What are the responsibilities and job description for the Asset Manager position at VESTA EQUITY LLC?
Job Title: Asset Manager – Private Investment Portfolio
Location: Sarasota, FL (On-site)
Reports To: Vice President – Vesta Equity
About the Role
Vesta Equity, a privately held investment and asset management firm, is seeking an experienced Asset Manager (Financial and Operational) to oversee a unique portfolio that includes commercial properties, hospitality investments, and luxury personal residences.
This is a hands-on role within a boutique, high-performing team where operational excellence, financial discipline, and discretion are essential. Your expertise in financial management, operations, and communication will directly support the success of a private investment office.
You’ll make an immediate impact by ensuring assets perform at the highest standard, optimizing financial operations, and applying your analytical skills to uncover insights that elevate portfolio performance. For the right professional, this is a rare opportunity to combine business acumen and operational leadership in one career-defining role.
This is a full-time, onsite position based at our Sarasota, Florida office. Candidates must be able to work in the office Monday through Friday.
What You’ll Do
Financial Oversight & Reporting
- Manage day-to-day financial operations across multiple entities.
- Oversee AR/AP, vendor invoicing, and monthly reconciliations.
- Prepare cash flow reports, operating summaries, and variance analyses to inform decision-making.
- Support annual budgets, capital planning, and audit processes.
- Ensure accuracy, compliance, and clear financial reporting for leadership.
Portfolio & Property Management
- Oversee daily operations of commercial and residential properties, both owner-occupied and leased.
- Lead capital projects from planning to completion, ensuring deadlines and budgets are met.
- Build and maintain strong relationships with contractors, vendors, and service providers to ensure quality.
Administration & Compliance
- Maintain accurate records of leases, contracts, insurance, taxes, and compliance.
- Partner with accountants, auditors, and legal advisors as needed.
- Ensure all assets meet regulatory, insurance, and safety requirements.
- Provide clear and timely updates to ownership and leadership.
What We’re Looking For
- 5 years of experience in asset, property, or financial management (private office or high-net-worth experience a plus).
- Proven success in financial reporting and property operations to strengthen portfolio oversight.
- Strong communication skills, with the ability to convey information clearly and build trusted relationships with stakeholders.
- Proficiency with Microsoft Office Suite; QuickBooks or similar accounting/property management software preferred.
- Highly organized, detail-oriented, and skilled at managing multiple priorities.
- Strong problem-solving skills with exceptional discretion, integrity, and professionalism.
- Bachelor’s degree in business, Finance, Real Estate, or related field preferred.
What to Expect
You are a professional who thrives at the intersection of financial precision and operational management. You’re equally comfortable reconciling accounts, coordinating with contractors, and serving as a trusted liaison between owners, property managers, and vendors. Clear, proactive communication is central to your success, whether providing leadership with concise financial updates, collaborating with service providers, or maintaining transparency across stakeholders. Adaptable, detail-oriented, and discreet, you bring the professionalism and personal touch expected in a private investment office.
Why Join Us?
This role offers more than just a career move; it’s a chance to:
- Work with a diverse portfolio spanning commercial investments, luxury residences, and lifestyle assets.
- Join a stable, respected private investment office with a long-term vision.
- Contribute meaningfully within a collaborative, high-performing team.
- Enjoy variety in your work—from financial stewardship to ensuring a yacht is ready for its next charter.
- Build a rewarding career where professionalism, trust, and excellence are recognized and celebrated.
Compensation & Benefits
- Competitive salary, commensurate with experience.
- Comprehensive health, dental, and vision coverage.
- Paid time off and holidays.
- 401(k) retirement plan.
- Long-term stability in a respected private investment office.
Equal Opportunity Employer
Vesta Equity is proud to be an Equal Opportunity and Affirmative Action Employer. We value the diverse backgrounds, perspectives, and talents of our team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.