Associate, Asset Management/Investments

19 hours ago

San Francisco, California, United States Federal Management System, Inc. Full time
Job Title: Associate, Asset Management/Investments

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

Job Summary

The Associate will play a key role in evaluating new investment opportunities, enhancing operations, and optimizing returns for individual assets and the overall property portfolio. This includes underwriting new acquisitions, executing business plans, and maximizing value of held assets.

Key Responsibilities
  • Collaborate with Senior Vice Presidents and Directors 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 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 Seattle 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.)
Benefits

Carmel Partners offers a competitive compensation and comprehensive benefits package, including a base salary range of $130,000 to $150,000, bonus incentives, and a comprehensive benefits package.

We are an Equal Opportunity Employer and welcome applications from diverse candidates. If you are passionate about the investment and real estate industries and have the skills and experience required for this role, please submit your application.

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