Senior Asset Manager

Twain Financial Partners Holding LLC•St. Louis, MO

6h•Onsite

About The Position

The Senior Asset Manager is responsible for the management of a portfolio of specialty real estate financing transactions as well as mentoring junior Asset Managers. The Senior Asset Manager monitors the portfolio by evaluating the performance of the underlying investment and ensuring the investment maintains programmatic compliance with the relevant statutory requirements. This full- time position is located in St. Louis, Missouri and requires limited travel.

Requirements

B.S./B.A. degree or higher
3 – 5 years direct experience asset managing one or more of these investment types
Experience in real estate operations or investment
Highly effective communication skills, business acumen, attention to detail, curious mindset, independent thinker, works independently with little oversight, works collaboratively with other teams, exhibits a positive attitude, flexible and employs a growth mindset
Preferred knowledge of tax credit or incentive programs
Strong interpersonal, written, and verbal communication skills
Well-developed analytical and problem-solving skills
Experience in legal document review and negotiation
Understanding of basic accounting principles
Proficient in Microsoft Suite and Copilot
Highly motivated, ability to multi-task and be driven by a fast-paced environment

Responsibilities

Coordinate capital calls, capital installments, and loan disbursements
Identify changes in asset performance from underwriting expectations
Communicate with real estate developers, investors, and professional services firms
Facilitate the delivery of investment benefits
Manage timely collection of required portfolio reporting requirements and deliverables
Analyze transaction legal documents
Prepare Monthly Portfolio Reviews for discussion with Asset Management leadership
Review the accuracy of newly onboarded transactions and spearhead corrections as needed
Lead/manage challenging, complex deals and deal modifications successfully
Understand the risks associated with deals and communicate those risks to management in a clear/concise manner
Ability to resolve issues independently with succinct summaries provided as needed
Viewed as a subject matter expert and primary point of contact in one or more Twain products/investments (i.e., PACE, Ground Lease Capital, HTC, Renewables, etc.)
Bring new ideas to help department operate more efficiently including working through the details to execute on those as approved by Leadership
Mentor less experienced Team Members
Review borrower draw requests and facilitate disbursements as approved by Leadership
Other duties as assigned