ASSET MANAGEMENT ASSOCIATE JOB DESCRIPTION

Asset management in commercial real estate demands someone who can hold a portfolio together when a borrower misses a covenant trigger, a capital project runs over budget, or a lender's reporting deadline arrives before the variance analysis is ready. The Asset Management Associate owns that monitoring layer, tracking financial performance, covenant compliance, and loan conditions across stabilized, value-add, and lease-up assets. It is a role measured by accuracy and follow-through. What separates this title from adjacent ones is direct ownership of the surveillance function: underwriting does not end at closing; it continues every month through the life of the asset.

As the Asset Management Associate, you keep a defined subset of the portfolio performing to its business plan by maintaining financial models, producing variance analyses, and escalating risks to senior leadership before they become losses. You sit within the asset management team, working alongside acquisitions, capital markets, and property management groups, with your primary accountability reporting to a Vice President or Director of Asset Management.

Career Impact: Sustained exposure to REIT structures, commercial mortgage covenants, and Argus-modeled cash flows builds the technical depth that principals and institutional investors look for when hiring for senior asset management and portfolio strategy seats.

Business Impact: Lenders, equity partners, and property management teams depend on the reporting and covenant surveillance this role produces to make hold, sell, and recapitalization decisions on assets worth tens to hundreds of millions of dollars.

Growth Opportunity: The analytical foundation built here- financial modeling, lease underwriting, and hold/sell analysis- creates a direct path into acquisitions, portfolio management, or a senior asset management role overseeing a larger multi-state book.

• Maintain and update financial models and Argus cash flow projections to support ongoing asset valuation and performance tracking.
• Review monthly operating statements and property forecasts, producing variance analyses that identify performance gaps against original underwriting.
• Monitor loan covenant compliance, trigger events, and lender reporting obligations across the assigned portfolio, escalating concerns to senior management.
• Support asset dispositions, refinancings, and capital expenditure approvals by preparing investment memoranda and financial analyses for the investment committee.
• Coordinate due diligence for acquisitions and asset onboarding, including review of legal documents, appraisals, insurance certificates, and borrower financials.
• Prepare quarterly and ad hoc portfolio reports and presentations for senior management, investors, lenders, and the board of directors.
• Analyze lease transactions, negotiate compliance requirements, and attend leasing meetings with third-party brokerage and property management teams.
• Partner with accounting and property management teams to ensure data accuracy, timely audit responses, and alignment between operational results and asset business plans.

• Bachelor's degree in Finance, Real Estate, Economics, Business Administration, or equivalent work experience.
• Two or more years of real estate asset management, acquisitions, or commercial lending experience, with direct financial modeling responsibility.
• Demonstrated proficiency in building and maintaining Excel-based financial models, including cash flow projections and variance analyses.
• Working knowledge of commercial real estate loan documents, including mortgage agreements, covenant structures, and lender reporting requirements.
• Strong analytical and quantitative skills, with the ability to synthesize data from multiple sources into clear, actionable reporting for senior stakeholders.
• Exceptional attention to detail and the ability to manage competing deadlines across a multi-asset portfolio.
• Effective written and verbal communication skills, including the ability to produce investor-grade reports and present findings to senior management.
• Demonstrated ability to work collaboratively within cross-functional teams spanning accounting, capital markets, and property operations.

• Argus Enterprise proficiency or certification, with experience modeling stabilized, value-add, or lease-up asset scenarios.
• Exposure to REIT compliance, tax credit programs, or government-funded housing finance structures.
• Experience with real estate accounting platforms such as Yardi or MRI in a portfolio monitoring context.
• Graduate degree in Real Estate, Finance, or Business Administration from an accredited program.

• Covenant compliance rate, measured as the percentage of portfolio loans with no overdue reporting or uncured trigger events.
• Variance analysis turnaround time, tracking days from monthly close to delivery of operating statement review to senior management.
• Financial model accuracy, assessed through the deviation between projected and actual asset-level cash flows every quarter.
• Investor and lender reporting on-time rate, reflecting the percentage of required deliverables submitted by contractual deadlines.
• Hold/sell and refinancing recommendation cycle time, measuring days from assignment to completed analysis for capital decision support.
• Typical tools: financial modeling (commonly Argus Enterprise, Excel); real estate accounting (commonly Yardi, MRI)

• Base Salary Range: $75,000 to $110,000 annually, depending on market and portfolio complexity
• Bonus: Discretionary annual bonus, typically 10 to 20 percent of base salary
• Equity: Rare at associate level; co-investment opportunities at some principal-side firms
• Health Benefits: Medical, dental, and vision coverage; employer contribution standard
• PTO: 15 to 20 days annually, plus standard federal holidays
• Common Perks: Professional development support, CFA or CCIM exam reimbursement, travel for asset site visits

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Background checks, including criminal history and, where applicable, credit history review, are a standard condition of employment for roles with fiduciary responsibility over managed assets. Work authorization in the United States is required; sponsorship availability varies by employer. All applicants are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations for qualified individuals with disabilities are available upon request throughout the application and employment process.

The Asset Management Associate owns the financial modeling and credit analysis process for debt and equity investments across real estate asset classes, including commercial loan underwriting, due diligence, and post-closing portfolio surveillance. Reporting to senior leadership and interfacing with clients, attorneys, and financing counterparties, the Associate enables sound investment decisions and protects the firm's portfolio through rigorous monitoring and compliance oversight.

Key Responsibilities

• Develop and maintain financial models for evaluating debt and equity investments across real estate asset classes.
• Assist in commercial loan underwriting, conducting initial and ongoing due diligence, including evaluating appraisals, market studies, project capital needs, financial statements, credit reports, insurance policies, and endorsements.
• Assist in preparing loan commitments to borrowers.
• Interface with clients, outside attorneys, and other investment stakeholders to obtain required documentation.
• Support surveillance and asset management of a portfolio of debt and equity investments.
• Maintain daily interface with borrowers, financing counterparties, investors, and firm stakeholders.
• Monitor, analyze, model, re-underwrite, and report on property performance, loan financial condition, borrower standing, and post-closing portfolio obligations.
• Review and interpret complex mortgage and working capital loan documents to enforce and forecast financial covenants, trigger events, and general loan compliance, identifying and escalating potential concerns.
• Supervise the review and processing of extensions, payoffs, amendments, advances, surveys, reserves, capital expenditures, construction draw requests, and insurance proceeds.
• Assist in origination and underwriting through data analytics, site visit participation, and borrower financial and operational risk due diligence.
• Identify and develop process efficiency improvements, including the development and enhancement of custom-designed technologies.
• Travel and work in the office as required.

Required Qualifications

• Bachelor's degree required.
• Minimum four years of work experience.
• Background in finance, credit, legal, real estate, or business.
• Advanced financial analytical proficiency, including the ability to assess the broader strategic picture.
• Strong grasp of logic and data analytics.
• Strong proficiency in Excel.
• Extensive technology skills.
• Strong organizational skills and ability to manage multiple projects simultaneously.
• Effective oral and written communication and interpersonal skills for liaising with borrowers, financing counterparties, and other external parties.

Embedded within the asset management team, the Asset Management Associate delivers detailed financial analyses and monthly reporting for portfolio properties to senior management, property owners, lenders, and appraisers. Working closely with operations, development, revenue management, and asset management teams, the Associate supports portfolio growth by driving community-level operating performance consistent with ownership objectives and coordinating capital plans across the portfolio.

Core Functions

• Create and maintain detailed financial analyses for portfolio properties and adhere to monthly reporting requirements to senior management, property owners, lenders, and appraisers.
• Assist community operations in the production of annual budgets and reforecasts.
• Coordinate annual business plans for product mix with operations, development, revenue management, and asset management teams.
• Track performance against initial underwriting, budgets, and forecasts for operations and capital.
• Monitor property-level cash management, reserves, and distributions.
• Monitor loan and REIT compliance.
• Drive community-level operating performance consistent with ownership objectives and perform ad hoc analyses to recommend optimal operational and property management decisions.
• Coordinate capital plans with operations and development teams and provide ongoing support and tracking of capital projects and costs across the portfolio.
• Support prospective acquisitions and assist with due diligence, closing, and asset takeovers.
• Serve as a resource for community operations on regulatory, legal, and other community-specific issues.
• Maintain relationships with investors, lenders, and other third parties.
• Travel as required.

Qualifications & Experience

• B.A. or B.S. in Finance, Real Estate, Economics, or Mathematics, with demonstrated academic excellence.
• Minimum two to four years of relevant experience, preferably in real estate, private equity, or investment banking.
• Deep understanding of financial modeling.
• Exceptionally strong quantitative, analytical, and organizational skills.
• Strong project management skills, including conceptualization, driving alignment, planning resources, managing deadlines and objectives, and delivering analysis and recommendations.
• Ability to multi-task with exceptional time management, prioritization, and attention to detail.
• Advanced proficiency in Excel and demonstrated ability to learn new technologies.
• Proficient in Google Slides and PowerPoint.
• Excellent verbal and written communication skills for various audiences.
• High integrity, dependability, accountability, and respect, with a strong sense of ownership over work product.

Reporting to senior management, the Asset Management Associate leads asset and portfolio management across various funds and separate accounts, preparing and monitoring annual business plans, overseeing leasing strategies, and performing financial modeling at both the portfolio and asset level. Partnering with technical teams, joint venture partners, property management firms, and internal investment stakeholders, the Associate builds long-term asset management strategies that maximize risk-adjusted returns across property types.

Primary Duties

• Manage a portfolio of real estate investments for various funds and separate accounts.
• Assist in the preparation of, and monitor, annual business plans for assets under management.
• Review annual budget proposals and leasing plans of assets.
• Implement a long-term asset management strategy for a specific property type, including income and expense forecasting, leasing plans, capital budgets, value creation activity, and risk-return analysis, and perform hold/sell analyses.
• Support and coordinate asset dispositions and financings.
• Anticipate issues that may impact the success of assets.
• Monitor property management teams and joint venture partners closely.
• Review recommendations from technical and construction teams in the context of asset strategy.
• Establish leasing strategies and oversee leasing brokers.
• Prepare financial analysis and modeling at the portfolio and asset level.
• Review appraisals and valuations and support the external valuation process.
• Prepare reports and documents for review by senior management.
• Participate in the underwriting and evaluation of real estate acquisitions across strategies and asset classes, including operating business and listed vehicle transactions.
• Support due diligence, the closing phase, and the debt-raising process in conjunction with internal and external parties.

Skills & Qualifications

• Bachelor's or master's degree in Business, Economics, Finance, or Real Estate preferred.
• Up to two years of real estate experience.
• Strong quantitative and analytical skills, along with outstanding organizational skills.
• Proficiency in Word, Excel, and PowerPoint.
• Excellent interpersonal, verbal, and written communication skills.
• Deadline-driven, proactive, and detail-oriented.
• Ability to work efficiently in a fast-paced team environment.
• Fluent in English.

Sitting at the intersection of financial analysis and operational oversight, the Asset Management Associate analyzes the financial and physical performance of the Single-Family Rental portfolio, including inventory acquisition, financial planning, property management, and profit and loss performance. Operating across strategy, portfolio growth, marketing, and pricing initiatives, the Associate works closely with the Vice President of Asset Management to monitor key performance indicators and deliver executive-level business presentations that drive portfolio expansion.

Duties

• Support the Single-Family Rental team with growth initiatives and identifying appropriate locations.
• Understand competitive properties and communities in the market, including current and future trends in demographics, job growth, economic drivers, product supply, and other market forces.
• Monitor key performance indicators to measure market penetration, financial returns, operations, efficiency, effectiveness, and customer satisfaction.
• Monitor key financial metrics, operational systems, and processes to manage the business.
• Assist with oversight of property management to ensure underwriting is achieved and property valuation is maintained and grown.
• Assist with creating annual asset reviews for presentation to the executive team.
• Interface with investors, lenders, and internal business partners.
• Collaborate with team members to prepare and deliver executive-level business presentations.
• Track and report financial performance and prepare operating reports and analysis.
• Visit and review properties, regularly tour competing products, and document findings as appropriate.

Requirements

• Bachelor's degree in Finance, Real Estate, or a related field.
• Minimum two years of experience in real estate.
• Strong financial operations background preferred.
• Problem-solving mindset with the ability to drive results.
• Intermediate or greater proficiency in Microsoft Office, including Excel, Outlook, and Word.
• Detail-oriented, capable of managing multiple work streams simultaneously and meeting critical deadlines.
• Outstanding verbal, written, and interpersonal communication skills.

A key member of the asset management team, the Asset Management Associate builds and maintains cash flow models and delivers financial analyses, including variance reports, portfolio summaries, and acquisition due diligence support, using Excel and Argus Enterprise. Collaborating across investment, leasing, and portfolio management teams, the Associate ensures data integrity within asset management software and supports investment execution consistent with portfolio objectives.

Functions

• Assist with and oversee financial analysis, modeling, and underwriting of existing assets and select acquisition targets in various stages of operation, including stabilized, distressed, value-add, and lease-up assets, using Excel and Argus Enterprise.
• Prepare and update cash flow models for the ongoing valuation of real estate investments.
• Provide research support using online, internal, and external resources, and maintain thorough market awareness in targeted markets through direct and third-party research.
• Prepare variance reports, analyses, and portfolio summaries for senior management.
• Review monthly operational reports, property forecasts, and Argus cash flows for accuracy and provide variance analysis.
• Support investor communication and prepare portfolio reporting.
• Support asset management on investment execution and aid in acquisition due diligence reviews.
• Assist with asset and portfolio financings and potential disposition efforts.
• Perform analysis to support leasing decisions and monitor portfolio performance to ensure execution is consistent with portfolio investment objectives.
• Work within asset management software programs to ensure data integrity.

Experience & Qualifications

• BA in Accounting, Finance, Business Administration, or Real Estate.
• Three to six years of experience working as an analyst in a related position, such as acquisitions or portfolio management.
• Strong analytical and organizational skills, with a detail-oriented approach and ability to multitask.
• Proficiency in financial modeling using Argus Enterprise and Excel.
• Proficiency with Outlook, Word, Excel, Argus AE, and VTS.
• Strong capacity to learn new software.
• Excellent verbal and written communication skills.

A high-performing and sustainable energy portfolio depends on the Asset Management Associate, who delivers operational and commercial optimization strategies, monthly variance analysis, and contract compliance oversight for a portfolio of power generation assets. Based within a cross-functional team and serving as a key point of contact for incentive program managers, financing counterparties, and internal stakeholders, the Associate enables long-term portfolio performance by developing data-driven monitoring tools and implementing best-in-class asset management processes.

Accountabilities

• Strive to understand the operations of each facility and identify opportunities for performance improvements, keeping abreast of current market trends, technological developments, and strategies employed by other owners.
• Assist with the identification and implementation of operational and commercial optimization strategies.
• Work closely with accounting and financial planning teams to ensure accuracy of asset financials, assist in responding to audit requests, and produce monthly variance analysis.
• Assist with onboarding new assets to the portfolio, including tranching, documentation, and ensuring internal stakeholders receive necessary information and deliverables.
• Interact with key stakeholders and partners, including incentive program managers, customers, vendors, and financing counterparties, and manage disputes and other issues as needed.
• Become a subject matter expert in all material contracts associated with the portfolio, utilizing and helping improve a framework for contract compliance and risk management.
• Assist in tracking warranty claims and insurance risks.
• Assist in due diligence and formulation of operating assumptions for potential new additions to the portfolio.
• Act as a key team member in implementing a long-term plan for maximizing portfolio performance.
• Work with the information technology team to develop data-driven tools for assessing portfolio performance and monitoring emerging risks and opportunities.
• Drive organization and optimization of internal processes to contribute to a best-in-class asset management program.

Technical Qualifications

• One to three or more years of experience in power generation operations and maintenance or asset management, with at least two years focused on relevant asset classes.
• Working knowledge of basic accounting and financial reporting terminology and concepts.
• Demonstrable financial modeling experience.
• Excellent organizational and self-management capability with a demonstrated ability to work effectively in a cross-functional team.
• Outstanding communication and interpersonal skills, including empathy, intuition, and active listening.
• Intellectual agility and curiosity, with strong analytical and problem-solving skills.
• Entrepreneurial spirit, with flexibility, comfort with ambiguity, and a drive to achieve the best possible outcome efficiently.
• Experience working with management in a growth company preferred.

As the Asset Management Associate, this role shapes the value creation strategy for a seniors housing portfolio by analyzing operator financials, interpreting management and lease agreements, and producing quarterly portfolio analyses and board-level presentations. The seniors housing team relies on this work to strengthen strategic relationships with operating partners, support capital expenditure planning, and generate the macroeconomic and healthcare industry insights that drive informed, long-range investment decisions.

Activities

• Support senior leadership in implementing a value creation growth strategy, including operations strategies, capital investments, and dispositions.
• Review and analyze operator financials for key takeaways and performance trends.
• Interpret and administer management agreements, lease agreements, and loan documents.
• Build and establish relationships with counterparts at operating partners.
• Participate in monthly performance review calls with operators and play an active role in strengthening strategic relationships with operating partners.
• Analyze macroeconomic, seniors housing industry, and operator data to produce insightful analyses that drive strategic decision-making.
• Conduct healthcare industry, regulatory, and market activity research.
• Prepare quarterly, proactive, and ad hoc portfolio analyses, reports, and presentations for senior management and the board of directors.
• Create and maintain financial models to forecast, track, and trend key performance indicators.
• Collaborate with brokers and lenders on property dispositions and mortgage restructurings.
• Assist with capital expenditure processes, including strategic planning, annual budget approval, ongoing monitoring, reforecasts, and supplemental reporting.

Position Requirements

• Bachelor's or master's degree in Business, Finance, Economics, Engineering, Real Estate, Healthcare Administration, or a related field.
• Two to four years of experience in healthcare consulting, the healthcare industry, corporate strategy, or finance preferred.
• Familiarity with financial statements, including income statements, balance sheets, and cash flows.
• Ability to create and maintain detailed financial models.
• Experience analyzing data from multiple sources and effectively communicating key findings.
• Strong written communication skills, including the ability to create and deliver PowerPoint presentations to senior-level employees.
• Detail-oriented, with the ability to operate with a high level of accuracy.
• Ability to manage multiple deadlines, time conflicts, and competing priorities within a fast-paced, team-oriented environment.

Asset Management Associate supports the asset management team in maintaining compliance monitoring, financial reporting, and covenant tracking for a charter school portfolio of loans and leases, including reviewing financial statements, legal documents, and tax credit program obligations. Success in the position means maintaining strong long-term relationships with lenders, charter school tenants, and building landlords while expanding compliance trackers and ensuring all reporting obligations to governmental agencies and financing counterparties are met accurately and on time.

Operational Focus

• Maintain compliance monitoring and reporting obligations for a subset of a charter school portfolio of loans and leases.
• Maintain Excel-based compliance trackers and reporting trackers for incoming reporting items from charter schools and outgoing items to lenders, grantors, and governmental agencies.
• Understand and analyze school financial statements and annual audits, and calculate financial compliance ratios ranging from simple days-cash-on-hand to complex coverage calculations.
• Read and assess complex legal documents, including leases, loan agreements, and grant agreements, to identify compliance and reporting obligations.
• Maintain other building-level obligations, including reviewing insurance certificates and tracking building violations.
• Expand trackers as new projects are added to the portfolio.
• Maintain strong, positive, long-term working relationships with lenders, charter school tenants, and building landlords.
• Assist with other projects in support of the organization's mission and programs as needed.

Knowledge Skills & Abilities

• Bachelor's degree required.
• Five or more years of relevant experience, ideally in real estate finance, non-profit lending, or real estate development.
• Experience in government, tax credit, or other special funding programs is a plus.
• Ability to take initiative, problem-solve, and drive resolutions.
• Ability to manage competing priorities under tight deadlines with an incredibly high level of accuracy and attention to detail.
• Ability to work collaboratively with numerous internal and external teams.
• Excellent written and verbal communication skills.

The Asset Management Associate delivers institutional-quality financial analytics reporting at the property level, including Argus cash flow projections, credit analysis for lease transactions, and support for the annual business plan and budget. Reporting to senior management and collaborating with the development group and capital markets teams, the Associate enables strategic decision-making across the organization by maximizing real estate value through rigorous business plan execution.

Key Deliverables

• Collaborate with senior management and the development group to evaluate the financial feasibility of capital improvement projects and new lines of business.
• Underwrite and provide credit analysis for lease transactions.
• Maintain, refresh, and reforecast internal Argus cash flow projections.
• Produce institutional-quality financial analytics reporting at the property level.
• Support the production of the annual business plan and budget.
• Update and manage asset management reports, including cash flow analysis and physical and economic net absorption.
• Assist in capital markets initiatives, including managing relationships and communication with lenders.

Professional Experience

• Four or more years of experience with an institutional-quality real estate investor, lending institution, or real estate investment trust.
• Argus Enterprise experience required; certification preferred.
• Knowledge of advanced Excel functions, including VLOOKUP, HLOOKUP, INDEX and MATCH, SUMIFS, COUNTIFS, PMT, XIRR, and XNPV, to optimize reporting efficiency.
• Ability to generate complex reports and synthesize large data sets in Microsoft Excel.
• Strong analytical and quantitative skills.
• Ability to prioritize workload and operate autonomously.
• Highly organized, motivated, and able to multi-task effectively in a deadline-driven environment while maintaining strict attention to detail.
• Effective verbal and written presentation and communication skills.
• Ability to effectively communicate and work with various departments.

Embedded within the asset management team, the Asset Management Associate delivers risk assessment and operational support across multiple residential real estate markets, serving as the main point of contact for real estate agents during property purchase and sale negotiations. Working closely with internal and external stakeholders, the Associate builds market knowledge, reviews purchase contracts to minimize risk exposure, and ensures consistent throughput against operational SLA targets.

Areas of Ownership

• Serve as the main point of contact for real estate agents during the negotiation of property purchases and sales across multiple markets.
• Diligently review real estate purchase contracts to minimize risk exposure.
• Identify risks and propose risk mitigation decisions when approving or declining the purchase or sale of a property.
• Accurately and consistently meet throughput and operational SLA targets.
• Oversee the renovation, relist, and pre-sale process for owned homes.
• Support and enhance the customer experience.
• Develop strong knowledge of various markets to understand trends and enhance underwriting accuracy.
• Collaborate with internal and external stakeholders on a variety of issues.
• Provide regular updates and reporting to management.

Education & Experience

• Experience in the residential real estate industry in areas including credit analysis, underwriting, appraisal, loan review, risk management, or property management.
• Working knowledge of Microsoft Office Suite.
• Superior problem-solving abilities with intellectual curiosity and a drive to continually improve established processes.
• Keen analytical skills with extreme attention to detail and strong follow-up on outstanding issues.
• Demonstrated ability to manage multiple projects simultaneously, work under pressure, and meet deadlines.
• Exceptional interpersonal skills, a positive attitude, and eagerness to work in a team environment.
• Willingness to work extended business hours and weekends regularly.

Reporting to leadership, the Asset Management Associate shapes the office product strategy by benchmarking competitors, defining smart building guidelines, and developing a reference solution catalog that covers services, technology, innovations, and preferred partners. Partnering with internal teams and external PropTech providers, the Associate optimizes office product conception and programs across building typologies to strengthen the organization's position in the evolving office real estate market.

Role Responsibilities

• Organize and maintain a watch and benchmark of the office market and competitors, identify internal and external best practices, clarify market trends, and review PropTech solutions.
• Draft methodology and guidelines, including structured checklists, around the office product to optimize product conception and programs, structured by building typology and updated over time.
• Define smart building guidelines, including data requirements, data architecture, technology solutions, and PropTech partnerships, with a focus on benefits versus costs and business models.
• Develop and maintain a reference solution catalog covering services, technology, innovations, solutions, and marketing, and identify, select, and reference preferred partners and suppliers.
• Support initiatives related to operated office buildings, including hot desking, flexible workspace, and management of catering.

Background & Experience

• Degree in engineering or business; specialization in real estate is an advantage.
• Two to three years of experience.
• Experience in real estate asset management, development, or transaction activities.
• Expertise in valuation or broker research with a strong operational focus.
• Experience in a coworking operator.
• Knowledge of the office industry.
• Highly developed analytical and synthesis capacity.
• Autonomous, entrepreneurial, and innovative thinking.
• Verbal and written communication and presentation skills.

Sitting at the intersection of credit risk management and portfolio surveillance, the Asset Management Associate detects, evaluates, and manages credit risk associated with loans in master servicing and retained portfolios, conducting property-level risk assessments through analysis of operating statements and inspection forms. Operating across internal business units and external customer relationships, the Associate supports process improvement initiatives and provides guidance and training to seller/servicers to strengthen portfolio management outcomes.

Job Functions

• Detect, evaluate, and manage credit risk associated with loans in master servicing and retained portfolios.
• Assess loan-level risk through analysis of operating statements and inspection forms to evaluate property, market, borrower, and property management performance.
• Communicate frequently by phone and in writing with internal business partners and external customers.
• Actively manage and assist seller/servicers, providing guidance, training, and feedback as needed.
• Assist in the preparation of internal and external reports.
• Participate in initiatives to streamline business processes and strengthen portfolio management.

Minimum Qualifications

• Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
• At least one to two years of experience in asset management, banking, or finance, with specific emphasis on asset management, commercial lending, property inspections, and credit analysis or underwriting.
• Understanding of and experience with Microsoft Office products, including Excel, Word, PowerPoint, and Teams, with advanced Excel proficiency.
• Strong verbal and written communication skills.
• Ability to prioritize and be self-directed.
• Strong organizational skills.

A key member of the asset management team, the Asset Management Associate leads property-level business plan execution, lease negotiation, and investor reporting across a commercial real estate portfolio that may include life science assets. Collaborating across investment, leasing, and property management teams, the Associate builds annual budgets, analyzes lease deals, and prepares investment memoranda for investment committee approval.

What You'll Do

• Work directly with the asset management team on various property, project, and lease-related activities.
• Develop annual business plans and budgets and ensure compliance with underwriting.
• Oversee execution of property-level business plans and property-level operations, including the implementation of capital projects.
• Analyze lease deals, negotiate leases, and ensure compliance with investor and lender requirements.
• Attend weekly leasing meetings with third-party brokerage teams and weekly meetings with property and project management teams.
• Complete monthly, quarterly, and annual investor reporting and review and approve property-level invoices.
• Prepare investment memoranda for presentation to the investment committee and investors for approval of changes to the business plan.

Required Qualifications

• Undergraduate or advanced degree.
• Minimum five to seven years of experience in real estate.
• Experience in analyzing and negotiating leases.
• Life science leasing experience is a plus.
• Strong analytical skills with high proficiency in Microsoft Excel.
• Experience with Argus Enterprise and real estate accounting systems; Yardi experience is a plus.
• Excellent oral and written communication skills.
• Ability to handle multiple tasks with strong organizational skills and a detail-oriented, independent work ethic.

Maximizing rental occupancy and cultivating vibrant tenant communities depends on the Asset Management Associate, who secures new tenancies, manages lease renewals, oversees placemaking and event venue operations, and conducts market research on competitors and occupancy benchmarks across a commercial and business park portfolio. Serving as the primary tenant relationship manager and working closely with property agents and internal teams, the Associate applies green building and sustainability knowledge to support a well-occupied, high-quality portfolio.

Day-to-Day Responsibilities

• Support and implement strategies to maximize rental occupancy of properties within the assigned portfolio.
• Oversee placemaking efforts, manage event venues, and coordinate the organization of events.
• Secure new tenancies, identify market segments and prospects, manage lease renewals with existing clients, and liaise with property agents.
• Conduct market research on competitors and market benchmarks of rentals and occupancy costs.
• Manage and maintain good relationships with existing tenants and new prospects.
• Apply knowledge of green building requirements and sustainability considerations in office design.

Qualifications & Experience

• Degree in Estate Management, Building, or Business Marketing.
• Registration as a salesperson under the Estate Agents Act or equivalent Real Estate Salesperson qualification is an advantage.
• At least five years of relevant experience in marketing and leasing, particularly in commercial and business parks.
• Sound understanding of the real estate industry with an extensive network of contacts.
• Strong presentation, negotiation, and interpersonal skills.

As the Asset Management Associate, this role owns the commercial oversight for operating wind farms in an assigned region of 600 to 2,000 megawatts, managing profit and loss activities, annual budgets, and resolution of significant agreement issues, including equipment warranties, O&M disputes, and PPA negotiations. The asset management team relies on this work to maintain compliance with all commercial and governmental obligations, support portfolio reporting to financing and equity partners, and develop decision-supporting tools for senior management across a growing renewable energy portfolio.

Scope of Work

• Interface with wind farm staff, performance management teams, turbine original equipment manufacturers, and service providers on routine operational issues and on initiatives to increase operational and financial performance and reduce risk exposure.
• Support the management of operational wind farm profit and loss activities.
• Assist with the development of project-level annual budgets and longer-term business plans.
• Serve as a point of contact regarding financial and operational performance as compared to budget and targets.
• Update operational financial estimates quarterly in collaboration with the finance team.
• Facilitate service agreements and contracts by working with procurement and legal teams.
• Lead and coordinate the resolution of significant agreement issues arising from project operations, including equipment warranties, O&M disputes, performance metrics, landowner agreements, PPAs, and interconnection agreements.
• Contribute to developing and refining operational strategies and perform analyses of performance and scenarios to develop decision-supporting tools for senior management.
• Coordinate issue resolution and stakeholder management when milestones are delinquent or a trigger event has occurred.
• Support the development and implementation of new project developments, origination, and negotiations of new PPAs and financing agreements.
• Participate in development and construction meetings to ensure operational, asset management, and major contract requirements are met.
• Support the portfolio management team in reporting to financing and equity partners by providing commentary, estimates, and insights on asset performance and commercial developments.
• Work with asset management staff and accounting personnel to ensure reporting obligations are met promptly.
• Develop market knowledge of regional electricity markets and work with the regulatory team on compliance matters as required.

Skills & Qualifications

• Two to five years of relevant experience.
• Strong project management skills with a close attention to detail and strong problem-solving skills.
• Analytical skills with strong verbal and written communication and presentation skills.
• Proficient knowledge of Microsoft Office software and database development and management.
• Ability to perform duties in a collaborative working environment and to develop meaningful relationships.
• Ability to be self-motivated and to motivate colleagues.
• Ability to learn new software programs.

Asset Management Associate builds and maintains the systems, reporting, and oversight processes that ensure each property in an affordable multifamily housing portfolio maintains a high-quality living environment and remains compliant with federal, state, and local requirements. The work directly supports the Senior Vice President and Director of Asset Management by managing third-party property management firms, coordinating site inspections, and producing quarterly board reports across a portfolio of independent living units.

Work Activities

• Analyze and manage the financial and physical performance of a portfolio of multi-family housing units.
• Assist with oversight of third-party property management firms and compliance with lender, syndicator, and government policies and procedures.
• Coordinate, conduct, and report on periodic site inspections.
• Review monthly operating statements, yearly operating budgets, and property improvement expenditures for effective property operations.
• Help manage property and liability insurance for the portfolio.
• Create internal and external reports as directed and as needed.
• Create and maintain systems to track asset management deadlines, property information, and statistics, including real estate tax assessments and appeals, corporate periodic filings, licensure, lender and regulatory inspections, annual owner certifications, physical inspection reporting and follow-up, and utility usage tracking.
• Prepare quarterly reports for board of directors meetings and other internal and external reports as required.
• Serve as intermediary between accounting staff and management companies to obtain information for audit packages and perform follow-up until all required information is submitted.
• Scan, file, and distribute audits, tax returns, licenses, inspection reports, and other property information as needed.

Requirements

• Bachelor's degree in a related field.
• Minimum of two to three years of experience in multi-family property management.
• Working knowledge of federal housing programs and general accounting principles.
• Strong math, analytical, writing, and presentation skills, with the ability to analyze and present data.
• Full knowledge of Microsoft Excel, Word, Outlook, and PowerPoint.
• Strong communication skills for liaising with residents and property management personnel.
• Ability to work independently, multi-task, and meet deadlines.

The Asset Management Associate owns the financial model administration and investor reporting process for a portfolio of residential, commercial, and utility-scale solar assets, ensuring all contractual, compliance, and performance obligations under structured financing agreements are met post-transaction closing. Reporting to the financial asset management team and serving as the primary interface for project-level debt and equity investors, the Associate collaborates with the funding team, functional processing teams, and project finance staff to safeguard fund objectives and support new deal structuring.

Performance Expectations

• Develop a detailed understanding of all financing structures for the assigned portfolio and coordinate with internal and external stakeholders to ensure all operational processes are executed in compliance with agreements.
• Maintain, validate, and administer detailed financial models associated with structured finance transactions.
• Work closely with the funding team to confirm the execution of all tranching activities.
• Ensure all investor cash distributions and debt service payments are executed per the terms of financing agreements.
• Prepare and deliver all periodic reporting to debt and equity investors and internal management.
• Coordinate with functional processing teams to ensure all invoicing, collection, and lease restructuring efforts are executed in accordance with fund objectives.
• Support the project finance team during new deal structuring to ensure operational processes and constraints are considered in all financing agreements.
• Respond to investor inquiries and requests as needed.

Experience & Qualifications

• Bachelor's degree in Finance, Engineering, Accounting, or a related field.
• Four to six years of related experience, or an equivalent combination of education and experience.
• Two to four years of relevant financial experience, ideally in renewable energy finance.
• Strong analytical and financial modeling skills, including advanced Excel modeling with VBA.
• Knowledge of renewable energy technologies, solar markets, and related regulatory issues is a plus.
• Proficiency in Microsoft Office Suite.
• Strong oral and written communication skills and interpersonal skills, with the ability to work closely with members of different business groups at all levels of a global company.
• Self-motivated with a strong work ethic and the ability to proactively manage diverse relationships and multiple complex projects simultaneously.
• Detail-oriented and capable of driving multiple projects simultaneously in a fast-paced, growing environment.

Embedded within an investment management team, the Asset Management Associate produces property and portfolio valuations, return analyses, and market assessments, and monitors business plan performance for a real estate portfolio that spans repositioning, renovation, and structured finance acquisitions. Working closely with the development team, joint venture partners, and senior executives, the Associate strengthens investment outcomes by identifying leasing and redevelopment opportunities and supporting acquisition underwriting across a geographically diverse asset base.

Core Responsibilities

• Perform property and portfolio valuations and return analyses.
• Conduct market assessments and make recommendations based on results.
• Work on special projects, including hold/sell analysis, evaluation of refinancing opportunities, and interaction with joint venture partners.
• Monitor business plan performance and react to correct any variances.
• Work with the development team to oversee the design and implementation of repositioning and renovation projects.
• Review development plans, budgets, and schedules to identify profit-maximizing opportunities.
• Identify leasing and redevelopment opportunities and assist with asset management and investor reporting.
• Travel domestically to visit real estate assets, companies, and existing partners, and occasionally assist the acquisition team with underwriting potential real estate and structured finance acquisitions.

Technical Qualifications

• MBA in real estate, finance, or a related area and/or bachelor's degree in real estate, finance, or business.
• Two to five years of experience in an analytically rigorous real estate or finance environment.
• Experience building complex financial models, including development models.
• Strong creative problem-solving skills.
• Effective written and oral communication skills.
• Ability to work effectively with peers and senior executives in a team-oriented environment.
• Self-starter with the capacity to accomplish complex tasks with limited supervision.
• Unwavering attention to detail and a passion for real estate with a desire to build a career on the principal side.

Reporting to operations leadership, the Asset Management Associate leads the end-to-end hardware asset lifecycle, maintaining asset records, performing data reconciliation between inventory systems and external sources, and generating operational reports to support hardware asset management metrics. Partnering with internal and external stakeholders and managed services teams, the Associate ensures quality and timely delivery of customer requirements while applying tools such as ServiceNow, Flexera, and MS Excel to maintain accurate and complete hardware inventory.

Key Responsibilities

• Manage the end-to-end hardware asset lifecycle, including leased assets.
• Create and update asset records in the asset database throughout all stages of the asset lifecycle.
• Participate in asset management audits and remediation efforts.
• Apply knowledge of hardware asset management processes, including IMACS and others.
• Interact with internal and external stakeholders to obtain relevant data in required formats to manage hardware asset inventory.
• Perform data reconciliation between asset inventory and various other sources using data analysis tools, including MS Access and MS Excel.
• Ensure quality and timely delivery of customer requirements.
• Generate specific and ad hoc operational reports and provide input into improving hardware asset management information reporting and metrics.
• Attend regular calls and meetings with operational stakeholders.
• Perform other hardware asset management duties as assigned.

Position Requirements

• Degree in a technical field.
• Relevant industry certification is preferred.
• Two or more years of work experience in desktop support, hardware management, or mobile device management, and two or more years of asset management experience.
• Experience with industry-leading IT asset management tools such as ServiceNow, Flexera, or Remedy preferred.
• Knowledge of or experience with discovery tools such as SCCM, SMS, Flexera, Marimba, LANDesk, or Altiris.
• Experience working in a managed services environment and with virtual teams.
• Good knowledge of Excel, Access, and other tools for creating reports and dashboards.
• Good verbal and written communication skills, with an emphasis on customer service, including experience handling challenging situations.
• Detail-oriented, customer-focused, and results-driven, with good analytical skills.
• Ability to work independently with minimal supervision.