What are the responsibilities and job description for the Investor Relations & Financial Reporting Manager position at MBK Real Estate Companies?
MBK Real Estate (MBK) is an industry leader in real estate operations and development. Through its subsidiaries, MBK Rental Living, MBK Industrial Properties and MBK Senior Living, MBK Real Estate is renowned for building award-winning new home and apartment communities, state-of-art distribution facilities and for its reputation in providing exceptional high standards of service throughout its senior living communities.
MBK is a privately held real estate development firm with roots in the business dating back to 1996. MBK's extensive activities through its operating divisions, along with the size and scale of our development and building activities represent the continuation and commitment to American enterprise.
Job Description
MBK Real Estate is hiring a Investor Relations & Financial Reporting Manager to join our team at our Home Office in Irvine, CA!
This role will be hybrid with 3 days in office and 2 days remote.
Job Summary
The Investor Relations & Financial Reporting Manager is a key role in the Investment Management, Accounting and Finance teams. This role will have primary responsibility for providing/managing the internal and external reporting process for MBK Real Estate’s Multi-Family and Industrial divisions. This includes, preparing, and keeping up to date a calendar of reporting and compliance deadlines to the management team, lenders and investors. Prepare, review and distribute reporting packages in accordance with this calendar. Such reports will include financial and operating data as well as narrative explanations of asset performance. This position will also be responsible for responding to questions and requests from investors and lenders as well as participating in conference calls and/or meetings related to the financial reports and operating performance.
Duties & Responsibilities
Manage the preparation of the monthly operations book including collecting and reviewing various reports from the divisions reviewing for accuracy and preparing the Executive Summary.
Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field required
Master’s degree in Finance, Business Administration, or a related field highly preferred
Experience Requirements (in Years)
We are not currently accepting unsolicited assistance from recruitment agencies for this position. All candidates must apply directly through our careers page or other designated platforms.
MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact talentacquisition@mbk.com.
We offer a rich benefits package comprising of the following: competitive salaries with opportunities for growth; 401(k) retirement plan with up to 4% employer matching; comprehensive industry leading medical, dental and vision insurance; company-provided life, disability and AD&D insurance; flexible spending accounts, generous paid time off including vacation and sick time, holidays, and bereavement leave; and a variety of programs including leadership development, training, and personal coaching; education loan assistance and scholarships; daily living, financial and legal services; childcare and eldercare assistance; employee discounts; and health and wellness resources that include virtual yoga, mindfulness, and financial readiness for employees and their family members.
If you are ready to meet the challenges of this critical role, we want to hear from you!
MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact talentacquisition@mbk.com.
Regulatory Disclosures for Senior Living Communities with Medicaid Residents: An “Excluded Party” is a person that the federal or state government found not eligible to provide care and services in a facility that receives Medicare or Medicaid funding. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an “Excluded Party” as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs. If, as a team member, you learn that you are an Excluded Party at any time, you must present your Excluded Party notice letter to your supervisor immediately.
Other Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members’ professional licenses.
HIPAA Disclosure
All Team Members prior to commencing employment and once employed must not be considered an “Excluded Party” as defined by the Medicare and state Medicaid Programs as well as other federal and state government contract programs. If as an associate you learn you are an Excluded Party, you must present your Excluded Party notice letter to your supervisor immediately. An Excluded Party is a person that the federal or state government found not eligible to provide care and services in a Community that receives Medicare or Medicaid funding. In addition, at all times, during your employment, all associates must be in compliance with certain laws and regulations that affect the company, including but not limited to Resident Rights, HIPAA, State licensing regulations, and those laws relating you an associates’ professional license.
MBK is a privately held real estate development firm with roots in the business dating back to 1996. MBK's extensive activities through its operating divisions, along with the size and scale of our development and building activities represent the continuation and commitment to American enterprise.
Job Description
MBK Real Estate is hiring a Investor Relations & Financial Reporting Manager to join our team at our Home Office in Irvine, CA!
This role will be hybrid with 3 days in office and 2 days remote.
Job Summary
The Investor Relations & Financial Reporting Manager is a key role in the Investment Management, Accounting and Finance teams. This role will have primary responsibility for providing/managing the internal and external reporting process for MBK Real Estate’s Multi-Family and Industrial divisions. This includes, preparing, and keeping up to date a calendar of reporting and compliance deadlines to the management team, lenders and investors. Prepare, review and distribute reporting packages in accordance with this calendar. Such reports will include financial and operating data as well as narrative explanations of asset performance. This position will also be responsible for responding to questions and requests from investors and lenders as well as participating in conference calls and/or meetings related to the financial reports and operating performance.
Duties & Responsibilities
Manage the preparation of the monthly operations book including collecting and reviewing various reports from the divisions reviewing for accuracy and preparing the Executive Summary.
- Prepare ad hoc analysis, financial models, and presentations as needed.
- Provide timely analytical data and decision support.
- Package and prepare regular and ad hoc investor reporting materials.
- Prepare and distribute investor and lender reporting, including debt compliance certifications, on a monthly, quarterly, and annual as dictated by the governing agreements.
- Maintain a master schedule of reporting requirements and update as necessary based on the governing legal documents.
- Work with the Asset Management and Operations team to prepare capital expenditure reporting.
- Interface with senior executives and analysts of investors, partners and lenders.
- Participate in financial review meetings with management team.
- Collaborate with operations team, with analysis to assist in identifying performance improvement opportunities.
- Review financial packages for consistency and potential improvements/enhancements.
- Assist in preparing investment packages/due diligence materials for lenders and potential JV partners on acquisitions/dispositions.
- Participate in calls with investors and partners, responding to their questions and requests in a timely manner.
- Assist in annual internal and external audits for the divisions and joint venture partnerships.
- Assist in preparing quarterly presentations to the Company’s board of directors.
- Outstanding written, verbal, interpersonal and presentation skills
- Financial modeling
- Intellectual curiosity, analytical thinking and creative problem solving
- Experience in real estate fund and/or joint venture reporting
- Advanced capability with Microsoft Excel
- Experience in Yardi highly preferred
- Able to interact with and present to multiple levels of organization
Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field required
Master’s degree in Finance, Business Administration, or a related field highly preferred
Experience Requirements (in Years)
- Bachelor's Degree in Accounting or Finance
- Multi-Family and Industrial sector related experience preferred
- Strong analytical, oral, and written communication skills
- Possess a positive attitude, take initiative, be a motivated professional team player, with a sincere interest in multi-family and industrial real estate development
- Ability to multi-task and manage multiple projects at a time
- Attention to detail; adapts and collaborates in dynamic and fast-paced environments
- Must be mobile and able to perform the physical requirements of the job, bending, kneeling, stooping, pushing, pulling and repetitive motion
- Ability to sit and work at a computer for long periods of time
- Able to move intermittently throughout the work day and between divisions
- Ability to lift/carry up to 30 lbs. and push up to 20 lbs. as necessary
- Some travel required
We are not currently accepting unsolicited assistance from recruitment agencies for this position. All candidates must apply directly through our careers page or other designated platforms.
MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact talentacquisition@mbk.com.
We offer a rich benefits package comprising of the following: competitive salaries with opportunities for growth; 401(k) retirement plan with up to 4% employer matching; comprehensive industry leading medical, dental and vision insurance; company-provided life, disability and AD&D insurance; flexible spending accounts, generous paid time off including vacation and sick time, holidays, and bereavement leave; and a variety of programs including leadership development, training, and personal coaching; education loan assistance and scholarships; daily living, financial and legal services; childcare and eldercare assistance; employee discounts; and health and wellness resources that include virtual yoga, mindfulness, and financial readiness for employees and their family members.
If you are ready to meet the challenges of this critical role, we want to hear from you!
MBK is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, genetic information, or other protected reason. Our company is committed to providing access, equal opportunity and reasonable accommodation for qualifying individuals in employment, its services, programs, and activities. To request reasonable accommodation, contact talentacquisition@mbk.com.
Regulatory Disclosures for Senior Living Communities with Medicaid Residents: An “Excluded Party” is a person that the federal or state government found not eligible to provide care and services in a facility that receives Medicare or Medicaid funding. If employed at one of our senior living communities that receives Medicare or Medicaid funding, team members must not be considered an “Excluded Party” as defined by the U.S. Department of Health and Human Services, any state Medicaid Programs, and any additional federal and state government contract programs. If, as a team member, you learn that you are an Excluded Party at any time, you must present your Excluded Party notice letter to your supervisor immediately.
Other Regulatory Requirements: If employed at one of our senior living communities, team members must continually comply with certain laws and regulations that impact the company, including, but not limited to, as applicable, state licensing regulations, the Health Insurance Portability and Accountability Act of 1996 (HIPAA), Resident Rights as defined by the U.S. Department of Health and Human Services, and any other federal or state laws relating to team members’ professional licenses.
HIPAA Disclosure
All Team Members prior to commencing employment and once employed must not be considered an “Excluded Party” as defined by the Medicare and state Medicaid Programs as well as other federal and state government contract programs. If as an associate you learn you are an Excluded Party, you must present your Excluded Party notice letter to your supervisor immediately. An Excluded Party is a person that the federal or state government found not eligible to provide care and services in a Community that receives Medicare or Medicaid funding. In addition, at all times, during your employment, all associates must be in compliance with certain laws and regulations that affect the company, including but not limited to Resident Rights, HIPAA, State licensing regulations, and those laws relating you an associates’ professional license.
Salary : $140,000 - $160,000
