Find Jobs
Find Jobs Near You – Available Work in Your Location
Senior Analyst Real Estate
Career Insights for Personal Financial Advisor (General)
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Florida data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$102,990 / year median in Florida
+11% projected growth
Job Description
Job Overview Busy Real Estate Company looking for a Sr. Financial Analyst / Asset Manager for the Boca Raton office.
•Ideal candidate will have experience in Retail / Mixed Use Properties and LOCAL to the South Florida area.
Role Description:
Achieving & maintaining world class assets through continuous monitoring of an action plan, searching for new value-add opportunities, & developing solutions. 1)
Definition AM Role:
Cross-functional team leader that coordinates tasks necessary to execute a business plan through an action plan Continuous monitoring of key milestones, detail probing, & communicating status to Sr Mgt Develop solutions to property or tenant issues Conducts Quarterly "Project Meetings" with all departments 2) Interaction with other
Departments:
A. Property Management Tracking tenants' openings/construction through PMS Monitor struggling and defaulting tenants - property mgt to provide information Monitor tenant renewals Review & evaluate tenant request and propose a solution B. Financial Analysis - Review & provide input on expenses/budgets/leasing rates Check proforma/model's vs actuals & budget Annual Budget Approvals Annual CTI Reconciliation Approvals 3)
Acquisitions/ Dispositions:
Assist with due Diligence, tenant interviews, & research on gov/municipal matters pre-closing Prepare business Plan & Present to other departments Prepare Asset for disposition: review P&L's, accurate monthly billings, tenant grievances, open physical property issues, etc… Coordinate site tours #AF123
Work Location:
In person