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Description
***Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a private investment firm that focuses on creating and maintaining affordable housing in the United States. They secure investments from various partners, including institutions and high net worth individuals, managing approximately $1 billion in AUM.
Manager
San Francisco, Hybrid
$125-$140k + Bonus
Description of Role
This role will be reporting to the Corporate Controller and frequently engaging with the CFO, along with team leaders in Operations and Asset Management. Responsibilities will involve providing support to the Controller and CFO in the following areas:
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Provide quarterly reports to LPs, partners, and leaders
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Forecast cash flow and plan liquidity for funds and the management company.
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Collaborate with the fund administration team.
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Support in valuations and appraisals across the portfolio.
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Analyze and document loan agreements.
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Assist in onboarding technology and participate in audits and tax processes.
Requirements
Ideal candidate
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Ideally, 3-5+ years of experience in audit, fund management, or financial analysis, with real estate exposure a plus.
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Familiarity with KPI/Dashboard reporting, strong Excel skills, and modeling proficiency.
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Desirable: CPA, CFA, MBA, or another financial analysis designation.
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Possess a strategic mindset to identify and improve processes.
***Please contact Michelle Espejo via LinkedIn or email for fastest consideration for this opportunity.
Feel free to reach out if you have any questions or if you are interested in similar opportunities. Additionally, feel free to text me at ~~~.
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