Associate Director – Strategic Advisory Consulting

J.S. Held LLC

. Lead and shape real estate-focused project support initiatives .

Posted 9/29/2026full-timeRemote • Boston • Massachusetts • United StatesSenior💰 $120,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, real estate management, and project management, with a strong ability to develop financial models and deliver strategic recommendations. Proven leadership skills in managing teams and optimizing operational efficiencies while upholding high ethical standards.

Highest-signal resume keywords

Financial ModelingProject ManagementLeadership ExperienceMicrosoft Excel ProficiencyReal Estate Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisInvestment StrategiesCash Flow ForecastsDue DiligenceOperational AssessmentProcess ImprovementsBudget ManagementComplex Project ManagementDecision-MakingProblem-Solving

Soft Skills

Excellent CommunicationInterpersonal SkillsInfluencingNegotiationMultitasking

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

CFACTPCIRAFINRA

Industry Keywords

Real EstateProject Support InitiativesOperational EfficienciesClient PresentationsStrategic Recommendations

About the role

Key responsibilities & impact

Lead and shape real estate-focused project support initiatives
Support real estate project management and financial analysis
Develop and implement financial models, cash flow forecasts, and investment strategies
Prepare investment memoranda, operational assessment reports, and client presentations
Conduct due diligence for complex transactions and provide strategic recommendations
Collaborate with senior management and client stakeholders to achieve project goals
Manage on-site property operations and optimize operational efficiencies
Drive process improvements and operational excellence across projects
Manage project timelines, deliverables, and budgets
Contribute to internal processes and procedures
Provide proactive problem-solving and decision-making in a fast-paced environment
Uphold high ethical standards and credibility in all interactions

Requirements

What you’ll need

5-8 years of progressive experience in financial analysis, real estate management, or related fields
Demonstrated leadership experience and ability to manage and mentor a team
Strong proficiency in financial modeling, Microsoft Excel, PowerPoint, and Word
Excellent communication and interpersonal skills, with the ability to influence and negotiate
Proven track record in managing complex projects and delivering superior results
Willingness to travel occasionally as required by client engagements
Ability to multitask in a time-pressured, urgent environment
Excellent financial, analytical, interpersonal, and project management skills
Highest ethical standards and credibility
Exceptional business judgment and character
Ability to independently develop and write superior-quality work product with limited oversight
Ability to work independently and as a team member
Advanced Microsoft Excel, PowerPoint, and Word skills
Must be willing to travel as warranted by client service requirements
Must be able to sit for long periods of time
Must be flexible to work outside the 8:30am–5:30pm business hours if needed
Must be flexible to travel
CFA, CTP, CIRA, and FINRA credentials are a plus, not required

Benefits

Comp & perks

Generous FTO Policy
Medical, Dental, and Vision Insurance
401k Match
Commuter Benefit
Flexible work environment supporting employees’ needs