Purpose and Job Summary:
The Investment Management Resource Team is seeking qualified candidates for an operations open position. Responsible for managing the majority of the processes related to the asset management of our portfolio. IMRT members work across various departments, proactively manage the calendar and implement system and procedural enhancements to assist in individual, team and company goals.
Essential Duties and Responsibilities:
Responsibilities include but not limited to:
- Coordinate and assist team to manage the Quarterly & Monthly Financial Processes and timeline (calendar, collection, review and organization of the Quarterly and Monthly Financial Information.).
- Coordinate and assist team in managing the lower Tier compliance processes including collection & tracking of Tenant files, Annual Owners Process (AOC), State File & Physical Inspections
- Collaborate with the Team to collect, review, follow-up and track various property compliance documents. Prepare reports and updates for the Team and Asset Management by analyzing and summarizing Compliance information.
- Participate in the Tax & Audit Steering Group (TSSG) and assisting the team in managing the preparation and implementation of Tax & Audit Season processes, system enhancements and delivery schedule. Work with the Tax Team and the IT Team to develop the specs for revising/enhancing our tax system, financial system and web portal - IMRT revises and/or enhances our Tax & Financial systems on an annual basis. Further, work with the team to develop the year-end calendar and to refine or enhance the annual procedures for both Tax and Audit Season.
- Train and assist in managing the tax temporary employees and other temporary help as needed.
- Organize periodic mailings to accountants, general partners and management companies, which include, Monthly & Quarterly collection letters, compliance monthly and bi-annual letters, investor letters and annual tax and audit collection letters. Assists in the collection, processing and analyzing of client information, Investor mailings, invoice processing and numerous Special projects, as needed.
- Develop, enhance, and implement the various systems used by the IM-Resource Team
- Maintains integrity and quality service by implementing Team and Business policies and procedures and revising as necessary to improve processes or meet new needs.
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Education, Skills and Experience:
- Bachelor's degree in business preferred
- 1 year experience or less
- Quality Focus and Professionalism
- Strong organizational Skills and multi-tasking skills
- Strong Computer Skills, specifically with MS Office
- Ability to work in fast-paced work environment while managing conflicting priorities,
- Excellent verbal, written and interpersonal skills
- Ability to thrive in a collaborative, team-based environment-pitching in wherever needed to achieve team and business objectives
- Must be able to take initiative in identifying and resolving inefficiencies and issues
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
Boston Financial Investment Management, LP and its parent company, ORIX USA, is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.