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Robert Half Logo Robert Half · IT - Software Development

Yardi Investment Consultant

United States, Provo · Job Posted May 04, 2026
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Job Description

Robert Half Management Resources is looking for an experienced Yardi Investment Consultant to join one of our clients on an interim basis. This short-term assignment is ideal for a hands-on Yardi specialist who can quickly assess deal data, improve configuration accuracy, and strengthen the reliability of investment records. The consultant will play a key role in refining deal setup, validating financial structures, and helping stakeholders gain better confidence in the system’s output.

Job Responsibility

  • Review existing investment records in Yardi Voyager 7 and correct incomplete, outdated, or inconsistent deal information
  • Configure new investment deals within Investment Manager and Deal Calculator, ensuring assumptions, distribution structures, and financial terms are accurately reflected
  • Analyze operating agreements, contracts, subscription materials, and amendments to translate business terms into precise Yardi setup
  • Investigate calculation issues, data mismatches, and deal-level discrepancies, then implement corrections to improve reporting accuracy
  • Enhance system workflows and automated calculations to reduce manual intervention and support more dependable data management
  • Partner with legal, accounting, and asset management teams to confirm requirements, resolve questions, and align system configuration with deal terms
  • Provide practical guidance on process improvements and prepare concise documentation to support stronger ongoing use of Yardi tools

Requirements

  • Demonstrated hands-on expertise with Yardi Voyager 7 in an investment management setting
  • Direct experience working with Investment Manager and Deal Calculator for deal setup, maintenance, and troubleshooting
  • Strong understanding of commercial real estate investment structures and related transaction mechanics
  • Ability to interpret legal and financial documents and convert complex terms into accurate system configurations
  • Proven success working independently in a fast-paced, project-based consulting assignment with defined deliverables
  • Working knowledge of waterfalls, deal economics, and investment data validation within real estate platforms
  • Strong analytical and business analysis skills with the ability to identify root causes and recommend practical solutions

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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