Asset Manager

Timothy Jon & Associates

Asset Manager

Milwaukee, WI
Full Time
Paid
  • Responsibilities

    Job description

    Position Overview-Asset Manager:

    As one of the region's leading real estate developers, our client is experiencing remarkable growth and is eager to expand their team. This dynamic, mid-sized company consistently exceeds client expectations by delivering exceptional service.

    With a nationwide presence, this developer boasts a vibrant workplace culture, selecting team members based on skills, integrity, and passion for the industry. They foster a collaborative environment that encourages innovation and empowers employees to take leadership roles by offering the necessary training, tools, and opportunities for career success. This company provides competitive compensation and benefits packages, including top-tier medical plans, flexible spending accounts, a 401(k) plan with company matching, and company-paid life and disability insurance.

    The Asset Manager is responsible for overseeing the management, acquisition, optimization, and strategic planning of assets within the organization's portfolio. This role is critical in maximizing asset performance, ensuring alignment with organizational objectives, and driving value through effective asset utilization. The ideal candidate will possess strong analytical, financial, and operational skills, with experience in asset management, real estate, investment, or finance.

    Key Responsibilities-Asset Manager:

    • Portfolio Management:

    Develop and implement asset management strategies to maximize the value and performance of the asset portfolio.

    Monitor and analyze asset performance, including financial metrics, ROI, and market trends.

    Prepare regular reports on asset performance for senior management, stakeholders, and investors.

    • Financial Analysis & Reporting:

    Conduct detailed financial analysis, including cash flow projections, budgeting, and forecasting.

    Analyze investment opportunities and provide recommendations for acquisitions, dispositions, or capital expenditures.

    Oversee the preparation of annual budgets, financial statements, and variance reports.

    • Asset Optimization:

    Identify opportunities to enhance asset value through improvements, cost reductions, or repositioning.

    Develop asset management plans to optimize operational efficiencies and increase revenue.

    Collaborate with internal teams and third-party vendors to ensure optimal asset performance.

    • Acquisitions & Dispositions:

    Lead the due diligence process for new asset acquisitions, including financial modeling, market analysis, and risk assessment.

    Oversee the sale or disposition of underperforming or non-core assets to maximize returns.

    Negotiate terms and contracts with buyers, sellers, and partners.

    • Risk Management:

    Assess risks related to asset management, including market, financial, operational, and compliance risks.

    Implement risk mitigation strategies to protect asset value and ensure regulatory compliance.

    Monitor market conditions to anticipate potential risks and opportunities.

    • Stakeholder & Client Relations:

    Build and maintain strong relationships with stakeholders, investors, and clients.

    Communicate asset management strategies, performance updates, and key initiatives.

    Address client inquiries, concerns, and expectations in a timely manner.

    • Compliance & Governance:

    Ensure compliance with legal, regulatory, and company policies related to asset management.

    Maintain accurate records, documentation, and audit trails for all asset transactions.

    Implement governance frameworks to ensure accountability and transparency in asset management processes.

    Required Qualifications-Asset Manager:

    • Education:

    Bachelor's degree in Finance, Real Estate, Business Administration, or a related field. MBA or relevant certifications (e.g., CFA, CAIA, CPM) are a plus.

    • Experience:

    At least 5 years of experience in real estate asset management.

    Proven track record of managing diverse asset portfolios and driving value creation.

    • Skills & Competencies:

    Strong financial modeling, analytical, and quantitative skills.

    Proficiency in asset management software, Excel, and financial analysis tools.

    Excellent communication, negotiation, and presentation skills.

    Ability to work independently and collaboratively in a fast-paced environment.

    Strong problem-solving and decision-making capabilities.

    • Other Requirements:

    Knowledge of relevant industry regulations and compliance standards.

    Ability to travel as needed for site visits, client meetings, and industry events.