Baker Portfolio Examples Jobs in Usa

This position is responsible for managing a high volume of assigned Global Treasury and Payments (GTP) portfolio clients in an efficient and effective manner, while proactively evaluating opportunities for potential revenue lift.

Responsibilities include:

Directly managing an assigned portfolio of high-volume GTP client relationships with the objectives of improving sales efficiency and growing portfolio revenue (relationship and portfolio growth management).

Identifying and managing new cross-sell opportunities within the assigned portfolio and for deal size below the coverage of Treasury Relationship Manager (TRM).

Being the day-to-day primary contact for the client and RM from the Deposits & Treasury Relationship prospective.

Responsible for the revenue growth of assigned portfolio, including evaluation of repricing opportunities and the result of recommended pricing on overall account profitability.

Acting as the lead for all Treasury and Payments products and introducing other technical sales/product partners on product specific opportunities (e.g. merchant, commercial card, FX, derivatives, etc.)

Establishing professional relationships with key entity principles to increase share of wallet.

Keeping sales activities tracking up to date in CRM system to ensure adequate recordkeeping of bank relationships, calling activities and sales opportunities.

Responsible for meeting or exceeding all assigned sales and portfolio goals.

Actively ensuring compliance with all EWB policies and procedures such as Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, Information Security and suspicious activity reporting requirements, etc.

May perform other duties as assigned.

Qualifications include:

Minimum 3-5 years of Treasury and Payments sales and relationship management experience.

Experience working in small business/retail & business banking segments.

Knowledge of treasury management concepts and principles as related to Bank products and services.

Good working knowledge of portfolio management techniques. Also familiar with Bank lending policies and practices, Bank operations and services, Federal and State banking regulations, etc.

Bachelor's degree is typically required.

Certified Treasury Professional (CTP) accreditation preferred.

Excellent verbal and written communication skills to include selling of Bank services and coordinating with others throughout the Bank to ensure clients receive superior operational support.

Proficient in multiple standard business software applications including MS Word, Excel, and PowerPoint.

Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

The base pay range for this position is USD $85,000.00/Yr. - USD $150,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Senior CPIC / TBM Portfolio Lead

Employment Type: Full-Time

Location: Washington, DC, USA

Salary Range $110,000 – $135,000 annually

Position Overview

The Senior CPIC / TBM Portfolio Lead supports Federal Chief Information Officer (CIO) organizations in overseeing IT investment portfolios and driving the adoption of Technology Business Management (TBM) frameworks. This role provides leadership across CPIC lifecycle activities, IT financial transparency initiatives, and executive-level portfolio reporting.

Key Responsibilities

- Lead Capital Planning and Investment Control (CPIC) Select, Control, and Evaluate investment management functions.

- Direct Technology Business Management (TBM) framework implementations, including Apptio cost modeling and configuration.

- Deliver CIO-level portfolio analytics, performance metrics, and IT investment reporting.

- Oversee the alignment of financial, operational, and technical data with the TBM taxonomy.

- Manage Apptio data ingestion processes and end-to-end IT cost modeling activities.

- Lead the development, review, and submission of OMB Exhibit 53 and Exhibit 300 materials, including IT portfolio summaries and business cases for major IT investments.

- Produce CIO governance deliverables, executive dashboards, and briefing materials for senior leadership.

Experience and Qualifications

- Ability to successfully pass an extensive federal government background investigation.

- Bachelor’s degree in Information Systems, Business Administration, Public Administration, Finance, or a related field.

- Five to eight years of experience supporting Federal CIO organizations.

- Demonstrated experience leading or supporting CPIC and TBM program implementations.

- Strong hands-on experience with Apptio, the TBM framework, IT financial modeling, and cost transparency initiatives.

- Familiarity with federal IT financial management tools and systems.

- Exceptional written and verbal communication skills, including experience briefing senior executives.

Preferred Qualifications

- Prior experience supporting federal agencies such as the Department of Veterans Affairs (VA), Department of Transportation (DOT), or Department of the Treasury.

- Professional certifications such as TBM Executive Foundation, Project Management Professional (PMP), or Certified Government Financial Manager (CGFM).

Our client in the public infrastructure sector is seeking a contract based Portfolio Manager to oversee portfolio-level planning, budgeting, scheduling, and performance management across a range of capital and operating projects, while partnering closely with engineering, construction, and line-of-business stakeholders.

Duration: 1 year

Location: Hybrid New York, NY

Responsibilities

• Support the Engineer of Projects (EOP) in the planning, execution, and closeout of projects within the assigned portfolio
• Coordinate portfolio-level budgets, schedules, and resource planning across multiple engineering projects
• Develop and maintain project delivery plans including scope, deliverables, timelines, resources, and cost estimates
• Collaborate with design, construction, and line departments to support capital plan development, project prioritization, and feasibility assessments
• Establish and manage work breakdown structures (WBS) to support project planning and execution
• Review project delivery plans against approved budgets, cost models, and historical performance; identify and reconcile variances
• Monitor key performance indicators (KPIs) including cost, schedule, accruals, MWBE participation, and risk metrics
• Prepare and maintain accurate expenditure forecasts and performance reports
• Facilitate project and portfolio meetings, capturing key decisions, risks, and action items
• Track progress across all projects within the portfolio and provide regular status updates to stakeholders and leadership
• Support development of capital planning materials and Board-level reporting documentation
• Assist in creating supporting materials such as presentations, reports, and data visualizations
• Contribute to the development and implementation of project delivery policies, standards, and procedures

Requirements

• Bachelor’s degree in Engineering, Architecture, Construction Management, Project Management, or a related discipline
• Minimum of 5 years of experience managing or supporting the delivery of capital projects with significant design and construction components
• Proven experience in budget tracking, cost forecasting, and schedule management across multiple projects
• Strong understanding of project delivery lifecycle, including planning, execution, and closeout phases
• Experience working with cross-functional teams including engineering, construction, and business stakeholders

Nice to Have:

• Proficiency with project management tools such as Primavera P6 and Primavera Risk Analysis
• Strong analytical skills with the ability to interpret project performance data and identify trends and risks
• Demonstrated ability to manage multiple priorities, meet deadlines, and work independently
• Excellent organizational and planning capabilities
• Strong communication and presentation skills, including experience presenting to senior leadership and large stakeholder groups
• Proven interpersonal, leadership, negotiation, and decision-making skills

POSITION SPECIFICATION

VP, PORTFOLIO MANAGER, REAL ESTATE DEBT

Shine Associates, LLC has been retained to search, identify, and recruit a VP, Portfolio Manager, Real Estate debton behalf of our client (Company’). This position will be based in the San Francisco, CA office.

CONFIDENTIALITY

Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning our client provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity.

CLIENT DESCRIPTION

Our client is a 100% employee-owned investment advisor based in Seattle, Washington. Founded in 1978, the firm offers its clients a wide range of real estate debt and equity, fixed income and stock strategies. As of September 30, 2025, the Company manages over $8.8 billion in assets.

As an investment manager to union trusts, the Company believes that strategy decisions must balance return opportunities with prudent risk considerations. The firm recognizes that the capital entrusted to its management represents its clients’ benefit obligations. The Company strives to provide superior risk-adjusted returns across all investment strategies.

VP, PORTFOLIO MANAGER, REAL ESTATE DEBT

The VP, Portfolio Manager, Real Estate Debt will play a critical role in assisting the Senior Portfolio Manager (“SPM”) in management of all aspects of the principal debt funds. This includes working with the SPM to analyze prospective new loans, products, and markets as well as plan for strategic positioning of the portfolio. This senior position will collaborate with the other members of the real estate debt team, including production, accounting and transactions, to ensure the SPM’s portfolio and investment objectives are achieved.

KEY RESPONSIBILITIES

Servicing and Workouts

• Identify and review impaired loans and lead in the negotiations for necessary restructuring with the approval and oversight of the SPM.
• Coordinate the foreclosure and deed in lieu process with the Borrower, legal counsel and internal departments.
• Manage the internal approval and documentation process for any debt restructurings
• Supervise servicing of all loans in the two principal funds, and any debt separate accounts.
• Administer all construction and land loans by approving draws, change orders, CC&Rs, easements, and partial release requests.
• With the SPM, assist accounting and compliance to resolve all audit requests and action items.

Fund Management

• Join Client Services and SPM in client & consultant calls.
• Assist SPM in maintaining the 12-month cash flow projections to track cash available for new investments.
• Assist with training and supervision of analysts and loan production staff.

Loan Production

• Provide input to the SPM on new potential loan transactions related to underwriting, structure and pricing.
• Assist the SPM in managing the underwriting and credit memo process for recommending new lending proposals to credit committee.

Loan Closing

• Assist the SPM in managing the legal aspects of a loan closing by negotiating the loan documents, signing documents for the funds, and determining needed post-close conditions. Work closely with the transactions team and accounting.

QUALIFICATIONS AND EXPERIENCE

• Bachelor’s degree in Finance, Economics, Accounting, or related field. MBA preferred.
• 10+ years of experience in commercial real estate, investment banking, private equity, or asset management.
• Expertise in loan workouts and debt restructuring.
• Strong proficiency in financial modeling, valuation techniques, loan sizing, and Excel.
• Experience with all major property types and markets.
• Excellent analytical, problem-solving, and quantitative skills.
• Strong written and verbal communication skills.
• Ability to present complex information clearly.
• Detail-oriented, organized, and able to manage multiple projects under tight deadlines.

WORKING CONDITIONS

Normal office environment with domestic travel as required for due diligence, property inspections and meetings with investment partners, clients, and borrowers. Extended hours may be required to meet transaction or client deadlines.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. The Comapny believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications, and job scope, but not limit our employees nor the organization to just the work identified. It is our expectation that each employee will offer their services wherever and whenever necessary to ensure the success of the company.

COMPENSATION & BENEFITS

The annual salary for this role is expected to be approximately $175,000-$225,000. Additional bonus can be earned and will be determined based on performance. In addition, this role may be eligible for a variety of financial, wellbeing, and health / welfare benefits.

CONTACT INFORMATION

Shine Associates, LLC

45 School Street, Suite 301

Boston, MA 02108

Shine, Principal

Shine Associates, LLC

(2

Hillary H. Shine, Principal

Shine Associates, LLC

(2

Lilly Beck, Director

Shine Associates, LLC

(978) 855-8454

Chandlee Gustafson, Senior Associate

Shine Associates, LLC

(978) 201-3100

Your new company

Hays, in partnership with a leading commercial real estate management firm based in San Diego, is actively seeking a Senior Portfolio Manager to oversee a dynamic portfolio across California.

Your new role

• Provide strategic oversight and ensure the effective management of a diverse commercial real estate portfolio.
• Lead and mentor Real Estate Managers and Property Assistants, fostering performance, professional development, and team collaboration.
• Direct lease renewal negotiations, manage construction projects, and oversee billing for special assignments beyond standard contract scope.
• Cultivate and maintain strong client relationships through proactive communication and exceptional service delivery.
• Review and authorize operating budgets, financial reports, and vendor agreements to ensure accuracy and alignment with portfolio goals.
• Conduct regular property inspections to maintain high standards and ensure all spaces are consistently tour-ready.
• Manage capital improvement and tenant construction projects, ensuring compliance with building codes and company standards.
• Deliver quarterly portfolio performance updates and strategic recommendations to executive leadership.

What you'll need to succeed

• Minimum of 10 years of Commercial Real Estate Management.
• Active California Real Estate License (Salesperson or Broker).
• Strong leadership and mentoring skills with experience supervising teams.
• Familiarity with Yardi, MRI, Kardin or similar property management/accounting software.
• Preferred: College degree, CPM or RPA designation, and project management experience.

What you'll get in return

You’ll receive a competitive salary, comprehensive benefits, and the opportunity to work with a company known for its proactive, personalized service and commitment to excellence. You’ll join a collaborative team with access to growth opportunities and the chance to make a meaningful impact in the commercial real estate industry. Employees are encouraged to take ownership of their portfolios and projects.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Description

Ready for more than just a job? Build a career with purpose.

At Lactalis in the USA, we're committed to providing meaningful opportunities for our people to learn, grow, and thrive-whether you're just starting your journey with us or looking to take the next step in your career. From day one, we offer the tools and support to help you succeed.

As the world leader in dairy, Lactalis is a family-owned company with over 85,000 pragmatic and ambitious professionals across the globe. Each day, we're proud to produce award-winning dairy products that bring people together.

In the US, we proudly offer an unrivaled house of beloved brands, including Galbani Italian cheeses and ricotta, President specialty cheeses and butters, Kraft natural and grated cheeses, Breakstone's cottage cheese, Cracker Barrel, Black Diamond cheddar, and Parmalat milk. Our yogurt portfolio includes siggi's, Stonyfield Organic, Brown Cow, Oui, Yoplait, Go-Gurt, :ratio, Green Mountain Creamery, and Mountain High, along with a growing family of ethnic favorites like Karoun, Gopi, and Arz.

At Lactalis, we live by our core values-Ambition, Engagement, and Simplicity. We foster a workplace where innovation thrives, diverse perspectives are celebrated, and everyone's unique background and ideas are valued.

Even if you don't meet every qualification, we encourage you to apply. We want to hear about your PASSION, your STORY, and how your EXPERTISE can help us shape the future of dairy.

From your PASSION to ours

Lactalis US Yogurt, part of the Lactalis family of companies, is currently hiring an Associate Manager, Portfolio Strategy & Planning based in Bedford, NH.

The Associate Manager, Portfolio Strategy & Planning will contribute to the strategic development, storytelling, commercialization and execution of retail initiatives across retail channels. This role will be the go-to headquarter partner for the Field Sales team - collaborating throughout the selling process to deliver the strongest, insight-driven narratives while working internally with Brand Marketing, Supply Chain, Operations, Trade Planning and Finance to ensure optimal execution of priorities. This role will specifically be responsible for the commercialization of Stonyfield Kids & Baby Products, sales strategy and performance analytics. The Associate Manager, Portfolio Strategy & Planning reports to the Senior Manager, Portfolio Strategy & Planning.

From your EXPERTISE to ours

Key responsibilities for this position include:

Strategic Thought Leadership

• Contribute to the development of the Stonyfield Sales Strategy, utilizing point of sale data, shopper insights and trends. Partner with the Field Sales team to tailor strategy across customers - prioritizing innovation based on assortment gaps, regional trends, and internal capabilities.
• Manage Innovation Plan, working collaboratively with Marketing to ensure the right innovation is developed and shepherded through the commercialization process. Ensure critical sales deadlines are met without sacrificing the quality of the proposition.
• Utilize category management skills to develop fact-based sales presentations employing brand research to include customer and consumer syndicated data such as AC Nielson, IRI, Spins. Incorporate this information into on-going planning and decision making for focus brand(s).
• Collaborate with internal functions and customer teams to create innovative brand solutions to accelerate brand growth that address critical plan risks. Represent the voice of sales to the headquarter teams - ensure clear communication to the field sales team of changes in the plans and implications.
• Provide data-driven insights of brand(s) business trends, marketing strategies, competitive landscape, and regional/channel risks and opportunities; help develop the strategy that ties brand, category and customer plans together.

General Management & Executional Excellence

• Partner with Demand Planning and Brand Marketing to contribute to the forecasting process for Stonyfield. Coordinate the brand Risks & Opportunities, develop communication and action plan. Partner with the customer strategy team to ensure that accepted item volumes, reset timings, and promotions are all accurately reflected in monthly demand plan.
• Enable connectivity between field sales team and brand team, ensuring appropriate focus on priorities, adherence to brand guidelines and Topline partnership from concept to launch.
• Partner with Finance and Brand Marketing to develop project P&Ls; lead development and communication of recommendations based on financial analysis, project rationale and operational feasibility.

WORK CONDITIONS

• Travel may be required occasionally.
• Extended hours may be necessary depending on the business needs.
• Reasonable accommodation may be made to enable individuals with disabilities to perform these essential duties and responsibilities.
• This position requires physical presence in the office, in accordance with the guidelines of the Hybrid Work Policy. The current policy requires 3 days per week in-office, and 2 days per week work from home.

Requirements

From your STORY to ours

Qualified applicants will contribute the following:

• Bachelor's degree or equivalent (8 years) is required; an MBA is preferred.
• 5+ years of CPG Sales or Brand Marketing required.
• Category Strategy, Sales Strategy & Planning and/or Trade Marketing experience a plus.
• Advanced Excel and PowerPoint skills required.
• Proven experience with syndicated data and decision data/tools such as IRI, Nielsen, Spectra, Numerator, Scintilla, HH Panel, SPINs, Symphony, Numerator.
• General knowledge of the Commercialization process.
• Proven ability to lead and drive complex initiatives successfully by collaborating across various divisions and departments.
• A highly collaborative and open-minded approach, prioritizing team success and collective goals over individual recognition.
• Capacity to rigorously analyze data and complex situations to determine root causes, assess impacts, and select the most appropriate information for effective decision-making. Must be skilled at translating complex data into clear, compelling presentations (e.g., PowerPoint).
• Ability to develop and clearly articulate long-term strategies while consistently delivering on short-term results and business objectives.
• Excellent written and verbal communication skills, including the ability to clearly transmit and receive information, effectively listen to and consider various viewpoints, and communicate persuasively across all organizational levels and departments.
• Strong foundational understanding of the business, enabling effective navigation and successful management of various business scenarios.
• Skilled in structuring complex problems, developing detailed and effective solutions, and maintaining strong attention to detail throughout the process.
• Proven ability to thrive in a fast-paced environment, concurrently manage multiple projects under pressure, meet strict deadlines, and proactively identify potential issues to prevent roadblocks. Requires a positive and proactive \"can-do\" attitude.
• Expertise in analyzing sales data, formulating meaningful business insights, and leveraging that data to build actionable recommendations that drive business growth opportunities.

At Lactalis, we offer a comprehensive Total Rewards Program with a variety of affordable benefits and coverage options. We support insurance costs significantly, contribute generously to retirement plans, and offer Paid Time Off from day one. We are committed to your professional growth, providing training and development opportunities, including Education Reimbursement. Join us and grow your career.

Lactalis is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities. Further, any division of the Company that is an Affirmative Action Employer will comply with all related legal obligations.

Position Summary

HASI is currently seeking an Associate of Portfolio Management to join our team in Annapolis, MD. This individual will support the review and analysis of HASI's existing investment portfolio as well as support due diligence of new investment opportunities.

Responsibilities

Portfolio Management and Analytics

Detailed performance review of the operating portfolio of grid connected or behind-the-meter investments, including various aspects of production, revenue, and operating expenses. Manage dataflows from investments and map them into internal database. Build and manage financial models, including underlying project operating proformas, to analyze economics and review risks. Work closely and collaboratively with broader portfolio management and investment teams to achieve objectives above.

Prepare briefing deck and reporting materials for management synthesizing asset performance and avenues for improvement.

Investment Due Diligence

Work closely with the Investment Team to support due diligence processes for debt/equity investments and acquisition activity, including analyzing production, operating expenses, and merchant curves.

Education and Prior Work Experience

Bachelor's degree from a four-year institution or Master's in Finance, Economics or Business; CFA Charter holder or CFA candidate would be a plus

2-5 years of experience in renewable energy project finance/valuation or finance/investment banking in the power sector. Excellent MS Excel financial modeling and data mining skills, with demonstrable experience working with complex models, is a necessary requirement.

Strong interpersonal skills, with the ability and desire to work in a fast-paced, innovative, entrepreneurial environment

Excellent written and verbal communication skills

Organized, detail-oriented, and able to manage multiple priorities and to assess and adjust quickly to changing priorities

Dependable and reliable, takes initiative, can work independently, and be a supportive team member

Advanced experience using Excel required and experience working with modern data analytics and reporting tools (Business Objects, SQL, SSMS, SSIS, R, PowerBI, Tableau) preferred

Work Authorization

HASI is willing to take over sponsorship for existing H1-B visas for exceptional talent. We are unable to provide new H-1B sponsorship at this time.

EEOC Statement

The Company maintains a policy of non-discrimination in employment and complies with and supports all Federal, state, and local laws regarding discrimination in employment. Specifically, the Company does not discriminate in employment opportunities or practices against any employee, intern, or applicant on the basis of race, color, gender, sex, sexual orientation, gender identity, religion, ancestry, national origin, age, citizenship status, marital status, pregnancy (including childbirth, lactation, or related medical conditions), mental or physical disability, veteran status, uniformed servicemember status, genetic information (including testing and characteristics), or any other characteristic to the extent prohibited by federal, state, or local law. Decisions regarding staffing, selection, and promotions are made on the basis of individual qualifications related to the requirements of the position. If you need reasonable accommodation for a job opening, please connect with us at and describe the specific accommodation requested for a disability-related limitation. Reasonable accommodations are modifications or adjustments to the application or hiring process that would enable you to fully participate in that process.

Our Client

• Active, multidisciplinary, highly reputable multifamily affordable housing Developer & Owner
• A top awarded LIHTC Developer in multiple states in the Southeastern U.S.
• Very well-respected organization with a strong pipeline and appetite for growth
• Established reputation for exceeding expectations for their business partners and their residents
• Innovative, high-profile developments and an unwavering commitment to develop high-quality communities
• Their affordable/LIHTC developments often feature high-quality design, sustainable materials, and amenities comparable to market-rate properties
• Known for successful projects in urban infill and transit-oriented development areas
• Their team encompasses diverse backgrounds in urban development, city government, and community outreach and they have created and maintained valuable alliances with local governments, communities, and industry partners, which enhance every project they complete
• Earned 20+ Tax Credit awards over a 4-year period
• Focused in the Southeastern U.S.

One of their Development team members shared, “I love working here. I would love to be here forever. If I could stay here forever, I’d be more than happy to. I love the company and the people. It’s a fun place to work! Most people come into the office at least four days a week just because they want to – because of our culture and fun work environment and the comradery.”

The Opportunity – Portfolio Manager

• Report directly to the Chief Investment Officer
• Oversee a LIHTC portfolio of ~50 properties and ~5,000 units (including affordable, workforce and market-rate merchant build)
• Ensure Property Management team is hitting occupancy, keeping up with collections and rent increases, and meeting/exceeding financial goals
• Ensure Property Management team is executing the asset plans appropriately and accurately
• Coordinate the lease-up process (unit acceptance, inspections, startup timing, to conversion)
• Identify efficiencies in the portfolio
• Regularly review financials for the properties in the portfolio
• Represent ownership with Property Management
• Conduct annual site visits
• Coordinate monthly reporting to partners and lenders
• Abundant learning and growth opportunities

Additional responsibilities may include:

• Oversee annual asset plans, cash distributions, and conversions
• Participate in transactions (LP exits, dispositions, acquisitions)
• Oversee quarterly REO schedule
• Responsible for monthly financial reporting to ownership
• Approve capex expenses that are unbudgeted or over a threshold
• Conduct annual site visits
• Review annual audits and tax returns

Our Firm – KM Partners

KM Partners’ national Executive Search and Professional Recruitment practice areas focus on high-growth, impact-investment-oriented businesses across relevant industries, including Investment Management, Real Estate, Clean Energy, Sustainable Infrastructure, and related Business and Professional Services. With a core focus in Tax Credits (LIHTC, NMTC, Historic, & Renewable), Multifamily, Affordable and Senior Housing, we partner with clients and place industry-specific professionals throughout the United States. We represent C-level Executive Leadership, Middle Management, and experienced Associates across industry professions.

About Reynolds Asset Management

Reynolds Asset Management is a private real estate investment firm focused on the acquisition, development, and long-term ownership of multifamily assets across the Northeast, Southeast, and Midwest. We are a lean, high-performing team where individuals have direct exposure to the principal and meaningful ownership of their work. We don't have layers — what you do here matters and is visible.

About the Role

We are hiring a mid-level Asset Manager to join our Paramus, NJ office and take ownership of day-to-day asset management responsibilities across our multifamily portfolio. Properties are located across New York, New Jersey, Pennsylvania, Ohio, Texas, and Florida — primarily larger assets requiring a disciplined, organized operator who can manage multiple priorities simultaneously without losing detail.

This person will report directly to the principal of the firm.

What You'll Own

• Ongoing asset management of a multifamily portfolio spanning multiple states — monitoring performance, identifying issues, and driving operational improvements at the property level
• Monthly financial reviews — analyzing actual vs. budget, identifying variances, and summarizing performance for ownership and investor reporting
• Annual budget preparation in coordination with property management teams
• Lender and investor reporting — preparing and delivering required reporting packages accurately and on time
• Yardi — working directly in the platform for reporting, data integrity, and financial oversight
• Coordination with property managers, lenders, brokers, and legal counsel as needed
• Supporting acquisitions analysis and due diligence as opportunities arise

Who You Are

• 3–6 years of experience in asset management, real estate private equity, or a related real estate finance role — multifamily experience required
• Financially fluent — you understand real estate finance concepts including NOI, cap rates, debt service coverage, cash-on-cash returns, and IRR without needing them explained
• A strong financial modeler — you can build and stress-test a pro forma from scratch in Excel
• Experienced with Yardi — required
• Exceptionally organized and task-driven — managing a multi-state portfolio means nothing can fall through the cracks
• A strong communicator — capable of producing clean, professional written reports for lenders and investors
• Comfortable operating in a lean environment where you are expected to figure things out, take initiative, and report back with solutions rather than problems
• Based in or willing to commute to Paramus, NJ — this is a full-time, on-site role

What We Offer

• Competitive base salary commensurate with experience
• Performance bonus
• Health benefits
• Direct exposure to a principal-led firm with an active and growing portfolio
• No bureaucracy — decisions get made, work gets done

To Apply

Submit your resume. Candidates without multifamily asset management or real estate finance experience will not be considered.

About Reynolds Asset Management

Reynolds Asset Management is a private real estate investment firm that develops, owns, and manages multifamily assets across the Northeast, Southeast, and Midwest. We take pride in our properties, hold them for the long term, and operate them to a high standard. We are looking for people who share that mentality.

About the Role

We are hiring an Operations Coordinator to serve as the operational backbone of our portfolio. This is a high-execution, detail-driven role for someone who thrives on follow-through, knows how to manage multiple moving parts simultaneously, and takes personal ownership of making sure things actually get done.

You will be the day-to-day link between RAM's ownership team and our properties — monitoring performance, tracking open items, holding property managers accountable at the operational level, and making sure nothing falls through the cracks across a multi-state portfolio.

What You'll Own

• Daily property report review across the portfolio — flagging issues, tracking open items, and following up until resolved
• Property manager accountability at the operational level — vendor scheduling, maintenance work order tracking, unit turnover coordination, and lease-up monitoring
• Vendor and contractor coordination — scheduling, follow-up, and documentation
• Compliance and administrative tracking — lease renewals, inspections, certificates of occupancy, insurance requirements, and utility accounts
• Support for on-site property managers — serving as their first point of contact at RAM for operational questions and escalations
• Coordination with the Asset Manager on property-level execution — translating financial priorities into operational action items
• Maintaining organized, current records across all properties in Yardi and RAM's internal systems

Who You Are

• 2–4 years of experience in property management, real estate operations, or a related field
• Exceptionally organized — you keep detailed lists, you follow up without being asked, and you track open items until they are closed
• A strong communicator — comfortable talking to property managers, vendors, tenants, and ownership in the same day
• Experienced with Yardi or a comparable property management platform — required
• Thick-skinned and direct — you can hold a property manager accountable for a missed deadline without it becoming a confrontation
• Comfortable managing multiple properties and priorities simultaneously without losing detail
• Based in or able to commute to Paramus, NJ — full-time, on-site role

What We Offer

• Competitive salary commensurate with experience — $60,000–$75,000
• Performance bonus
• Health benefits
• A stable, well-capitalized ownership group with a long-term commitment to its assets
• Direct access to leadership — no bureaucracy, no layers

To Apply

Submit your resume and a brief note describing the most complex operational portfolio you have managed and how many properties it included.