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Kairos Investment Management Company is a minority-owned real estate private equity firm founded in 2005 to focus on value-based real estate investments in the lower middle market, often with a long-term investment horizon and contrarian approach. As of March 31, 2024, the Kairos team has transacted on $4.2 billion of real estate, including over 25,000 multifamily units and 23 million square feet of commercial property nationwide, and has $2.4 billion of gross assets under management as of June 30, 2024. Kairos is headquartered in Irvine, California.

Job Summary:

Kairos Investment Management Company is seeking an Manager – Financial Planning & Analysis to join our team. An ideal candidate will be part of a fast-paced and dynamic finance team within a growing organization in the investment management industry. This role requires a driven team-player with a positive and proactive attitude, excellent organization, and the ability to communicate clearly and effectively. This role will contribute to the success of the organization by providing timely, insightful, and relevant analysis.

Job Responsibilities:

• Fund or investment level performance calculations for third-party or internal reporting. (GIPS and/or NACREIF standards).
• Maintenance of ongoing REIT capital forecast.
• Creation of Fund performance models and forecasts for both evergreen and closed-end strategies.
• Preparation of internal investment waterfall calculations for both individual joint venture investments and overall Fund performance.
• Assist with quarterly investor report preparation including coordination with Asset Management and Accounting Departments.
• Quarterly investor account statement data compilation and preparation.
• Quarterly and annual fair value support preparation in conjunction with Investment Analysts.
• Support investment and asset management activities.
• Compile real estate and private equity industry/competitor benchmarking analysis.
• Coordinate with Investor Relations to maintain proper quality controls on data among ERP and investor portals.
• Compilation of supporting data for third-party appraisals for various assets and coordination with third-party valuation experts.
• Maintain support for quarterly and annual Fund performance track record calculations.
• Work with external auditors, as needed.
• Prepare responses to investor, wealth manager, and auditor confirmations.
• Formulate and implement responses to investor inquiries.
• Assist Investor Relations with Operational Due Diligence requests.
• Complete investment return calculations.
• Contribute to development of KPI reporting.
• Ad-hoc projects, as needed.

Qualifications & Competencies:

• Data/Analytical driven candidate.
• Prefer at least seven (7) years’ experience with investment advisory entities (Real Estate or Private Equity), REITs, or joint venture structures.
• Ability to read and understand entity formation documents or investment offering documents is a big plus.
• Bachelor’s degree required, preferably in finance, accounting, or economics.
• CPA, CFA, or advanced degree a plus.
• Advanced computer skills including Microsoft Office and accounting software.
• Solid understanding of GAAP, financial / investor reporting and financial analysis.
• Critical thinking and skills in financial analysis and project management.
• Ability to work independently and in a team construct.
• Strong attention to detail and accuracy with great organizational skills and ability to multi-task in a fast-paced environment.
• Able to communicate timely, professionally and cross-functionally.
• Excellent business references.
• Ability to work in Irvine, CA office 5 days a week.

Benefits:

• Comprehensive health benefits including medical, dental, vision, life and disability coverage.
• Access to Flexible Savings Account and Health Savings Account.
• Generous paid time off programs including paid holidays, vacation, floating holidays and sick time.
• Retirement savings plan with 100% vesting on company match.

Compensation:

The annual U.S. based wage range for this full-time position is $130,000-$160,000 annually. The base pay actually offered will vary depending on job-related knowledge, skills, location and experience and will take into account internal equity.  Other forms of pay may be provided as part of the compensation package, in addition to a full range of health & wellness benefits. For more information regarding Kairos Investment Management Company benefits, please visit https://kimc.com/careers/