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Find Your Future With Everwest

EverWest is a vibrant, growing company that is always seeking great talent – from industry veterans and rising real estate experts to young professionals who embrace the opportunity to learn and advance.

What does it take to be a part of EverWest? It starts with always doing the right thing, placing clients first and holding our team in the highest regard so that, collectively, we can be the best at what we do. In return, our employees enjoy the support of a company that encourages, empowers and appreciates the importance of having a little fun along the way.

POSITION: FUND ACCOUNTING MANAGER

Position Summary:

This position will assist the Fund Controller in day-to-day responsibilities for the operations of an open-end real estate fund with $1B in AUM. Real estate investment funds are offered to institutional and high net worth individuals that invest across a wide spectrum of private and public U.S. real estate markets with an emphasis on direct properties and publicly traded REITS.

Financial, Tax & Performance Reporting

  • Responsible for the general day-to-day maintenance of the US Property Fund general ledger, including closing the fund books for the US Property Fund, coordinating with property accounting, finance, and other teams to meet close deadlines and reporting requirements. 
  • Prepare general ledger accounting reconciliations, identify and research unique transactions, prepare fund consolidations. 
  • Assist with the preparation of monthly/quarterly consolidated fair value financial statements, footnotes, and internal reporting packages. Provide P&L analysis to internal stakeholders.
  • Work closely with the Fund Controller on identifying and implementing process improvement initiatives, policies, controls and documentation. 
  • Manage cash flow and approve payable invoices for the fund, including draw and paydown requests for the Line of Credit. 
  • Assist with multiple audits and tax return filings by providing supporting documentation and assisting with the coordination of the audit and tax teams. Coordinate tax payments to various jurisdictions as necessary. 
  • Assist with quarterly fund performance calculations, including NCREIF/ODCE data submissions.
  • Prepare wire payments for invoices, acquisitions, debt, contributions & distributions, capital calls, etc. 

Investor Relations

  • Prepare supporting schedules for quarterly investor requests for information, review quantitative investor schedules and provide ad-hoc information requests as needed. 
  • Complete investor audit confirmation request, ad-hoc investor reporting analysis.

Compliance

  • Perform REIT compliance testing (quarterly/annually).
  • Work with compliance and legal counsel on updating fund documentation.
  • Work closely with external auditors and tax preparers in preparation of annual financial statements, tax reporting (1099’s, K-1’s, 5500). 

Other

  • Assist the Fund Controller and Chief Accounting Officer in researching accounting, legal and tax issues surrounding topics such as ERISA, consolidation, fund structuring, UBTI, property valuations and other fund and property matters.
  • Assist with continuous improvement of processes, policies, controls, and documentation
  • As needed, assist with treasury and reporting requirements for other fund teams and property accounting teams.  
  • Provide outstanding customer service to internal and external customers. 

Qualifications:

  • Bachelor’s degree required; accounting/finance majors and CPA preferred
  • Minimum of 4 years of general ledger accounting, public accounting and/or real estate experience. 
  • Strong foundation in general accounting, monthly close, financial reporting, and cash management required. Experience with fair value or fund accounting preferred.
  • Strong verbal and written communication, problem solving, and interpersonal skills necessary. 
  • Must be a motivated self-starter with strong team leadership and problem-solving skills, the aptitude to think independently, identify issues, and the motivation to work with a team in a fast-paced, rapidly changing, entrepreneurial environment. 
  • Proven ability to identify and implement process improvement opportunities
  • Ability to perform research and come up with conclusions to be presented to the leadership team. 
  • Excellent interpersonal skills and ability to forge effective working relationships throughout accounting team and organization 
  • Outgoing and likeable personality with ability to motivate and communicate well with employees and other outside contacts 
  • Ability to multi-task, with attention to detail and an ability to work both independently and in a team environment
  • Advanced Excel skills and proficiency with Microsoft Office. MRI accounting software or equivalent experience with enterprise accounting systems. 

 

Position Description:  CORPORATE / FUND COUNSEL

EverWest’s Legal Department is responsible for the management and negotiation of legal and risk issues across the company’s diverse portfolio of real estate assets, as well as all legal and regulatory aspects of the company’s capital raising activities.   The Corporate / Fund Counsel is responsible for supporting the growth of EverWest funds and separate account platforms with primary legal oversight for EverWest’s corporate entities, securities law issues (working alongside Chief Compliance Officer), fund governance and regulatory matters, new fund formation, investment marketing, corporate contracts and other corporate enterprise matters.  The Corporate/Fund Counsel will work closely with and advise the company’s Chief Legal Officer, General Counsel, Chief Compliance Officer, Chief Investment Officer and Chief Financial Officer in corporate structuring and attaining capital procurement goals across a variety of real estate platforms.

Primary Responsibilities:
  • In collaboration with Chief Legal Officer, manage all assigned legal matters including engagement and management of outside counsel, and review of outside counsel work product.
  • Serves as primary in-house counsel on securities, corporate governance, investor relations and entity matters
    • Participate in complex structuring of entities and capital structures for real estate transactions.
    • Working closely with outside corporate/securities counsel, advises and makes legal decisions on behalf of the company with respect to corporate and securities law matters.
    • Manage teams of support personnel and outside counsel with responsibility for corporate entity formation, entity maintenance and compliance issues.  Supervises fulfillment of corporate secretary functions.
    • Reviews, prepares and provides input on investor communication materials, working closely with Marketing team members and Chief Compliance Officer.
    • Works with risk management and information technology teams to develop and maintain policies with respect to investor data and privacy.
    • Oversees delivery of legal services for investor requests and proposals. 
    • Provides high levels of customer service when interacting with investors, consultants and financial professionals representing outside investors. 
  • Oversees fund corporate legal matters for EverWest’s new and existing funds including fundraising activities, governance matters, management and negotiation of side letters and MFN issues.  Supports Chief Legal Officer and manages outside counsel teams in new fund structuring and formation
  • Primary liaison with parent company tax and legal departments on corporate, structuring and entity matters with ability to consistently fulfill parent Canadian company requirements throughout EverWest platform. 
  • Provide general corporate legal support to the enterprise on a wide range of matters
    • Develop and implement policies, procedures and form documents for the organization
    • Working with outside counsel, manages and maintains library of corporate document forms including fund documents, LLC agreements, syndication documents, resolutions, etc.
    • Facilitates acquisition of lender approvals on amendments to corporate documents.
    • Provides legal oversight and documentation for the company’s employee equity and profit-sharing programs. 
    • Provides corporate legal advice for various employment, litigation, insurance, business licensure, tax, accounting, data privacy, intellectual property, information technology, confidentiality, and other matters.
    • Supports the other legal team members and outside counsel in provision of legal services for debt finance and joint venture transactions.
    • Provides oversight for law firm invoice and matter management platform.
    • Maintains knowledge of state/federal legislation and regulatory issues.  Provides training to team members on key legal and risk issues.
    • Models highest levels of professionalism, ethics, practical problem solving, communication and collaboration.  
    • Other projects and matters, as assigned.

Qualifications:

  • 3 to 8 years of relevant experience as securities and corporate attorney, including a significant fund formation or fund governance component, at a national law firm or within a corporate legal department
  • JD degree from a highly-regarded ABA accredited law school.  Admitted to practice in any state, with ability to obtain Colorado single-client license
  • Unquestionable integrity, with experience managing organizational conflicts of interest and ethical issues
  • Ability to produce and procure excellence and institutional-quality in work product and transaction terms
  • Past experience in capital programs with underlying real estate assets, complex entity and tax structures preferred
  • Ability to succeed and multitask in fast-paced environment with competing deadlines
  • Very strong communication, leadership and presentation skills
  • Highly responsive with ability to develop strong working relationships
  • Strong technology skills along with ability to quickly learn new technology platforms 
  • Demonstrated ability to drive projects, direct others and advise executives on the implementation of sound legal, regulatory and corporate compliance solutions
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