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Asset Management & Investment Associate

Asset Management & Investment Associate

Shin Yen Retail Property ManagementChino, CA, US
3 days ago
Job type
  • Full-time
Job description

Job Description

Commercial Real Estate - Asset Management & Investment Associate - Job Description (Exempt)

About Us :

Shin Yen Retail Property Management is a premier commercial real estate company with a growing portfolio of retail properties across diverse markets. Our success is driven by expert property management, disciplined capital investment, and a commitment to financial excellence. We are seeking a talented Asset Management & Investment Associate to support both our investment initiatives and asset management strategies, helping to maximize returns and strengthen portfolio performance.

Position Overview :

The Asset Management & Investment Associate will play a hybrid role, bridging investment analysis with hands-on asset management. This role involves conducting financial modeling, underwriting acquisitions, and structuring financing while also supporting portfolio strategy, lease oversight, and property-level performance. The ideal candidate will bring strong financial and analytical skills, preferably with prior banking, credit, or investment experience, and a solid understanding of commercial real estate operations.

Key Responsibilities :

Investment & Financial Analysis

  • Conduct financial modeling, forecasting, and sensitivity analyses for acquisitions, refinancing, and portfolio planning.
  • Evaluate acquisition opportunities through underwriting, market research, and feasibility analysis.
  • Support due diligence for acquisitions and dispositions, including financial, legal, and operational reviews.
  • Prepare investment memoranda, offering documents, and presentations for senior management, lenders, and investors.
  • Track and report portfolio performance metrics including DSCR, LTV, NOI, IRR, and cash-on-cash returns.

Asset & Portfolio Management

  • Assist in developing and executing strategic asset management plans to optimize property value and returns.
  • Collaborate with property management on budgeting, financial reviews, and operational oversight.
  • Monitor tenant performance, rent rolls, lease compliance, and occupancy levels.
  • Provide recommendations for enhancing asset profitability and long-term performance.
  • Oversee vendor contracts, capital improvements, and property upkeep alongside the property management team.
  • Capital Markets & Debt Financing

  • Structure and analyze financing packages for acquisitions, refinancing, and recapitalizations.
  • Maintain relationships with banks, insurance companies, and other capital providers.
  • Prepare loan packages, financial reports, and support lender due diligence processes.
  • Track interest rate shifts, refinancing impacts, and capital deployment scenarios.
  • Leasing & Occupancy

  • Support lease negotiations, renewals, and tenant credit assessments.
  • Partner with brokers and marketing teams to identify tenants and maintain an optimal tenant mix.
  • Analyze market trends to improve occupancy rates and drive long-term value creation.
  • Reporting & Risk Management

  • Generate regular performance reports, portfolio analyses, and property assessments for management.
  • Support risk management efforts by monitoring compliance with legal, safety, and regulatory requirements.
  • Assist with crisis management planning and ensure risk mitigation strategies are in place.
  • Systems & Process Optimization

  • Utilize Yardi and Argus for modeling, reporting, and portfolio tracking.
  • Enhance internal workflows, reporting tools, and compliance processes.
  • Ensure accuracy and integrity of financial and operational data.
  • Qualifications :

  • Bachelor’s degree in Finance, Real Estate, Economics, or related field ( MBA preferred ).
  • 4–7 years of experience in commercial real estate asset management, investment banking, or credit analysis.
  • Strong financial modeling and advanced Excel skills; experience with Yardi and Argus strongly preferred.
  • Deep understanding of commercial real estate lending, underwriting, and asset management practices.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to manage multiple projects and priorities in a fast-paced environment.
  • Self-motivated, highly organized, and detail-oriented with strong problem-solving skills.
  • Job Type : Full-time

    Pay : $80,000-$86,0000 per year

    Benefits :
  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance
  • Schedule :

  • 8 hour shift
  • Monday to Friday
  • No weekends
  • Work Location : In person

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