Full Job Description
Analyst, Asset Management
San Francisco, CA
Who We Are: BentallGreenOak is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BentallGreenOak serves the interests of more than 750 institutional clients with approximately $55 billion USD of assets under management (as of April 1, 2021) and expertise in the asset management of office, industrial, multi-residential, retail and hotel property across the globe. BentallGreenOak has offices in 24 cities across twelve countries with deep, local knowledge, experience, and extensive networks in the regions where we invest in and manage real estate assets on behalf of our clients in primary, secondary and co-investment markets. BentallGreenOak is a part of SLC Management, which is the alternatives asset management business of Sun Life.
The assets under management shown above include real estate equity and mortgage investments managed by the BentallGreenOak group of companies and their affiliates.
For more information, please visit www.bentallgreenoak.com
BentallGreenOak promotes a corporate culture that attracts and retains the highest caliber people. We encourage opportunities for growth, development and promotion by providing our employees with the resources to work effectively and continually strive to perform better. We are committed to a safe and sustainable work environment.
Familiarity with general aspects of each asset in the portfolio including structure, partners, size, value, etc. Understanding of the strategic plan for each asset including original Investment Memorandum strategy as well
as the Annual Business Plan strategy.
Develop a strong working relationship with the property managers, brokers and others third party personnel
involved in assigned projects.
Assist with acquisition efforts including property inspections, review of existing leases, operating expenses,
capital expenditures and other due diligence materials. Assist in preparation of Purchase & Sale Exhibits.
Assist with disposition efforts including contracting with consultants, working on estoppels, preparing closing
documents, review Offering memoranda and Argus models, and other projects as necessary.
Work with the Asset Manager (AM) during the budget/business plan cycle to review and complete the final
budget and annual business plan for each asset within the portfolio.
Review Property Management Reports and bring any issues to the attention of AM. As appropriate, resolve
issues with Accounting, Property Management or other parties.
Complete Lease Analysis as necessary and discuss details with AM. Emphasis on extracting accurate and
complete information from a proposal, letter of intent or lease with respect to costs and options/concessions.
Perform credit analysis on prospective and existing tenants as required.
Review lease and various other proposals and provide a recommendation to AM taking into consideration the
Investment Brief, Business Plan and any specific client requirements.
Work with AM on the valuation process including uploading quarterly information, reviewing draft appraisals,
completing the Asset Management Information Template and reviewing responses from appraisers.
Create and/or modify existing Argus files. Complete understanding of modeling standards, impact of changes to
models and ability to communicate effectively the results of the analysis.
Utilize BentallGreenOak network with local brokers to maintain a file/list of relevant leasing comparables, sales
comparables and availabilities.
Review of Funding Requests and related documentation. Work with internal team and property management
teams on RPI initiatives such as environmental management, resource conservation, healthy buildings, LEED
and Energy Star.
Special and ad hoc projects, as assigned.
Education and Experience:
Bachelor’s degree with coursework in Finance, Real Estate, Economics or Accounting. A Master’s in Real Estate
or MBA is a plus.
One to three years of relevant commercial real estate experience required.
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. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential functions.
Highly proficient in Excel and proficient in MS Word. and MS PowerPoint Knowledge of Argus and MRI a plus;
however, BentallGreenOak will provide formal training if necessary
Skilled critical thinking and analytical abilities to reasonably anticipate the needs of those whom the Analyst
Strong understanding of IRR, NPV and other calculations required. Ability to perform discounted cash flow
analysis and understand the drive and results required. Understanding of standard financial statement and
components of credit analysis.
Outstanding time management skills to meet multiple deadlines.
Excellent oral and written communication skills and demonstrate the ability to write various types of reports and
business correspondence. Ability to effectively present information and respond to questions.
LEED accreditation a plus and will be required during employment period.