Real Estate Associate Job Description

Real Estate Associate Job Description

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Real estate associate provides planning, forecasting, and analytical support on real estate transactions to CFT Real Estate & Development management and staff.

Real Estate Associate Duties & Responsibilities

To write an effective real estate associate job description, begin by listing detailed duties, responsibilities and expectations. We have included real estate associate job description templates that you can modify and use.

Sample responsibilities for this position include:

Reviews/updates existing processes and procedures
Review correspondences sent to the RE Department and distribute to proper departments
Work with a variety of third-party service providers such as property managers, leasing agents, appraisers
Support other Real Estate functions such as ownership and tenant transactions, internal reporting including accounting and finance, acquisition/disposition due diligence
Keeps records of financial transactions for establishment, using calculator and computer
May compile reports to show statistics, such as cash receipts and expenditures, accounts payable and receivable, profit and loss, and other items pertinent to operation of business
Perform thorough review of working papers to help ensure conclusions have been supported and firm policies have been met
Occupancy planning and metrics analysis, headcount and seat count reporting
Perform property level due diligence, market studies, and cash flow modeling
Independently gather data pertinent to an engagement through direct client interaction, including personal and telephone interviews with market participants such as brokers, appraisers, investors, developers and asset managers

Real Estate Associate Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Real Estate Associate

List any licenses or certifications required by the position: CPA, RICS, PMP, CFA, GRS, AI, MAI, CSP, UCC, CPSM

Education for Real Estate Associate

Typically a job would require a certain level of education.

Employers hiring for the real estate associate job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Accounting, Real Estate, Business, Economics, MBA, Education, Management, Marketing, Engineering

Skills for Real Estate Associate

Desired skills for real estate associate include:

Contract coverage
AHS policies and procedures
Compliance requirements
Credit risk management policy
External regulatory requirements
Internal bank commercial and real estate loan policy
MS Office
Procedures
RAROC models
Real estate advisory documents

Desired experience for real estate associate includes:

A Broker house in capital markets or agency teams, CBRE, JLL, etc, AND
Previous experience with Real Estate (Commercial and Residential) and Tax (Compliance
Minimum 1-3 years experience in investment banking, principal investing, hedge fund, or private equity
Strong interest in real estate (background in real estate is preferred but not required)
Bachelor's degree and excellent academic background
Hard-working, can-do attitude and the desire to succeed in a entrepreneurial, fast-paced and team-oriented environment

Real Estate Associate Examples

1

Real Estate Associate Job Description

Job Description Example
Our company is growing rapidly and is hiring for a real estate associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate associate
  • Train and supervise Audit Associates on engagement teams and function as an in-charge facilitating field work by monitoring and reporting regarding productivity and adherence to work plan schedules on each assignment
  • Review work product of Associates and articulate coaching notes throughout the process
  • Provide insightful feedback on financial statements, and prepare other related client deliverables such as management letters and end-of-audit governance communications
  • Interact with clients in a way they would understand to help ensure the information flow from the client to the audit team is efficient
  • Responsible for recording monthly entries for Real Estate leases, reconciling balances and posting/updating in Company ledgers
  • Participate in the month-end year-end close process
  • Advises the Manager of any trends or conditions that may affect accurate reporting or other significant issues
  • Conducts ad hoc projects or analysis as required
  • Works with internal and external auditors and others as required to obtain or provide information
  • Responds to various inquiries regarding financial data
Qualifications for real estate associate
  • Overseas working experience is a plus
  • Minimum of 3 years of corporate finance/lending experience
  • Strong financial modeling abilities, superior writing and presentation skills
  • Minimum 2 years’ experience in financial or investment field, preferably in real estate investment
  • Excellent computer skills (Microsoft Office & Adobe Pro required
  • A minimum of two years of real estate capital markets or real estate investment banking experience is required
2

Real Estate Associate Job Description

Job Description Example
Our growing company is hiring for a real estate associate. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for real estate associate
  • Conduct site inspections to assess the physical condition of the asset, evaluate on site personnel, monitor competition and market conditions and revise, develop and implement appropriate action steps in a proactive and timely manner
  • Create and/or review and analyze Argus models and assumptions and cash flow projections prepared by analyst, verify and review lease abstracts and determine market rents
  • Assist in the preparation of internal and external investment committee presentation packages
  • Review and approve property manager proposed distributions
  • Formulate recommendations and action plans for investments based on financial analysis and developments and activity at the property, market and industry level
  • Assist in the analysis and presentation of financing and disposition strategies
  • Contribute to the development and/or modification of Company macro investment strategies
  • Stay current on developments and trends in the economy and real estate industry and incorporate the most up-to-date information into analyses
  • Attend select seminars and conferences related to real estate
  • Assist in the generation of offers for both direct and joint venture investment opportunities
Qualifications for real estate associate
  • Strong analytical and financial-modeling skills, with proven background in financial modeling using Microsoft Excel and Argus, logical reasoning ability, are crucial
  • A minimum of an Associate’s Degree (A.A.) or equivalent from a two-year college or technical school plus two years of related experience
  • Understanding of general accounting and financing principles is necessary
  • Prior experience with automated accounting systems is preferred
  • Prior experience with automated accounting systems is necessary
  • Work experience in the Real Estate sector in a financial, analytical, corporate development or M&A capacity is required
3

Real Estate Associate Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of real estate associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate associate
  • Establish and maintain relationships with new joint venture partners, who meet the Company’s criteria and facilitate the flow of a consistent pipeline of suitable investment opportunities
  • Source and identify direct and joint venture investment opportunities, which meet the Company’s value-added investment parameters on a risk-adjusted basis
  • Coordinate the closing of properties
  • Mentor analysts
  • Undertake special projects with groups or independently
  • Overseeing detailed financial models for both advisory and principal transactions
  • Preparing pitch documents and other presentations for clients and investors
  • Preparing internal credit papers and analysis for principal investments
  • Managing and training a team of analysts
  • 3+ years of progressive experience in real estate market analytics including pro forma modeling, market economic analysis, preferably in the hotel sector
Qualifications for real estate associate
  • Licensed to practice law in FL, or eligible to take the FL bar
  • 3+ years sophisticated transactional commercial real estate experience with a medium/large law firm
  • 3+ years sophisticated transactional commercial real estate work for a large law firm
  • Applicants should be well-organized, detail oriented, able to work under pressure and tight deadlines, and establish priorities with minimal supervision
  • Must be proactive and highly motivated
  • MBA graduate or CFA preferred
4

Real Estate Associate Job Description

Job Description Example
Our innovative and growing company is hiring for a real estate associate. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for real estate associate
  • Superior organizational skills and the ability to manage multiple projects simultaneously
  • Working knowledge of portfolio management skills
  • Targeted travel = 10%
  • Assisting client (s) with maintaining Statement of Values – ensuring all properties are reported accurately and comprehensively
  • Receive and review all incoming loan inquiries
  • Input all deals into loan pipeline management system
  • Work closely with Loan Originators to determine if the loan request is of interest to the Bank
  • Assist in managing loan originators outside the NY region and advising them as to deal status and process
  • Help manage the pipeline to identify and advance large, stalled transactions
  • Be responsible for generating Letters of Intent for signature for deals the Bank is interested pursuing
Qualifications for real estate associate
  • Bachelor’s degree in Accountancy, Finance, Business Administration, Actuary Science, Data Science, or related field
  • One + years experience in a related position
  • Experience in real estate or data analysis a plus
  • Sound mathematical skills with a history of complex excel work
  • Ability to work as a part of a team in a deadline-driven environment
  • A natural self-starter and independent thinker
5

Real Estate Associate Job Description

Job Description Example
Our company is looking for a real estate associate. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for real estate associate
  • Understand the Firm’s credit policy and philosophy to flag deals within our parameters and those clearly outside our framework
  • Gain confidence of the Bank management as the source of all date relating to pipeline management
  • Assist in developing training material to provide product awareness and understanding among Financial Advisors, Field Management and Private Bankers regarding the relevancy and application of specific products within HNW Lending
  • Additional responsibilities as required by Senior Lending Advisors and Head of Lending
  • Contributing within the Global Real Estate Securities team to all aspects of the equity research and portfolio construction spectrum, and supporting Senior Investment Analysts in their primary coverage
  • Conduct due dillegence on public companies and real estate markets by analyzing financial statements, interviewing company management teams and reviewing other sources of market and company information
  • The role may require both regional and global travel
  • Be part of the Consulting team advising government bodies, developers, investors and corporate owners on real estate development, market/financial due diligence and strategy
  • The role is responsible for supporting the Advisory team, undertaking the preparation of client reports, undertaking development appraisals and working with clients and their design teams to deliver strategies to support real estate development projects
  • Experience is typically a minimum MRICS/CFA III qualification
Qualifications for real estate associate
  • BS/BA degree in finance, economics, real estate or accounting, engineering or a social or physical science
  • Verbal and written communication skills, good computer skills
  • A degree in Finance, Economics, Real Estate or related discipline will be advantageous
  • Bachelor’s degree required, preferably in real estate, finance or accounting
  • Will have three or more years of real estate acquisition and/or asset management work experience required
  • An understanding of real estate and capital markets required

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