Associate, Asset Resume Sample

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Orlo Kirlin
78745 Green Greens,  Boston,  MA
+1 (555) 957 1064

Work Experience

Associate Asset Manager
11/2016 - PRESENT
Philadelphia, PA
  • Analyzing the firm’s line of business and consolidated interest rate risk
  • Work within small teams and alongside senior executives and the board to establish, implement, and track strategic initiatives including growth strategies, performance improvement programs, and cost savings opportunities; Associate is often asked to lead these initiatives from the asset management team and regularly present progress to senior management
  • Help develop and set annual business plans and budgets for portfolio companies
  • Identify talent gaps and hire executives and board members to supplement the management team
  • Develop M&A strategy, identify targets, and drive acquisition strategy
  • Review/code weekly invoices for properties
  • Monitor tenant and unit owner arrears and work with Rents Dept. on reconciliations
Associate, Asset Management
01/2014 - 10/2016
Houston, TX
  • Perform monthly variance reports for properties, including condominiums
  • Initiate and work on budgets for properties, including condominiums
  • Bid out and negotiate annual maintenance contracts
  • Monthly billing and payment of Sponsor’s electric and other utilities
  • Perform quarterly walk through of properties and compilation of deficiency lists
  • Prepare quarterly property vacancy reports
  • Assist in construction bidding/monitoring process
  • Close permits and violations – court appearances when necessary
MYS Ctsm Kl-associate Asset Servicing Analyst
11/2009 - 12/2013
Houston, TX
  • Close open applications and handle FDNY violations
  • LEED documentation, audits, and local law compliance filings (84, 88)
  • Monitor reserve fundings at condo buildings
  • Implementing Angus software for correspondence with tenants. Conduct required training for tenants and TEI
  • EAP/FPP/FSP maintenance and status updates of combined plans at each building
  • PA walk throughs – fire-stopping issues and repairs
  • Sale vs. hold analyses for properties and sponsor-owned condo units
  • Research and initiate creative approaches to property expense reductions


Trinity University
2003 - 2008
Bachelor's Degree in Business

Professional Skills

  • Strong analytical skills, aptitude and experience
  • Strong analytical skills and understanding of real estate finance
  • Strong real estate valuation and underwriting skills
  • Strong computer skills including proficiency in Argus Enterprise, MRI, Excel, Word and PowerPoint
  • Strong computer skills including proficiency with Argus, Excel, Word and PowerPoint
  • Strong customer service and follow through skills
  • Strong analytical, organizational, time-management, attention to detail and accuracy, written and verbal communication skills

How to write Associate, Asset Resume

Associate, Asset role is responsible for analytical, finance, word, powerpoint, security, credit, securities, training, purchasing, reporting.
To write great resume for associate, asset job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Associate, Asset Resume

The section contact information is important in your associate, asset resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Associate, Asset Resume

The section work experience is an essential part of your associate, asset resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous associate, asset responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular associate, asset position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Associate, Asset resume experience can include:

  • Excellent interpersonal, analytical and writing skills
  • Strong written and oral communication skills?
  • Experience managing and leading property level leasing and property management teams; Experience in lease negotiation and structuring
  • Multifamily real estate/financial analysis experience; Affordable Housing sector experience highly desirable
  • Demonstrated experience in building strategic relationships with internal and external project partners and stakeholders
  • Knowledge and experience other affordable housing programs centered on HUD, public housing and other programs which support affordable housing

Education on an Associate, Asset Resume

Make sure to make education a priority on your associate, asset resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your associate, asset experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Associate, Asset Resume

When listing skills on your associate, asset resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical associate, asset skills:

  • Tenacious in meeting deadlines, with a strong sense of urgency and good self-management discipline. Capable of working effectively under pressure
  • Organized and efficient, with good ability to define priorities; good at figuring out the processes necessary to get things done
  • Prioritize multiple assignments and multi-task effectively
  • Good communication, interpersonal skills and personal credibility
  • Good interpersonal and communication skills. Ability to work through conflicts and persuasively influence outcomes
  • Work as part of a team. Strong interpersonal skills

List of Typical Experience For an Associate, Asset Resume


Experience For Associate Asset Manager Resume

  • Experience in the management of a commercial property portfolio
  • Responsible for the coordination of asset valuations by constructing or completing a discounted cash flow analysis or valuation model
  • Research and resolve open balances connected to the process including coordinating with our relevant desks and counterparties on liabilities or issues
  • High level knowledge of Excel, MRI or other property accounting software
  • Ensure accurate and complete asset information is available to supply financial reporting
  • Monitors monthly, quarterly and annual property performance along with the review of budgets, addressing any variances
  • Develop property/portfolio level operational strategies and analyze performance, capital projects and other relevant investment factors impacting asset values
  • Monitor and close out Alteration Agreements with unit owners of office condos

Experience For Associate, Asset Management Resume

  • Assess prospective tenants’ businesses and credit worthiness, and recommend leases for execution
  • Potentially oversees a limited portfolio and provides analytical support to the asset manager
  • Track and manage IT assets throughout their life cycle, ensuring logical and consistent operational processes are defined and standard systems are implemented to acquire and maintain IT assets
  • Manage asset-related liabilities and risks
  • Improve customer service and responsiveness
  • Conduct physical inventories of IT assets in Visa data centers and Visa offices
  • Proficiency in MS Outlook, Word, , and PowerPoint
  • Coordinates asset management functions through periodic site inspections, property and portfolio analysis, contact with general partners regarding management strategies, yearly operating budgets and individual asset management plans

Experience For Senior Associate, Asset Management Resume

  • Monitor the management and leasing strategies, study competitive markets and tax credit compliance issues for the assigned portfolio of properties
  • Communicate proposals and recommendations to senior staff
  • Track lease-up schedule, including; receipt of 8609’s, credit calculation, calculation of adjusters, tracking of construction and perm debt commitments and confirmation of debt sizing
  • Work with Senior Director, national head of multifamily asset management, to implement broad ranging multifamily platform initiatives
  • Coordinate the development of Annual Business Plans and Quarterly Reports by assisting in the preparation of property operating and capital budgets and reviewing and approving on-going reporting requirements

Experience For MYS Ctsm Kl-associate Asset Servicing Analyst Resume

  • Assist in the review of valuation models and take part in the acquisition and disposition process, supporting due diligence efforts for select investments as directed
  • Communicate with third party property management and leasing personnel as well as appraisers, brokers, insurance and real estate tax consultants and other third party providers as needed
  • Review commercial lease submittal packages for mixed-use projects, evaluate prospective tenant businesses and credit worthiness, and perform other lease related financial analysis as needed
  • Process Asset Servicing (Mandatory Corporate Actions) events for US, Canadian, and Latin American securities for positions/accounts
  • Interpret terms of Corporate Action events, and understand Deadlines, across all applicable key dates, as defined by the event type

Experience For Associate Asset Management Analyst Resume

  • Handle any applicable email correspondence related to the process including chasing depositories and agents for missing corporate action information/allocations
  • Ensure timely handling of entitlement calculations, processing, and follow through with the applicable outturn bookings
  • Develop effective working relationships with both internal and external parties as a result of direct interaction with external Clients, Counterparty's, Traders, and Client Executives
  • Meet or exceed departmental controls and performance standards
  • Assist in the review of valuation models (Argus and Excel) and take part in the acquisition and disposition process, overseeing the flow of due diligence information for select investments as needed
  • Handle asset set up for new acquisitions including set up in online systems (Yardi, Real Connect) and providing welcome letters with all necessary Invesco instructions and materials
  • Communicate instructions and process as well as to provide guidance on all Invesco standards and systems with third party partners, managers, and agents
  • Review all lease packages that are submitted and process for execution through verification of all required items

Experience For Associate Asset Servicing Analyst Resume

  • Quality control of all deliverables (monthly, quarterly, annual, and ad hoc) including review of all financial data, variance explanations, formatting consistencies, etc. Track submission and completion of all deliverables throughout the entire process to ensure timely submission
  • 2 ? 3 years of experience in the commercial and/or multi-family real estate industry (or business related activity) is required
  • Take responsibility for timely and accurate production of the business plans, quarterly reports, overseeing performance analysis, hold-sell-analyses, and other reporting
  • Set-up, tender, contracting, management and review of independent third-party property and facility management and other third-party consultants and service providers and the various documents pertaining to operation and marketing the assets
  • Perform regularly scheduled property inspections for all assets under management, ensure compliance with relevant legal regulations such as document storage, record keeping, health, safety and building legislations as applicable to managed assets
  • Work closely with Fund Management both to prioritize and implement the agreed strategies for the assets under management and to provide the information required for effective portfolio management
  • Prioritize, coordinate, communicate and direct asset management activities arising out of approved business plan to deliver investment performance

Experience For Associate, Asset Protection Resume

  • Monitor asset-level business plans and facilitate execution of each business plan through ongoing communication with JV partners
  • Develop and maintain performance monitoring models and hold/sell models
  • Track, analyze and challenge return performance of individual investments against original underwriting. Identify risks and opportunities related to short- and long-term financial objectives
  • Prepare various asset management reports, and ad-hoc reporting and analysis as needed
  • Review and approve budgets and forecasts, as appropriate

Experience For Associate Asset Based Lending Resume

  • Prepare quarterly reports and other periodic reports regarding co-investment partnerships. Help prepare the Annual Investment Plan and assist the partnership in meeting annual performance goals. Review and analyze portfolio performance against the strategic plan
  • Develop and maintain complex financial models for each asset utilizing Microsoft Excel and Argus, including cash flow, IRR and NPV analyses
  • Maintain a working knowledge of leases, loan documents, vendor contracts, and partnership agreements for the portfolio of assets
  • Review and analyze results and returns in order to assess understand and drive performance
  • Build on relationships with investors and sponsors through regular meetings and follow up on strategic objectives

Experience For Associate Asset Management Specialist Resume

  • Assist with the development and execution of property level strategic business plans and budgets
  • Evaluate financial performance including detailed analysis of financial statements, return metrics, leasing, quarterly valuations, market research, cash flow re-forecasts, and client reporting
  • Monitor of all aspects of property operations and capital improvement projects
  • Assist in the review and analysis of property budgets, quarterly forecasts, and variance analyses
  • Work with the Acquisitions and Dispositions Groups to assist in all phases of the acquisition, due diligence, and dispositions processes. Responsible for certain aspects of acquisitions and due diligence processes
  • Support the sales process of designated assets including engaging brokers, evaluating bids, negotiating contracts, managing due diligence and closing
  • Responsible for analyzing and measuring property financial and operating metrics and providing
  • Manage budgeting, forecasting and expense management within your portfolio to maximize recurring net income
  • Participate in the budgeting, forecasting, and analysis of individual assets and the department at large. Drive long-term profitability and risk minimization

Experience For CIO Associate Asset Resume

  • Support the underwriting process for potential investment opportunities
  • Assist in the preparation and drafting of memos to the executive committees for asset repositioning, hold/sell analysis, disposition, acquisition, and large capital projects
  • Create periodic presentations for senior management and investors summarizing property and portfolio status
  • Responsible for the aggregation and reporting of property level and portfolio financial performance and
  • Negotiate leases, legal documents and contracts. Coordinate and manage various internal/external resources and consultants (i.e., attorneys, environmental, construction)
  • Experience in the multi-family and/or commercial real estate industry (or business related activity) is required
  • Asset valuation including both internal valuations and review of external appraisals
  • Manage JV relationships and development partners and projects, as applicable

List of Typical Skills For an Associate, Asset Resume


Skills For Associate Asset Manager Resume

  • Analytical problem solving skills with capability to undertake detailed analyses and make well-reasoned, decisive recommendations
  • Work effectively with internal contacts and vendors
  • Significant experience managing and leading leasing and property management teams
  • Experience in Low Income Housing Asset Management, underwriting
  • Experience with recapitalizations, dispositions and working knowledge of real estate development financial underwriting
  • Able to adapt to differing situations and changing priorities
  • Experience in securities market including custodial activities
  • Think creatively, manage competing priorities, work independently, and pay attention to detail

Skills For Associate, Asset Management Resume

  • Strong computer literacy including fluency with Microsoft Excel, Word and PowerPoint
  • Knowledge and experience with the Low-Income Housing Tax Credit Program gained from asset
  • Proficient in Microsoft Excel; strong working knowledge of all MS Office programs
  • Experience in any of the following is highly desired
  • In-depth experience in lease negotiation and structuring
  • Technical experience with renewable energy resources
  • Good Knowledge of Capital Markets and specifically applicable regulations

Skills For Senior Associate, Asset Management Resume

  • 2 – 3 years of experience in the multi-family and/or commercial real estate industry (or business related activity) is required
  • Experience of 3-5 years in an asset management role in real estate
  • Previous experience in property manager role would be appreciated
  • 2 – 3 years of experience in the commercial real estate industry (or business related activity) is required
  • Results-driven professional with 5+ years of experience in commercial real estate or asset management

Skills For MYS Ctsm Kl-associate Asset Servicing Analyst Resume

  • In-depth knowledge and experience in the asset management of commercial real estate assets
  • Experience in contract management related to energy facilities
  • Results-driven professional with 4+ years of experience in asset management of large and complex commercial real estate assets
  • Understanding of real estate documentation pertaining to ownership structures, legal contracts, accounting and property operations
  • Budgeting, forecasting, energy industry research, and team building are highly desirable
  • Identifying any risk within the event and/or process and managing events in various Asset Servicing systems
  • Understanding of Swift MT564/568/566 an advantage
  • Understanding of renewables industry
  • Reviewing Sanctions and Restricted Lists for securities

Skills For Associate Asset Management Analyst Resume

  • Adhering to daily checklists and deadlines
  • Responsible for tracking Shopping Baskets approval workflow to ensure they are moving through the approval process in a timely fashion
  • Responsible for review of Infrastructure software and hardware renewals and creation of funding requests (Shopping Baskets – SBs)
  • A fundamental understanding of the commercial real estate market and financing
  • An ability to perform at a high level in a matrixed organization, working in and leading cross-functional teams to achieve objectives
  • Possesses thorough understanding of property management software systems (preferably Yardi) and ability to read operating statements
  • 401K Plan, 529 College Savings Plan and Section 125 Flexible Spending Accounts
  • Ensures electronic filing of key documents occurs to support software compliance
  • Member of weekly Software Asset Management (SAM) Committee. Brings forward new information or concerns to group for knowledge sharing and feedback

Skills For Associate Asset Servicing Analyst Resume

  • Liaison with Renault Nissan Purchasing Organization (RNPO) and Finance
  • Pro-active approach in resolving issues
  • Knowledge of the information system environment, including both hardware and software
  • Proficiency with Microsoft Office products including Excel, PowerPoint and Word
  • Advance Excel modeling/proficiency required
  • Learn quickly and desire to constantly learn about the complexities of the affordable housing

Skills For Associate, Asset Protection Resume

  • Assist internal and external leasing teams on proposals, lease negotiations, etc.; develop knowledge of local markets and competitive properties
  • Knowledge of building systems and operations issues
  • Basic understanding of standard real estate legal document such as leases, management agreements, JV agreements and appraisals
  • Partner with IRR reporting team, model risk, internal audit, Risk Oversight, and Oversight & Control groups
  • Establish a foundation for services including Information Security

Skills For Associate Asset Based Lending Resume

  • Manage and improve the hardware lifecycle process, from receiving to disposal
  • Service enterprise customers by responding to hardware asset requests
  • CPA, CFA, CMA, P.Eng, PE, PMP or similar professional designation beneficial, but not required
  • Be a self starter and think strategically
  • Health, Dental, Vision, Life, STD, LTD and AD&D all fully paid for by the Company
  • Leave: Vacation - 10 days, Sick - 7 days and Holidays - 10 days

Skills For Associate Asset Management Specialist Resume

  • Summarizes quarterly renewals in MS Powerpoint for management review
  • Active participation in implementation of ServiceNow Asset Management and transition of processes and transactions
  • Ablitity to travel up to 25% of the time
  • Multi task, work under pressure and meet tight deadlines
  • Demonstrable knowledge and enthusiasm for the asset management of a wide range of properties
  • Computer literate (esp. Excel, PowerPoint and Argus)
  • In real estate asset management, development and/or related fields
  • Prosper in a dynamic and entrepreneurial environment, and manage multiple projects simultaneously

Skills For CIO Associate Asset Resume

  • Analyze challenges and make considered decisions in a timely manner based on objectives, risks, implications and costs
  • Expertise in Excel and Argus
  • Analyze software discovery data
  • Energy industry experience in a project development, project administration, business administration, project management, asset management, contract administration, deal execution, project finance or other commercial role
  • Renewable energy industry experience in solar or wind
  • Occasionally work extended hours to meet project deadlines
  • Occasionally travel overnight to company or project locations

List of Typical Responsibilities For an Associate, Asset Resume


Responsibilities For Associate Asset Manager Resume

  • Excellent problem-solving skills and results-oriented attitude
  • Manage monthly and weekly reporting
  • Assist in underwriting of new development or acquisition opportunities
  • Support the national Equity Strategies Group as needed on various committees and assignments
  • Produce high quality and timely deliverables as stipulated in the Service Level Agreement on Securities Custody processing related functions (eg Client Service, Income & Corporate Actions payment, Settlement, Account Opening process, Security Coding maintenance, etc)
  • Establish relationships with key project partners such as lenders, PPA provider, land owners, management committee members, local civic groups, etc
  • Proactively lead management of contracts and ensure all contractual obligations with respect to the project portfolio are met, including but not limited to: project financing, power purchase agreements, land lease, property tax matters, warranty claims, insurance management, interconnection agreement, etc
  • Evaluate and manage long term maintenance strategies for assets in the portfolio; manage maintenance contracts; monitor asset status; manage troubleshooting and problem resolution

Responsibilities For Associate, Asset Management Resume

  • Perform ad hoc analysis as required to support Asset Management and Project Development teams. Review contracts
  • Stay informed of accounting rules and valuation techniques relevant to renewable assets. Keep abreast of industry trends, marketplace changes and regulatory rules. Fully utilize monitoring system functionality. Evaluate asset optimization opportunities for performance improvements
  • Review project operating reports and documents to ensure production targets are met, as well as compliance with all regulatory requirements. Manage reporting cycle to ensure timely, accurate reporting of financial, operational and contractual obligations
  • Assist senior Asset Managers in setting and implementing property level business plans to maximize property value by meeting or exceeding underwriting assumptions
  • Provide analytical support on a wide variety of assignments including cash flow modeling and reforecasting, review of property operating statements and market research
  • Advanced Microsoft applications experience (Excel, PowerPoint, Word)
  • Assist in appraisals, valuations, and disposition processes

Responsibilities For Senior Associate, Asset Management Resume

  • Analyze financial data and reports against budgets and financial benchmarks
  • Track historical Income and Expense data
  • Analyze granular month by month lease-up strategies
  • Collaborate with other internal business units to analyze vacancy, absorption, rental rates and sales
  • Self starter and highly motivated with the ability to multi-task
  • Support the asset managers on the timely completion and/or review of accurate property valuation analysis and underwriting of all types of property acquisitions, loans and joint venture development value add transaction opportunities
  • Participate in property level conference calls with asset manager, third party property managers and leasing agents
  • Assist asset managers with various valuation projects including quarterly and annual internal property valuations, hold/sell analysis, and lease analyses

Responsibilities For MYS Ctsm Kl-associate Asset Servicing Analyst Resume

  • Attend networking, industry and market functions
  • Manage the P&L and cash position for all generating assets within assigned portfolio
  • Monitor operational performance weekly/monthly by reviewing O&M and other plant performance reports
  • Assist in preparation and completion of Lease summary and required approval process
  • Prepare and review property level financial investment valuation and performance models using Argus Enterprise and Excel based on information provided from various sources including acquisition officers, asset managers, outside brokers, appraisers and other service providers
  • Maintain current real estate market data for areas under investment consideration, in addition to existing asset markets

Responsibilities For Associate Asset Management Analyst Resume

  • Develop external sources of data (brokers, appraisers, etc.) in target markets
  • Train others in the use of Excel and Argus valuation software as necessary
  • Limited travel requirements to West Coast markets
  • Review monthly operational performance and financial variance reports. Investigate and remedy any variances to budget
  • Review gross margin performance and work with energy management group to explain variances due to market conditions and to develop strategies to maximize value
  • Investigate any major plant outages and influence resolution or minimization of outages
  • Develop annual project budgets and update monthly accrual and cash forecasts
  • Perform financial analyses, project evaluations, and due diligence to make recommendations in support of plant optimization, performance improvement, warranty claims, and revenue recovery

Responsibilities For Associate Asset Servicing Analyst Resume

  • Initiate and/or support major projects, divestitures, and/or capital investment and revenue enhancement proposals
  • Negotiate and/or amend project company agreements as needed
  • Update financial models on an ad-hoc as well as quarterly basis
  • Underwrite revenue generating projects by performing due diligence, obtaining costs from team members, reviewing market opportunities, and calculating ROI, NPV, and IRR
  • 2 ? 3 years of experience in the commercial real estate industry (or business related activity) is required

Responsibilities For Associate, Asset Protection Resume

  • Budgeting, forecasting and expense management to maximize recurring net income
  • Provide analytical support including cash flow analysis and forecasting, review of property operating statements
  • Assist the VP of AMG in developing asset plans for the entire portfolio and preparing asset management reports. #am
  • Develop and implement, through third party property and leasing teams, property level strategies for leasing, operations and capital expenditures
  • Assist in the underwriting of new development and acquisition projects
  • Assist in production of property operating and capital budgets; track actual performance and provide variance analysis
  • Prepare market analysis and market data to assess asset performance and opportunities

Responsibilities For Associate Asset Based Lending Resume

  • Track and generate projects that are revenue generating by working closely with Operations and Asset Management team members to evaluate the feasibility of these projects
  • Analyze operating statements and historic capital spend to develop appropriate asset strategies
  • Maintain and track portfolio financial performance for senior management and various investment partners
  • Prepare and present quarterly and annual asset management and portfolio reports, cash flow forecasts, and waterfall distribution analyses
  • Work with third party developers and oversee all aspects of new developments and major renovations
  • Manage leasing and management teams to maximize property performance (income/value); Evaluate leasing opportunities and negotiate leases; Negotiate legal documents and contracts. Coordinate and manage various internal/external resources and consultants (i.e., attorneys, environmental, construction)
  • Review third party property Valuations or prepare Argus valuations for assigned portfolio; Coordinate the sales process of designated assets including engaging brokers, evaluating bids, negotiating contracts, managing due diligence and closing
  • Participate in pre-acquisition due diligence; Manage the selection of property management and leasing teams by securing proposals, conducting interviews and preparing management agreements. Manage property transition process by working with internal bank relations, insurance and accounting departments

Responsibilities For Associate Asset Management Specialist Resume

  • Enhance business decision-making
  • Regularly update or meet with internal Portfolio Managers and external JV Partners and MetLife clients about the performance of their assets
  • Proficiency with VBA in Microsoft Excel
  • Complete asset valuations
  • Able to travel. #am
  • Review Monthly property operating reports, identify operational/financial issues, and coordinate changes in property management to meet operational goals and maximize NOI

Responsibilities For CIO Associate Asset Resume

  • Provide oversight of tenant or landlord capital projects
  • Perform site visits (some travel required), coordinate third-party inspections, and recommend repair and maintenance work to ensure properties are maintained in good condition
  • Maintain property insurance, real estate tax, and loan compliance
  • Manage real estate tax appeal program
  • Experience in one or a combination of the following: commercial real estate, low-income housing tax credit investment asset management, underwriting, lending, or workout
  • Prioritise, confident, self motivated and articulate
  • Works well without close supervision

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