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Associate, Investment Management (Los Angeles Office)
Associate, Investment Management (Los Angeles Office)OppenheimerFunds Distributor, Inc • Newport Beach, California
Associate, Investment Management (Los Angeles Office)

Associate, Investment Management (Los Angeles Office)

OppenheimerFunds Distributor, Inc • Newport Beach, California
30+ days ago
Job type
  • Full-time
  • Part-time
Job description

Description

Job Summary The Associate supports Investment Managers in the oversight of commercial and multifamily real estate investments, with the objective of optimizing asset performance and value. The role provides analytical support in executing property-specific strategies, analyzing leasing and capital decisions, conducting feasibility studies, and evaluating property-level performance against benchmarks. The Associate also assists with the preparation of quarterly and annual reporting, budgets, and business plans. Key Responsibilities

Build and maintain detailed valuation models in Excel and Argus; review external appraisals and prepare valuation comparison pages for internal stakeholders.

Prepare property-level return models evaluating historical and projected performance, comparing results against original underwriting and prior quarters, and assessing the impact of leasing decisions, capital projects, and capital markets.

Engage directly with property management and accounting teams for reporting needs including annual business plans and quarterly reports, variance analysis, capital reforecasts, NOI reforecasts, and written investor updates.

Communicate as needed with third-party property managers, leasing teams, tax consultants, insurance providers, and other vendors to gather information and ensure timely reporting.

Review lease proposals, abstracts, and tenant financials to evaluate creditworthiness and perform lease-related financial analysis.

Collect, analyze, and synthesize relevant market research, comparable transactions, and operating data to inform property-level assessments.

Facilitate lender compliance requirements, including approvals for major leases, capital expenditures, and release of escrow accounts.

Provide support on capital project oversight, including cost analysis, renovation programs, and monitoring of significant expenditures.

Provide occasional support on acquisition and disposition activity, including review of financial analyses and coordination with senior team members as needed.

Travel for asset inspections, site visits, and due diligence as required.

Qualifications

Bachelor’s degree in Real Estate, Finance, Business, Economics, or related field.

2–5 years of experience in commercial real estate, preferably in asset management, acquisitions, portfolio management, development, or valuation.

Proficiency in Excel and Argus with strong financial modeling and discounted cash flow analysis capabilities.

Strong quantitative and analytical skills, with the ability to synthesize complex financial information and deliver well-reasoned recommendations.

Familiarity with property-level reporting, lease analysis, and key real estate performance metrics (NOI, IRR, DCF, cash flow projections).

Effective written and verbal communication skills with the ability to prepare clear reports and present findings.

Strong organizational and time-management skills, with the ability to manage multiple priorities and meet deadlines.

Detail-oriented, resourceful, and collaborative team player with the ability to support senior team members and interact effectively across internal groups and external service providers.

Experience with Yardi, Yardi Forecast Manager, and VTS a plus.

This position will be located in our Los Angeles office : 10250 Constellation Blvd, Los Angeles 90067 The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in California is $100,000 to $115,000 annually. Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

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