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Senior Regional Asset Manager
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Director of Asset Management
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Analyst, Asset Management
1 month ago
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Senior Wealth Management Consultant
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Business Analyst
17 hours ago
Plymouth Meeting, Pennsylvania, United States SitusAMC Full timeAbout SitusAMCSitusAMC is a leading provider of real estate services and solutions, where talented professionals come together to drive business growth and career advancement.We are a dynamic and innovative company, serving a wide range of clients across the real estate industry. Our team is passionate about delivering exceptional results and making a...
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Sales Associate
3 months ago
Plymouth Meeting, United States The Children's Place Full timeLocation: Plymouth Meeting, PennsylvaniaJob Summary:The Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives. The Sales Associate will model and maintain excellent customer service with effective communication, product knowledge, and appropriate selling techniques. The Sales Associate will...
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CSA - Wealth Management
1 month ago
Plymouth, United States Transcend Practice Management Full timeCLIENT SERVICES ASSOCIATE - WEALTH MANAGEMENTPlymouth, MA (in-office, full time)Salary = $60,000 to $70,000MUST HAVE EXPEREINCE IN THE FINANCIAL SERVICES INDUSTRYThe best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come. We are a close, tightly...
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Estate Planning Paralegal
2 months ago
Plymouth, United States Joyal Capital Management Full timeJob DescriptionJob DescriptionJoyal Capital Management is seeking an Estate Planning Paralegal to become a part of our team! JCM is a boutique asset management firm with over 35 years of experience working with clients to maximize the protection of their estates, through sophisticated wealth transfer techniques. Our Estate Planning division focuses on estate...
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Estate Planning Paralegal
1 week ago
Plymouth, United States Joyal Capital Management Full timeJob DescriptionJob DescriptionJoyal Capital Management is seeking an Estate Planning Paralegal to become a part of our team! JCM is a boutique asset management firm with over 35 years of experience working with clients to maximize the protection of their estates, through sophisticated wealth transfer techniques. Our Estate Planning division focuses on estate...
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Sales Associate- Plymouth Meeting Mall
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CSA - Wealth Management
1 month ago
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CSA - Wealth Management
1 month ago
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Wealth Advisor
2 months ago
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CSA - Wealth Management
4 weeks ago
Plymouth, United States Transcend Practice Management Full timeJob DescriptionJob DescriptionCLIENT SERVICES ASSOCIATE - WEALTH MANAGEMENTPlymouth, MA (in-office, full time)Salary = $60,000 to $70,000MUST HAVE EXPEREINCE IN THE FINANCIAL SERVICES INDUSTRYThe best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to...
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Staff Accountant
3 weeks ago
Plymouth Meeting, United States Forty2 Full timeJob DescriptionJob DescriptionThe Role:Our company's continued growth has resulted in the need for a Staff Accountant based out of our office in Plymouth Meeting, PA. Candidates must be highly motivated, detail-oriented, organized and capable of juggling multiple responsibilities in a fast-paced work environment.Primary Responsibilities include, but are...
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Professional Office Administrative Assistant
1 month ago
Plymouth, United States Joyal Capital Management Full timeJob DescriptionJob DescriptionJoyal Capital Management, LLC is a very successful boutique asset management company that continues to grow its scope of services. Because of this we are looking to add talent to our team of professionals. The Professional Office Administrative Assistant position reports directly to the Estate Planning Support Specialist....
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System Support Associate
3 months ago
Plymouth Meeting, United States Health Advocate Full timeWhy is Health Advocate a great place to work? For starters, Health Advocate employees enjoy helping people every single day. Employees are given the training they need to do their jobs well, and they work with supervisors and staff who are supportive and friendly. Employees have room to grow, and many of Health Advocate's supervisors are promoted from...
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Staff Accountant
3 weeks ago
Plymouth Meeting, United States Forty2 Full timeThe Role:Our company's continued growth has resulted in the need for a Staff Accountant based out of our office in Plymouth Meeting, PA. Candidates must be highly motivated, detail-oriented, organized and capable of juggling multiple responsibilities in a fast-paced work environment.Primary Responsibilities include, but are not limited to:Manage the...
AVP, Asset Management
3 months ago
Overview
:This role assists in the management of a portfolio of highly structured commercial real estate loans, while adhering to company policies and procedures, and managing client relations. Additionally, provide a high level of loan surveillance support to the client by monitoring and reporting on property level cash flows, rent rolls, market conditions and property valuations for a nationwide portfolio of loans across all types of commercial real estate property types.Essential Job Functions: Day to day management of assigned loans, including communication with borrowers and lenders/investors Processing of borrower requests and consents Analyze property financials and report property/loan performance to Lenders/Investors on a quarterly basis via a quarterly asset report (QAR) When applicable, correspond with sponsors/borrowers for updates on any property-level concerns, including capital expenditure projects, leasing progress, construction status and overall performance Prepare and submit weekly loan portfolio updates identifying all relevant issues, discussions and events that occurred during the week Monitor and report loan specific events and triggers Review and process construction draws Such other activities as may be assigned by your manager Qualifications/ Requirements: Bachelor’s degree; preferred field of study: real estate, finance/accounting, business or equivalent combination of education and experience strongly preferred Minimum of 6+ years of industry and/or relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent Experience in commercial real estate and debt or equity asset management preferred Proficiency with major property types (office, industrial, retail, multifamily) Basic knowledge of specialty property types (hotels and condominiums) Proficiency with advanced CRE principles including underwriting, loan servicing and treasury practices Proficient with common CRE calculations and concepts: IRR’s, NPV, DSCR’s, DY, NOI/NCF Basic knowledge of all deal types (transitional, development, pre-development, repositioning, and stabilized properties) and complex debt positions (participations, syndications, CLO’s/CDO’s) Basic Knowledge of complex debt positions (senior and mezzanine debt, warehouse and repo lines) Ability to create complex financial models in Excel or similar programs Ability to make sound decisions and work independently on projects Ability to work in fast-paced environment running multiple tasks under tight deadlines Excellent reading and comprehension skills Ability to communicate effectively both written and verbal Strong organizational and time management skills Advanced knowledge of MS office suite including outlook, excel, power point and word Special Requirements: The employee may be required to report to a different local office as a normal, contemplated, and mandated incident of their employment Working Conditions: Office environment with frequent computer, mouse, keyboard use Alternating between sitting or standing as needed Hearing, talking, reaching, grasping #LI-MS1