Senior Associate

About the role

We are seeking a Senior Associate to join our dynamic team in San Diego, providing support across a wide range of projects and industries, with a primary focus on distressed real estate projects. This role offers a unique opportunity to engage in a variety of tasks, ranging from low-to-mid-level responsibilities to higher-level strategic initiatives within our firm. The ideal candidate will demonstrate a strong understanding or quick ability to grasp our work, with a background in finance preferred. Approximately 40% of the role involves on-site management of properties, requiring hands-on operational oversight.

Our clients often find themselves in situations of distress that require expert advice swiftly. These situations, whether they present as a crisis or an opportunity, may necessitate restructuring, workout, turnaround, or even wind-down strategies. During these critical times, our clients look to us to provide a steadying hand for the best outcome. The position is based in the San Diego County area with expectations to work in the office 5 days per week full-time.

Job Responsibilities

• Support the reporting manager in project management and financial analysis across a wide range of projects and industries, including distressed operational and real estate engagements.
• Execute and review detailed financial modeling, build and analyze cash flow forecasts, and conduct comprehensive financial statement reviews.
• Assist in the preparation of assessments and court reporting.
• Conduct industry research and contribute to client engagements with due diligence.
• Collaborate effectively within project teams and interact with senior-level client personnel.
• Manage physical on-site property operations and ensure operational efficiencies.
• Maintain strict adherence to project timelines and deliverables.
• Contribute to the development and enhancement of internal processes and procedures.
• Demonstrate proactive problem-solving and decision-making skills in a fast-paced environment.
• Uphold the highest ethical standards and maintain credibility in all interactions.

Required Qualifications

• 3-5 years of experience in Audit, Big 4 Accounting, Banking, Finance and/or distressed asset consulting or restructuring, or related fields.
• A degree in Business, Economics, Finance, or Accounting is preferred.
• A Master's or specialty in Real Estate is a plus.

• Deep understanding of financial modeling, Microsoft Excel, PowerPoint, and Word.
• Strong interpersonal skills with the ability to communicate effectively at all levels.
• Ability to work independently and as part of a collaborative team.
• Highly organized, dynamic and possess the ability to pivot and shift focus without losing deadlines or priorities.
• A willingness to travel, up to 40%, as required by client service needs.

CPA, CFA, CTP, and CIRA are a plus

• Should be motivated, demonstrate a high degree of energy, and be a self-starter; someone who is enthusiastic, proactive, and who takes initiative to get the job done
• Must have the ability to multitask, often in a time-pressured, urgent environment
• Excellent financial, analytical, and interpersonal skills. Excellent project management skills and proven capabilities to support project teams
• Ability to independently develop and write superior quality work product with limited oversight
• Ability to work both independently, as well as a team member

Benefits

Additional Information: Some of the Benefits We Have Include:

• J.S.
• Held understands all our employees are people and sometimes life needs flexibility.
• We work to always provide an environment that best supports and suits our team’s needs.

• Generous FTO Policy
• Medical, Dental, and Vision Insurance
• 401k Match

Commuter Benefit

A reasonable estimate of the salary range for this role is $100,00 - $120,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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