Job
Description
Job Summary The Investments Service Delivery Lead (Offshore) will lead and develop an offshore support team for the Investments team. This position will oversee the delivery of high-quality underwriting, research, transaction support, and investment materials using Microsoft Excel/PowerPoint, Argus, and various data platforms in the pursuit of office and retail acquisitions. Competencies 7+ years of relevant experience Strong experience working with Microsoft Excel and PowerPoint Excel and financial modeling skills with a working knowledge of IRR, NPV, and other fundamental real estate metrics; Argus experience a plus Deep knowledge of real estate valuation, underwriting, and market research; experience with CoStar a plus Proven leadership experience managing offshore or remote teams Ability to work across time zones and maintain close coordination with U.S. based colleagues Excellent communication, collaboration, and problem-solving skills Excellent oral and written communication skills are required, as is the ability to interact with all levels of the organization Ability to work independently, handle multiple projects, meet deadlines and show strong attention to detail Thoroughness and precision in analyzing data, preparing reports, and executing tasks accurately Must be detail oriented and have strong analytical and technical skills Exceptional organizational, multitasking, prioritization, and project management skills Essential Job Functions Lead, mentor, and manage a team of trainees supporting the Investments team Review and validate all deliverables before submission to the U.S. team Allocate resources and prioritize workstreams depending on deadlines Maintain high standards for analytical output, quality control, and turnaround time Serves as the primary point of contact for the onshore Investments team and communicate deliverable timelines and expectations Implement and enforce rigorous quality control processes to ensure all deliverables meet high standards of accuracy, formatting, and thoughtfulness Drive consistency in deliverables across all team members through standardized templates, review checklists, and ongoing training Proactively identify and correct discrepancies or variances in outputs Train new team members, ensuring knowledge transfer and alignment with best practices Support process optimization and develop tools/templates to streamline workflows Manage and review financial modeling and underwriting of potential acquisitions using Excel and/or Argus Prepare initial drafts of investment deliverables, including PowerPoint presentations with various tables and graphs Oversee and improve the team’s use of data platforms to ensure research and analysis are consistently accurate and comprehensive Conduct market, tenant, and property-level research to support investment materials Support market-level deep dives that surface investment theses for existing and new markets Assist in due diligence processes by reviewing leases, financials, CAM reconciliations, rent rolls, etc. Show more Show less
