Asset Management Associate Resume Sample
Shanon Corkery
54144 Russel Path,
Philadelphia,
PA
+1 (555) 564 2828
Work Experience
Asset Management Associate
12/2017
-
PRESENT
Dallas, TX
- Full compliance of administrative management and inventory ensuring that proper asset management is performed in adherence to UNDP rules, regulations, policies and strategies and that inventory procedures are complied with at all CO units
- Proficiency in Microsoft Suite applications; mainly Word, Excel, Outlook
- Facilitate the ‘on-boarding’ and ‘off-boarding’ of assets with transaction team at acquisition & disposition including rent and service charge reconciliations, insurance placement & cancellation etc. so that asset handovers are smooth
- Manage equipment delivery lifecycle including receiving, repairs, returns and disposition
- Provide replacement IT equipment other IT staff as well as directly to end users
- Maintain an orderly inventory and overall storage facility
- Accurately record ITAM transactions into ITSM/ITAM system
- Maintain appropriate inventory levels, enter purchase orders to procure new stock as necessary
IT Asset Management Associate
01/2013
-
08/2017
Phoenix, AZ
- Track orders throughout procurement process to ensure timely delivery and accuracy of stock
- Assist IT staff/end users though the procurement and approval process
- Work with software vendors to ensure accuracy of licensing, order status and resolve issues
- Consult with IT administrative staff to maintain floating/concurrent/site software license management to ensure compliance and availability
- Act as escalation point to IT staff for questions about software licensing, IT standards and hardware compatibility. Make recommendations to IT Staff for solutions in non-standard situations
- Audit company assets as necessary to ensure compliance and accuracy of database
- Provide ad-hoc reporting as needed to support business decisions and provide info for trend analysis
- Provide technical support with asset disposals and transfers in ATLAS, adjusting costs via basic add and reinstatement of assets, in accordance with Delegation of Authority and Internal Control Framework
- Review assets in Asset Module on monthly basis to ensure that all fields are complete and monitor the asset dashboard
Acqusition & Asset Management Associate
12/2006
-
12/2012
Phoenix, AZ
- Provide technical support in the review of Asset Module and In-Service reports to ensure "Capitalization" of appropriate items in accordance with UN Women's policies governing asset classes, estimated useful lives and elements of cost; and the relevant fixed asset ATLAS profiles
- Prepare reports or reconciliations required on UN Women fixed assets for audit, or management decision making as requested
- Routinely monitor exception reports for unusual activities, transactions, and investigate anomalies or unusual transactions
- Compile underwriting in both Argus and Excel to assist with hold-sell decisions, financings, leasing and value-add strategies
- Prepare Investment Committee presentations for financings, leasing and dispositions
- Analyze leasing opportunities and sensitivities via ARGUS, NPV analyses and market research
- Work with property management teams on everyday operations and engineering teams on construction management
Education
University of Texas at San Antonio
2002 - 2006
Bachelor's Degree in Business
Professional Skills
- Proficient in financial modeling tools, including excellent Excel skills
- Proven ability for writing and presentation skills, with the ability to analyze and present data clearly and concisely to senior leadership
- Strong IT skills, knowledge of Atlas
- Strong interpersonal, leadership, communication, math, and analytical skills
- Strong communication skills, work ethic, ability to multi-task
- Possess strong analytical and interpersonal skills
- Shipping and receiving skills
How to write Asset Management Associate Resume
Asset Management Associate role is responsible for modeling, shipping, analytical, excel, wireless, finance, credit, training, database, procurement.
To write great resume for asset management associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Asset Management Associate Resume
The section contact information is important in your asset management associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Asset Management Associate Resume
The section work experience is an essential part of your asset management associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous asset management associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular asset management associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Asset Management Associate resume experience can include:
- Demonstrated ability to identify trends, errors, and opportunities
- Strong cultural fit with the team and Company
- Demonstrated ability to use Word, Excel, Access and other relevant software
- Experience in multifamily asset management or multifamily management / operations
- Demonstrated ability to analyze financial and operational data and prepare analysis and reports
- Demonstrated excellence in Excel
Education on an Asset Management Associate Resume
Make sure to make education a priority on your asset management associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your asset management associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Asset Management Associate Resume
When listing skills on your asset management associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical asset management associate skills:
- Outstanding written and verbal communication skills as well as strong overall professional presentation skills
- Demonstrated ability to effectively prioritize projects and efficiently work independently at times
- Effective communication skills, collaborative and can work in a team environment
- Demonstrated ability to build relationships and work effectively with people of diverse social, faith, economic and racial/ethnic backgrounds
- Problem-solving skills and high attention to detail
- Assist Asset Managers on property acquisitions, dispositions and financing. Required Skills and Qualifications
List of Typical Experience For an Asset Management Associate Resume
1
Experience For IT Asset Management Associate Resume
- Perform analysis to support on-going asset management activities, such as repositioning, refinancing, and disposition
- Assist with annual property business plans and review of quarterly reporting
- Oversee and review calendar and fiscal year budgeting process
- Perform market research, competitive analysis and asset-specific opportunity assessments in preparing detailed strategic business plans for each market
- Work with third-party property managers to coordinate timely and comprehensive reporting on a monthly and quarterly basis
- Contribute to acquisition due diligence and closing process
2
Experience For Industrial Asset Management Associate Resume
- Evaluate requests from property managers to improve existing units and buildings
- Oversee and assist with obtaining bids for construction work to rehab properties
- Produce ad hoc analyses to evaluate the performance of assets
- Maintain record of scope changes, trends and variances that potentially affect schedule performance, budget and deadlines
- Prepare and review weekly and monthly operational performance reports
- Perform detailed financial analysis of value-add capital projects, including analysis of historical financial statements and preparation of cash flow projections, to assess investor risk and return
- Work with third party engineers, consultants and contractors to complete property repairs, capital projects and expansions
- Coordinate annual budget preparation for each property
3
Experience For Acqusition & Asset Management Associate Resume
- Assist with the review and analysis of project financial statements including income/expense reports and balance sheets, existing financing and regulatory agreements
- Assist with the preparation of yearly financial property budgets
- Coordinate with third-party property management companies and other consultants as needed
- Monitor the activities of property management firms responsible for the daily operations of the properties
- Inspect buildings on a regular basis and determine capital needs improvements including the development of proper schedules to complete capital needs improvements
- Attends and participates in required organizational programs, board, committee and staff meetings
- Have a commitment to community development
- Represent the organization professionally
- In advance of the annual budgeting process, provide upfront performance expectations to the operations team, assist with budget reviews and approve the final operating budget
4
Experience For Redevelopment & Asset Management Associate Resume
- Meet with Regional Managers regularly to review property performance and highlight notable trends to the operations team.This includes assessing cash flows, balance sheets, sub-market fundamentals, and other key performance indicators identified by the Asset Management team
- Prepare and issue term sheets to prospective tenants
- Conduct property tours with prospective tenants
- Provide follow up support for asset management team with subcontractors/vendors
- Assist with approvals for payables for capital projects
- Assist with the preparation of annual property budgets
- Manage and oversee investor database, and all investor distributions and mailings
- Assist with preparation of quarterly investment reports
- Coordinate compliance with JV partners/lenders
5
Experience For UN Women Asset Management Associate Resume
- Prepare deliverables for asset management meetings
- Assist with tenant move-in, move-out and make-readies
- Assist in administration of capital expenditures within the industrial portfolio and working with the VP Construction Management on oversight and guidance to all third party construction managers, contractors and or vendors
- Assist in the post-acquisition budget process, annual budget process and reforecasting and strategic planning for the entire regional industrial portfolio. This includes overseeing the timeline, preparation and completion of annual budgets, business plans and leasing and marketing plans
- Assisting with due diligence efforts performed during the acquisition phase: specifically, tenant interviews, tenant estoppels, underwriting assumptions (market rent, lease up timing, leasing costs, and capital improvements) and third party reports (environmental and engineering reports) for future acquisitions
- Responsible for accuracy and timeliness of management reporting on the portfolio: review of monthly third party reports, verifying new leases are input correctly by third party property management teams, as well as assisting in the compilation of internal asset management portfolio reports
- Interface with wind farm staff, Performance Management team, turbine original equipment manufacturers, and service providers on routine operational issues and on initiatives in an effort to increase operational and financial performance and reduce risk exposure
6
Experience For Portfolio / Asset Management Associate Resume
- Work with other asset management staff and accounting personnel to ensure reporting obligations are met in a timely manner
- Support the management of operational wind farms profit & loss (P&L) activities
- Assist with the development of project-level annual budgets and longer term business plans
- Update operational financial estimates on a quarterly basis in collaboration with the Finance team
- Lead and coordinate resolution of significant agreement issues that stem from the operation of the project (e.g., equipment warranties, O&M disputes and performance metrics, landowner agreements, PPAs, interconnection agreements, and others)
- Ensure commercial and governmental obligations are met by tracking key milestones within the major agreements (e.g., turbine supply, O&M, PPA, tax equity, landowner, and interconnection)
7
Experience For Asset Management Associate Director Resume
- Contribute in developing and refining operational strategies
- Coordinate issue resolution and stakeholder management when milestones are delinquent or a trigger event has occurred
- Participate in development and construction meetings to ensure that operational and asset management requirements and major contract requirements are met
- Support the Portfolio Management team in reporting to financing and equity partners by providing commentary, estimates, and insights on asset performance and commercial developments related to the asset
- Create and develop market knowledge on the regional electricity markets and work with the Regulatory team as required on compliance matters
- Develop and maintain robust relationships with joint venture investment partners and debt investment borrowers (collectively, “sponsors”)
8
Experience For Asset Management Associate Resume
- Work with sponsors and third-party consultants, as applicable, to ensure compliance with financial covenants, operating agreements, loan agreements, budgets, business plan/property strategy, third-party agreements, etc
- Review and approve sponsors’ business plans, operating budgets, development budgets, etc. as applicable
- Review and approve equity capital calls, construction loan draws, and distribution calculations
- Perform Hold/Sell and portfolio level analyses as needed
- Prepare reports to Investment Committee and investors as necessary
9
Experience For IT Asset Management Associate Resume
- Assist with the disposition process including interview and selection of sale broker, review of offering materials, negotiation of purchase and sale contract, processing of Investment Committee approval, loan payoff, etc
- Experience in commercial asset management
- Intellectually curious, creative, and collaborative
- Be familiar with relational databases and willingness to learn corporate processes
- Update asset records as changes occur
10
Experience For Industrial Asset Management Associate Resume
- Support corporate asset verifications
- Run reports for internal and external customers
- Update wireless database as changes occur
- Maintain schedule for reviews
- Support management as needed for new hire travel
- Backup for questions and inquires about program
- Participate in monthly JV Partner calls and ad hoc calls/updates with Lenders to address questions and or work through issues. Help produce / review and update monthly management asset updates
List of Typical Skills For an Asset Management Associate Resume
1
Skills For IT Asset Management Associate Resume
- A strong understanding of operational intricacies, real estate accounting, finance and the overall real estate industry
- Work experience in the Real Estate, Finance, or Management Consulting industry
- Experience working in an Asset Management or IT related role
- Experience, preferably in a real estate, finance or accounting
- Work experience in the real estate, finance, or management consulting industry
- Experience as a financial analyst for a real estate investment firm, or investment bank or other similar professional exposure
- Experience with Sunflower Systems
- Understanding of the policies and procedures relating to UNDP assets management
2
Skills For Industrial Asset Management Associate Resume
- Working knowledge of legal contracts and agreements
- Acting as a key partner in the operation and management of regional industrial assets
- Maintaining the corporate asset management system
- Working with Mission Areas for new hire asset needs
- Managing the corporate spare asset pool
- Working with internal clients to support asset needs
- Supporting the Noblis Business Continuity Program
- Supporting the Noblis Travel program
3
Skills For Acqusition & Asset Management Associate Resume
- Managing the terminations
- Coordinating efforts within ETO to improve processes
- Supporting the Noblis wireless program
- Establishing project/property objectives, policies, and performance standards to successfully complete rehab of buildings
- Working with general contractors to ensure proper scope of work and execution of rehab projects
- Familiarity with compliance of Section 42 low income housing tax credits, and other low income multifamily housing funding programs
- Familiar working with relationed database, data gathering and data reconciliation
4
Skills For Redevelopment & Asset Management Associate Resume
- Lead external appraisal process and complete internal valuations, while working across several in-house departments, including transactions and research
- Prepare and analyze operating cash flow pro-formas including presentation of hold-sell recommendations
- Manage the company’s lease tracking module (VTS) and issue leasing reports
- Review operating performance and financial reporting and highlight potential opportunities and/or issues
- Conduct quarterly investment valuations (includes updating key market data such as sales comps, valuation rates, as well as operating performance information)
- Provide research and communicate strategic recommendations regarding optimal exit strategies as well as coordinate with third parties during asset dispositions
- Provide input to business processes re-engineering, implementation of new system
5
Skills For UN Women Asset Management Associate Resume
- BS in real estate, finance or accounting
- Professional, open minded, desirous of learning, team player, forward thinker
- Comfortable communicating over the phone, through email and in person
- Proficient in financial modeling with ability to analyze asset level cash flows and report findings
- Track asset and capital inventory by tracking current conditions, sales requests and operational needs
6
Skills For Portfolio / Asset Management Associate Resume
- Prepare and review benchmarking and variable cost data
- Perform basic business analysis of ongoing property performance
- Work with capital markets team to satisfy various lender reporting requirements
- Present proposed distribution schedules annually to senior members of the Asset Management team, the Investor Reporting Department and to ownership
- Respond immediately to all leasing inquiries
7
Skills For Asset Management Associate Director Resume
- Manage the company’s asset management tracking module
- Monitor and report progress (timing/budget compliance) on capital projects
- Oversight of third party property management, vendor contracts and vendor relationships supporting the industrial assets
- Serve as a point of contact regarding financial and operational performance as compared to budget and targets
- Facilitate Service Agreements and contracts by working with Procurement and Legal
- Lead and perform analyses of performance and scenarios to develop decision-supporting tools for senior management,
- Perform ad hoc analyses on the historical and forward-looking performance of the asset
8
Skills For Asset Management Associate Resume
- Support the development and implementation of new project developments, origination, and negotiations of new PPAs and financing agreements
- Communicate with market balancing authorities and reliability entities as needed
- Work with various departments to improve internal and external communication regarding assets, portfolio data management, and workflow process improvements
- Point of Contact for corporate leasing program
- Work with leasing vendor to maintain asset options
- Coordinate with HR and manager of terminating employee that all accountable assets are returned to Noblis
- Reconcile monthly billing of wireless invoices
- Support management on the review an updating of BC plans
- Coordinate with QMS staff for publishing plans to the QMS
9
Skills For IT Asset Management Associate Resume
- Assist in the training and lease-up supervision of onsite third-party management teams
- Monitor the progress of capital improvement projects and spending for adherence to approved plans and identify cost variances
- Develop and implement strategy for each investment including hold/refinance/sell recommendations
- Participate in calls with operating partners for asset and market performance updates
- Manage ordering process for Noblis corporate wireless program
- Perform a variety of standard specialized and non-specialized tasks and work processes that are fully documented, researched and recorded
- Review a variety of data, identify and adjust discrepancies, identify and resolve operational problem
- Strong financial analysis including the ability to work with Excel-based pro-forma models and pivot tables and analyze accounting reports including budgets, operating statements, cash flow forecasts, etc
- Self-directed, mature, and extremely organized
10
Skills For Industrial Asset Management Associate Resume
- Manage and distill insightful conclusions from large volumes of data
- Be organized and detail-oriented and to work efficiently and accurately under pressure in a fast-paced environment
- Medical, dental, vision, life, STD and LTD insurance
- Weekly breakfasts, monthly “lunch and learn” events and complimentary beverages
- Lift boxes 40 to 50 lbs
- Willingness to be a jack-of-all-trades
- Exceptionally responsive, at all times
List of Typical Responsibilities For an Asset Management Associate Resume
1
Responsibilities For IT Asset Management Associate Resume
- Continue developing strong tenant, developer, and broker relationships
- Seeing to read a variety of materials
- Communicate with Tenants and negotiating lease amendments, term sheets, profit sharing, and reciprocal easements
- Develop property-level operational strategies and analyze performance, capital projects, and other relevant investor factors impacting asset value
- Organize and manage inventory of IT equipment using Asset Manager
2
Responsibilities For Industrial Asset Management Associate Resume
- Create, implement, and maintain various tracking criteria related to property operations and performance across all vertical departments
- Work with staff for monthly returns of end of lease assets
- Review and approve new orders
- Coordinate with Mission Areas asset needs for new hires
- Make sure new orders are placed or spares are available for new hires
- Review weekly all assets classified as spares
- Deploy when situations arise
- Understand asset management system and run reports as requested
- Manage expectations as to future needs and changes for leased assets
3
Responsibilities For Acqusition & Asset Management Associate Resume
- Active in the mentoring and training of Senior Analyst and AM Coordinator on the team & strong collaborator with other AM team members and colleagues across the company
- Develop & maintain sophisticated dashboards, financial models, templates and analyses to monitor asset relative to business plan
- Create, implement, and maintain various tracking criteria related to property operations, cash flows and performance to identify opportunities for cost savings and additional revenue generation
- Participate in monthly calls with joint venture partners and debt lenders as well as respond to ad-hoc requests for calls/updates to address concerns
- Coordinate with accounting team to review monthly financial reporting, cash flows and perform variance analysis to ensure financial statements are accurately presented and in line with projected budget and adhere to compliance with Crescent’s internal policies and procedures
- Review contracts (loan documents, joint venture agreements and property management agreements) to ensure compliance
- Collaborate with development, construction and third-party property management teams during construction and coordinate on timing of unit deliveries and lease-up
4
Responsibilities For Redevelopment & Asset Management Associate Resume
- Interface with third party property management teams as well as internal development and marketing teams to establish best practice protocols for reporting, leasing, marketing and operations of assets
- Support asset level property managers in the drafting and implementation of annual budgets and business plans
- Support local development teams during initial underwriting and due diligence to identify competitive property set to verity assumptions as well as identify differentiation opportunities within the market
- Support Regional Head of Asset Management to implement broad ranging platform initiatives
- Assist with special projects and prepare ad-hoc reports for senior leadership and investment partners
- Coordinate development of annual business plans and quarterly asset reports by assisting in the preparation/review of property operating and capital budgets. Input and review approved leasing budgets in VTS
- Communicate with third-party property management and leasing personnel as well as appraisers, brokers, insurance and real estate tax consultants, and other third party providers as needed
5
Responsibilities For UN Women Asset Management Associate Resume
- Review lease submittal packages via VTS, evaluate prospective tenant businesses and credit worthiness, and perform lease financial analysis
- Prepare financial analysis to track historical property level results in comparison to industry benchmarks
- Collect, analyze, and synthesize relevant market reports, lease data, and transaction details for related assets. Assist in recommendations for potential asset sales
- Help facilitate lender compliance with asset specific requirements such as obtaining approvals for lease agreements or significant capital expenditures and coordinating escrow draws. Assist on the origination of new debt and refinancing activity
- Coordinate third-party appraisals and be responsible for quarterly internal property valuations
- Perform detailed quarterly financial statement analysis, review of rent rolls, current and future cash flow and forecasting both present value and cash flows. Ownership of investment models, updating returns and variance to budget analysis, distributions, fees, & promotes
6
Responsibilities For Portfolio / Asset Management Associate Resume
- Assist with presentations and analysis for Investment Committee, Lionstone Senior Management and/or CTI Senior Management
- Assist in deposition process, hold/sale recommendations to Investment Committee, selection of Investment Sales brokers, coordination with property management / operating partners, and closing
- Analytical and modeling experience
- Work with operating partners to create operating budgets and business plans
- Actively monitor and manage owned assets with operating partners to maximize distributable cash flow and long term economic value
- Strategic asset management of a portfolio of real estate assets located throughout the U.S
- Perform detailed financial analysis and prepare periodical asset management reports
- Review monthly operating reports to help track operating performance, operating budget variances, and significant changes in the assets and their respective markets
7
Responsibilities For Asset Management Associate Director Resume
- Monitor and track compliance of all guidelines in the loan documents, joint venture agreements, and other relevant agreements
- Collaborate closely with acquisitions and investor relations teams on all aspects of the portfolio
- Help to research and monitor geographic market trends relative to investment value, leasing, costs, and supply/demand fundamentals in conjunction with Cadre’s data science program
- Participate in quarterly asset reviews to Senior Management
- Willingness to travel to Miami from time-to-time
- Proficient knowledge of Microsoft Office software and database development and management
- Be self-motivated and motivate colleagues
8
Responsibilities For Asset Management Associate Resume
- Possesses drive and determination to develop into a potentially larger future role
- Occasional travel to HQ offices (Reston, VA)
- Self-starter and highly motivated with the ability to multi-task
- A team orientation and collegiate mentality
- Work closely with the Asset Management team and site coordinators from around the country to maintain processes for inventory tracking. Keep accurate records in Asset Manager for all equipment coming in or going out in order to comply with quarterly assessments of building inventory
- Set up equipment on the network so team members can access remotely to configure for deployment. Create/coordinate shipments of equipment to and from domestic sites to ensure team members have exactly what they need on site for a specific project
- We believe that our people are one of our most important assets, and we invest in them accordingly
9
Responsibilities For IT Asset Management Associate Resume
- We offer our employees a competitive salary, health/dental/vision benefits, 401(k), short term disability, life insurance, vacation, sick, and holiday pay
- Assist in pursuing development opportunities on existing assets including pad leasing, outparcel build-to-suit, re-purposing assets and demising of big-box space
- Review property and legal files for the viability of opportunities including analyzing market, zoning and use restrictions
- Communicate with local municipalities regarding requirements for the redevelopment of a particular site
- Review of site plans for the viability of redevelopment of a particular site
- Participate in telephone conferences with potential tenants, brokers, developers, and outside vendors for opportunities
- Assist, as needed, in draft, review and prepare Letters of Intent under the direction of the Vice President, Asset Management
10
Responsibilities For Industrial Asset Management Associate Resume
- Participate in discussions with brokers and developers regarding the potential for incremental value creation opportunities within Realty Income’s portfolio
- Assist in coordination between Legal, Portfolio Management, and Acquisitions groups as it relates to incremental value creation opportunities
- Ensures entry in ATLAS of all the requisite asset management information;"Capitalization” of appropriate items in accordance with UNDP’s policies governing asset classes, estimated useful lives and elements of cost
- Utilization of the ATLAS Asset Management Module, in line with the CAP and NONCAP profiles, to capitalize management assets in the UNDP balance sheet to trigger depreciation; and to “expense” item, in accordance with UNDP’s policies and procedures to comply with IPSAS
- Assistance in the preparation of the unit budget
- Travel to different field locations and stay overnight as required
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