Senior Financial Asset Manager

7 days ago

San Francisco, California, United States Mission Economic Development Agency. Full time
Job Title: Senior Financial Asset Manager

At 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 production.

Job Summary

The Senior Financial Asset Manager will be responsible for monitoring operational performance, fostering relationships with joint venture partners and funders, assessing physical conditions, ensuring program compliance, and evaluating market viability for both residential and commercial properties. You will serve as the primary liaison, representing MEDA's long-term ownership interests to internal and external stakeholders, establishing clear objectives, resolving issues, and providing oversight in alignment with our strategic goals.

Key Responsibilities
  • Real Estate Portfolio Management:
    • Support the Associate Director in implementing and aligning strategies and achieving outcomes for Community Real Estate in anti-displacement.
    • Identify and manage financial risks related to the real estate portfolio, including but not limited to preparing ongoing financial evaluations and recommendations for portfolio-wide initiatives.
    • Research partnership agreements, financing documents, regulatory agreements, tax returns, and other pertinent sources to align with ownership objectives across the portfolio.
    • Guide the financial and physical strength of MEDA's overall portfolio and ensure timely and accurate compliance with lenders and investors.
  • Cross-Functional Collaboration:
    • Work closely with the Asset Manager of SSP and the Finance team to analyze monthly, quarterly, and annual portfolio financial data, identifying trends, risks, and optimization opportunities.
    • Collaborate with Preservation to develop precise pro forma financials and long-term financial plans for new acquisitions.
    • Offer Asset Management insights to Production throughout all stages of new project development.
    • Support the Finance team by addressing auditor inquiries during annual audits and tax filings.
  • Tax-Credit/RAD Portfolio:
    • Represent the owner's operation interests in joint venture partnerships.
    • Ensure compliance with tax credit and RAD regulatory requirements and other obligations.
    • Facilitate timely submission of reports and required financials to JV partners, lenders, tax credit partners, funders, and other stakeholders as required by underlying financing.
Requirements
  • Bachelor's degree in real estate, finance, business, or related field.
  • Minimum of 7 years of real estate industry experience, preferably affordable housing, multifamily portfolio, and tax credit with exposure to commercial real estate.
  • Asset Management Specialist (AMS) or Certified Housing Asset Management (CHAM) designation is a plus.
  • Demonstrated financial acumen and ability to draw conclusions and present analytical findings and interpretations clearly and thoughtfully.
  • Demonstrated ability to work effectively with senior management teams and cross-functional teams.
What We Offer

At MEDA, we offer a market-leading benefits program that reflects our values and mission. We invest in people's lives and support our own people's health and financial well-being.

  • Comprehensive medical, vision, and dental insurance for employees and their dependents – 100 percent covered by MEDA.
  • 401(k) plan for employees.
  • Generous paid time off - a minimum of 20 days for new employees.
  • Employee Assistance Program that offers free financial or legal counseling to employees or their families.

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