Associate, Financial Operations

Job Description

Company Overview

3650 REIT is a national commercial real estate lending, investment and services firm led by a unique team of industry leaders in partnership with globally recognized institutional investors. The firm is headquartered in Miami with additional main offices in New York City and Beverly Hills.

Led by Justin Kennedy, Toby Cobb, and Jonathan Roth, 3650’s team comprises highly experienced CRE professionals from Deutsche Bank, Goldman Sachs, LNR and Canyon Partners. Shareholders and partners of 3650 include some of the most well-respected investors in the industry including Thiel Capital, Sixth Street Partners, the California State Teachers’ Retirement System, and a globally recognized sovereign wealth fund.

For additional information, please visit our website at www.3650reit.com.

JOB DESCRIPTION:

3650 is seeking an Associate to join the Financial Operations team in its Miami headquarters. The Associate; Financial Operations role will assist in the servicing, asset management and reporting functions of the company’s construction loan portfolio.

PRIMARY RESPONSIBILITIES:

• Assist in the development, implementation, and administration of the Construction Loan Asset Management team’s policies and procedures including establishing operational controls for cash management specific to each loan / investment.
• Contribute to monthly & quarterly investment-level reporting (i.e. Flash Report and Cash Flows).
• Manage the investment-level loan accounting modules including overseeing the billing & collections process.
• Prepare and maintain construction loan portfolio models to communicate performance metrics to investors, upper management and the greater team.  
• Assist in the production of timely fund-level and investment-level reports, both internally for management, institutional investors, and other 3rd parties.
• Assist with the coordinating and transmission of capital transactions (i.e. contributions) in order to satisfy borrower draw requests.
• Assist with the annual budget, forecasts, and financial planning procedures, as needed.
• Assist with technology initiatives to automate and streamline group process and procedures.

QUALIFICATIONS & EDUCATION:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• A bachelor’s degree in accounting/finance.
• A minimum of 2-5 years’ experience in financial services with a preference in the real estate / investment/asset management/banking industry.
• Experience with construction loan modeling, asset management/administration.
• Advance knowledge of Microsoft Excel, Word, PowerPoint and Outlook.
• Excellent written and oral communication skills, including demonstrated ability to effectively communicate with management, peers, subordinates, and external parties.
• Ability to work in a cooperative team spirit to actively contribute to the betterment of the company.
• Potential to assume greater and broader responsibilities as the Company achieves new levels of success.
• Strong analytical thinker with the ability to make sound business judgements, capable of recognizing and presenting the long- and short-term financial implications of solutions to positively impact the operating decision-making process.