Real Assets

Real Assets Finance Jobs

15 jobs found

Investment Analyst

Vaco by Highspring Raleigh, NC Hybrid

9d ago

$100k - $120k/yr Full time Python Analyst Cash Flow

Python Analyst Cash Flow

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Job Description

This Investment Analyst role, based in Raleigh, NC with hybrid remote options at Vaco by Highspring, centers on real assets in private markets. It combines underwriting modeling with applied AI and automation to build tools that enhance efficiency and accelerate investment decision making.

Responsibilities

Build and maintain underwriting models, including IRR and MOIC analysis, cash flow projections, and scenario and sensitivity analysis
Support investment committee preparation by organizing data, drafting exhibits, and formatting underwriting packages
Conduct market and comparable transaction research to support investment decisions
Maintain portfolio performance models each reporting cycle and ensure accuracy of key metrics and asset-level data
Assist with due diligence workstreams and summarize findings for senior leadership
Identify recurring manual workflows and design automation solutions that reduce cycle time and improve reliability
Build and maintain automated templates for reporting, portfolio summaries, and dashboards
Use AI tools as a daily driver (not experimentation) for analysis, drafting, synthesis, and process acceleration, with sound judgment and human review
Develop lightweight data pipelines and scripts (Python preferred) to clean, transform, and reconcile data for modeling and reporting
Leverage low-code automation tools (Zapier, Make, Notion automations, or similar) where appropriate to connect systems and eliminate repetitive tasks
Document tools and workflows, maintain version control, and ensure solutions are transferable across the team
Pull, clean, and validate operational and financial data from internal systems each cycle
Maintain performance trackers, portfolio summaries, and valuation schedules
Flag anomalies early and escalate before data reaches leadership or external outputs
Support asset-level monitoring by tracking key operating metrics and performance drivers
Monitor market conditions and transaction activity and summarize findings for the investments team
Build and maintain a comparable transactions database for underwriting benchmarking
Conduct targeted research on geographies, operators, and asset characteristics as requested

Requirements

Undergraduate degree required; finance, economics, data science, computer science, or other quantitative backgrounds are preferred
1 to 7 years of experience; investment banking, private equity, real assets, or highly analytical roles are strongly preferred
Demonstrated financial modeling proficiency: DCF, IRR and MOIC, scenario analysis, sensitivity tables, and clean model hygiene
Strong applied AI capability, using tools like Claude, ChatGPT, or similar as a working tool to improve speed and quality
Python or scripting ability sufficient to automate reporting workflows and build repeatable data processes
Advanced Excel skills, including structured modeling, pivot tables, and strong file organization
Strong communication skills and ability to translate analysis into clear takeaways
High attention to detail, strong ownership mindset, and ability to work independently
Comfortable with fast feedback loops, high expectations, and prioritizing what matters most

Technologies

Python
Claude
ChatGPT
Zapier
Make
Notion automations
Excel
Power BI
NetSuite

Benefits

Discretionary bonuses
Medical, dental, and vision benefits
401(k) retirement plan

Nice to Have

Experience with planning and reporting tools or dashboards (Power BI or similar)
Familiarity with accounting or ERP data and extracting data for analysis (NetSuite or similar)
Interest in real assets, agriculture, commodities, or operationally complex investment strategies
Exposure to low-code automation tools and basic API concepts

Software and Tools

Excel and Power BI
ERP and finance systems such as NetSuite and similar tools
AI tools such as Claude, ChatGPT, or equivalent
Optional: Python and low-code automation tools

Pay Transparency Notice

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

Privacy Notice

California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.

Virginia residents may access our state specific policies here.

Residents of all other states may access our policies here.

Canadian residents may access our policies in English here and in French here.

Residents of countries governed by GDPR may access our policies here.

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Deputy Controller

Empowered Staffing Skokie, IL

13d ago

$115k - $130k/yr Full time Finance Director Accounting Accounts Payable

Finance Director Accounting Accounts Payable

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Job Description

Empowered Staffing seeks a Deputy Controller in Skokie, IL (onsite) with a salary range of USD 115,000 - 130,000 per year to oversee monthly close and financial reporting for a portfolio of healthcare real estate assets.

Responsibilities

Lead the monthly close for a portfolio of healthcare real estate assets, preparing GAAP-compliant financial statements, performing account reconciliations, posting journal entries, and ensuring timely, accurate reporting.
Collaborate with the Director of Finance and the Controller to analyze portfolio performance, generate management and external financial reports, and support strategic decision-making with data-driven insights.
Manage day-to-day accounting operations, including cash activity monitoring, bank reconciliations, chart of accounts maintenance, and upholding strong internal controls.
Develop and review financial analyses, budgets, forecasts, and variance reporting to support portfolio and operational planning, highlighting opportunities and risks.
Coordinate with external accountants, auditors, and outsourced accounting providers while supporting annual audits and regulatory reporting.
Monitor debt levels and loan compliance; assist with loan applications, assemble financial documentation, and manage lender reporting to ensure transparency and covenant adherence.
Collaborate with internal teams (AP, AR, operations) to ensure data accuracy, streamline processes, and enable timely reporting.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
7–8 years of accounting experience, including financial reporting and portfolio-level analysis.
Strong knowledge of GAAP, financial reporting, and month-end close processes.
Advanced Excel skills and experience with accounting systems; Sage Intacct experience is a plus.
Experience supporting audits, budgeting, and financial analysis.
CPA or CMA certification preferred.

Technologies

Excel
Sage Intacct

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Treasury Management Officer, Cleveland

Dollar Bank Cleveland, OH Hybrid

17d ago

Full time Banking Business Development Cash Management

Banking Business Development Cash Management

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Job Description

Based in Cleveland, OH with a hybrid work arrangement, the Treasury Management Officer is a client-focused sales professional responsible for self-sourcing new business and selling treasury management solutions to business clients, while developing strategic sales plans and coordinating with internal teams to ensure effective implementation and ongoing service.

Responsibilities

Independently identify and cultivate new client relationships through targeted networking, referrals, and outreach.
Build and coordinate internal partnerships with Corporate Banking, Commercial Real Estate, Private Banking, and Business Banking to support calling efforts and promote treasury management services to borrowing clients.
Serve as an internal reference on the bank’s treasury management services, providing information without reliance on Product Management.
Establish and develop relationships with referral sources to communicate the bank's philosophy and team approach to relationship building.
Liaise with asset divisions and the Treasury Management Product team for training and new product development needs.
Respond to and resolve client inquiries and issues in collaboration with the Treasury Management Team.
Demonstrate the ability to effectively lead meetings or project assignments.

Requirements

High School Diploma or GED required; Bachelor’s degree preferred.
Three years of sales experience in banking with demonstrated working knowledge of Treasury Management products.
Proven sales track record, ideally within treasury management or financial services, with experience in self-sourcing new relationships.
Strong communication skills, both oral and written.
Ability to work independently and exercise good judgment.
Client-focused approach; able to uncover underlying needs, follow through on questions and requests, and view each interaction as an opportunity.
Proficient in MS Office.
Knowledge of banking systems and branch operations.
Valid driver’s license and access to a reliable vehicle.

Technologies

MS Office

Qualifications

High School Diploma/GED required; Bachelor’s degree preferred.
Three years of sales experience in banking with demonstrated working knowledge of Treasury Management products.
Proven sales track record in treasury management or financial services, with self-sourcing experience.
Strong communication skills, both oral and written.
Ability to work independently and exercise good judgment.
Client-focused; ability to uncover needs, address inquiries, and follow through on requests.
Proficient in MS Office.
Knowledge of banking systems and branch operations.
Valid driver’s license and access to a reliable vehicle.

Principal Activities and Duties

Self-source and cultivate new client relationships through networking, referrals, and outreach.
Develop and manage internal partnerships with Corporate Banking, Commercial Real Estate, Private Banking, and Business Banking to assist them with calling efforts and sell treasury management services to borrowing clients of the Bank.
Act as a reference for internal and partner inquiries about the bank’s treasury management services without reliance on Product Management for information.
Cultivate and develop relationships with referral sources regarding the bank’s philosophy and team approach to relationship building.
Act as a liaison for the various assets divisions and Treasury Management Product for training and new product development needs.
Respond to and resolve client inquiries and issues with the help of the Treasury Management Team.
Ability to effectively lead a meeting and/or project assignment.

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VP - Lead Commercial Real Estate Portfolio Manager

Wells Fargo Irvine, CA

17d ago

$119k - $224k/yr Full time Manager Affordable Housing Commercial

Manager Affordable Housing Commercial

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Job Description

Based in Irvine, Wells Fargo is seeking a Vice President to lead a LIHTC and affordable housing portfolio within its Tax Credit Asset Manager team. The role functions as the primary liaison for general partners and internal groups, overseeing asset performance, financial health, and targeted asset-management initiatives in a fast-paced real estate environment.

Responsibilities

Independently oversee a LIHTC/affordable housing portfolio, acting as the main contact for general partners and Wells Fargo internal teams.
Monitor the performance of stabilized, construction, and lease-up assets by reviewing third-party reports, conducting inspections, evaluating market conditions, and performing site visits to identify risks and performance issues.
Analyze financial statements, tax returns, partnership documents, and sponsor financials to gauge asset health, compliance, and credit quality.
Identify emerging issues, propose recommendations, and implement action plans, including assessing and communicating risk rating changes to credit partners and senior leadership.
Review and underwrite general partner consent requests, such as loan refinances, changes in partnership structure, reserve releases, and adjustments to capital contributions.
Evaluate and process capital contribution requests and reserve withdrawals, ensuring calculations, adjusters, and documentation align with partnership agreements.
Provide leadership through coaching, mentoring, and supporting junior team members, while contributing to asset-management process improvements.
Oversee and track work outsourced to third-party vendors, ensuring accuracy, timeliness, and alignment with asset management standards.

Requirements

5+ years of Commercial Real Estate Portfolio Management experience, or an equivalent demonstrated through a combination of work experience, training, military experience, or education.

Technologies

Microsoft Excel

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Job Expectations

Ability to travel as needed
Willingness to work on-site in accordance with current office requirements
Ability to work additional hours as needed
Visa sponsorship is not available
This position is subject to FINRA background screening requirements. Candidates must pass a background check prior to hire. Individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Ongoing regulatory obligations include periodic screening and mandatory reporting of certain incidents.
Some compliance policies may apply regarding outside activities or personal investing; affected employees will provide information to the Wells Fargo Personal Account Dealing Team and comply with applicable policy requirements if hired. Expectation details will be shared during recruitment.

Pay Range

Base pay range offered: $150,000 - $200,000.

The overall pay range listed is $119,000 - $224,000, and employees may be eligible for incentive opportunities.

Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected characteristic.

Posting End Date

Posting end date: April 18, 2026.

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INVESTMENT OFFICER II, PUBLIC EMPLOYEES' RETIREMENT SYSTEM

California State Personnel Board Sacramento County, CA Hybrid

19d ago

$7,993 - $10,004/mo Full time Compliance Data Analysis Employees'

Compliance Data Analysis Employees'

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Job Description

Join the California State Personnel Board as an Investment Officer II in the CalPERS Real Assets unit. This hybrid remote role in Sacramento County offers a monthly salary between $7,993 and $10,004, plus a benefits package that supports work-life balance and professional growth.

Benefits

Alternate Work Schedules
Flexible Work Hours
Onsite childcare facility
Onsite fitness center
Onsite café and nearby restaurants
Free onsite parking available Mondays and Fridays, subject to change
Free offsite parking available with shuttle service Tuesdays, Wednesdays, and Thursdays

Responsibilities

Perform market research using Bloomberg and other sources, organize data, and prepare summaries for the Real Assets management team to support investment reviews.
Regularly engage with partners and management teams.
Ensure CalPERS contractual rights are effectively managed and protected.
Evaluate operating partner performance for compliance with agreements and CalPERS policies, providing reports or recommendations to management.

Technologies

Exposure to Bloomberg for market research and data gathering.

Desirable Qualifications

Experience working on Real Assets research and governance projects.
Excellent written and verbal communication skills.
Strong analytical skills with attention to detail.
Ability to be flexible and adapt to changes in priorities and timelines.

Required Application Package Documents

Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at www.CalCareers.ca.gov. Include all Experience and Education related to the Minimum Qualifications to demonstrate eligibility.
Resume is optional.

Live Scan

Candidates not currently employed at CalPERS must complete a criminal history review using Live Scan fingerprinting.

CalPERS Disclosure Requirements

If employed, you may be subject to Personal Trading Regulations and the CalPERS Conflict of Interest Code.

Special Requirements

All experience and education relating to the Minimum Qualifications must be included in your application package to clearly demonstrate how you meet the MQs. The Classification Specification is available under Minimum Requirements in this posting. You may need to pass an examination to establish list eligibility prior to a job offer. To find and take an exam, visit CalHR's CalCareers website.

How to Apply

Electronic (Using your CalCareer Account)
By Mail
Drop-off

Application Instructions

Final Filing Date: 4/9/2026

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Compliance Co-Cluster Head NAM- Credit Management

Citi Getzville, NY

20d ago

$125k - $188k/yr Full time Audit Cluster Co

Audit Cluster Co

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Job Description

Citi offers a compelling opportunity in Getzville, NY, onsite, with a competitive salary range of USD 125,200 to 187,800 per year and a comprehensive benefits package. This senior compliance risk role within Independent Compliance Risk Management (ICRM) focuses on establishing strategies, policies, and programs to prevent violations, building a risk framework aligned with Citi's risk appetite, and delivering day-to-day compliance guidance to support CRM program solutions.

Benefits

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off (vacation, sick leave, and paid holidays)

Responsibilities

Lead the design, development, delivery, and ongoing maintenance of best-in-class compliance programs, policies, and practices for ICRM.
Translate ICRM strategy and goals across Citi’s clients, products, and geographies; provide direction and guidance on programs.
Serve as a subject matter expert on Citi’s Compliance programs; offer real-time regulatory guidance to manage compliance risk across functions, businesses, and products.
Stay current on changes to rules, regulations, and industry developments, including regulatory findings.
Oversee monitoring and identification of regulatory developments, enforcement actions, and new laws, regulations, rules, interpretations, or guidance related to the supported function, business, or product.
Analyze and scope the impact of complex regulatory developments across senior function and product areas, including cross-border impacts.
Advise ICRM and function/business/product management and personnel on regulatory and compliance issues, providing credible challenge.
Participate in industry groups, trade associations, and other forums as appropriate.
Lead high-impact initiatives and manage special project work streams to deliver solutions, including coordinating the implementation of new regulatory requirements.
Manage strategy and responses to regulatory examinations, reviews, inquiries, internal and external investigations, as well as testing and audits.
Design and lead compliance and control reviews.
Partner with other ICRM teams and global functions, including Legal, Risk, Operations, Technology, and Finance, to prevent and detect non-compliance and promote a culture of compliance.
Additional duties as assigned.
Appropriately assess risk in business decisions, safeguarding Citi, its clients and assets by driving compliance with applicable laws and policies, and escalating and reporting control issues with transparency.

Requirements

Deep knowledge of compliance laws, rules, regulations, risks and typologies
Excellent written, verbal, and analytical skills
Self-starter, flexible, innovative, and adaptable
Highly motivated, strong attention to detail, team oriented, organized
Strong presentation skills with the ability to convey complex problems and solutions clearly
Ability to collaborate with regional and global partners across functional units; adept at navigating a complex organization and influencing senior peers across cultures
Experience managing regulatory exams and relationships with examiners and auditors
Awareness of regulatory requirements including local and US laws, international standards
Advanced knowledge in the area of focus such as loan and credit management
Education: Bachelor's degree required; advanced degree a plus

Anticipated posting close date: Mar 27, 2026.

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Assistant Vice President, Economic Damages and Valuations

J.S. Held LLC San Francisco, CA Hybrid

20d ago

$145k - $190k/yr Full time Assistant AVP Business Litigation

Assistant AVP Business Litigation

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Job Description

Overview

We are a global consulting firm delivering technical, scientific, financial, and strategic guidance to help clients realize value and manage risk. Our professionals act as trusted advisors on high-stakes matters that require timely action, integrity, and rigorous analysis of both tangible and intangible assets. We provide a broad range of services, tools, and data to help clients navigate complex, contentious, and high-impact situations.

Position Summary

We are seeking an Assistant Vice President to join the Economic Damages and Valuation team. This role suits an entrepreneurial, highly driven professional with a versatile skill set who can contribute beyond traditional VP duties. The ideal candidate will combine expertise in consulting and business litigation with flexibility and strategic thinking to handle a variety of tasks.

Location: Hybrid remote in San Francisco, CA

Team and Role Details

The position requires a minimum of seven years of experience evaluating economic damages in business litigation across diverse industries. A solid background in financial statement analysis and expert report preparation is essential. The AVP will help lead day-to-day project management and maintain client communications across multiple engagements.

Key Responsibilities

Help lead complex business litigation engagements to quantify economic damages, including engagement planning, task delegation, and team management.
Develop and maintain client relationships, serving as the direct contact with current and prospective clients.
Engage with clients in person to gather data and information relevant to the engagement.
Provide insight on target industries, markets, and competitor information.
Manage damages analyses by selecting appropriate methodologies and building and reviewing financial models.
Draft expert reports and review opposing damages experts' reports.
Take on assignments as an expert witness when appropriate and provide expert witness testimony.

Qualifications

Required Qualifications

Bachelor’s or master’s degree with a strong quantitative focus (e.g., Business, Economics, Math, Finance, or Accounting).
Minimum of 5 years of experience evaluating economic damages in business litigation.
Proficiency in Microsoft Excel and Microsoft Word, with strong verbal and written communication skills to produce high-quality expert reports.
Solid project management abilities.
Strong analytical and critical thinking skills with attention to detail and the ability to meet deadlines.
Independent work ethic, leadership capabilities, and excellent communication to address client questions and requests.

Preferred Qualifications

Professional certifications (e.g., CPA, ASA, CVA, ABV, CFA) or progress toward earning them.
Experience providing testimony is desirable but not required.

Physical and Mental Job Demands

Prolonged periods of sitting at a desk and working on a computer. Travel may be required as needed.

Benefits and Compensation

Salary range: $145,000 - $190,000. Final offer will reflect a range of factors including skillset, experience, training, location, scope of role, and management responsibilities.
Flexible work environment with remote options as needed.
Flexible Time Off policy.
Medical, Dental, and Vision Insurance.
401(k) Match.
Commuter Benefits.