Senior Associate, Equity

Job Purpose:
The Senior Associate, Asset Management (Equity) will play a critical role in maximizing the performance and value of Trez Capita’s equity investments. This position focuses on detailed cash flow modeling, performance analysis, and asset reporting, as well as strategic collaboration with operating partners. The role will support the entire investment lifecycle, from development to disposition, providing essential insights to optimize returns and manage risk. 

Primary Accountabilities:
•    Build, update and manage complex asset management models to assess investment value and risk, conducting comprehensive asset-based cash flow analysis and scenario planning. 
•    Maintain and refine performance models, re-forecast cash flows and provide updated valuations to support ongoing asset and partner performance evaluation.
•    Oversee the analysis of partners’ financial reports to ensure projects remain on budget, identifying opportunities for value creation and mitigation of risks.
•    Conduct sensitivity analysis to evaluate different asset management strategies, including debt financing, development, and value-added initiatives, optimizing investment outcomes.
•    Collaborate with internal teams to enhance reporting systems and develop dynamic dashboards for comprehensive performance monitoring.
•    Prepare and contribute to internal asset management and investor reports, ensuring delivery of clear, actionable insights.
•    Assist in due diligence of real estate assets, operating partners, and market conditions, helping to identify new opportunities.
•    Conduct market research and provide economic insights to support investment decisions and long-term strategies.
•    Provide support in developing and executing exit strategies, helping to maximize asset value while managing potential risks.

Additional Accountabilities:
Embraces the Trez core values

• We build Trust through the integrity of our people and our actions. We have built our reputation on transparency and doing what we say, with a rigorous, results-oriented, risk-managed approach to everything we do.
• We pride ourselves on the Respect we create inside and outside the firm. We are passionate about providing exemplary client experiences, creating loyal and satisfied investors, partners and borrowers and fostering a collaborative environment in which our employees can excel.
• We pursue Excellence for our employees, investors, partners and borrowers. Everyone who works with us is accountable for our clients’ success.
• Our bold goals and winning outcomes are the results of our ability to create unique offerings based on our unwavering Zest, discipline and innovative entrepreneurialism.

•    Complies with all policies and procedures, work rules, and standard operating procedures
•    Safeguards the interests of the business, our people and our clients
•    Completes other related duties as required

Qualifications and Experience:
•    Minimum of five (5) years of experience in real estate finance, asset management, private equity, or a related field, preferably involving large-scale development projects or institutional investors.
•    Bachelor’s degree in real estate, finance, or a related discipline, with advanced qualifications (e.g. CFA, MBA) considered a plus.
•    Proven expertise in financial modelling, with advanced proficiency in Excel, and the ability to develop robust financial models that inform strategic decisions. 
•    Strong analytical, presentation and communication skills with the ability to translate complex financial data into actionable insights for stakeholders. 
•    Experience with real estate-specific software (e.g. Argus, MRI, RealPage) and familiarity with IFRS and GAAP accounting standards.
•    Excellent organizational and multitasking skills, with the ability to manage competing priorities in a fast-paced, deadline-driven environment.
•    Ability to work independently and collaboratively, mentoring junior team members and working closely with diverse teams.
•    Willingness to travel as required for site visits, partner meetings, and other business needs.

Direct Applicants Only: We kindly request that external recruiters or agencies refrain from reaching out regarding this position. Trez does not accept unsolicited resumes from agencies, and any agency fees related to unsolicited submissions will not be considered or paid.