Senior Associate, Investment Operations, Asset Management

Responsibilities

• Coordinate and support the management of third‑party commercial real estate relationships
• Coordinate and project manage work streams on the commercial real estate projects with third party asset managers, supporting execution of approved asset business plans
• Track and report asset performance against underwriting and business plan metrics
• Liaise with property managers, brokers, and service providers to ensure operational efficiency
• Coordinate documentation, tracking, and execution support related to loan modifications and borrower communications
• Ensure timely communication and coordination with the commercial team decision makers regarding project execution and operational matters
• Support implementation and tracking of approved asset‑level strategies
• Ensure proper portfolio reporting/review and communication with key internal and external stakeholders connected to the projects
• Act as the primary source of information internally for investment transaction performance and asset‑related updates
• Prepare regular asset performance reports, including variance analysis
• Monitor borrower compliance with loan documentation and business plans and further investigate any issues that may arise
• Escalate issues and coordinate resolution across stakeholders, proactively focusing on the most material/financially impactful areas and ensuring quick response to any ad hoc issues
• Support the commercial real estate commercial team to ensure they have the information required to maintain accurate detailed financial models (incl. monthly valuations) for the projects
• Coordinate operational work streams related to new warehouse facilities and loan onboarding
• Serve as an operational coordination contact for financing counter parties
• Prepare and maintain investment memorandums, reports, and presentations for internal committees
• Manage legal, finance, and tax related tasks associated with each investment transaction or the commercial real estate strategy
• Provide day‑to‑day operational input on commercial real estate investment transactions
• Support operational due diligence, transaction coordination, and information gathering related to acquisitions
• Coordinate closing processes with legal, finance, and external stakeholders
• Engage with and interpret detailed commercial real estate investment transaction legal documents
• Track and reconcile investment‑level cash flows, budgets, and funding requirements
• Quickly evaluate complex situations that arise and use good judgement to propose solutions
• Effectively manage bespoke complex financing agreements
• Set up new deal structures and manage existing deal structures with various AB Car Val departments as well as external stakeholders
• Complete due diligence and audit requests by working with appropriate partners
• Coordinate, manage and maintain accuracy all aspects of tracking commercial real estate transactions in AB Car Val’s systems
• Respond to internal and external queries regarding commercial real estate investment transactions throughout their life cycle
• Collaborate with the AB Car Val commercial real estate commercial team and external commercial real estate transaction partners
• Provide input on commercial real estate investment transaction documentation alongside AB Car Val commercial real estate commercial team
• Coordinate with partners regarding appropriate investment memorandums, performance reporting, business & legal practices, and accounting procedures for each investment transaction
• Make judgement‑based decisions related to the operations function and assume responsibility for the impact to the business
• Understand key areas of the commercial real estate investment transactions/business and anticipate potential issues; proactively communicate solutions to others within the team or management
• Assist with project by project review/analysis/milestones within commercial real estate investment transactions

• Bachelor's degree in accounting, business, finance, or related industry
• 5+ years finance experience
• Demonstrated experience in and/or exposure to commercial real estate asset management/portfolio operations preferably including underwriting, credit evaluation, and third party…