Associate or Senior Associate, Asset Management

About the Company Sagard Real Estate is a real estate investment advisor and operator providing investment management services throughout the U.S. including portfolio management, acquisitions, debt origination, asset management, development and property management for our investors. With $6.0 billion in assets under management, our clients invest in a variety of commercial real estate investment strategies through separate accounts and open-end commingled funds. Sagard Real Estate is based in Denver with regional investment offices in New York City, Charlotte, Austin, Los Angeles and San Francisco metro areas. About the Role Associate and Senior Associate positions report to Regional Director or Director management roles and support the property‑level investment performance for a portfolio of equity real estate within a defined territory. Key Job Duties Enhance department policies and procedures. Help mitigate investment risk by assisting in active asset business plan implementation. Initiate and complete accurate comprehensive quarterly valuations and reports. Perform accurate and timely completion of monthly/quarterly asset management reports, including comprehensive variance comments. Maintain & update Argus Enterprise valuation models. Perform ad‑hoc sensitivity and performance return analysis to inform cash management, leasing, and disposition decisions. Preparation and submittal of loan draw requests and construction cost tracking for development projects. Assist in formulation, critique and approval of comprehensive annual property business plans, operating and capital budgets, reforecast process, internal and external appraisals and sell/hold strategies. Support Investment Committee presentations by Asset Management. Through delegated authority guidelines, facilitate the signing of business documents, engagement of property management and leasing firms, and development/execution of approval process for leasing, capital and value‑added investment strategies. Drive adequate documentation of all activities in an organized electronic file system. Assist with timely, cost‑effective legal solutions to business problems. Help ensure that the cost‑benefit of all leasing/capital investment is documented and that all property‑level decisions reinforce overall portfolio and client investment objectives. Help build and sustain joint venture partner and operator relationships. Help manage all third‑party relationships with brokers, attorneys, property managers, tenants, etc. as needed. Advise Regional Managing Director or Director regarding investment performance, budget variances and changes in market/property conditions and valuation, and recommend course of action. Review proposed acquisitions, and provide support in due diligence process. Network and build relationships with other real estate professionals to enhance personal skills and increase industry awareness of Sagard Real Estate’s investment advisory capabilities. Help with lease negotiations. Assist in ensuring lease administration is accurate and complete. Participate in regular leasing calls and negotiation process. Conduct market research and compile relevant sales and leasing comp data. Help approve all capital work and invoices for dedicated assets. Education Requirements College degree, with advanced degree desirable. Experience Requirements Minimum of 3 years of experience in the commercial real estate business, preferably in asset management and exposure to property management. Some exposure in transactions (acquisitions, dispositions and leasing), deal structuring, underwriting, financing, compliance oversight with complex ownership and financing structures, hold/sell analysis, valuation, financial reporting, managing investment performance, major capital improvements, new construction/development/redevelopment, financing, operations management and accounting. Some familiarity with all property and life‑cycle types, deal structures and national and regional real estate markets. Knowledge, Skills, and Abilities Demonstrated interpersonal, leadership, management, communication, conflict resolution, negotiating and listening skills. Ability to “benchmark” and apply past experience in order to make well‑reasoned, but decisive decisions. Advanced proficiency with Excel, Argus and relevant tech applications. Compensation & Benefits Starting Salary Range: $115,000 to $150,000 annually. This role is also eligible to participate in a merit‑based annual bonus program, health, vision, and dental insurance plans, long and short‑term disability, 401K plan, and PTO. Sagard Real Estate Employee benefits include: Flexible Time Off 401k Matching Program Competitive Medical, Dental and Vision plus FSA and HSA options Paid Caregiver Leave Benefits Commuter Pre‑Tax Savings Program (Parking and Mass Transit) Mentorship and Leadership Development Opportunities Paid Social and Engagement Events Throughout the Year And More Equal Employment Opportunity Statement Sagard’s Commitment to Diversity and Inclusion is evident and continuously showcased from dedicated workgroup efforts and programming for recruitment, inclusive culture, retention, and training initiatives throughout our organization. To learn more about Sagard’s ESG initiatives and how our DEI efforts support, visit sagard.com/responsibility. Sagard’s Commitment to Applicants is evident with no discrimination in our recruitment process due to race, color, disability, creed, gender, sexual orientation, gender identification, age, religion, national origin, citizenship, marital status, veteran status or any protected category by local, state or federal laws. #J-18808-Ljbffr Sagard Real Estate - EverWest Real Estate Investors