Real Estate Advisory Vice President

Plant Moran • Southfield, MI

1d • $140,000 - $160,000 • Hybrid

About The Position

The PMRIA Vice President delivers real estate investment advisory and asset management services to family office, ultra-high-net-worth, and institutional clients across the investment life cycle, including portfolio strategy, investment underwriting and due diligence, acquisitions and dispositions, and ongoing asset oversight. The role also supports PMRIA’s cross-functional relationship with Plante Moran, working closely with other Plante Moran client service teams to deliver integrated client solutions across the firm.

Requirements

• Bachelor’s degree in Business Administration, Real Estate Development, Finance or related field is required
• Minimum 7 years of real estate investment, asset management, or transaction experience
• Experience with complex financial modeling using advanced Excel-based formulas and/or ARGUS Enterprise
• Experience creating high-quality client presentations in PowerPoint
• Experience using LLMs and other artificial intelligence tools (e.g., CoPilot, Claude, ChatGPT)
• Prior responsibility for business development, account development, and client retention

Responsibilities

• Work with clients to define long-term objectives and develop real estate portfolio and investment strategies, including asset positioning, benchmarking, financial analysis, capital markets, and debt procurement
• Source, underwrite, negotiate, and execute acquisitions, dispositions, 1031 exchanges, and refinancings, including due diligence
• Develop and execute asset-level business plans, including budgets, leasing strategy, capital plans, and hold/sell analysis; oversee property managers, leasing agents, and other third-party providers, while monitoring relevant KPIs, debt covenants, and lease expirations
• Independently synthesize information into investment memoranda, cash flow models, sensitivity analyses, and periodic performance reporting that identify issues and support clear conclusions
• Serve as day-to-day client lead and primary point of contact with lenders, brokers, legal counsel, investment managers, and other third-party service providers to identify and/or resolve issues
• Manage engagements end to end, including coordination, scheduling, and delivery within budget and time constraints while maintaining a high level of client satisfaction
• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis
• Prepare and deliver internal and external presentations that succinctly identify issues and present solutions
• Engage clients on their business plans, strategy, and industry trends and risks to identify how we can assist
• Build trusted relationships with client decision-makers and their advisors (e.g., CPAs, attorneys, bankers) to expand relationships and facilitate referrals
• Identify and coordinate cross-serving opportunities; demonstrate knowledge of firm services relevant to the client
• Take responsibility for growing firm profits by identifying new opportunities and increasing the profitability of ongoing work in individual business area
• Conduct practice activities in a manner that is consistent with and promotes Plante Moran values

Benefits

• health insurance
• dental insurance
• vision insurance
• disability insurance
• life insurance
• Flexible Time Off
• various pre-determined holidays
• 401(k) plan
• flexible benefits plans
• business-related travel expense, lodging, and meal reimbursement for business-related use
• pension plan is also available for eligible administrative and paraprofessional staff
• discretionary bonus plan is available for eligible staff
• option to elect health insurance in addition to limited paid sick time for some contingent staff positions

What This Job Offers

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