Job Description

COMPANY OVERVIEW:

Tri Star Sports and Entertainment Group is a business management firm that serves professional athletes and entertainers. Our internal culture is one that communicates optimal performance, honesty, integrity, teamwork and commitment to all clients served. Our employees must be like-minded professionals with a heart and dedication to super serving clients and their trusted advisors. As a business management firm, our core competencies include bill pay, the preparation of financial statements and tax returns, tour accounting, royalty reviews and audits. We are the personal Chief Financial Officers for athletes and entertainers serving their personal and professional accounting needs. It is our duty to chart the greatest course of action for our clients which includes preservation, growth and execution of their financial plans. This allows us to bring peace and financial predictability to our clients, facilitating their ability to reach their fullest professional and personal goals.

This position requires a highly organized individual who possesses strong initiative and has the ability to complete multiple projects in a deadline driven environment. This individual must be able to communicate effectively and understands the need to work in an integrated manner with other members of the department in furtherance of goals, objectives, and knowledge.

SPECIFIC RESPONSIBILITIES & DELIVERABLES FOR THIS POSITION INCLUDE:

• Create and maintain models that serve as the primary source of investment, property, and fund level financial projections. Ensure that models are built with consistent integrity across similar asset and/or investment strategies and are efficiently integrated with other data sources and reporting tools.
• Review client accounts and measure their performance matrix.
• Become an expert at analyzing asset-level and fund-level capitalization and incorporating the waterfalls of complex financing arrangements, co-investments, strategic partnerships, and partnership allocations into models.
• Cross functionally work with other departments such as Investments, Accounting, and Information Technology to align with business objectives.
• Drive process improvement and standardization of budgets along with long term, high level finance projections.
• Participate in the budgeting and forecasting process by assisting with the formulation and collection of key assumptions, preparing property level budgets, and analyzing results.
• Validate the completeness and integrity of data analyzed, and effectively communicate the results.
• Ensure management fee and distribution allocations are calculated and incorporated into projections and performance metrics accurately using fund agreements, co-investments, joint ventures and fund|property level-debt.
• Compile key operating metrics on a historical and projected basis.
• Ensure fund level financial performance metrics are prepared on a historical and projected basis using GIPS, REIS and US GAAP.
• Analyze, organize and improve data flowing through financial models, reports and systems using logical database modeling concepts and relational database management.
• Analyze and explain variances between actual results and budget/underwriting. Identify and explain differences between various reporting basis, such as cash, accrual, historical cost, tax, and fair value, and make adjustments to model outputs, presentation materials or investor requests as needed.
• Establish credibility as an emerging market investment expert and effectively build working relationships with colleagues and clients.
• Develop and contribute strategy related content covering investment philosophy, process, distinguishing features, performance, attribution and positioning, as well as market commentary used in the production of marketing collateral and client communications; including but not limited to, RFPs|RFIs, data requests, presentations, and client communications.
• Interact with ultra-high net worth client base through providing a global investment outlook at in-person meetings as well as assisting in closing prospective new clientele.
• Position reports to CFO|COO.

REQUIREMENTS & QUALIFICATIONS:

• Bachelor’s degree in Accounting, Economics Business, or other Finance related field.
• 8+ years previous financial analysis experience.  
• Proven success in Investment Management is mandatory.
• CPA, CFA, or MBA preferred but not mandatory.
• Knowledge of GIPS, REIS and US GAAP.
• Proficient with Microsoft Office: Excel, Word, Access, and PowerPoint.
• Knowledge of US GAAP Accounting and logical data modeling concepts.
• Results-oriented, strategic|critical thinker, and planner.
• Experienced Change Management Leader.
• Analytical forethought when self-managing and prioritizing deliverables.
• High capacity to manage people through inspiration, accountability, education and execution.
• Keen ability to assess resources internally and externally, and to mobilize.