Senior Director, Client Success

Discretionary Trader sought for growing fund with a focus on US Equities and ETFs. Strong quantitative skills and prior experience helpful, but will train the right person. Please attach a resume for consideration; a cover letter is not necessary.

Bluecrest Residential (“Bluecrest”) is a privately owned real estate investment company headquartered in Newport Beach, CA. Bluecrest principals have owned and operated a multifamily portfolio totaling more than 16,000 units and in high-growth secondary markets. Bluecrest’s competitive advantage stems from its long-standing industry relationships and its fully integrated property management, asset management, and data analytics platform. Since 2018, Bluecrest principals have been investing preferred equity in multifamily assets on behalf of large institutional investors. In 2022, Bluecrest principals were the largest seller of multifamily in the US and has consistently delivered exceptional results, with deal level IRRs exceeding 30% annually since inception. Going forward, Bluecrest is looking to acquire high-quality multifamily assets across the Sunbelt and continue to invest preferred equity in multifamily development projects. Bluecrest is adding a Financial Analyst to support our multifamily investment team in Newport Beach, CA. The Financial Analyst will work on asset management primarily. They will provide support for overall operational performance and the financial metrics of an assigned portfolio of properties. The role involves overseeing analysis and implementing strategies and initiatives across the portfolio. It also includes assessing market and submarket data, evaluating property performance, and developing, communicating, and executing investment plans and strategies at the property level. The ideal candidate will be detail oriented, organized, and business writing skills. They will work directly with an experienced, close-knit team looking to rapidly scale our investment portfolio. The ideal candidate will have strong organizational and analytical skills and be an effective problem-solver. Responsibilities ·         Create and implement strategic business plans for each multifamily asset to enhance performance based on profitability, returns, reputation, and resident satisfaction.  ·         Identify opportunities for value creation through operational efficiencies, capital improvements, or best practices as part of the asset strategy.  ·         Gather, understand, and analyze market data to identify risks, trends, and opportunities for value creation. Examine industry standards, surveys, benchmarks, and economic trends.  ·         Continuously review financials and operating reports to track performance. Provide analysis and scenarios to support strategic decisions and assess performance.  ·         Create executive summaries and investment memorandums. ·         Work with closing team on completing checklist items. Skills/Software: ·         Advanced computer skills ·         Internet research ·         Microsoft Word and Excel ·         Adobe Acrobat Requirements Bachelor's Degree in Finance, Economics, Accounting, Business or related field. You have at one to three years of experience in multifamily real estate finance. You have at least one year of experience in Multifamily Real Estate. You have at least one year of experience as a Financial Analyst. You have advanced computer skills; including Word, Excel and Adobe Acrobat. You have excellent interpersonal and communication skills. You have excellent writing skills. Benefits Competitive Salary- The salary for this position will be determined based on the candidate's total relevant experience. Relevant experience would be 1-3 years underwriting multifamily acquisitions. We anticipate the salary range to be from $70,000 to $110,000. Performance Bonuses- Our corporate team participates in performance-based bonuses. This bonus package is an extensive part of the overall package. Paid Time Off- Unlimited DTO starting upon hire. Mentorship- Work with an experienced team of multifamily investment professionals. Holiday Pay- 10 full paid holiday. Paid Volunteer Hours- 8 hours of paid volunteer time you can use throughout the year. Housing Discounts- 25% off rent available for all employees off any unit. Comprehensive Insurance Benefits- Medical PPO, HDHP, FSA, HSA with employer match Dental, Vision, STD, & LTD. Retirement Plan- 401K with a 25% company match up to 6%. Travel & Personal Discounts- Company rate National/Enterprise rental cars for leisure travel, plus additional discounts with Verizon (18% discount) and Expedia (10% discount). Certification Reimbursement- Full reimbursement for approved industry related certifications, including CAM, CPO, EPA, and more! Tech Forward & Transparent Culture- Innovative internal software to make your job easier! Cultural Appeal- We run on transparency and healthy debate (No Fear of Conflict); you are encouraged to appeal and share what is not working well. Your voice truly matters! EOE

Description Location: Corporate Office Status: Full-time,TEMP to PERM Position (9:30am-5:00pm) Schedule: Monday – Friday; in office Reports to: CEO JOB SUMMARY: The Assistant will provide support to the CEO. The Administrative Assistant will be responsible for managing daily administrative functions, facilitating communication and ensuring smooth office operations. The ideal candidate will excel at multitasking, maintaining confidentiality, and anticipating the needs of the CEO. Assistant will deal with banking - sending and receiving wires, maintaining spreadsheets for various projects and providing payments to accountant. Essential Duties and Responsibilities Administrative & Office Support Greet and assist guests professionally, ensuring a welcoming environment. Answer phone calls, take messages, and direct inquiries appropriately. Manage incoming and outgoing mail (electronic and paper) Organize and maintain files/company documents. Monitor and order office supplies Executive & Departmental Support Provide high-level administrative support to the CEO, including managing schedules, coordinating meetings, sending him his emails via whatsapp and maintaining calendars. Facilitate communication Coordinate meetings, and logistics, ensuring all details are handled efficiently. Banking Monitor and manage business bank accounts. Saving monthly bank statements. Deposit checks Prepare and issue checks to vendors, contractors, children etc. wires are done daily and monthly for re-occurring Maintain a log of all issued checks. Paying Expenses Track and schedule bill payments. Ensure all due payments are made on time. Maintain documentation and receipts. Maintaining Logs for Accountant Keep detailed records of income and expenses. Organize and categorize transactions. Prepare regular financial reports (quarterly). Maintain a ledger that can be easily shared with your accountant. Requirements Qualifications & Skills 2+ years of experience as an Administrative Assistant/Bookkeeper or in a similar administrative support role. Strong organizational and multitasking skills, with the ability to prioritize effectively. Excellent time-management skills, with a proven ability to meet deadlines and anticipate needs proactively. Exceptional communication skills, ensuring clear and timely updates across teams. Proficiency in Microsoft Office Suite (SharePoint, Teams, PowerPoint, Excel, Word, Quickbooks). Ability to maintain strict confidentiality and handle sensitive information with discretion. Professional demeanor with a customer-service mindset and ability to work collaboratively with all levels of staff.

The Position Our Massachusetts-based bank client is seeking to fill a Hybrid Remote Sr. C&I Credit Analyst role in the Boston, MA area. The position is responsible for obtaining loan request information from commercial lenders or borrowers to analyze credit information, financial statements, and other related information pertaining to the loan. The opportunity has a generous salary of up to $100K plus a bonus and a benefits package including 100% medical premiums paid by the bank and up to 8% 401K match. (This is a hybrid remote position – must live in the Boston, MA area). Sr. C&I Credit Analyst responsibilities include: Supporting the commercial lending functions in managing existing loan relationships and pursuing new loan opportunities primarily by analyzing financial information and identifying credit risks. Analyzing and monitoring the creditworthiness of the Bank’s customers. Assisting commercial loan officers in addressing customer inquiries and servicing requests. Assisting the commercial lenders by interacting with select existing and new customers of the commercial lending team with new loan requests and maintenance of existing customers. Analyzing financial statements, tax returns and bank references to evaluate the financial condition of individuals and businesses applying for credit with the bank. Preparing various written loan reports including loan presentations, annual reviews, credit file comments, and classified asset reports as needed in accordance with the Bank’s loan policy and procedures Recommending credit facilities and structures within the established bank guidelines. Researching background documentation and review personal and business financial statements and tax returns. Reviewing loan files to ensure the completeness of the file and that all collateral has been secured properly. Updating collateral values, as needed on delinquent loans. Requesting and obtaining financial statements on existing borrowers. Preparing, monitoring, and maintaining credit files for the Bank’s commercial loan customers. Performing additional duties as requested, needed, or assigned. Requirements Who Are You? You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: Bachelor’s degree in Accounting/Finance or related area. Five or more years of Commercial and Industrial Lending credit experience with loan exposures ranging from $500K to $35MM. Extensive knowledge of commercial real estate lending practices and related areas. Extensive knowledge of financial institution policies and procedures. Strong knowledge of department support structures, resources, and personnel. SBA underwriting experience preferred. Formal Credit Training preferred. Benefits The opportunity has a generous salary of up to $100K plus a bonus and a benefits package including 100% medical premiums paid by the bank and up to 8% 401K match. (This is a hybrid remote position – must live in the Boston, MA area).

Part time must know quick books

The Company At Spartan Investment Group our mission is to improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors. Providing an opportunity to grow for our partners and creating lasting wealth for everyone with whom we conduct business is how we make our greatest contribution.  We specifically focus on self-storage projects capitalizing on amazing deals in other asset classes. In 2021, we were listed as the 5th fastest growing real estate company in the US and joined the list of the top 100 owners of self-storage. We are members of the Inc. 5000 fastest-growing private companies in America and in 2023 we were #13 in Denver Business Journals list of top places to work.  Mission  As the Director of Asset Management at Spartan, you will be located at our corporate headquarters in Golden, Colorado. The primary mission of this role is to oversee the flow of critical data and information across the organization to optimize asset performance. You will drive key operational decisions, ensure the company’s assets align with strategic goals, foster a culture of accuracy, performance, cross-functional collaboration to maximize investment potential and returns to investors. The perfect candidate will be ambitious and have lofty developmental goals both personally and professionally.  Requirements Outcomes Enhanced Asset Performance and Financial Returns: Achieve a targeted increase in NOI (Net Operating Income) across the portfolio by aligning asset management strategies with corporate objectives and challenging underlying assumptions.  Optimized Capital Structure and Liquidity: Implement effective capital structuring and liquidity management strategies, ensuring a balanced approach that supports both short-term operational needs and long-term growth opportunities.  Actionable Intelligence for Strategic Decision-Making: Develop and deploy advanced, real-time business intelligence tools that provide key insights for executives, leading to more accurate, data-driven decision-making and improved overall organizational performance.  Seamless Transaction Oversight and Execution: Ensure that all acquisition, disposition, and capital market transactions are conducted with high levels of accuracy, risk mitigation, and alignment with strategic goals, leading to a successful transition of acquired assets and minimal operational disruption.  Cultural and Operational Excellence in Decision-Making: Foster a culture of accuracy and consensus-driven decision-making, breaking down functional silos, and ensuring operational success through cross-functional collaboration and continuous process improvement.  Proactive Risk and Compliance Management: Establish a proactive risk management framework that identifies and mitigates risks related to assets, transactions, and debt, ensuring adherence to loan covenants and corporate policies while protecting organizational assets and reputation.  Competencies Strategic Thinking: Ability to align high-level corporate strategies with operational execution.  Leadership: Proven ability to lead cross-functional teams and build consensus.  Communication Skills: Ability to articulate thoughts and express ideas effectively and clearly present complex data to executive leadership.  Financial Acumen: Advanced knowledge of financial modeling, underwriting, performance tracking, financial reporting, and business intelligence tools. Exceptional analytical, organizational, and communication skills.  Data-Driven: Focus on data accuracy and performance metrics to drive decision-making.  Autonomy: Someone who is a self-learner, quickly grasps information and takes ownership of their position. Ability to show initiative and creativity with a drive to learn and execute in a macro-managed environment fostered by mentorship.  Qualifications  Education: Bachelor’s degree in finance, real estate, business administration, or a related field (MBA preferred).  Experience: 10 to 15+ years in real estate asset management or related fields, ideally in self-storage or CRE.  Industry Knowledge: Extensive knowledge of the self-storage, CRE, debt, equity, and investment sectors.  Benefits Competitive Full Time Base Salary: $150k – $175K annually. Comprehensive benefits including 401k with company matching.  Access to company profit sharing.  Access to company carried interest program.  Wellness benefits include company paid health, vision, dental, short-term disability, and life insurance.  In house performance coaching.  Unlimited PTO.  Reimbursements for phone, transportation, and entertainment, and more through an innovative cafeteria benefits plan.