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Asset Management & Finance Associate
2-4 Years of Experience Required

R.J. Kelly is seeking a highly motivated Asset Management & Finance Associate to join our entrepreneurial team as we continue to expand our portfolio through strategic institutional partnerships.  The role presents a unique opportunity to work closely at the ground level on a diverse portfolio of CRE assets and transaction types.  This individual will perform a wide range of responsibilities while gaining exposure to R.J. Kelly’s Executive Team and institutional partners through the presentation of investment analysis and reporting materials.

Primary Focus:

​Assist with:

  • Asset management of a 6+ million SF growing office/flex/industrial/self-storage portfolio

  • Quarterly investor reporting and play lead role in updating and maintaining asset management models

  • Ad-hoc investment, major lease, debt, recapitalization, and disposition analysis

  • Transition of acquisitions from Investment Team to Asset Management Team



  • Participate in operational, construction, development, and internal and external leasing meetings

  • Work closely with Asset Managers to maintain ongoing asset management models through updating actual financial results, Argus models, and re-forecasting of future assumptions for operating and development assets

  • Play a supporting role and eventually take the lead in the completion of quarterly investor reporting materials

  • Assist the Executive Team with transaction-related activities such as dispositions, major lease analysis and recapitalizations

  • Work closely with the Senior Vice President of Finance and Vice President of Financial Operations on ongoing portfolio valuations, financing and covenant compliance analysis, completion of capital calls with equity and debt partners, and other ad-hoc needs

  • Gather and maintain market lease information.  Maintain an ongoing lease and sale comparable database and tenants in the market list for each of RJK’s geographic investment regions

Qualifications & Experience:



  • 2-4 years experience at a CRE owner/operator, on a CRE investment sales team, or at a private equity firm

  • Highly proficient in all aspects of MS Office with advanced Excel skills required

  • Argus experience

  • Strong background in finance and accounting


  • Enthusiasm for working at an entrepreneurial firm with a strong ambition for growth

  • Ability to work independently in a fast-paced, multi-task environment

  • Desire to continue to improve and grow skill set

  • Superior written and verbal communication skills

  • Sharp analytical/quantitative capabilities and attention to detail

  • Excellent organizational skills and ability to prioritize/keep projects on track

  • Strong research skills


  • Salary to be determined commensurate with experience

  • Bonus based on individual and company performance

  • Company benefits package offered (including 401(k), Life, FSA, Vision, Dental, and ST&LTD)

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