Job Title: Assistant Vice President, Acquisitions, Real Estate

Employer:  Boyd Watterson Asset Management

Location: Chicago, IL

Start Date: Immediate


Boyd Watterson is a fast-growing company that focuses on sustaining our collegial culture as it expands.  Honesty and integrity are fundamental to our character and relationships.  Our managers are dedicated to being available and attentively listening to employees. 

The Opportunity

Boyd Watterson is seeking an Assistant Vice President to assist in a growing platform of investment vehicles focused primarily on properties leased to the General Services Administration.  The AVP will report to the Senior Vice President – Acquisitions in the Chicago office and will be a critical member of the acquisitions team.  This candidate will have the opportunity to join a rapidly growing real estate team and to grow with the company.  The candidate will be expected to provide analytical and strategic support to the acquisitions team in various capacities.

Company Overview

Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.

Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield.  Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide.  We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions

Major Duties and Responsibilities:

  • Assist with sourcing and screening prospective acquisitions

  • Creating, adapting, and maintaining detailed ARGUS and Excel financial models

  • Perform detailed financial analysis and lead the due diligence process

  • Spearhead the preparation and writing of Investment Committee memorandums

  • Communicating with outside brokers and/or sellers with various deal-related requests

  • Working with buyer- and seller-side legal counsel in the negotiation and preparation of purchase agreements and legal due diligence 

  • Performing special ad hoc projects and analyses

Required Education and Experience:

  • Bachelor’s degree, preferably in Finance, Accounting or Real Estate from a respected university

  • 5-7 years of experience in real estate, preferably in acquisitions or development

  • Advanced ARGUS and Microsoft Excel skills, including proven ability to create or adapt Excel models to unique transaction characteristics, and strong knowledge of Microsoft Word and PowerPoint

  • Must have a working understanding of deal structures including joint ventures, preferred equity, etc.

  • Strong writing and communication skills with experience in writing analytical emails, presenting to senior executives, and creating, preparing, and formatting models and materials for review by senior investment professionals

  • Experience in a transactional role with a real estate owner or brokerage

  • A successful candidate must be able to balance many tasks at a given time and provide polished, accurate, and comprehensive work in a timely manner without a significant amount of direction

  • Intermittent domestic travel

 

Boyd Watterson offers a competitive compensation package.  Our benefits include Medical, Dental & Vision Plans, Life Insurance, Health Savings Accounts, Flexible Spending Accounts, 401(k) plus match, Paid Time Off (PTO) and Holidays.

 

Interested candidates can forward resumes to careers@boydwatterson.com