What are the responsibilities and job description for the Investment Manager - Real Estate Finance position at Macdonald & Company?
Macdonald & Company is proud to be partnered with a lean and rapidly growing residential real estate finance and asset management company to appoint an Investment Manager to their Operations & Asset Management team in Charlotte. Our client is backed by relationships with several large (multi-billion-dollar) private equity groups.
The ideal candidate will have the opportunity to be an integral part of a growing team in a fast-paced, entrepreneurial work environment with external-facing client relationships and direct reporting lines to top-senior leadership.
This individual will be involved in several facets of the operations & asset management and reporting and investment performance / analysis deliverables.
Responsibilities :
Lead deal operations and asset management efforts for select clients and partnerships.
Underwriting
Due diligence o Modeling / pro forma business planning
Document review including key loan documents & financial statements
Term sheet drafting & negotiations o Project specific and general market analysis
Managing loan closing process & loan document review
Preparation of credit approval memorandums and supporting materials
Asset Management & Operations
Asset management oversight w / clients (external)
Asset management reporting to senior leadership (internal)
Input and management of proprietary software systems for deal management
Qualifications & Experience :
Possess a minimum of 5 years of direct experience in real estate; finance, investment, asset management, or development
Bachelor’s degree required in real estate, business, finance, or related field
Expertly skilled with Microsoft Excel and the wider suite of applications
Exceptional written and verbal communication skills for relationship management with clients, service providers, and investors
Incredibly strong critical thinker : adept at creating novel / new models and analysis, synthesizing new ideas and concepts in an articulate and actionable format for senior leadership
Results-Oriented : track record of delivering quantifiable results to the organization (i.e. analyzing opportunities / risks, developing and executing related action plans, and delivering results)
Operational Excellence : a proven ability to identify, collect and analyze operations performance data, market research data, and other related data to improve performance
Self-Motivated : adaptable to a high-paced and dynamic work environment and adept at prioritizing and reprioritizing quickly changing tasks while maintaining attention to detail
Takes ownership of a wide and broad range of tasks, which will vary and depend on business needs at the time
Intellectual curiosity and coachability are of paramount importance
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