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Portfolio Asset Strategist

2 months ago


Newport Beach, California, United States Community Development Partners Full time
Portfolio Asset Strategist Position at Community Development Partners

Community Development Partners is dedicated to delivering exceptional housing solutions and is committed to fostering life-enhancing affordable housing with a distinct emphasis on community involvement. As a certified B Corporation, we prioritize impact-driven objectives while developing innovative and sustainable projects. With a growing portfolio encompassing over 3,000 residences and plans for an additional 1,000, representing over $1.2 billion in development investments, we are making a substantial impact.

Our team is defined not only by our mission but also by our values of progress, collaboration, connection, and enjoying the journey. We offer a comprehensive benefits package, including subsidized health insurance, retirement plans, sabbatical opportunities, and more, and we proudly uphold our status as an Equal Opportunity Employer.

Your Role as Portfolio Asset Strategist:

  • Overseeing a portfolio of affordable housing communities with a focus on mission-driven objectives.
  • Managing asset performance, conducting financial analysis, and preparing reports and forecasts.
  • Tracking project milestones and guiding property management strategies.
  • Collaborating with resident services to ensure community goals are achieved.
  • Ensuring adherence to all regulations and reporting obligations.

We are seeking candidates who possess:

  • Exceptional written and verbal communication abilities.
  • Proficiency in MS Office, Google Workspace, and advanced skills in MS Excel.
  • A strong customer-centric approach and adept problem-solving capabilities.
  • The ability to work autonomously and collaboratively, with excellent organizational skills.
  • An understanding of financial statements and operations within affordable housing.
  • Experience in real estate, finance, or affordable housing sectors.
  • Strong planning skills and the capacity to manage multiple projects effectively.
  • A willingness to travel as needed.

Minimum Qualifications:

  • A Bachelor's degree in real estate, finance, economics, or a related discipline.
  • A minimum of 3 years of experience in affordable housing or related fields.
  • Knowledge of legal documentation associated with real estate transactions.
  • Familiarity with the California market is advantageous.
  • Experience in financial modeling is a plus.
  • A Master's degree in real estate development is preferred.

The salary range for this position is $110,000-$130,000 annually.