Current jobs related to Senior Asset Manager - San Francisco - Bridge Housing Corporation

  • Senior Asset Manager

    3 weeks ago

    San Francisco, United States Aegon Asset Management Full time

    Job Description Summary Aegon Asset Management (Aegon AM) is a leading global investor. Our 385 investment professionals manage and advise on assets of US $337 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We organize our firm around four investment platforms:...

  • Senior Asset Manager

    2 months ago

    San Francisco, California, United States Episcopal Community Services Full time

    Job SummaryWe are seeking a highly skilled Senior Asset Manager to join our team at Episcopal Community Services. As a key member of our finance and accounting department, you will be responsible for ensuring the financial, regulatory, and social goals and standards of our properties are met.Key ResponsibilitiesFinancial Well-Being: Develop and maintain...

  • Senior Financial Asset Manager

    1 month ago

    San Francisco, California, United States Mission Economic Development Agency. Full time

    Job Title: Senior Financial Asset ManagerAt Mission Economic Development Agency, we are seeking a highly skilled Senior Financial Asset Manager to join our Community Real Estate (CRE) team. As a key member of our team, you will play a pivotal role in our mission to prevent family displacement in the Mission and San Francisco through housing preservation and...

  • Senior Manager, Asset Management

    3 weeks ago

    San Francisco, California, United States KPMG Full time

    Senior Manager, Asset ManagementKPMG is seeking a Senior Manager to join our Business Tax Services practice. As a Senior Manager, you will be responsible for managing a portfolio of clients and directing teams of tax professionals.Key Responsibilities:Manage a portfolio of clients and act as the point of contact for internal and external clients.Direct teams...

  • Asset Management Associate

    2 weeks ago

    San Francisco, California, United States Carmel Partners Management, LLC Full time

    About the RoleCarmel Partners Management, LLC is seeking a highly skilled Asset Management Associate to join our team in San Francisco. As a key member of our Asset Management team, you will play a critical role in evaluating new opportunities, enhancing operations, and optimizing returns for individual assets and our overall property portfolio.Key...

  • Senior Manager, Asset Management

    4 weeks ago

    San Francisco, California, United States KPMG Full time

    Unlock Your Potential at KPMGAt KPMG, we're committed to empowering our professionals to reach new heights in their careers. As a Senior Manager, Asset Management, you'll play a key role in driving our Business Tax Services practice forward.Key Responsibilities:Manage a portfolio of clients across various sizes and scopes, serving as the primary point of...

  • Asset Management Associate

    1 month ago

    San Francisco, California, United States Carmel Partners Management, LLC Full time

    About the RoleCarmel Partners Management, LLC is seeking a highly skilled Asset Management Associate to join our San Francisco Regional Office. As a key member of our team, you will be responsible for evaluating new opportunities, enhancing operations, and optimizing returns for individual assets and the overall property portfolio.Key ResponsibilitiesWork...

  • Asset Management Associate

    4 weeks ago

    San Francisco, California, United States Carmel Partners Full time

    About the RoleCarmel Partners, a leading specialist in real estate investment management, is seeking an experienced Asset Management Associate to join our San Francisco Regional Office. As a key member of our team, you will be responsible for evaluating new opportunities, enhancing operations, and optimizing returns for individual assets and our overall...

  • Asset Management Associate

    1 month ago

    San Francisco, California, United States Carmel Partners Management, LLC Full time

    About the RoleCarmel Partners Management, LLC is seeking a highly skilled Asset Management Associate to join our team in San Francisco. As a key member of our Asset Management team, you will be responsible for evaluating new opportunities, enhancing operations, and optimizing returns for individual assets and the overall property portfolio.Key...

  • Asset Manager

    1 month ago

    San Francisco, California, United States Mission Economic Development Agency. Full time

    Job Title: Asset ManagerAt Mission Economic Development Agency, we are seeking a highly skilled Asset Manager to join our Community Real Estate team. As an Asset Manager, you will play a critical role in preserving and creating housing opportunities in the Mission District and San Francisco.Job SummaryThe Asset Manager will be responsible for monitoring the...

  • Asset Management Associate

    4 weeks ago

    San Francisco, California, United States Carmel Partners Management, LLC Full time

    Job Title: Associate, Asset Management/InvestmentsCarmel Partners Management, LLC is seeking a highly skilled Associate to join our Asset Management/Investments team in San Francisco. As a key member of our team, you will be responsible for evaluating new opportunities, enhancing operations, and optimizing returns for individual assets and the overall...

  • Senior Asset Manager

    5 days ago

    San Diego, California, United States Longfellow Real Estate Partners Full time

    About the Role:We are seeking a highly skilled and experienced Senior Asset Manager to join our Asset Management team at Longfellow Real Estate Partners. As a key member of our team, you will be responsible for overseeing the day-to-day asset management strategy of various properties, projects, and leasing activities, optimizing property financial...

  • Senior Asset and Operations Manager

    2 weeks ago

    San Antonio, Texas, United States Piper Maddox Full time

    Job Title: Senior Asset and O&M ManagerWe are a leading provider of solar power solutions, specializing in the development, ownership, and operation of solar plants. Our team is seeking an experienced Senior Asset and O&M Manager to join our dynamic team in San Antonio, Texas.Position Summary:The Senior Asset and O&M Manager will oversee the financial and...

  • Senior Asset Protection Manager

    1 month ago

    San Antonio, United States Lowe's Full time

    All Lowes associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Senior Asset Protection Manager, this means: - Helping Store Operational Leadership team ensu Manager, Asset Protection, Senior, Business

  • Asset Management Associate

    4 days ago

    San Francisco, California, United States Carmel Partners Management, LLC Full time

    About the RoleCarmel Partners Management, LLC is seeking a highly skilled Asset Management Associate to join our team in San Francisco. As a key member of our Asset Management team, you will be responsible for evaluating new opportunities, enhancing operations, and optimizing returns for individual assets and the overall property portfolio.Key...

  • Associate, Asset Management/Investments

    2 weeks ago

    San Francisco, California, United States Carmel Partners Full time

    About the RoleCarmel Partners, a leading real estate investment management firm, is seeking an experienced Associate, Asset Management/Investments to join our San Francisco Regional Office.Key ResponsibilitiesEvaluate new investment opportunities and enhance operations to optimize returns for individual assets and the overall property portfolio.Underwrite...

  • Fixed Asset Manager

    2 months ago

    San Francisco, United States Axon Full time

    Your ImpactAs Fixed Asset Manager, you will be responsible for the global fixed asset process and reporting, collaborating across capabilities to build efficient and sustainable accounting processes that facilitate strong internal financial controls and support business growth. You will be collaborating with senior finance leaders and various...

  • Associate, Asset Management/Investments

    2 weeks ago

    San Francisco, California, United States Carmel Partners Full time

    About the RoleCarmel Partners is seeking an experienced Associate, Asset Management/Investments to join our San Francisco Regional Office. As a key member of our Asset Management team, you will be responsible for evaluating new opportunities, enhancing operations, and optimizing returns for individual assets and the overall property portfolio.Key...

  • Associate, Asset Management/Investments

    1 week ago

    San Francisco, California, United States Federal Management System, Inc. Full time

    Job Title: Associate, Asset Management/InvestmentsCarmel Partners, a leading real estate investment management company, is seeking an experienced Associate to join our Asset Management/Investments team in San Francisco.Job SummaryThe Associate will play a key role in evaluating new investment opportunities, enhancing operations, and optimizing returns for...

  • Associate, Asset Management/Investments

    1 month ago

    San Francisco, United States Carmel Partners Management, LLC Full time

    Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an Associate, Asset Management/Investments in our San Francisco Regional Office. Summary The Associate position's primary objective is to evaluate new...

Senior Asset Manager

3 months ago

San Francisco, United States Bridge Housing Corporation Full time
Job DescriptionJob Description

Summary

The Senior Asset Manager (SAM) is responsible for a portfolio of approximately 30-35 properties and serves as the primary contact for the portfolio’s investors and lenders. The portfolio includes a mix of property and financing types, including a number of public housing properties. The SAM acts as the representative of the owner of each property and as such, they are directly responsible for ensuring that the long-term financial health of properties in the portfolio meets BRIDGE, owner and lender requirements.

The SAM works closely with several cross-functional teams focused on the financial health of the portfolio, including Property Management and individual property site staff, Accounting, Legal, Insurance, and Development. The SAM has extensive external contact with BRIDGE’s consultants (legal, financial, etc.), regulatory agencies, lenders and investors.

Responsibilities

General

  • Take the lead on creating and maintaining comprehensive asset management/strategy plans for each property in assigned portfolio
  • Take the lead on limited partner buyouts and refinancing of debt.
  • As assigned, work with Development and Property Management to create accurate pro forma and long-term strategic plans for new properties
  • Complete portfolio analysis and summary reports to determine concerns impacting the financial and/or physical health of the asset
  • Ensure properties are meeting financial goals as projected/required under all agreements or regulations
  • Review all reporting information due to investors/lenders
  • Research partnership agreements, financing documents, regulatory agreements, tax returns, and other source documents to determine constraints and barriers to long-term needs
  • Conduct site visits, document property condition and develop corrective action as appropriate
  • Review all governing documents for new and existing properties
  • Collaborate with others to resolve issues related to cash-flow and long-term capital needs, including working with investors/lenders to free-up existing reserves or secure loans

Financial Analysis

  • Evaluate property plans to ensure surplus cash will meet long-term corporate cash flow targets
  • Manage annual budget process with assigned portfolio; propose solutions to cash-flow issues
  • Monitor portfolio to ensure that financial performance is in-line with the budget and that variance explanations meet BRIDGE and investor/lender requirements
  • Monitor and review audits to ensure surplus distributions are made correctly and on a timely basis
  • Monitor that properties moving into operations are meeting financial performance according to the pro forma

Relationship Management

  • Establish and maintain good working relationships with lenders and investors as the primary contact for properties in the assigned portfolio
  • Negotiate with partners and/or lenders as needed to amend agreements
  • Facilitate approval processes with lenders and/or investors as needed
  • Develop and sponsor occasional meetings to review portfolios with investors, lenders, and internal groups, including the coordination of on-site property visits in the portfolio
  • Prepare annual Board reports for single purpose entities and projects with outside partners
  • Coordinate all responses to questions from investors/lenders on assigned portfolio

Physical Planning

  • Review long-term capital plans for the properties in assigned portfolio, suggesting adjustments to the Portfolio Rehabilitation Manager if necessary, managing reserve balances to meet long-term cash needs, identifying those properties requiring outside funding, and ensuring that major projects are progressing on plan

Special Projects as assigned

Qualifications

  • Bachelor’s Degree in Finance, Business Administration, Accounting or related field
  • Seven or more years of experience in real estate or finance with emphasis on financial analysis of large portfolios
  • Experience in managing limited partner interest buyouts and refinancings
  • Experience in at least four of the following areas: non-profit affordable housing, refinancing of debt, HUD regulatory programs, real estate accounting, financial analysis, property management or project development
  • Demonstrated proficiency with Excel and Word
  • Ability to multitask and adapt to changing priorities in a fast-paced and collaborative environment
  • Ability to present comfortably and in a well-organized manner in front of large groups
  • Ability to prepare financial feasibility analyses and strategic plans, conduct research, and prepare narrative reports and proposals
  • Strong analytical and accounting skills
  • Strong written and verbal communication skills
  • Good business and financial judgment
  • Ability to work effectively with all levels of staff in many departments, external financial professionals, and public officials
  • Experience with, or strong interest in, non-profit organizations and BRIDGE’s mission
  • Ability to provide day-to-day support of assigned portfolio with minimum supervision

BRIDGE Housing is an Equal Opportunity Employer committed to fostering an inclusive environment for our diverse workforce. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability. Pursuant to the California Fair Chance Act, we will consider qualified applicants with arrest and conviction records.