The Asset Management Analyst will support Asset Management and Investment Operations by owning the relationship between Unison and the homes we have invested in. You will provide analytical and relationship management support for the Asset Management team to maximize returns and generate alpha from active management of $5 billion of residential real estate exposure.
You have a working knowledge of residential real estate and the lending industry ecosystem. You are skilled at regional research and love to hunt for new ways to help our homeowners and investors win together during the Unison agreement. You are a skilled written and verbal communicator who is comfortable with switching between detailed analyses and supportive or tough conversations on the phone. You are able to prioritize and manage your own time and projects without excessive oversight and in a fast-faced (often hectic) startup environment. And most importantly you are passionate about learning and growing in the home equity investing industry.
On a daily basis you will interact with homeowners directly by email and phone to support their ownership needs - analyzing their home sales,securing new financing, and more - as well as proactively identifying and capitalizing on new asset management and alpha generating opportunities for the portfolio. In addition to working with homeowners you will collaborate with other teams on new asset management initiatives, and in the Unison ecosystem you will work with our homeowner partners, real estate agents, loan officers, title agents, appraisers, and vendors.
Deliverables on which you’ll be measured:
- Part of the Investment Management team, you will provide analytical and relationship management support for $5+ billion of residential real estate investment exposure.
- Directive to proactively identify, analyze, and capitalize on new asset management and alpha generating opportunities.
- Provide cross-functional analytical support with other departments to further Asset Management initiatives and respond to requests for property-level data and metrics to report to lenders, investors, and partners
- Monitor key regional residential real estate and economic metrics such as regional liquidity, LTV, forbearance and delinquency rates, and more.
- Play an active role in the due diligence process including evaluating and recommending actions for high stakes Asset Management transactions and interactions.Collaborate with acquisition team members to resolve asset management issues
- Help create, maintain and/or expand all aspects of departmental and asset-level files and tracking including financial, legal and regulatory
- Resolve complex homeowner inquiries related to home equity investments with accuracy, detail, and empathy
- Liaise between the homeowner and internal groups (compliance, operations, legal, and investment management) to maintain education and transparency
- Identify, develop, and execute servicing and asset management processes that are efficient, scalable, and manage risk
- Document all homeowner interactions to maintain system of records that can be used to provide actionable data to help shape how we manage partner relationships
- Manage personal pipeline of servicing and asset management cases
Qualifications and Skills:
- 2+ years of asset management, real estate, financial services, or similar required.
- Bachelor’s degree required. Quantitative, finance, business, or economics degrees are a strong plus.
- Excellent analytical skills. Pro with excel, Python and R a plus.
- Financial services experience with the ability to integrate quantitative and qualitative information to draw accurate conclusions.
- Excellent customer service acumen, with the ability to balance customer success with investor requirements and strong written and verbal communication skills.
- Ownership mentality to take initiative and make meaningful impact and to grow with the company, while being resourceful in handling multiple activities and projects at the same time .
- An adaptable learner that experiments to find new solutions, takes on the challenge of unfamiliar tasks, extracts lessons learned from failures and mistakes, and develops quickly when facing new situations.
- Highly collaborative with the ability to partner with others to get work done while balancing the interests of multiple stakeholders.
- High level of integrity and accountability – someone who can feel comfortable discussing problems and learning from mistakes.
Unison is a San Francisco-based company that is pioneering a smarter, better way to own your home. Until now, the only way to finance a home was by taking on debt. Through the Unison Agreement, we help homeowners access their equity flexibly with no monthly payments or interest. We enhance home affordability, reduce debt, and deliver a less risky way for homeowners, investors, and society to think about their most important asset - the home. For additional information, visit www.unison.com or follow us on Facebook, Instagram, LinkedIn, Twitter and YouTube.
2019 was a record-breaking year for Unison. We expanded our offering to 30 states, surpassed the 5B mark in real estate investments and partnered with over 7K customers through our HomeBuyer and HomeOwner programs. This tremendous growth was recognized by the Deloitte Technology Fast500 awards, where we ranked the 3rd fastest growing company in the Bay Area and the 19th across the United States as well as being included in the 2020 Forbes Fintech50.
This couldn't have been accomplished without the contributions of all our team members. Our CEO, Thomas Sponholtz was the recipient of the 2019 HousingWire Vanguard Award as well as Brad Lookabaugh, VP of Portfolio Management and Brodie Gay, VP of Research who were recognized for their innovative work for Unison and the housing industry.
Unison provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal, or local law.