Director of Asset Management & Transactions

Bridge Housing Corporation • San Francisco, CA

4d • $136,000 - $170,000

About The Position

The Director of Asset Management & Transactions is a senior leadership position in the Asset Management department, responsible for overseeing a portfolio of affordable housing assets and leading strategic transactions to preserve and enhance long-term portfolio value. Reporting to the Vice President of Asset Management, the Director leads complex initiatives such as refinancing, resyndications, joint ventures, rehabilitation projects, recapitalizations, ownership restructurings, and other capital transactions.

Working with Development, Property Management, Accounting, Legal, Construction, and external financing partners, the Director develops strategies to optimize asset performance, address long-term capital needs, preserve affordability, and support organizational goals. The role provides leadership throughout the transaction lifecycle, from opportunity evaluation, financial analysis, underwriting, and capital planning through stakeholder coordination and execution.

The Director supervises Asset Managers, Asset Management Analysts, and Senior Asset Management Analysts, providing oversight, coaching, and professional development. The position also advances departmental goals through process improvement, portfolio analytics, and cross-functional collaboration to ensure effective stewardship of the organization's real estate assets.

Requirements

• Bachelor's degree in Finance, Real Estate, Business Administration, Accounting, Economics, or a related field.
• At least 8 years of experience in real estate asset management, affordable housing, real estate finance, development, or portfolio management.
• At least 3 years of supervisory experience.
• Experience with refinancing, recapitalization, resyndication, rehabilitation financing, or comparable real estate transactions.
• Advanced financial modeling, underwriting, budgeting, and forecasting skills.
• Strong project management, analytical, and leadership capabilities.
• Excellent written and verbal communication skills.

Nice To Haves

• Experience with affordable housing finance, including LIHTC, tax-exempt bond financing, HUD programs, and public subsidy programs.
• Experience with Power BI, SharePoint, Yardi, MRI, or similar platforms.
• Master's degree in Real Estate, Finance, Business Administration, or a related field.
• Professional certifications such as CPA, CFA, CHAM, or AMS.

Responsibilities

• Oversee a portfolio of assigned properties and serve as the ownership representative.
• Drive operational and financial performance through strategic asset management initiatives.
• Review and approve annual operating budgets, business plans, capital plans, and financial forecasts.
• Monitor asset performance, occupancy, collections, reserve balances, and regulatory compliance.
• Conduct site visits and lead asset-specific strategies to improve performance and mitigate risk.
• Lead Asset Management participation in acquisition due diligence, including review of operations, financial performance, capital needs, risks, and long-term asset strategy.
• Partner with the Acquisitions Department to evaluate opportunities and provide asset management recommendations during underwriting and transaction review.
• Coordinate ownership transitions and transfer operational, financial, compliance, and reporting requirements after closing.
• Oversee onboarding of newly acquired properties into Asset Management processes, systems, budgets, forecasts, and reporting platforms.
• Work with Property Management and internal teams to establish operating goals, budgets, staffing plans, and transition priorities.
• Monitor property performance during transition and stabilization, ensuring assets progress toward acquisition underwriting assumptions and organizational objectives.
• Identify and implement corrective action plans for operational, financial, compliance, or capital issues.
• Develop and maintain short- and long-term portfolio strategies to preserve and enhance asset value.
• Evaluate recapitalization, refinancing, rehabilitation, resyndication, acquisition, and disposition opportunities.
• Assess long-term capital needs and develop funding strategies to support portfolio objectives.
• Identify opportunities to optimize cash flow, preserve affordability, and improve operational efficiency.
• Lead and oversee complex transactions, including refinancings, resyndications, public and private financing applications, partnership restructurings, loan modifications, property transfers, ownership reorganizations, and assigned acquisitions and dispositions.
• Direct financial underwriting, due diligence, and transaction analyses.
• Negotiate financing terms and coordinate closings with lenders, investors, attorneys, consultants, and public agencies.
• Present transaction recommendations to executive leadership and approval committees.
• Lead portfolio recapitalization efforts and rehabilitation initiatives.
• Collaborate with Development, Construction, Capital Markets, and Property Management teams to establish project scope, funding plans, budgets, and schedules.
• Monitor capital improvement execution to ensure completion within approved budgets and timelines.
• Lead development and maintenance of portfolio-wide financial tracking systems and reporting infrastructure, including reserve management, rent planning and revenue optimization, long-term financial modeling, and capital planning.
• Develop dashboards, performance metrics, and portfolio analytics to support data-driven decision-making.
• Standardize reporting processes and quality control procedures across the asset management function.
• Supervise, mentor, and develop Asset Management Analysts, Senior Asset Management Analysts, and assigned transaction staff.
• Establish performance goals, accountability measures, and professional development plans.
• Review staff analyses, financial models, reports, and transaction work products.
• Promote cross-functional collaboration and continuous improvement within the department.
• Develop and implement standardized policies, procedures, templates, and workflows.
• Lead initiatives to improve efficiency, consistency, scalability, and data quality.
• Oversee implementation of asset management tools, databases, reporting systems, and SharePoint resources.
• Drive adoption of best practices across the asset management and transaction functions.
• Represent the organization with lenders, investors, public agencies, consultants, and industry partners.
• Monitor financing programs, NOFAs, RFPs, grants, and funding opportunities.
• Support Board, executive, and committee reporting requirements.
• Build and maintain strategic relationships that support portfolio and transaction objectives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior