Careers & Opportunities

Vice President, Due Diligence

Bluerock is a leading alternative asset management and investment company with more $18 Billion in acquired and managed assets and 150 employees nationwide. Bluerock offers a diverse suite of real estate and credit alternative investment programs distributed through independent broker dealers, institutions, RIAs, wirehouses, and institutional channels. Company website: bluerock.com.

Due to our continued growth, we are seeking a highly seasoned VP, Due Diligence to assist in managing and overseeing all aspects of the company’s investment programs due diligence requests and responsibilities. The role will routinely interact with multiple departments including accounting, capital markets, compliance, due diligence, executive management, national accounts and portfolio management teams.

Basic Qualifications:

  • Bachelor’s degree in accounting, business, economics, finance, or legal;
  • 10+ years prior proven experience in the investment securities industries;
  • Exceptional financial analytical skills with an understanding of discounted cash flow analysis, financial modeling, forecasting techniques and variance analysis and quantitative analytics;
  • Understanding and use of financial statements, operating reports/budgets, terminology and applications is a plus;
  • Mastery of Excel and an ability to create in-depth financial analyses via modeling;
  • Proficient in applicable software applications including Morningstar preferred;
  • Solid understanding of domestic economic and financial markets; and
  • Highly developed written and oral communication skills.

Responsibilities:

  • Assist in all aspects of the company’s due diligence requests, responsibilities and staff;
  • Responding to investment advisor and broker dealer due diligence questionnaires (“DDQs” and “RFIs”) related to current and prior private and public investment programs;
  • Maintain due diligence records, files, storage locations and requests across all investment products;
  • Performing comparative investment analysis on multiple investment alternatives to assess differences in performance, risks, markets, fees, etc;
  • Prepare detailed summaries of investment programs and analytical reports for broker dealer, institutional and retail clients, which involves analyzing investment portfolio holdings;
  • Respond to ad hoc requests, research projects from both internal and external sources
  • Serve as product expert for all current investment programs and be able to present and respond to all inquiries for information related to all current investment programs;
  • Review in-depth real estate underwriting models and forecast investment performance;
  • Assist in preparing offering memorandum / prospectus for investment programs intended for investor use;
  • Perform in-depth industry and general real estate market research and analysis;
  • Contribute to financial markets / industry news and commentary / research white papers / blogs / commentary / thought leadership publications;
  • Assist in the design and creation of educational materials and modules centered around relevant commercial real estate and private credit markets;
  • Maintain a high level of compliance awareness and knowledge;
  • Compose and produce work in a fast-paced environment where speed and accuracy are required; and
  • Maintain responsibility and accountability on every project.

If you are interested in applying for this position, please tell us why in your cover letter and email this along with your resume in PDF or Word format. Please reference the job title in the subject line of your email.

Location: Flexible, hybrid. Some travel required.

Compensation & Benefits: This is a full-time opportunity with competitive compensation, including bonus. Benefits include medical, dental and vision insurance; short-term and long-term disability; life insurance; paid time off and holidays; flexible spending account; and 401(k).