AI-Powered Asset Manager: Real Estate Portfolio

T&H Investment Properties, LLC; Carmel (IN); On-site; USD 90,000 - 150,000; Full time

Job summary

The Asset Manager role at T&H Investments in Carmel, IN oversees third-party property managers, monitors budgets, and ensures timely compliance reporting. You will work with the CFO and finance team, shaping how AI and modern tools are used to optimize asset performance and reporting.

You're expected to bring strong financial statement analysis, Excel skills, and experience with real estate asset or property management. We value judgment, curiosity, and follow-through, with coaching provided.

Qualifications

• Bachelor’s degree in business, accounting, finance, economics, real estate or a related field.
• Five+ years in real estate, property management, asset management, accounting or finance.
• Ability to read and analyze property financial statements; strong Excel skills.
• Clear written and verbal communication, and comfort holding third parties accountable.
• Genuine comfort with AI tools and a willingness to learn as they evolve.
• Coachable, organized and detail-oriented, with a habit of following through.

Responsibilities

• Property manager oversight: be primary contact and manage third-party PMs; ensure budgets and mgmt agreements are followed.
• Lead regular check-ins with property managers and escalate issues to CFO early.
• Support annual reviews, assessments and renewal of property mgmt agreements.
• Occasional on-site property visits to verify condition and performance.
• Financial performance: review monthly financials against budget; explain variances.
• Support annual operating budget process and give managers feedback.
• Identify underperforming properties and help build workout plans.
• Track capital expenditures against budgets and lender requirements.
• Compliance, reporting and records: prepare investor, lender and agency reporting on time.
• Track compliance with debt, equity, incentive and grant agreements; PILOT or abatement filings.
• Track insurance renewals and coordinate with CFO on claims.
• Maintain asset management files and portfolio schedules.
• Strategy and development support: assist with refinance, sale, hold analyses and valuations.
• Collaborate with development to reflect operating costs in underwriting.
• Participate in lease-up and handoff at stabilization with development.
• Finance team contribution: assist finance projects, reconciliations and audit support.
• Support AI-assisted reporting and portfolio analytics; take on special projects as needed.

Skills

Excel

AI tools

Communication

Detail-oriented

Coachable

Organized

Education

Bachelor’s degree in business, accounting, finance, economics, real estate or a related field

Tools

Excel

AI tools

Job description

The Asset Manager role at T&H Investments in Carmel, IN oversees third-party property managers, monitors budgets, and ensures timely compliance reporting. You will work with the CFO and finance team, shaping how AI and modern tools are used to optimize asset performance and reporting.

You're expected to bring strong financial statement analysis, Excel skills, and experience with real estate asset or property management. We value judgment, curiosity, and follow-through, with coaching provided.