Maintain fund models supporting investment level return expectations to facilitate long-term financial projections for investors and senior management.
Coordinate the quarterly valuation process and preparation of materials. Calculate mark-to-market estimates and projected fund returns pursuant to firm policies for real estate debt and other credit instruments.
Execute valuation control framework, including communication with auditors and third-party providers, and independent valuation verification according to firm policies and procedures.
Drive the preparation of periodic analytics and scenario analysis (e.g., impacts of loan maturities and capital markets activity) to add strategic insight into business performance and future results.
Mentor and oversee the work product of junior professionals.
Interface with stakeholders across the firm including, but not limited to, Investment and Asset Management teams, Investor Relations, and Fund Accounting.
Qualifications:
Undergraduate degree in Finance or Accounting
6+ years of experience
Strong Excel/modeling skills required; experience with valuation or forecasting required
Excellent interpersonal and communication skills, both written and verbal
Experience in the financial services and/or real estate industries is preferred