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Analyst/Associate, Asset Management

1 month ago

Laguna Beach, United States Sagard Holdings Full time

About the Company

Sagard Real Estate is a real estate investment advisor and operator providing investment management services throughout the U.S., including acquisitions, asset management, development, and property management for our investors. With $5.3B in assets under management, our clients invest through separately managed accounts and commingled funds.

Sagard Real Estate is based in Denver with regional offices in New York City, Charlotte, Los Angeles, San Francisco, and Austin metro areas.

For more information, visit

www.sagard.com/realestate.

About the Role

The Analyst/Associate role is

an entry-level role

and reports to Regional Director or Director management levels supporting the property-level investment performance for a portfolio of equity real estate within a defined territory.

Key Job Duties

Enhance department policies and procedures.

Help mitigate investment risk by assisting in active asset business plan implementation.

Initiate and complete accurate comprehensive quarterly valuations and reports.

Perform accurate and timely completion of monthly/quarterly asset management reports, including comprehensive variance comments.

Maintain & update Argus Enterprise valuation models.

Perform Ad-hoc sensitivity and performance return analysis to inform cash management, leasing, and disposition decisions.

Preparation and submittal of loan draw requests and construction cost tracking for development projects.

Assist in formulation, critique, and approval of comprehensive annual property business plans, operating and capital budgets, reforecast process, internal and external appraisals, and sell/hold strategies.

Support Investment Committee presentations by Asset Management.

Facilitate the signing of business documents, engagement of property management and leasing firms, and development/execution of approval process for leasing, capital, and value-added investment strategies.

Drive adequate documentation of all activities in an organized electronic file system.

Assist with timely, cost-effective legal solutions to business problems.

Help ensure that the cost-benefit of all leasing/capital investment is documented and ensure that all property-level decisions reinforce overall portfolio and client investment objectives.

Help build and sustain joint venture partner and operator relationships.

Help manage all third-party relationships with brokers, attorneys, property managers, tenants, etc. as needed.

Advise Regional Managing Director or Director regarding investment performance, budget variances, and changes in market/property conditions and valuation, and recommend course of action.

Review proposed acquisitions and provide support in the due diligence process.

Network and build relationships with other real estate professionals to enhance personal skills and increase industry awareness of Sagard Real Estate’s investment advisory capabilities.

Help with lease negotiations. Assist in ensuring lease administration is accurate and complete.

Participate in regular leasing calls and negotiation process.

Conduct market research and compile relevant sales and leasing comp data.

Help approve all capital work and invoices for dedicated assets.

Education and Experience Required

Bachelor’s Degree required (Real Estate, Finance, or similar), advanced degree desirable.

Minimum of 3 years of experience in the commercial real estate business, preferably in asset management and exposure to property management.

Some exposure in transactions (acquisitions, dispositions, and leasing), deal structuring, underwriting, financing, compliance oversight with complex ownership and financing structures, hold/sell analysis, valuation, financial reporting, managing investment performance, major capital improvements, new construction/development/redevelopment, financing, operations management, and accounting.

Some familiarity with all property and life-cycle types, deal structures, and national and regional real estate markets.

Knowledge, Skills, and Abilities

Demonstrated interpersonal, leadership, management, communication, conflict resolution, negotiating, and listening skills with ability to effectively communicate with internal committees, partners, brokers, attorneys, and consultants.

Proficiency in Excel, Word, PowerPoint, and Argus.

Proven ability to absorb complex material and produce timely, accurate, insightful, and concise work product.

High level of initiative and exceptional work ethic; willing to work late hours and weekends as needed.

Ability to "benchmark" and apply past experience in order to make well-reasoned, but decisive decisions.

Starting Salary Range: $95,000 to $120,000

Posting Date : July 19, 2024

Posting Expiration Date:

August 19, 2024 (or until filled)

The starting salary for this position is an estimate

, based on potential employee qualifications, operational needs, and other considerations permitted by law. Actual salaries will vary and may be above or below the stated range based on various factors including, among other factors, location, education and training, experience, internal pay alignment, and performance. This role is also eligible to participate in a merit-based annual bonus program, health, vision, and dental insurance plans, long and short-term disability, 401K plan, and PTO.

Sagard Real Estate Employee benefits include:

Flexible Time Off

401k Matching Program

Competitive Medical, Dental and Vision plus FSA and HSA options

Paid Caregiver Leave Benefits

Commuter Pre-Tax Savings Program (Parking and Mass Transit)

College Tuition and Continuing Education Reimbursement

Mentorship and Leadership Development Opportunities

Paid Social and Engagement Events Throughout the Year

And More

Sagard Real Estate’s Commitment to Diversity, Equity, and Inclusion

is evident and continuously showcased from dedicated workgroup efforts and programming for recruitment, inclusive culture, retention, and training initiatives throughout our organization.

Sagard Real Estate’s Commitment to Applicants

is

evident

with no discrimination in our

recruitment process due to race, color, disability, creed, gender, sexual orientation, gender

identification, age, religion, national origin, citizenship, marital status, veteran status, or any

protected category by local,

state

or federal laws.

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