Job Description

Tips: Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Responsibilities

ESSENTIAL DUTIES

ASSET MANAGEMENT

· Coordinate and organize data from property management teams

· Review and analyze financial and operational reports

· Interface with clients, onsite personnel, and vendors

· Produce executive summary reports

· Produce and distribute invoices for asset management fees

CONSULTING

· Organize/ gather data

· Read, interpret, and abstract tenant leases

· Produce comprehensive due diligence reports

· Coordinate distribution of deliverables to clients

MARKETING/ADMINISTRATIVE

· Prepare/update marketing content for Website, LinkedIn, etc.

· Create content for Investment memorandums, consulting, and asset management reports.

Organize files, office supplies, and manage vendor accounts.

Qualifications

REQUIRED KNOWLEDGE, SKILLS & ABILITIES

Position requires an enthusiastic individual with the ability to handle multiple tasks simultaneously and a desire to become more involved in the commercial real estate industry. Specific requirements include:

· Four-year degree in finance, real estate, or accounting.

· Proven experience in PowerPoint, Canva, MS Excel

· Orientation toward detail and organization

· Knowledge of commercial lease structures and terminology

· Outgoing, confident, and likable personality with ability to work and communicate well with fellow staff members, clients, vendors and internal/external stakeholders.

· Excellent verbal and written communication skills.

· Light travel may be required.

· Proficiency with MS Office 365.

Relationships in Orange County Real Estate Community a plus.

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