Senior Associate, Investment Operations & Asset Management

Who You’ll Work With

The Senior Associate, Investment Operations & Asset Management is a dynamic operations role focused on commercial real‑estate transaction execution, coordination, reporting, and asset‑management support. You will partner closely with the front‑office commercial team to manage the entire lifecycle of transactions and coordinate asset management of the team’s investments. The role reports to the Head of U.S. Operations and can be based in New York, NY or Minneapolis, MN.

• Coordinate and support the management of third‑party commercial real‑estate relationships.
• Project‑manage work streams on the commercial real‑estate projects with third‑party asset managers.
• 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 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.
• Act as the primary source of information 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 investigate any issues that arise.
• Escalate issues and coordinate resolution across stakeholders, focusing on material or financially impactful areas.
• Support the commercial‑real‑estate team with accurate detailed financial models, including monthly valuations.
• 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 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.
• Evaluate complex situations and propose solutions using good judgment.
• Effectively manage bespoke complex financing agreements.
• Set up new deal structures and manage existing structures with various AB Car Val departments and external stakeholders.
• Complete due diligence and audit requests with appropriate partners.
• Coordinate and maintain accuracy of 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 team and external partners.
• Provide input on investment documentation alongside the commercial‑real‑estate team.
• Coordinate with partners regarding investment memorandums, performance reporting, business & legal practices, and accounting procedures for each transaction.
• Make judgment‑based decisions related to the operations function and assume responsibility for business impact.
• Understand key areas of the commercial‑real‑estate investment transactions and anticipate potential issues; proactively communicate solutions.
• Assist with project‑by‑project review, analysis, and milestones within commercial‑real‑estate investment transactions.

• Bachelor's degree in accounting, business, finance, or a related field.
• At least 5 years of finance experience.
• Demonstrated experience in commercial‑real‑estate asset…