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Own the consolidated G&A month-end close, including journal entries, accruals, reclassifications, prepaid amortization, variance analysis, reconciliations, and controls. Support legal entity accounting, audits, reporting, and cross-functional requests. Maintain a partner investment vehicle’s accounting and reporting, while improving close processes through automation and reduced spreadsheet dependency.

Supports SEC reporting for non-traded REITs, including consolidated financial statements, footnotes, MD&A, 8-K and Section 16 filings in Workiva. Reviews fund administrator and property manager schedules, performs tie-outs, researches technical accounting issues, supports NAV close, audits, SOX testing, and internal board and audit committee reporting.

The role involves serving as a portfolio strategist in the Global Private Wealth business, focusing on real assets, collaborating with sales, marketing, and investment teams, and presenting to clients.

The role involves supporting senior team members in managing investor relationships, conducting data analytics, and leading projects related to local investors in the APAC region.

Manage insurance aspects of real assets transactions from diligence through closing; place and administer property and liability programs to meet lender covenants; standardize insurance transaction processes; partner with deal teams and shape long-term insurance strategy using RMIS.

Lead due diligence for commercial real estate transactions, manage multiple acquisitions, analyze financial packages, and oversee analysts. Requires 7 years of experience in real estate acquisitions.

Lead accounting and financial reporting for a publicly traded REIT, overseeing close processes, GAAP treatment of real estate transactions, SEC filings, SOX compliance, audits, tax oversight, controls, and team development while partnering with investment and operations teams.

Lead and build the FP&A function for a REIT, driving budgeting, multi-year planning, property and consolidated financial modeling, forecasting, KPI and REIT metric analysis, investor and board reporting, process improvements, and a high-performing team to support acquisitions, capital allocation, and earnings processes.

Manage end-to-end loan lifecycle and daily reconciliations across BDCs, funds, CLOs, SPVs and revolvers. Prepare funding memos, drive settlements, process restructurings and corporate actions, maintain investment records, support audits and valuation teams, investigate discrepancies, and coordinate with custodians, accounting, offshore partners, and stakeholders to ensure timely, accurate operations.

Support underwriting, due diligence, and execution of digital infrastructure investments. Build financial models, prepare investment committee and investor materials, perform market and competitor research, assist asset and fund management, and participate in business development and site visits.