- Manage the delivery of solutions for institutional real estate clients. This may include property, debt or derivative valuations, debt management or covenant compliance or related analytical consulting.
- Review and extract information from various types of real estate source documents such as loan agreements and promissory notes, leases and rent rolls, income and expense statements, capital expenditure reports and balance sheets.
- Implement quality control procedures to ensure the accuracy and completeness of data and analysis and identify and resolve any discrepancies or errors.
- Work closely with clients to understand their investment and financing strategies, the markets they are invested in, and other factors that may impact the solutions we provide.
- Maintain strong relationships with clients, providing ongoing support and ensuring that we are delivering the highest level of service possible.
- Stay up to date with industry best practices and procedures and apply this knowledge to improve the services we provide.
- Collaborate with team members and other stakeholders to ensure that projects and deliverables are completed on time and the satisfaction of clients.
- Communicate effectively with clients, team members, and other stakeholders, using strong verbal and written communication skills to convey complex ideas and information.
- Bachelor's degree in business, finance, economics, real estate, or a related field.
- At least 3 years of experience working with institutional real estate or clients.
- Expertise in valuation, debt capital markets or consulting services.
- Strong analytical skills, with the ability to conduct detailed financial analysis and modeling.
- Advanced proficiency in Microsoft Excel, with the ability to create and maintain complex financial models, analyze data and present insights.
- Excellent communication skills, both verbal and written, with the ability to convey complex ideas and information to clients, team members, and other stakeholders.
- Strong attention to detail, with the ability to review and extract information from various types of real estate source documents.
- Ability to work independently and as part of a team, and to manage multiple projects and deadlines simultaneously.
- Strong organizational and project management skills, with the ability to prioritize tasks, meet deadlines, and manage resources effectively.
- Knowledge of real estate markets and industry trends, and a willingness to stay up to date with changes and developments in the field.
- Knowledge and experience utilizing Python, SQL or R is a plus.
- Professional certifications such as CFA, CPA, or MAI are a plus.
-
Investments Operations Consultant
3 weeks ago
Fidelity Investments Littleton, United StatesJob Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model ...
-
Investment Consultant
1 week ago
Chatham Financial Denver, United StatesCompensation: · For Colorado based candidates, the compensation range for the position is expected to be between $75,000 - $130,000 annually. Total compensation, including base pay, discretionary individual bonus and company bonus, may be higher than range listed, depending on a ...
-
Investment Product Consultant
6 days ago
Envestnet Denver, United StatesEnvestnet is seeking a passionate and talented · Investment Product Consultant · to join our Sales team. This position is expected to report to one of the following office locations: Berwyn, PA, Chicago, IL, or Denver, CO. · Envestnet is transforming the way financial advice an ...
-
Alternative Investments Consultant
2 weeks ago
Royal Bank of Canada Denver, United States Full timeJob Summary · Job Description · *We are open to candidates based in any major city in our West Division with the ability to travel % of the time. Locations include but are not limited to: Denver, Phoenix, Seattle, Los Angeles, San Diego, Dallas and Houston. · What is the opportun ...
-
Aurora Ventures North Westminster, United StatesInvestment Associate, Germany - Large Cap Private Equity Fund · Competitive Compensation · LM 58939 · The Opportunity: · An exciting opportunity has opened up to join a well-established Private Equity fund with a focus on Generalist and Infrastructure investments · The fund ha ...
-
Investment Consulting Senior Analyst
1 week ago
Wilshire Advisors LLC Denver, United StatesCompany Description · As part of the Wilshire family, you can rest assured that every day you are contributing to an organization that is helping investors improve their financial outcomes. For more than 50 years, Wilshire has been dedicated to providing customized portfolio sol ...
-
Senior Growth
3 days ago
Empower Littleton, United States Full timeGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...
-
Tax consultant
1 week ago
Cascade Ventures Dawn, United StatesAbout the Company · Our expertise, in addition to everyday tax advice, compliance business, asset protection, and succession planning, lies primarily in design consulting. Whether it's foundation contracts, cooperative formations, support funds, asset-managing companies, holding ...
-
Training to become a bank clerk/banker
1 week ago
ZephyrTech Englewood, United StatesWhat we offer you: · Apprenticeship salary: · * 1st year: €1,118.20 gross per month · * 2nd year: €1,164.02 gross per month · * 3rd year: €1,227.59 gross per month · Monthly benefits: · * €40 company savings plan · * Approximately €53 for transportation and meal expenses · * €50 ...
-
Account Executive
1 week ago
HUB International Lakewood, United StatesHUB International Limited ("HUB") is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 750 offices thro ...
-
Radiant Innovations Foxfield, United StatesTraining as a Financial Assistant "International Business" (m/f/d) at Foxfield · Are you looking for a career entry with many opportunities in the international banking business? · Here is your special career turbo: You specialize in international banking during your training. In ...
-
Masters Level Clinical Therapist
1 week ago
evolvedMD Littleton, United StatesMasters Level Clinical Therapist seeing pediatric and adult patients · Mental Health Therapist - Professional Counselor - Licensed Social Worker · $2k Sign On Bonus · evolvedMD's Behavioral Health Managers (BHMs) open the front door to transformational mental health services for ...
-
Planning Consultant
1 week ago
Fidelity Talentsource Llc Littleton, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...
-
NewGen Strategies & Solutions Littleton, United StatesJob Posting Financial Analyst/Consultant Energy Practice (Lakewood, CO) · NewGen Strategies and Solutions is a management consulting firm with offices nationwide. Our vision is to be the consulting company that makes a difference for our clients, our employees and in our communi ...
-
Associate Director, Accounting Advisory
1 week ago
Chatham Financial Littleton, United StatesOverview: · We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create ...
-
Wealth Planner
1 week ago
CFA Institute Littleton, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...
-
Financial Consultant
1 week ago
CFA Institute Littleton, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...
-
Wealth Management Consultant
1 week ago
CFA Institute Littleton, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...
-
Associate, Accounting Advisory
1 week ago
Chatham Financial Littleton, United StatesOverview: · We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create ...
-
Cascade Ventures Fletcher, United StatesWe, estos GmbH, are a manufacturer of communication software and an innovative component for Unified Communications - awarded as a Top 100 Innovator in 2022 & 2023. Since our establishment, we have been developing professional standard software for businesses to improve their com ...
Investment Consultant - Littleton, United States - Chatham Financial
Description
Overview:
We don't simply hire employees. We invest in them. When you work at Chatham, we empower you - offering professional development opportunities to help you grow in your career, no matter if you've been here for five months or 15 years. Chatham has worked hard to create a distinct work environment that values people, teamwork, integrity, and client service. You will have immediate opportunities to partner with talented subject matter experts, work on complex projects, and contribute to the value Chatham delivers every day.
Job Summary:
As an Investment Consultant specializing in institutional real estate clients, your primary responsibility will be to manage the delivery of solutions to meet the needs of our clients. You will be responsible for providing expert and tangible solutions in areas such as valuation, debt management and consulting services with a focus on enabling clients to more confidently assess risk, manage investments and report financials.
You will work closely with our clients to understand the markets they are invested in, their investment and financing strategies and other factors that may impact the solutions we provide. In addition to understanding our clients you will also be responsible for monitoring market trends and industry best practices, maintaining strong relationships with our clients, providing ongoing support, and ensuring that we are delivering the highest level of service possible.
The successful candidate will have a strong background in real estate investment management or a related field, with expertise in areas such as valuation, asset management, debt management, debt capital markets, or consulting services. They will also have exceptional analytical skills, with the ability to conduct detailed financial analysis and modeling. Strong communication skills, both verbal and written, are also essential, as this position will require communication with clients, team members and other stakeholders.
Key Responsibilities:
Qualifications:
About Chatham Financial:
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 600 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries - handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit
Chatham Financial is an equal opportunity employer.
#LI-onsite
#LI-BB1
