Senior Associate, Investment Operations, Asset Management

AllianceBernstein

Senior Associate managing investment operations and asset management support at AB CarVal. Collaborating on commercial real estate transactions and providing operational input throughout lifecycle.

Posted 6/17/2026full-timeNew York City • Minnesota, New York • 🇺🇸 United StatesSenior💰 $130,000 - $160,000 per yearWebsite

About the role

Key responsibilities & impact

Coordinate and support the management of third-party commercial real estate relationships
Coordinate and project manage workstreams on the commercial real estate projects with third party asset managers, supporting execution of approved asset business plans
Track and report asset performance against underwriting and business plan metrics
Liaise with property managers, brokers, and service providers to ensure operational efficiency
Coordinate documentation, tracking, and execution support related to loan modifications and borrower communications
Ensure timely communication and coordination with the commercial team decision makers regarding project execution and operational matters
Support implementation and tracking of approved asset-level strategies
Ensure proper portfolio reporting/review and communication with key internal and external stakeholders connected to the projects
Act as the primary source of information internally for investment transaction performance and asset-related updates
Prepare regular asset performance reports, including variance analysis
Monitor borrower compliance with loan documentation and business plans and further investigate any issues that may arise
Escalate issues and coordinate resolution across stakeholders, proactively focusing on the most material/financially impactful areas and ensuring quick response to any ad hoc issues
Support the commercial real estate commercial team to ensure they have the information required to maintain accurate detailed financial models (incl. monthly valuations) for the projects
Coordinate operational workstreams related to new warehouse facilities and loan onboarding
Serve as an operational coordination contact for financing counterparties
Prepare and maintain investment memorandums, reports, and presentations for internal committees
Manage legal, finance, and tax related tasks associated with each investment transaction or the commercial real estate strategy
Provide day-to-day operational input on commercial real estate investment transactions
Support operational due diligence, transaction coordination, and information gathering related to acquisitions
Coordinate closing processes with legal, finance, and external stakeholders
Engage with and interpret detailed commercial real estate investment transaction legal documents
Track and reconcile investment-level cash flows, budgets, and funding requirements
Quickly evaluate complex situations that arise and use good judgement to propose solutions
Effectively manage be-spoke complex financing agreements
Set up new deal structures and manage existing deal structures with various AB CarVal departments as well as external stakeholders
Complete due diligence and audit requests by working with appropriate partners
Coordinate, manage and maintain accuracy all aspects of tracking commercial real estate transactions in AB CarVal’s systems
Respond to internal and external queries regarding commercial real estate investment transactions throughout their life cycle
Collaborate with the AB CarVal commercial real estate commercial team and external commercial real estate transaction partners
Provide input on commercial real estate investment transaction documentation alongside AB CarVal commercial real estate commercial team
Coordinate with partners regarding appropriate investment memorandums, performance reporting, business & legal practices, and accounting procedures for each investment transaction
Make judgement-based decisions related to the operations function and assume responsibility for the impact to the business
Understand key areas of the commercial real estate investment transactions/business and anticipate potential issues; proactively communicate solutions to others within the team or management
Assist with project by project review/analysis/milestones within commercial real estate investment transactions

Requirements

What you’ll need

Bachelor's degree in accounting, business, finance, or related industry
5+ years finance experience
Demonstrated experience in and/or exposure to commercial real estate asset management/portfolio operations preferably including underwriting, credit evaluation, and third party relationship management
Advanced Excel skills including data modelling and analysis
Strong communicator who can coordinate and support collaboration across technical, legal, construction, and financial teams
Demonstrated ability to work cross-functionally with various teams and portfolio companies
Demonstrates knowledge and mechanics of lending instruments, legal documents and structures
Strong work ethic and commitment to a high standard of excellence
Proven ability to balance multiple assignments and manage quality, accuracy, and consistency of each work product
A self-starter with the ability to follow through and complete tasks
High level verbal and written communication skills
Strong drive for results with both detailed and practical focus
Strong analytical/problem solving skills
Enjoys working in a collaborative team environment, partnering with commercial team
Ability to travel, including for site visits and portfolio company meetings as needed

Benefits

Comp & perks

Health insurance coverage
Employee wellness program
Life and disability insurance
Retirement savings plan
Paid holidays
Sick and vacation time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingdata analysisunderwritingcredit evaluationportfolio managementvariance analysiscash flow trackingdue diligenceloan modificationsinvestment transaction documentation

Soft Skills

strong communicatorcollaborationcross-functional teamworkproblem solvingself-starterstrong work ethicattention to detailjudgment-based decision makingtime managementresults-driven