Associate Director - Strategic Advisory Consulting

Job Description

We are seeking an experienced Associate Director to lead and shape our real estate-focused project support initiatives. This role combines strategic leadership with hands-on involvement in property management and financial analysis. This role offers a unique opportunity to engage in a variety of tasks, ranging from low-to-mid-level responsibilities to higher-level strategic initiatives within our firm. The ideal candidate will demonstrate a strong understanding or quick ability to grasp our work, with a background in real estate operations or finance preferred. Approximately 40% of the role involves on-site management of properties, requiring hands-on operational oversight.

Our clients are typically experiencing a significant disruption and need expert advice, quickly. These disruptions can manifest as a crisis, or an opportunity. During these critical times, our clients look to us to provide a steadying hand for the best outcome.

Job Responsibilities

• Support in real estate project management and financial analysis.
• Develop and implement comprehensive financial models, cash flow forecasts, and investment strategies.
• Prepare high-quality investment memoranda, operational assessment reports, and client presentations.
• Conduct due diligence for complex transactions and provide strategic recommendations.
• Collaborate closely with senior management and client stakeholders to achieve project goals.
• Manage on-site property operations and optimize operational efficiencies.
• Drive process improvements and operational excellence across projects.
• Maintain a strong focus on project timelines, deliverables, and budget management.
• Contribute to the development and enhancement of internal processes and procedures.
• Demonstrate proactive problem-solving and decision-making skills in a fast-paced environment.
• Uphold the highest ethical standards and maintain credibility in all interactions.

Qualifications

Required Qualifications

• 5-8 years of progressive experience in financial analysis, real estate management, or related fields.
• Demonstrated leadership experience and ability to manage and mentor a team.
• Strong proficiency in financial modeling, Microsoft Excel, PowerPoint, and Word.
• Excellent communication and interpersonal skills, with the ability to influence and negotiate.
• Proven track record in managing complex projects and delivering superior results.
• Willingness to travel occasionally as required by client engagements.
• Should be motivated, demonstrate a high degree of energy, and be a self-starter; someone who is enthusiastic, proactive and who takes initiative to get the job done
• Must have the ability to multi – task, often in a time pressured urgent environment
• Excellent financial, analytical and interpersonal skills. Excellent project management skills and proven capabilities to support project teams
• Highest ethical standards and credibility. Someone who demonstrates exceptional business judgment and character traits
• Ability to independently develop and write superior quality work product with limited oversight
• Ability to work both independently, as well as a team member
• Advanced Microsoft Excel, PowerPoint and Word skills
• Must be willing to travel as warranted by client service requirement

Preferred Qualifications 

• Experience in corporate finance, banking, consulting or accounting preferred
• CFA, CTP, CIRA and FINRA credentials are a plus

Physical and Mental Job Qualifications

• Must be able to sit for long period of time
• Must be flexible to work outside of the 8:30am – 5:30pm business hours if needed
• Must be flexible to travel 

Additional Information

Some of the Benefits We Have Include

J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.

• Generous FTO Policy
• Medical, Dental, and Vision Insurance
• 401k Match
• Commuter Benefit

A reasonable estimate of the salary range for this role is $120,000 - $160,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available.

Please explore what we’re all about at www.jsheld.com.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

If you are an individual with a disability and would like to request for a reasonable accommodation, please email [email protected] and include “Applicant Accommodation” within the subject line with your request and contact information.

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