Asset Manager

Phoenix Investors - Milwaukee, WI

Full-time - Senior

Milwaukee, WI

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Asset Manager at Phoenix Investors is responsible for overseeing asset management across a vast portfolio of industrial real estate. This role involves engaging with lenders and investors, managing project budgets, and contributing to the strategic growth of the firm. The position requires a detail-oriented individual who can work independently and collaboratively within a dynamic team environment.

Responsibilities

• Serve as the primary liaison with lenders and investors, handling project budgets and addressing financial inquiries.
• Manage and oversee draw requests, including invoice collection and approval, draw package assembly for bank submission, and leveraging historical data for budget forecasts.
• Monitor and report on property-level performance metrics.
• Handle all monthly and quarterly reporting requirements to external parties.
• Calculate distributable income for certain partners on a quarterly basis.
• Collaborate with Property Managers to develop and review annual operating budgets.
• Maintain and update internal models, providing quarterly asset performance updates.
• Collaborate with the CFO to secure financing for new acquisitions and refinance existing assets.

Requirements

• Bachelor's degree in finance, real estate, accounting, or a related field
• Minimum of 5 years of experience in real estate asset management
• Proficient in Microsoft Word, Excel, PowerPoint, and Outlook; familiarity with Yardi is a plus
• Highly organized with the ability to work independently, exhibiting reliability and strong problem-solving skills.

Benefits

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