Asset Management & Investment Associate

Shin Yen Retail Property Management; Chino (CA); On-site; USD 80,000 - 86,000; Full time

Benefits offered by this job

401(k)

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

A leading commercial real estate firm in Chino, CA is seeking an Asset Management & Investment Associate to support investment initiatives and asset management strategies. The ideal candidate will have a strong background in financial modeling and commercial real estate operations, with 4–7 years of relevant experience. This full-time role offers a salary of $80,000-$86,000 annually and a comprehensive benefits package.

Qualifications

• 4–7 years of experience in commercial real estate asset management, investment banking, or credit analysis.
• Experience with financial modeling and advanced Excel skills.

Responsibilities

• Conduct financial modeling and forecasting for acquisitions and portfolio planning.
• Support due diligence for acquisitions and dispositions.
• Prepare investment memoranda and presentations for management.

Skills

Financial modeling

Analytical skills

Communication

Negotiation

Organization

Education

Bachelor's degree in Finance, Real Estate, Economics or related field

MBA preferred

Tools

Yardi

Argus

Excel

Job description

About Us:

Shin Yen Retail Property Management is a premier commercial real estate company with a growing portfolio of retail properties across diverse markets. Our success is driven by expert property management, disciplined capital investment, and a commitment to financial excellence. We are seeking a talented Asset Management & Investment Associate to support both our investment initiatives and asset management strategies, helping to maximize returns and strengthen portfolio performance.

Position Overview:

The Asset Management & Investment Associate will play a hybrid role, bridging investment analysis with hands-on asset management. This role involves conducting financial modeling, underwriting acquisitions, and structuring financing while also supporting portfolio strategy, lease oversight, and property-level performance. The ideal candidate will bring strong financial and analytical skills, preferably with prior banking, credit, or investment experience, and a solid understanding of commercial real estate operations.

Key Responsibilities:

• Conduct financial modeling, forecasting, and sensitivity analyses for acquisitions, refinancing, and portfolio planning.
• Evaluate acquisition opportunities through underwriting, market research, and feasibility analysis.
• Support due diligence for acquisitions and dispositions, including financial, legal, and operational reviews.
• Prepare investment memoranda, offering documents, and presentations for senior management, lenders, and investors.
• Track and report portfolio performance metrics including DSCR, LTV, NOI, IRR, and cash-on-cash returns.
• Assist in developing and executing strategic asset management plans to optimize property value and returns.
• Collaborate with property management on budgeting, financial reviews, and operational oversight.
• Monitor tenant performance, rent rolls, lease compliance, and occupancy levels.
• Provide recommendations for enhancing asset profitability and long-term performance.
• Oversee vendor contracts, capital improvements, and property upkeep alongside the property management team.

Capital Markets & Debt Financing

• Structure and analyze financing packages for acquisitions, refinancing, and recapitalizations.
• Maintain relationships with banks, insurance companies, and other capital providers.
• Prepare loan packages, financial reports, and support lender due diligence processes.
• Track interest rate shifts, refinancing impacts, and capital deployment scenarios.

Leasing & Occupancy

• Support lease negotiations, renewals, and tenant credit assessments.
• Partner with brokers and marketing teams to identify tenants and maintain an optimal tenant mix.
• Analyze market trends to improve occupancy rates and drive long-term value creation.
• Generate regular performance reports, portfolio analyses, and property assessments for management.
• Support risk management efforts by monitoring compliance with legal, safety, and regulatory requirements.
• Assist with crisis management planning and ensure risk mitigation strategies are in place.

Systems & Process Optimization

• Utilize Yardi and Argus for modeling, reporting, and portfolio tracking.
• Enhance internal workflows, reporting tools, and compliance processes.
• Ensure accuracy and integrity of financial and operational data.

Qualifications:

• Bachelor’s degree in Finance, Real Estate, Economics, or related field ( MBA preferred ).
• 4–7 years of experience in commercial real estate asset management, investment banking, or credit analysis.
• Strong financial modeling and advanced Excel skills; experience with Yardi and Argus strongly preferred.
• Deep understanding of commercial real estate lending, underwriting, and asset management practices.
• Excellent communication, negotiation, and presentation skills.
• Ability to manage multiple projects and priorities in a fast-paced environment.
• Self-motivated, highly organized, and detail-oriented with strong problem-solving skills.

Job Type: Full-time

Pay: $80,000-$86,000 per year

• 401(k)
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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