoint, and Argus.

Client offers a strong benefit package (medical, dental and vision insurance, 401k, disability and life insurance).

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

• Interview Process: 3 rounds
• Location: hybrid in Cupertino, CA
• Onsite Requirements: You must be able to work 3 days onsite (Tuesday, Wednesday, Thursday) and 2 days remote (Monday and Friday)
• Schedule: 40 hours per week. M - F, standard business hours.
• Duration: 12 months
• Weekly pay (W2) and benefits will be offered by AQUENT
• Background screening required prior to the start date

• Act as the liaison between design teams and the asset management platform, translating requirements into actionable solutions and informing feature development.
• Design and implement file and folder taxonomies, establishing efficient workflows within the asset management system.
• Collaborate with product owners and engineering teams on user stories, prioritizing feature requests and bug fixes to enhance platform functionality.
• Oversee the integration of the asset management platform with other project management systems, ensuring seamless data flow and collaboration.
• Conduct thorough user acceptance testing, identify and report anomalies in production environments, and escalate and track issues to resolution.
• Contribute to data migration and planning, ensuring a smooth transition and data integrity.
• Manage user and group permissions models, aligning access with team workflows and security protocols.
• Develop comprehensive documentation, create and deliver engaging presentations for onboarding and ongoing training sessions.

• Extensive experience evaluating and implementing media and entertainment workflows using industry-leading asset management software and systems.
• Proven ability to quickly learn new systems and tools, coupled with a deep understanding of various project structures, file formats (static and video), and metadata.
• Broad knowledge of library tools, systems, and resources in corporate organizations.
• Solid design background with expert knowledge of motion and static assets in creative environments.

• macOS platform proficiency.
• Expertise in creating and presenting data and training materials using presentation software.
• Excellent communication and presentation skills.
• Exceptional design sense and meticulous follow-through across deliverables.
• Proven ability to foster collaboration and maintain a high degree of organization across teams.
• Ability to make sound independent decisions and articulate the rationale behind them.
• Skill in identifying parallels between various business line needs to formulate consolidated solutions.
• Experience with industry-standard design software packages used in UI/UX and media and entertainment industries.
• Excellent project and task-tracking skills with attention to detail and the ability to maintain a big-picture perspective.
• Familiarity with project management methodologies and tools.

• Wi-fi equipped shuttle service
• Free parking
• Onsite cafeteria

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.

With over 30 years of experience in the acquisition, development, rehabilitation, and management of apartment communities across the Western United States, we are a trusted partner in the property management industry. At MG Properties, we focus on enriching lives - physically in our community buildings, philanthropically through giving back to our local communities, and through development and growth of our employees.

The Asset Management Analyst plays a key role in maximizing the performance and value of a diverse portfolio of multifamily residential assets. This position combines financial analysis, data interpretation, and strategic collaboration to inform investment decisions and drive operational improvements across the portfolio.

Key Responsibilities

• Monitor and evaluate financial performance of multifamily assets, including occupancy, rental income, operating expenses, and capital expenditures
• Develop, update, and maintain detailed financial models and forecasts
• Prepare monthly, quarterly, and annual reports for internal stakeholders and investors

• Manage and facilitate property budgeting process including budget template review and updating, individual property budget creation, corporate expense budgeting, review of budgets, and preparation of budget summary
• Participate in the business plan preparation, due diligence, financial analysis, creation of stabilization budgets, and cash flow forecasts for the existing portfolio and potential acquisitions
• Subject matter expert for all items related to the BI Platform. Ensure the integrity of the BI Platform by validation of data and reports extracted from the platform

• Participate in strategy discussions around leasing, renovations, refinancing, and disposition
• Support senior management in portfolio strategy, valuation, and investor presentations

• Bachelor's degree in Finance, Real Estate, Economics, Accounting or a related field
• 2-4 years of experience in real estate asset management, investment analysis, or related field; multifamily experience preferred
• Strong proficiency in Excel, financial modeling, and real estate software (Yardi, MRI, or similar)
• Analytical, self-motivated mindset with keen attention to detail and problem-solving skills
• Excellent interpersonal, written, and verbal communication for presenting data and recommendations
• Ability to thrive in a fast-paced, team-oriented environment
• Familiarity with underwriting multifamily deals and evaluating capital investment strategies preferred

• $72,000-$82,000
• Company profit sharing
• Accrues 10 days Paid time off per year
• 10 Paid Holidays and 2 Paid Personal Days per year
• 40 Hours of Paid Sick Time
• 401K with employer match
• Medical, Dental, Vision, Employee Assistance Program
• Life Insurance
• Flexible Spending Account, Dependent Care Spending Account