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# Transition Asset Manager

- **Company:** Raymond James Financial, Inc.
- **Location:** St. Petersburg, FL, United States
- **Experience:** Experienced
- **Contract:** Permanent contract
- **Skills:** Spreadsheets, Databases
- **Published:** September 13, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=8fdb0e11ada45263

## About the Role

* Experience in reviewing standard real estate documentation including financial projections, loan documents, various legal memorandums, draw requests, rent rolls, property financial statements, and certificates of occupancy/building permits is beneficial but not required. Substantial training will be provided
 * Reading and understanding standard real estate and LIHTC specific documentation.
 * Experience in real estate financial projections is beneficial but not required.
 * Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

 * Communicate effectively in both oral and written formats.
 * With some guidance/supervision, organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment to meet required results.
 * Provide accurate and high quality work product in a timely manner.
 * Proactively demonstrate readiness and ability to initiate action.
 * With some guidance/supervision, work independently as well as collaboratively within a positive team environment., * Bachelor's Degree (B.A.) in business, finance, accounting or related field.
 * OR ~
 * Any equivalent combination of experience, education, and/or training approved by Human Resources., Bachelor's (Required)

## Description

* Reviews standard real estate documentation for consistency with RJAHI's requirements and
 * property specific investment criteria.
 * Reviews and updates financial projections to reflect actual property performance.
 * Reviews property financial statements, tax returns, cost certifications and low income housing tax credit (LIHTC) specific documentation.
 * Reviews legal documents/memorandums and performs other "due diligence" procedures in connection with the property.
 * Reviews, approves, and processes requests for capital contributions to property specific partnerships.
 * Performs other duties and responsibilities as assigned., * Compile data from multiple sources, review, and accurately input data into various spreadsheets or database
 * With some guidance/supervision, identify required tasks, develop timelines and execute.
 * Project a positive, professional image both internal and with external business contacts.
 * Convey information clearly and effectively through both formal and informal documents.
 * Identify relationships, draw logical conclusions and interpret results for use in decision making.