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The Asset Manager (Associate) supports the management of the Company’s portfolio with the goal of enhancing asset value and fostering strong relationships with external capital partners. This role manages internal and external performance reporting, supports strategic planning, and helps maintain effective communication with capital partners and investors. The Associate plays a key role in financial planning and analysis (FP&A), including driving the annual operational & capex budgeting processes. This individual will collaborate with internal stakeholders to help drive data-informed decisions and long-term value creation.
Job Responsibility:
Develops and executes plans to enhance profitability, productivity, and efficiency to improve portfolio performance
Lead the annual operating and capital budget process for an assigned portfolio of senior living communities
Develop data-driven revenue and expense guidelines using portfolio-scale benchmarking
Continually investigates and introduces process improvement measures
Develops and manages use of metrics and analytics with frequent interaction with our investors
Identify underperforming assets across the portfolio and lead structured performance improvement initiatives
Oversees the collaboration with operations leadership to define and operationalize key KPIs
Monitoring asset performance and recommending corrective measures
Developing strategies to increase ROI and minimize risk factors and losses
Maintains strong knowledge of competition service offering
Leads cross-functional coordination activities to develop and maintain an accurate and complete asset information database
Create, manage, and present Investor presentations and reports
Responsible for the effective supervision and administration to include budget preparation, monitoring expenditures, and succession planning
Assists in the recommendations for new processes and improvement opportunities
Maintains a thorough understanding of all relevant business data, and how that data is captured and stored
Provide comprehensive and competitive analysis of different financial metrics and report to The Company and Investors
Participates in Operations management teams to provide input, assist with strategic planning, research, and special projects
Oversee the collaboration with Sales, HR, Marketing, Legal, and operations teams to help find ways to create cost-effective business processes that will attract new residents
Requirements:
Bachelor’s degree in Finance, Business Administration, Real Estate, or a related field
Minimum of 3–5 years of experience in asset management, finance, FP&A, or investor relations
Previous experience in the senior housing industry is required
Must possess excellent written and verbal communication skills utilizing the English language
Ability to use Microsoft Windows, including Word and Excel
Must demonstrate an interest in working with a senior population, with familiarity with all areas of department operations in senior housing
Must demonstrate knowledge of budgeting, investors, and capital partnership
Demonstrated leadership skills
Must be a self-starter, attentive to detail
Must possess excellent organizational skills
Must display strong team-working skills
Must demonstrate positive client service attitude
Must be able to work on multiple tasks and with frequent interruptions
Must demonstrate good judgment, problem solving and decision making skills