Senior Associate, Investment Operations & Asset Management
Core
Senior Associate supporting transaction execution, coordination, reporting, and asset management for commercial real estate investments.
Role type
Senior Associate, Investment Operations & Asset Management
Builds
Commercial real estate investment transactions and portfolio management
Domain
Commercial real estate / Alternative investment finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Commercial real estate asset management, portfolio operations, underwriting, credit evaluation, third-party relationship management, advanced Excel data modeling, lending instruments mechanics, legal document interpretation, cash flow tracking, deal structuring, audit support
Preferred skills
Alternative investment fund manager experience, public accounting or financial services background, audit and due diligence of external companies
Technologies
Excel
Responsibilities
Coordinate and project manage commercial real estate workstreams with third-party asset managers; track and report asset performance against underwriting metrics; coordinate closing processes and interpret investment transaction legal documents; manage legal, finance, and tax tasks for investment transactions; prepare investment memorandums and performance reports; monitor borrower compliance and loan documentation; support operational due diligence and information gathering for acquisitions.
Seniority
Senior, hands-on IC