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Investment Officer
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Investment Officer / Asset Manager (Associate, Director or VP-level)
Job Summary:
Culver Investment Partners (CIP) is seeking a 2-7+ year experienced Investment Officer / Asset Manager (IO) This is an Associate, Director or VP-level position, based in Dallas, TX.
The role provides the candidate with the opportunity to lead all existing investments overseeing all asset management. The role provides the candidate the opportunity to be part of a growing multifamily owner / operator.
The position will work closely with senior leadership to monitor and manage asset strategy, review monthly financials, review and approve annual budgets, track capital expenditures, oversee all accounting functions, assist on new acquisitions, perform ad-hoc projects and track key performance indicators. The IO will work closely with acquisitions, property management, and construction management during the life cycle of each real estate investment. Other job functions include accounting assistance, investor reporting, quarterly valuations, due diligence, assisting with closings, and setting annual goals.
Duties and Responsibilities:
Asset Management & Construction Management:
- Review and analyze monthly financial reports including actual vs budget analysis, income statements, balance sheets, cash flow statements, and delinquency reports
- Regularly review interior and exterior improvement plans and compare to budget
- Interface with construction management to ensure all CapEx projects are being executed according to business plan
- Execute business plans and provide new strategies to optimize operations
- Communicate with property level staff to understand current property operations and current budget variances
- Perform and document on-site property inspections and make recommendations to senior management and property staff
- Monitor asset strategies with senior management and provide project management assistance
- Develop and distribute asset management reports
- Create process documentation and build systems for recurring projects
- Provide new strategies including technology implementation into property operation
Accounting & Investor Relations
- Forecast cash requirements and communicate future cash outflows with fund accounting
- Monitor and administer loan covenants including reserve/loan draws, monthly escrows, and provide lenders financial information as required
- Forecast property distributions and communicate variances to fund accounting
- Perform monthly and quarterly investor reporting
- Other ad-hoc accounting and investor reporting assistance
Acquisitions:
- Interface with Acquisitions team to assist with property level underwriting for multifamily opportunities across Texas, Georgia, Carolina, Arizona and other select markets
- Assist in due diligence for new acquisition opportunities
- Tour new acquisition opportunities with senior management
- Put together investment reports for new investment markets and opportunities
Qualifications:
- Bachelors degree (business, accounting or finance preferred)
- 2 - 7+ years of prior experience in multifamily asset management, portfolio management or real estate accounting roles involving multifamily or commercial real estate
- Proficient in Microsoft Office specifically Excel, PowerPoint and Word
- Strong interpersonal, written and verbal communication skills; strong analytical skills with ability to learn quickly; ability to work on a team and independently and manage multiple priorities
- Accounting background preferred
- Willing to travel as needed