Asset Management & Investment Associate

Commercial Real Estate - Asset Management & Investment Associate - Job Description (Exempt)

About Us:

 Shin Yen Retail Property Management is a premier commercial real estate company with a growing portfolio of retail properties across diverse markets. Our success is driven by expert property management, disciplined capital investment, and a commitment to financial excellence. We are seeking a talented Asset Management & Investment Associate to support both our investment initiatives and asset management strategies, helping to maximize returns and strengthen portfolio performance.

Position Overview:

The Asset Management & Investment Associate will play a hybrid role, bridging investment analysis with hands-on asset management. This role involves conducting financial modeling, underwriting acquisitions, and structuring financing while also supporting portfolio strategy, lease oversight, and property-level performance. The ideal candidate will bring strong financial and analytical skills, preferably with prior banking, credit, or investment experience, and a solid understanding of commercial real estate operations.

Key Responsibilities:

Investment & Financial Analysis

• Conduct financial modeling, forecasting, and sensitivity analyses for acquisitions, refinancing, and portfolio planning.
• Evaluate acquisition opportunities through underwriting, market research, and feasibility analysis.
• Support due diligence for acquisitions and dispositions, including financial, legal, and operational reviews.
• Prepare investment memoranda, offering documents, and presentations for senior management, lenders, and investors.
• Track and report portfolio performance metrics including DSCR, LTV, NOI, IRR, and cash-on-cash returns.

Asset & Portfolio Management

• Assist in developing and executing strategic asset management plans to optimize property value and returns.
• Collaborate with property management on budgeting, financial reviews, and operational oversight.
• Monitor tenant performance, rent rolls, lease compliance, and occupancy levels.
• Provide recommendations for enhancing asset profitability and long-term performance.
• Oversee vendor contracts, capital improvements, and property upkeep alongside the property management team.

Capital Markets & Debt Financing

• Structure and analyze financing packages for acquisitions, refinancing, and recapitalizations.
• Maintain relationships with banks, insurance companies, and other capital providers.
• Prepare loan packages, financial reports, and support lender due diligence processes.
• Track interest rate shifts, refinancing impacts, and capital deployment scenarios.

Leasing & Occupancy

• Support lease negotiations, renewals, and tenant credit assessments.
• Partner with brokers and marketing teams to identify tenants and maintain an optimal tenant mix.
• Analyze market trends to improve occupancy rates and drive long-term value creation.

Reporting & Risk Management

• Generate regular performance reports, portfolio analyses, and property assessments for management.
• Support risk management efforts by monitoring compliance with legal, safety, and regulatory requirements.
• Assist with crisis management planning and ensure risk mitigation strategies are in place.

Systems & Process Optimization

• Utilize Yardi and Argus for modeling, reporting, and portfolio tracking.
• Enhance internal workflows, reporting tools, and compliance processes.
• Ensure accuracy and integrity of financial and operational data.

Qualifications:

• Bachelor’s degree in Finance, Real Estate, Economics, or related field (MBA preferred).
• 4–7 years of experience in commercial real estate asset management, investment banking, or credit analysis.
• Strong financial modeling and advanced Excel skills; experience with Yardi and Argus strongly preferred.
• Deep understanding of commercial real estate lending, underwriting, and asset management practices.
• Excellent communication, negotiation, and presentation skills.
• Ability to manage multiple projects and priorities in a fast-paced environment.
• Self-motivated, highly organized, and detail-oriented with strong problem-solving skills.

Job Type: Full-time

Pay: $80,000-$86,0000 per year

Benefits:

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

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Work Location: In person