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.