Associate, Investment Management Professional

6 days ago

Newport Beach, United States National Black MBA Association Full time
Job Title: Associate, Investment Management

We are seeking a highly motivated and detail-oriented Associate, Investment Management to join our team. As an Associate, you will play a key role in the management and oversight of various commercial and multifamily real estate investments, with the overall goal of optimizing asset performance and values.

Key Responsibilities:
  • Partner with Asset Managers to develop and execute property-specific strategies, analyzing major leasing decisions and their impact on value.
  • Perform major feasibility studies and evaluate property-level performance against relevant industry benchmarks.
  • Provide support and analysis for the preparation of quarterly and annual property reports and budgets for a portfolio of assets.
  • Work with Asset Managers to create property-level operational strategies and analyze major leases, capital projects, or other investment factors impacting asset value.
  • Assist in the review of valuation models (Argus and Excel) and participate in the acquisition and disposition process, overseeing the flow of due diligence information for select investments as needed.
  • Prepare financial analysis to track historic portfolio and property-level results in comparison to industry benchmarks.
  • Coordinate the development of Annual Business Plans and Quarterly reports by assisting in the preparation of property operating and capital budgets and reviewing and approving ongoing financial variance reporting.
  • Communicate with third-party property management and leasing personnel, as well as insurance and real estate tax consultants, and other third-party providers as needed.
  • Review lease submittal packages, evaluate prospective tenant businesses and credit worthiness, and perform other lease-related financial analysis as needed.
  • Collect, analyze, and synthesize relevant market reports and other lease or transaction-related data.
  • Help facilitate lender compliance with asset-specific requirements, such as obtaining approvals for lease agreements or significant capital expenditure projects, and coordinating the release of escrow accounts.
  • Support enforcement of internal audit requirements with third-party providers and ensure that such firms are conducting business in accordance with property management agreements.
Requirements:
  • Four-year or equivalent undergraduate degree in Business or a related field. Postgraduate education is a plus.
  • 2-5 years of experience in the commercial and/or multi-family real estate industry (or business-related activity) is required.
  • Property-level experience is a plus.
  • Effective interpersonal, communication (verbal and written), and listening skills.
  • Strong computer literacy, including fluency with Argus, VTS, RealPage, Microsoft Excel, and Word, and PowerPoint.
  • Ability to understand and interpret commercial lease agreements and language, as well as present value concepts and financial terminology.
  • Analytical problem-solving skills capable of undertaking detailed analyses and making well-reasoned, decisive recommendations.
  • Demonstrated prioritization, organization, and time management skills necessary to balance competing deadlines.
  • Desire to multi-task in a complex, high-volume environment and competency to work with all levels of management and personnel on critical projects.
What We Offer:
  • Competitive salary and incentive pay.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • A comprehensive benefits package, including health and wellbeing benefits, parental leave benefits, and an employee stock purchase plan.

We are an equal opportunity employer and welcome applications from diverse candidates. Our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

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