Job Details

Company Description

We are a medium sized Family Office in San Diego focused on deploying and managing the proceeds of our main Medical Services operating business in Mexico.

We are also in the process of exchanging roughly 15 low cap portfolio properties into new "value add" and development opportunities in San Diego and Miami.

Role Description

This is a full-time hybrid role for a Real Estate Family Office Executive at Quiroz Family Office. The role is located in San Diego, CA, with the option for some work from home...multiple weekly in-person meetings will be required. The Executive will be responsible for communication, administrative assistance, customer service, office administration, and accounting tasks.

Manage and maintain relationships with Family Office CPA's, Attorney's, Construction Managers, Project Managers, internal accounting departments etc.

Underwriting, analyzing and presenting insights for current and prospective investments is a fundamental requirement for this job.

Basically: I'm going to set the vision, tee up opportunities, leverage my network and provide the equity/capital required...as well as a salary etc.....and I need your help crunching the numbers, providing insights and executing.

Qualifications

• Excellent Communication and Customer Service skills
• Portfolio management skills and experience
• Prepare, maintain and present key financial statements for all portfolio assets
• Miami, Tijuana and San Diego based Real Estate assets
• Administrative Assistance and Office Administration skills
• Accounting skills
• Excellent organizational and time management skills
• Strong attention to detail
• Ability to work independently and collaboratively
• Experience in the real estate industry is a plus
• Bachelor and/or graduate level degree(s) in Business Administration, Accounting, or related field
• Strong analytical acumen
• Strong ability to lead presentation
• Organized and process oriented
• Patience and passion for teaching (the older generations of our family office are mostly of a medical background and are not finance or real estate professionals)
• Strong interest in investing, management, tax strategies, multi-generational wealth building and sustainable business models