Vice President, Real Estate Equity Investment Group

Ullico, Inc., one of the nation’s largest sources for real estate first mortgage financing, is actively recruiting a Vice President to join their Real Estate Equity Investment Group. The Vice President, Real Estate Equity Investment Group (UREEIG) will drive the acquisition, financing and asset management activities of a to-be-built diversified portfolio of real estate properties. The position will lead the investment process and undertake meaningful work across multiple geographies within a new investment platform.

The successful candidate will:

• Source new investment opportunities through an established network of potential operating partners and the brokerage across property types and markets.
• Engage in the full life cycle of the investment process from sourcing through exit, inclusive of underwriting, diligence, financing, workouts, reporting, repositioning, and sale.
• Contribute to the ongoing monitoring and analysis of property and portfolio performance.
• Assist in the preparation and presentation of investment recommendation memoranda to UREEIG’s investment committee and senior management.
• Assist in the preparation of annual business plans and other presentations for UREEIG’s senior management and UREEIG’s clients and partners.
• Assist in the preparation and development of materials for capital formation and coordinate with colleagues within Ullico’s fundraising team.
• Oversee the preparation of research materials related to the overall economic environment as well as market specific research and forecasts.
• Operate in a team-oriented environment to help drive the performance of the portfolio.
• Interact frequently with colleagues across the organization and peers with in the industry.
• Continually expand network of broker relationships and potential operating partners in order to source new investment opportunities.
• Analyze and assess new markets and submarkets to determine suitability for investment.
• Analyze and price new investment opportunities.
• Build and refine proprietary models for underwriting of prospective transactions and ongoing portfolio management of acquired investments.
• Assist with the preparation of investment recommendation memoranda and periodic investment management reporting materials.
• Work with team to develop and execute property business plans.
• Supervise the preparation of quarterly asset valuations.
• Administer multiple tracking tools and deliverables.
• Summarize conclusions generated from financial and situational analysis.
• Interact with internal staff to support UREEIG’s investments.
• Oversee the production of macroeconomic research and assist in writing proprietary presentations.
• Assist with efforts to enhance management infrastructure and systems.

Minimum Qualifications:

Bachelor's degree in Finance, Economics or related field, MBA preferred. A minimum of 8 to 10 years’ experience in a real estate investment capacity, preferably with exposure to acquisitions, financing and asset management activities of diversified portfolios for real estate properties. The candidate must be a strategic thinker who has an entrepreneurial mindset with a high level of engagement who is willing to assist with efforts to enhance management infrastructure and systems while growing a business. The candidate must be proactive and self-motivated with a strong work ethic, integrity and commitment to meet deadlines and complete projects with minimal supervision. The candidate must have the ability to serve internal and external constituents in a fast paced and nimble environment with the capability to manage multiple projects and deadlines simultaneously. Essential to this position are strong written and oral communication skills with a direct and open communication style, as well as, exceptional capability in Microsoft Excel, Word and PowerPoint with a strong financial acumen; technically and quantitatively adept. ARGUS experience required.

For over 90 years, Ullico, the only labor-owned insurance and investment company, has been a proud partner of the labor movement. From insurance products for members, leaders and employers, to investments that have created thousands of union jobs, our customers continue to count on Ullico to protect them. The Ullico Inc. family of companies includes The Union Labor Life Insurance Company; Ullico Casualty Group, Inc.; Ullico Investment Company, Inc.; and Ullico Investment Advisors, Inc.

Visit ullico.com. We offer a competitive starting salary and an outstanding benefits package including health/dental/vision, 401(k) and pension plan.

Ullico is an Equal Opportunity Employer.

Ullico participates in E-Verify.