Real Estate Asset Management Associate - Portfolio & Draws

Keystone National Group; Salt Lake City (UT); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading investment advisory firm in Salt Lake City is seeking an experienced Asset Management Associate to provide support in managing a growing portfolio of real estate loans. The role encompasses monitoring financial performance, client interactions, and compliance evaluations. Candidates should hold a Bachelor’s degree and have over three years of relevant experience. Exceptional Excel skills and effective communication abilities are essential. The position is full-time and based on-site, with immediate availability desired.

Qualifications

• 3+ years of professional experience in asset management or related fields.
• Strong ability to analyze financial statements and compliance.
• Willingness to travel for onsite visits.

Responsibilities

• Manage the performance of real estate loans.
• Interact with clients to discuss loan progress.
• Monitor compliance with loan covenants.
• Prepare presentations for fund investors.

Skills

Financial analysis

Communication skills

Team collaboration

Excel proficiency

Education

Bachelor’s degree in finance, accounting, or related field

Job description

A leading investment advisory firm in Salt Lake City is seeking an experienced Asset Management Associate to provide support in managing a growing portfolio of real estate loans. The role encompasses monitoring financial performance, client interactions, and compliance evaluations. Candidates should hold a Bachelor’s degree and have over three years of relevant experience. Exceptional Excel skills and effective communication abilities are essential. The position is full-time and based on-site, with immediate availability desired.