Investment Manager

Job Title: Investments Manager
Company: Unified Business Alliance
Location: Lehi, UT

Compensation (DOE): $105,000-$120,000

Position Summary:
We are seeking an Investments Manager to join our real estate investment and development team. This role will play a critical part in underwriting new development opportunities, managing existing development projects, managing the lease-up of several multifamily & retail projects, and optimizing fund performance. The ideal candidate will have strong financial modeling skills, experience in real estate investments, asset management, and the ability to drive strategic decision-making through data-driven insights.

Key Responsibilities:

Real Estate Development

• Develop comprehensive proformas to assess feasibility, perform sensitivity analyses, and secure construction and permanent financing
• Cultivate relationships with lenders to negotiate favorable financing terms
• Negotiate optimal LOI terms with future tenants for retail development projects
• Collaborate with Senior Development Managers on project execution items

Asset Management

• Track and compare asset performance against proformas and provide critical insights to refine investment and operational strategies
• Oversee third-party property management teams to ensure lease-up performance aligns with financial projections and strategic goals
• Analyze the efficacy of marketing and promotion efforts to maximize ROI
• Partner with the CFO to provide executive leadership with analysis of financial performance of existing assets and the real estate fund as a whole

Real Estate Fund Management

• Build and maintain financial models and dashboards to inform capital deployment and disbursement decisions
• Structure and maintain financial models for fund partnership waterfall calculations, including preferred returns, GP catch-up, and carried interest calculations
• Implement models for real estate fund management fee calculations
• Conduct ad hoc performance analyses at the fund, asset, and investor levels to support strategic decision-making

Qualifications:

• Bachelor's or Master's degree in Finance, Real Estate, Economics, or a related field
• 3-5 years of industry experience in real estate investment, development, asset management, and/or fund management
• Experience in any or all the following: real estate investment, development, asset management, fund management
• Experience managing construction budgets and processing bank draws for real estate development and/or capex renovation projects is a plus
• Experience negotiating financing terms with lenders and LOIs with retail tenants
• Advanced expertise in Microsoft Excel, financial modeling, and other MS Office applications
• Ability to interpret legal documents such as a 'Limited Partnership Agreement' and model fund & asset performance in accordance with such documents
• Comprehensive understanding of real estate fund structures, waterfall calculations, and fund-level performance metrics
• Exceptional communication, leadership, and relationship management skills to work with executive leadership, senior development managers, lenders, and property managers
• Highly organized with strong attention to detail and ability to manage multiple projects and deadlines
• Strong analytical and problem-solving skills, including the ability to analyze property-level marketing spending and its impact on lease-up performance

Benefits:

• Medical, Dental, and Vision Insurance
• Company Paid Life Insurance
• 401K with company match
• Paid Parental Leave
• Tuition Reimbursement
• Professional Development
• Employee Assistance Program
• Holidays and Paid Time Off
• +More.