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Job openings - W3 Partners in San Rafael

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  • Richard Kos
    Thanks to Rick Gosalvez for the lead! W3 Partners is a privately held, women-owned real estate investment management and advisory firm based in the Bay Area.
    Message 1 of 1 , Oct 21, 2010
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      Thanks to Rick Gosalvez for the lead! W3 Partners is a privately
      held, women-owned real estate investment management and advisory firm
      based in the Bay Area. The San Rafael office of W3 is actively
      seeking staffers to fill three positions:

      - Executive Assistant/Office Manager
      - CFO/Controller
      - Senior Investment Analyst

      Since the MURPs list doesn't handle attachments, I've included all
      three job descriptions below in full, so apologies for the length of
      this posting. - Rick Kos

      ------------------------------------------------------------------------------
      SENIOR INVESTMENT ANALYST
      Contact: hr@...

      Description:

      W3 Partners is a privately held, investment management and advisory
      firm based in the Bay Area. The San Rafael office of W3 is actively
      seeking a highly motivated graduate from a top university business
      program with 2-5 years� experience for placement as a senior
      investment analyst. The position would be a member of a team that
      focuses on office property investments located in major markets in the
      Western U.S and excellent opportunity to get in on a ground floor
      opportunity

      Position:

      Working as an integral part of the acquisition and asset management
      team, the analyst will be involved in all aspects of real estate
      underwriting. The analyst will be expected to provide analytical
      support in the screening, underwriting, origination, closing, and
      asset management of potential investments, periodic valuations of
      existing assets, as well as general support duties as necessary.
      Potential transaction opportunities include office buildings,
      discounted notes and complex structured finance opportunities.

      Responsibilities:

      � Using Argus based software and Excel create and run financial
      models on assets being considered for acquisition

      � Assist in underwriting and closing of equity, structured debt
      and recap investments

      � Analyze asset-level operating statements

      � Analyze and summarize various commercial leases and other
      documents and contracts

      � Present findings and opinions in Investment Memoranda
      regarding the above using effective verbal and written communication

      � Assist in the review and analysis of various loan and other
      documents

      � Conduct market research

      � Interface with borrowers and lending partners to obtain
      necessary feedback and information

      � Assist in managing the delivery of reports from third party
      vendors

      � Assist in the preparation of Investment Reports and Asset Plans



      Qualifications:

      � Broad understanding of commercial real estate and the capital
      markets

      � Strong quantitative skills and demonstrated analytical ability

      � Experienced in real estate valuation techniques

      � Intermediate to advanced level of expertise in Argus and Excel

      � Excellent oral and written communication skills

      � Excellent planning, organization and interpersonal skills

      � Strong sense of personal motivation, responsibility, and
      entrepreneurship

      � Ability to function both in a team-oriented setting, and
      independently

      � Ability to handle multiple projects at one time

      � Experience underwriting commercial office real estate projects
      Experience in Northern California and Pacific Northwest markets a plus

      � Bachelors Degree, preferably in Finance, Real Estate or a
      related field

      ------------------------------------------------------------------------------
      CFO/CONTROLLER
      Contact: hr@...
      Description:

      W3 Partners is a privately held, investment management and advisory
      firm based in the Bay Area. W3 is in the process of raising
      additional commitments to its value-add fund, after having obtained
      its initial commitment of $100 million. The San Rafael office of W3
      is actively seeking an experienced financial executive with 10+ years
      experience for placement as a CFO/Controller. The position would be a
      member of a team that partners with institutional investors to invest
      in office property investments located in major markets in the Western
      U.S and excellent opportunity to get in on a ground floor opportunity.

      Position:

      The Chief Financial Officer / Controller will provide strategic and
      operational leadership, planning and oversight of the financial
      resources of firm. CFO/controller will lead all planning,
      development, and implementation of the organization's financial
      policies relative to accounting, tax, internal controls and systems.
      In addition, the successful candidate will have direct responsibility
      for a wide range of administrative responsibilities associated with
      the operation and management of the company. Working with Managing
      Partner team, the CFO/Controller will be actively involved in the fund
      raising effort, will oversee the outsourced accounting function and be
      responsible for investor reporting.

      Responsibilities:

      � Provides direction for accounting, financial reporting, tax,
      and budget activities for the company and its subsidiaries and
      investment funds.

      � Participates with the Managing Partner team in the debt and
      equity offering process, coordinating with banks, pension fund
      advisors and other investors, their counsel, and company's counsel.

      � Lead the development of W3 performance reporting in accordance
      with NCREIF and GIPS and responsible for the periodic production of
      such reports to the investment community.

      � Develop banking relationships and negotiate company level debt.

      � Provide transaction assistance as needed with structuring
      alternatives, debt and/or JV negotiation and support in the analysis
      asset-level operating statements.

      � Responsible for HR function and oversight of outsourced
      payroll and HR consulting.

      � Responsible for company technology and oversight of the office
      management function.



      Qualifications:

      � Proven entrepreneurial mindset/approach coupled with the
      ability to optimize relationships with institutional capital market
      participants.

      � Impeccable integrity, trustworthiness, and reputation within
      the financial community.

      � Strong financial reporting experience.

      � Experienced in real estate valuation techniques and
      performance reporting for pension funds.

      � Excellent oral and written communication skills.

      � Excellent planning, organization and interpersonal skills.

      � Ability to function both in a team-oriented setting, and
      independently.

      � Bachelors Degree, preferably in Accounting or Finance, MBA a
      plus

      � CPA, highly preferred.


      ------------------------------------------------------------------------------


      EXECUTIVE ASSISTANT/OFFICE MANAGER
      Contact: hr@...

      Company Description:

      W3 Partners is a privately held, women owned real estate investment
      management and advisory firm based in the Bay Area. The San Rafael
      office of W3 is actively seeking a highly motivated Executive
      Assistant and Office Manager.

      Position:

      Executive Assistant and Office Manager who can take initiative and
      multi-task well, works with minimal supervision, exercises good
      judgment and enjoys an environment where teamwork, high levels of
      energy and strong work ethic are valued.

      Responsibilities:

      Job responsibilities will include supporting the office�s team members
      including:

      � Call screening/answering phones,

      � Meeting coordination,

      � Calendar management,

      � Travel arrangements,

      � Document preparation and Filing,

      � Assisting in the preparation of marketing material and
      PowerPoint presentations,

      � Reviewing vendor/3rd party provider invoices,

      � Managing office mail/deliveries,

      � General office organization and management (IT, office
      supplies, etc.),

      � Handling facilities-related matters by interfacing with
      building management and relevant vendors,

      � Assisting with special projects as needed.

      Qualifications:

      � Qualified candidates will have a BS/BA or AA and at least
      2-4 years work experience in a corporate environment.

      � Must possess strong organizational skills, attention to
      detail, ability to communicate effectively and bring a high degree of
      professionalism to the workplace.

      � Office management skills ranging from trouble-shooting
      office equipment, managing a company database, and maintaining
      corporate and project websites, etc.

      � Must be able to take initiative, handle multiple tasks
      simultaneously and work with minimal supervision and successfully meet
      deadlines.

      � Requires proficiency with MS Office, including PowerPoint
      and basic Excel. Other graphic applications and software applications
      a plus. Generally need to be technological savvy.

      � Familiarity with real estate, private equity or pension
      funds a plus.

      � Notary Public certification a plus.







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