Associate, Asset Management/Investments Specialist

11 hours ago

San Francisco, California, United States Carmel Partners Full time
About the Role

Carmel Partners, a leading real estate investment management company, is seeking an experienced Associate, Asset Management/Investments to join our San Francisco Regional Office.

Key Responsibilities
  • Evaluate new investment opportunities and enhance operations to optimize returns for individual assets and the overall property portfolio.
  • Work closely with Senior Vice Presidents and Directors of Asset Management and Investments to maximize operations of a regional portfolio of properties and evaluate new opportunities.
  • Support Asset Management, Development, and Investments Teams with analysis for existing and potential deals.
  • Oversee the strategic and financial performance of assigned properties.
  • Conduct detailed monthly financial reviews to monitor property budgets and performance against benchmarks.
  • Prepare monthly cash flow projections for portfolio of assets.
  • Collaborate with onsite managers and external parties to maintain leasing targets.
  • Provide ongoing analysis of and make recommendations for rent & concession strategies, property financials, leasing trends, expiration schedules, submarket fundamentals, and portfolio trends.
  • Participate in annual budgeting as well as preparation and presentation of Quarterly Asset Reviews and Annual Asset Level Business Plans for Carmel Senior Leadership.
  • Participate in underwriting potential acquisition and development deals and assist with the due diligence process.
  • Assist in quarterly valuation and disposition monitoring.
  • Assist in the disposition process to maximize asset sales price.
  • Coordinate with brokers on marketing materials and due diligence.
  • Conduct market research to understand competitor offerings, market trends, and shop competitive properties annually.
  • Prepare preliminary financial packages for the Investment Committee.
  • Effectively utilize Asset Management's operational software systems for reporting, tracking, and analysis.
  • Lead initiatives to enhance company-wide tools, processes, and deliverables.
  • Travel to Carmel's regional assets on a monthly or bi-monthly cadence.
Requirements
  • Bachelor's degree in real estate, finance, or related field required, MBA a plus.
  • 4+ years' professional experience in commercial real estate, financial analysis, or asset management (multifamily preferred) with 2+ years' experience in underwriting and acquisitions.
  • Excellent analytical, financial, and quantitative skills, with the highest level of attention to detail.
  • Strong presentation skills enabling the ability to make written and oral recommendations and interact effectively with internal and external stakeholders.
  • Team player with a commitment to excellence and a high level of integrity.
  • Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook).
  • Proficiency in property management systems a plus (Yardi, REBA, etc.).
About Carmel Partners

Carmel Partners is a leading specialist in real estate investment management, focusing on U.S. multifamily development and construction, renovation, and debt investments. Through its vertically integrated platform, Carmel seeks to achieve superior risk-adjusted returns across varying market cycles by investing in relatively supply-constrained, high barrier-to-entry markets in the United States.

Carmel Partners is committed to equitable hiring and promotion practices, leading with integrity and building a diverse and inclusive workplace rooted in a culture of mutual respect. We believe in creating exceptional multifamily communities that enrich lives and neighborhoods.

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