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Raymond James Financial, Inc. Transition Asset Manager II in St. Petersburg, Florida

Description

Job Summary:

Under general supervision, uses specialized knowledge and skills obtained through training, education, and experience to assist with management of the transitional portfolio. Support selected teams within transitional asset management with reporting, monitoring, and gathering of key information. Guidance is provided to perform varied work that is somewhat difficult in character requiring evaluation, originality and ingenuity to make moderately complex decisions, process information in a timely manner, and operate within a team environment.

Essential Duties and Responsibilities:

  • Reviews standard real estate documentation for consistency with RJTCF’s requirements and property specific criteria.

  • Reviews and updates database to reflect actual property performance.

  • Reviews property monthly work-in-progress reports to evaluate construction progress and notifies the DRM of any changes to the project schedule, quality, or cost.

  • Review, collect and learn to process 3 rd party inspectors’ monthly or quarterly construction inspections, noting, and escalating open construction issues.

  • Track and monitor procedures for regular collection of documents, internal and external.

  • Coordinate and distribute profession communication to partners on behalf of company.

Qualifications

Knowledge, Skills, and Abilities:

Knowledge of:

  • Company’s working structure, policies, mission, and strategies.

  • Fundamental concepts, principles and practices of Low Income Housing Tax Credit (LIHTC).

  • Fundamental concepts, principles and practices of the real estate industry.

  • Principles of banking and finance industry operations.

Skill in:

  • Advanced skills in Microsoft Excel preferred.

  • Reading and understanding financial documents.

  • Communicating effectively orally and in writing

  • Strong analytical skills, with the ability to manage multiple projects and meet deadlines.

  • Reviewing and comprehending real estate documentation.

  • Fundamental concepts, principles, and practices of the real estate and construction industry

  • Operating standard office equipment and using required software applications including Microsoft Office to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to:

  • Work independently as well as collaboratively within a team environment.

  • Ability to operate with a high degree of flexibility and to adapt to changing demands.

  • Under guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results.

  • Under guidance/supervision, identify required tasks, develop timelines and execute.

  • Provide accurate and high quality work product in a timely manner.

  • Convey information clearly and effectively through both formal and informal documents.

  • Gather data from multiple sources, review, and accurately input data into various spreadsheets or portfolio management system.

  • Proactively demonstrate readiness and ability to initiate action.

  • Project a positive, professional image both internal and with external business contacts.

  • Assume full responsibility and accountability for own actions.

  • Identify issues and develop solutions within the portfolio.

  • Demonstrate uncompromising adherence to ethical principles.

Educational/Previous Experience Recommendations:

  • Bachelor’s Degree (B.A.) in business, finance, accounting or related field and some real estate experience.

  • OR

  • Any equivalent combination of experience, education, and/or training approved by Human Resources.

Job: Accounting & Finance

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization RJ Affordable Housing Investments

Schedule Full-time

Job Shift Day Job

Travel Yes, 10 % of the Time

Req ID: 2403600

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