Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration?
Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest, headquartered in Seattle, with offices nationwide. From the very start, we have been an award-winning organization, from countless Best Places to Work awards — including Seattle Business Magazine’s Best Companies to Work for 15 years in a row — to national and regional Community Impact awards, we pride ourselves in our culture and giving back to our community. We are industry leaders, pioneering the next change in the wealth management industry with our focus on aligning our clients’ money with what matters to them through MESI (Mindfulness, Emotional and Social Intelligence). This allows us to help our clients align their resources with their values, passions, and purpose so they live happier, healthier lives.
Our team-based, client-centric approach has fueled our growth over the last 20+ years, and we’re now 250 teammates strong and growing, serving more than 4,000 clients, and advising on over $19 billion+ in assets. Every teammate has a path to ownership in the firm. We’re looking for driven individuals who bring a "How can I help?" attitude to their work and are passionate about contributing to and celebrating the success of both clients and colleagues. Join our #OneTeam and be part of an industry leader committed to creating an incredible culture where every teammate can thrive.
We are looking for our next experienced Real Estate Advisor. In this role, team members are responsible for responding to and managing real estate advisory requests from our PCFO client base and leading the execution of our investment real estate analysis efforts. This includes providing real estate advisory and strategic recommendations based upon unique client needs. You will have a broad understanding of real estate investment concepts, including investment benchmarking utilizing NOI, CAP, ROI, ROE, IRR and DCF methodologies.
Additionally, this Role will support our client-facing Real Estate Tax Strategies efforts, focusing on the following responsibilities:
Your Role:
- Assist due diligence efforts for large commercial real estate projects as embedded within DST, QOZ and 721 investment vehicles.
- Assist with modeling and analysis of 10yr institutional real estate cash flows.
- Provide escalation support to a team of Real Estate Specialists.
- Real estate specific support for new business development and prospecting efforts.
- Field in-bound real estate advisory requests from Brighton Jones Lead Advisors and clients; Provide value-add, specific observations and recommendations to client real estate scenarios.
- Review existing real estate investment portfolios and make advisory recommendations; Quantify both strategic and tactical opportunities around market and investment dynamics as they relate to a client’s long-term goals.
- Drive analysis and modeling in collaboration with the Client Services Team. Validate and approve all modeling and recommendations prior to client meetings. Review and analyze client data and evaluate potential planning strategies.
- Provide broad advice on an ad-hoc basis for real estate topics such as hold/sell analysis, 1031 guidance, market trends, IRR/DCF analysis, cash flow proformas, ROI, and operational improvements.
- Responsible for providing referrals and recommendations for real estate experts outside of Brighton Jones (i.e.: Legal, international, etc.).
- Attend and drive client meetings; own the execution of Brighton Jones residential investment real estate analysis.
- Leverage internal and external resources to achieve client objectives in such areas as valuation, property dispositions and acquisitions, and property management/asset management.
- Continue training and mentorship of the Real Estate Specialists within the company.
- Work with Sr Real Estate Advisor to develop client facing materials including Excel valuation models and advisory roadmaps.
- This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.
Your Experience:
- 5+ years of experience in real estate analysis, asset management, real estate valuation, real estate acquisition/disposition or a related industry preferred.
- Complete understanding of the key factors driving real estate proformas, including IRR, ATCF, amortization, NOI, Cap Rate and ROE.
- Comfortable discussing and translating analytical concepts in a live, client-facing environment.
- Undergraduate degree required
- CCIM or MAI certification (or progress toward) a strong plus
- Intermediate to advanced excel capabilities including the ability to manipulate and run advanced formulas and their applications for client-specific scenarios.
- Baseline proficiency in Microsoft Office Suite products (Word, Windows) required; expected to learn other position-related systems on the job
- Organized and able to handle multiple client relationships with contending priorities and coordinate team member resources most effectively
Compensation:
- Annual Compensation: $120,000 - $150,000 per year.
- Benefits: Our benefits package includes, but is not limited to, health care benefits (medical/dental/vision), retirement benefits, paid time off (PTO), holiday flex-days, summer flex0days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional, and personal wellbeing stipend, and other fringe benefits.
