Our client is one of Denver's largest and most sophisticated single family offices. Due to succession planning a new opportunity exists within the organization.
The platform has investments in a wide ranging and diverse portfolio and is looking for an investment professional to handle everything from the day-to-day reporting to the deal-by-deal analytics of these alternative investments. This position will be able to analyze new deals as they are presented, as well as support the daily accounting and tracking of the entire portfolio of alternative investments.
PRINCIPAL RESPONSIBILITIESManage and track deal pipelineManage investment documentation processes and proceduresAssist with investment due diligence and analyticsPrepare and submit deal execution documentsManage communications and relationships with investment managers, upper-level management, as well as the stakeholdersTrack investment performance in SEI Archway PlatformTrack and communicate calls/distributions with operations team. Assist with cash flow analysisPrepare/review daily, weekly, monthly, quarterly, and annual reporting to quantify the performance of the portfolioResearch issues/questions by management
QUALIFICATIONS6+ years of experience tracking and analyzing alternative investmentsMinimum of bachelor’s degree in finance or accountingExtensive organizational skillsAbility to analyze and revise processes and proceduresBasic understanding of tax concepts as they relate to alternative investmentsImmaculate attention to detailExceptional communication skillsSelf-motivated, and self-drivenStrong Microsoft Office skills, more specifically strong Excel skillsWork in a small, and closely managed Investment TeamCPA/CFA preferred
The CompanyOur client is a commercial real estate investment management platform, based in San Francisco, with an express emphasis in investing in the single-family rental sector. This is an incredibly high growth area of real estate with stable returns and a bright future.
The PositionOur client seeks a dynamic, forward-thinking person to join their San Francisco-based Investment Team. This role is an excellent opportunity for an individual looking to establish their career in the real estate sector at a growth-oriented company. You’ll focus on our U.S. single-family rental business, contributing to investment and portfolio management, strategic acquisitions, and corporate growth initiatives. The firm offers comprehensive mentorship and training to help you thrive.
Engage in financial modeling, conduct in-depth research and perform analysis to drive our corporate growth, acquisition and asset/portfolio management efforts.Craft and deliver both internal and external presentations to align and build consensus among key stakeholders.Track market and economic trends, providing insights to inform investment strategies and decisions.Screen, underwrite, and execute acquisitions of strategic portfolio and build-to-rent communities.Collaborate with institutional partners, conduct thorough due diligence, address investor queries and maintain strong relationships with partners.Participate in strategic corporate expansion and portfolio growth initiatives.Assist in investment level management of the firm's single-family rental portfolio, prepare and review detailed reporting packages, ask critical questions, and develop investment materials / recommendations.Work with various departments to foster strong relationships and contribute to growth initiatives.Demonstrate flexibility and adaptability to a highly dynamic environment.Analytical Mindset: Proven ability to conduct detailed and accurate analysis, with the confidence to ask probing questions and challenge the status quo.Team Player: Collaborative, with a positive attitude towards teamwork and problem-solving.Self-Motivated: Adaptable, with a “can-do" attitude and ability to multitask.Effective Communicator: Strong written and oral communication skills, maintaining professionalism in high stakes situations.Problem Solver: Excellent problem-solving abilities, open to creative and unconventional thinking.Financial Acumen: Basic understanding of financial modeling, finance and accounting concepts.Technical Proficiency: Proficiency with Microsoft Excel, PowerPoint, and Word.Resilient: Capable of excelling in a fast-paced work environment and making decisive choices.Curious Learner: Willing to learn and explore beyond traditional boundaries.
Minimum RequirementsBachelor’s degree from a top university (preferably in business, economics, or related field) with exemplary academic performance.6-8 years of relevant work or internship experience, including investment banking, consulting, corporate finance or real estate investments / asset management.
CompensationThis position offers a competitive base salary (listed) along with a significant year-end discretionary target bonus
The CompanyOur client is a commercial real estate investment management platform, based in San Francisco, with an express emphasis in investing in the single-family rental sector. This is an incredibly high growth area of real estate with stable returns and a bright future.
The PositionOur client seeks a dynamic, forward-thinking person to join their San Francisco-based Investment Team. This role is an excellent opportunity for an individual looking to establish their career in the real estate sector at a growth-oriented company. You’ll focus on our U.S. single-family rental business, contributing to investment and portfolio management, strategic acquisitions, and corporate growth initiatives. The firm offers comprehensive mentorship and training to help you thrive.
Engage in financial modeling, conduct in-depth research and perform analysis to drive our corporate growth, acquisition and asset/portfolio management efforts.Craft and deliver both internal and external presentations to align and build consensus among key stakeholders.Track market and economic trends, providing insights to inform investment strategies and decisions.Screen, underwrite, and execute acquisitions of strategic portfolio and build-to-rent communities.Collaborate with institutional partners, conduct thorough due diligence, address investor queries and maintain strong relationships with partners.Participate in strategic corporate expansion and portfolio growth initiatives.Assist in investment level management of the firm's single-family rental portfolio, prepare and review detailed reporting packages, ask critical questions, and develop investment materials / recommendations.Work with various departments to foster strong relationships and contribute to growth initiatives.Demonstrate flexibility and adaptability to a highly dynamic environment.Analytical Mindset: Proven ability to conduct detailed and accurate analysis, with the confidence to ask probing questions and challenge the status quo.Team Player: Collaborative, with a positive attitude towards teamwork and problem-solving.Self-Motivated: Adaptable, with a “can-do" attitude and ability to multitask.Effective Communicator: Strong written and oral communication skills, maintaining professionalism in high stakes situations.Problem Solver: Excellent problem-solving abilities, open to creative and unconventional thinking.Financial Acumen: Basic understanding of financial modeling, finance and accounting concepts.Technical Proficiency: Proficiency with Microsoft Excel, PowerPoint, and Word.Resilient: Capable of excelling in a fast-paced work environment and making decisive choices.Curious Learner: Willing to learn and explore beyond traditional boundaries.
Minimum RequirementsBachelor’s degree from a top university (preferably in business, economics, or related field) with exemplary academic performance.6-8 years of relevant work or internship experience, including investment banking, consulting, corporate finance or real estate investments / asset management.
CompensationThis position offers a competitive base salary (listed) along with a significant year-end discretionary target bonus
The CompanyOur client is a commercial real estate investment management platform, based in San Francisco, with an express emphasis in investing in the single-family rental sector. This is an incredibly high growth area of real estate with stable returns and a bright future.
The PositionOur client seeks a dynamic, forward-thinking person to join their San Francisco-based Investment Team. This role is an excellent opportunity for an individual looking to establish their career in the real estate sector at a growth-oriented company. You’ll focus on our U.S. single-family rental business, contributing to investment and portfolio management, strategic acquisitions, and corporate growth initiatives. The firm offers comprehensive mentorship and training to help you thrive.
Engage in financial modeling, conduct in-depth research and perform analysis to drive our corporate growth, acquisition and asset/portfolio management efforts.Craft and deliver both internal and external presentations to align and build consensus among key stakeholders.Track market and economic trends, providing insights to inform investment strategies and decisions.Screen, underwrite, and execute acquisitions of strategic portfolio and build-to-rent communities.Collaborate with institutional partners, conduct thorough due diligence, address investor queries and maintain strong relationships with partners.Participate in strategic corporate expansion and portfolio growth initiatives.Assist in investment level management of the firm's single-family rental portfolio, prepare and review detailed reporting packages, ask critical questions, and develop investment materials / recommendations.Work with various departments to foster strong relationships and contribute to growth initiatives.Demonstrate flexibility and adaptability to a highly dynamic environment.Analytical Mindset: Proven ability to conduct detailed and accurate analysis, with the confidence to ask probing questions and challenge the status quo.Team Player: Collaborative, with a positive attitude towards teamwork and problem-solving.Self-Motivated: Adaptable, with a “can-do" attitude and ability to multitask.Effective Communicator: Strong written and oral communication skills, maintaining professionalism in high stakes situations.Problem Solver: Excellent problem-solving abilities, open to creative and unconventional thinking.Financial Acumen: Basic understanding of financial modeling, finance and accounting concepts.Technical Proficiency: Proficiency with Microsoft Excel, PowerPoint, and Word.Resilient: Capable of excelling in a fast-paced work environment and making decisive choices.Curious Learner: Willing to learn and explore beyond traditional boundaries.
Minimum RequirementsBachelor’s degree from a top university (preferably in business, economics, or related field) with exemplary academic performance.6-8 years of relevant work or internship experience, including investment banking, consulting, corporate finance or real estate investments / asset management.
CompensationThis position offers a competitive base salary (listed) along with a significant year-end discretionary target bonus
The CompanyOur client is a commercial real estate investment management platform, based in San Francisco, with an express emphasis in investing in the single-family rental sector. This is an incredibly high growth area of real estate with stable returns and a bright future.
The PositionOur client seeks a dynamic, forward-thinking person to join their San Francisco-based Investment Team. This role is an excellent opportunity for an individual looking to establish their career in the real estate sector at a growth-oriented company. You’ll focus on our U.S. single-family rental business, contributing to investment and portfolio management, strategic acquisitions, and corporate growth initiatives. The firm offers comprehensive mentorship and training to help you thrive.
Engage in financial modeling, conduct in-depth research and perform analysis to drive our corporate growth, acquisition and asset/portfolio management efforts.Craft and deliver both internal and external presentations to align and build consensus among key stakeholders.Track market and economic trends, providing insights to inform investment strategies and decisions.Screen, underwrite, and execute acquisitions of strategic portfolio and build-to-rent communities.Collaborate with institutional partners, conduct thorough due diligence, address investor queries and maintain strong relationships with partners.Participate in strategic corporate expansion and portfolio growth initiatives.Assist in investment level management of the firm's single-family rental portfolio, prepare and review detailed reporting packages, ask critical questions, and develop investment materials / recommendations.Work with various departments to foster strong relationships and contribute to growth initiatives.Demonstrate flexibility and adaptability to a highly dynamic environment.Analytical Mindset: Proven ability to conduct detailed and accurate analysis, with the confidence to ask probing questions and challenge the status quo.Team Player: Collaborative, with a positive attitude towards teamwork and problem-solving.Self-Motivated: Adaptable, with a “can-do" attitude and ability to multitask.Effective Communicator: Strong written and oral communication skills, maintaining professionalism in high stakes situations.Problem Solver: Excellent problem-solving abilities, open to creative and unconventional thinking.Financial Acumen: Basic understanding of financial modeling, finance and accounting concepts.Technical Proficiency: Proficiency with Microsoft Excel, PowerPoint, and Word.Resilient: Capable of excelling in a fast-paced work environment and making decisive choices.Curious Learner: Willing to learn and explore beyond traditional boundaries.
Minimum RequirementsBachelor’s degree from a top university (preferably in business, economics, or related field) with exemplary academic performance.6-8 years of relevant work or internship experience, including investment banking, consulting, corporate finance or real estate investments / asset management.
CompensationThis position offers a competitive base salary (listed) along with a significant year-end discretionary target bonus
Company OverviewOur client is a rapidly growing private equity firm focused on real estate acquisition and opportunistic development. Their diverse real estate portfolio includes multifamily, industrial, hospitality, for-sale residential, and other select investments in niche asset classes. They are an active investor constantly monitoring the market for projects and investments that fit their diverse array of expertise.
Our client is a middle market private equity firm located in Cherry Creek.
The CompanyThe firm is a lean operation, with ~10 people in total, mostly comprised of investment and operations professionals. They manage ~$300M in AUM and are actively raising a new pool of capital.
The RoleThe VP of Finance & Accounting will be a stand alone professional supporting the broader company across three major buckets of responsibilities:
Corporate AccountingPrepare and track execution of annual business plans for all entitiesAssess and enhance, as needed, current system for financial transactions by improving chart of accounts, and defining policies and proceduresPrepare monthly financial statements and reporting packagesEtc.
Fund AccountingWork with the third-party fund administrator to oversee the preparation, review, and accuracy of financial statements, including the balance sheet, income statement, and cash flow statement, for multiple investment funds and management companies
Finance OperationsAll aspects of Financial Planning, Analysis and Reporting functionsFinancial and performance reporting to executive leadership and senior management, and third parties. Specifically, this person will perform corporate level budget to actual variance analysis and work with the leadership team to establish the platform level reporting package
QualificationsAt least 5 to 7 years of experience in accounting and/or financial leadership role with strong preference for 2 to 3 years in public accountingPrivate equity experience is preferredFull knowledge of generally accepted accounting principlesExceptional interpersonal and communication skillsSelf-starter, resourceful and ambitiousFocus on execution, results oriented and meet commitments/deadlinesEmployee is willing to wear multiple hats and contribute in other areasDetailed oriented with strong analytical, quantitative, and problem-solving skillsDemonstrated advanced Microsoft Office, Word, and Excel skillsMinimum of bachelor’s degree in accounting or finance; CPA or CFA preferred
