Asset Manager – Real Estate Holdings & Development

PB Financial Inc.; Hamilton; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Bonus target 20%

Travel to sites

Job summary

PB Financial Inc. is seeking an Asset Manager for Real Estate Holdings & Development. You will oversee a portfolio of mortgage-linked real estate assets, analyze property-level financials, coordinate with brokers, counsel, and property managers, and support development initiatives. The role is full-time, hybrid in Ancaster, ON with occasional travel.

Strong financial acumen, real estate knowledge, and project management skills are essential to optimize asset performance and mitigate risk.

Qualifications

• Strong analytical and financial skills for real estate cash flow analysis, budgeting, and reporting.
• Knowledge of real estate asset management and mortgage administration.
• Experience with modeling, tracking, and reporting real estate investments.
• Excellent communication and stakeholder relationship-building skills.
• Ability to manage multiple properties and development initiatives in a hybrid environment.

Responsibilities

• Oversee a portfolio of real estate assets tied to mortgage investments.
• Monitor performance and identify value-add opportunities.
• Coordinate with brokers, legal counsel, property managers, and other stakeholders.
• Prepare asset and portfolio reports for underwriting and due diligence.
• Support development or repositioning strategies and refine internal processes.

Skills

Analytical skills

Financial analysis

Real estate knowledge

Communication

Project management

Education

Post-secondary education in finance/real estate/business/economics

Tools

Excel

Asset management software

Job description

Company Description PB Financial Inc. is a private lending corporation licensed under FSRA (#13098) as a mortgage administrator, specializing in quality mortgage investment opportunities. The organization works closely with brokers to maintain a strong pipeline of well-structured mortgage deals for investors. Its management team brings a diverse range of expertise, enabling careful assessment of private lending opportunities that benefit investors, brokers, and borrowers alike. PB Financial oversees all aspects of mortgage operations, including sourcing, analysis, underwriting, and legal structuring. The company manages and administers a wide range of mortgages on behalf of its investor base. Bonus target 20%, some travel to various sites required.

Role Description The Asset Manager – Real Estate Holdings & Development is a full-time hybrid role based in Ancaster, ON, with flexibility for partial work from home. This role is responsible for overseeing a portfolio of real estate assets tied to mortgage investments, including monitoring performance, identifying value-add opportunities, and supporting strategic development initiatives. Day-to-day tasks include analyzing property-level financials and market data, coordinating with brokers, legal counsel, property managers, and other stakeholders, and recommending actions to optimize asset performance and mitigate risk. The role involves preparing regular asset and portfolio reports, supporting underwriting and due diligence for new investments, and contributing to the planning and execution of development or repositioning strategies. The Asset Manager will also assist in refining internal processes, ensuring compliance with regulatory and corporate policies, and supporting senior leadership with data-driven insights.

Qualifications

• Strong analytical and financial skills, including experience with real estate cash flow analysis, budgeting, and performance reporting.
• Knowledge of real estate asset management, mortgage administration, and private lending practices, with the ability to interpret legal and transactional documentation.
• Proficiency in using spreadsheets and asset management tools for modeling, tracking, and reporting real estate investments.
• Effective communication and relationship-building skills to collaborate with investors, brokers, legal professionals, and internal team members.
• Organizational and project management abilities to handle multiple properties and development initiatives, prioritize tasks, and meet deadlines.
• Post-secondary education in finance, real estate, business, economics, or a related field; additional real estate or financial certifications are an asset.
• Experience in commercial or residential real estate asset management, development, or mortgage lending is preferred.
• Demonstrated ability to work in a hybrid environment, taking initiative and operating with a high level of integrity and attention to detail.