Equity Due Diligence Program Manager (Remote, Remote, US)

Job Summary:

The Equity Due Diligence Program Manager is responsible for supervising the overall operation of a program, including multiple projects for one client, and implementing a clear line of communication between sales and technical operations. In addition, the Program Manager serves as a consultative resource for all existing and potential clients and may participate in presentations as required. This role is responsible for budget management, cost management, scope management, risk, change management, and issue management for each assigned project and/or program. The Program Manager will mentor and train team members. The Program Manager (field staff) will be required to travel to client project sites.

This role may also support institutional investors, private equity firms, REITs, lenders, and asset managers through the execution and oversight of equity-level due diligence programs associated with real estate acquisitions, recapitalizations, dispositions, and portfolio management initiatives. Responsibilities include coordinating multidisciplinary due diligence efforts, evaluating asset risk, supporting investment decision-making, and delivering high-quality assessments within accelerated transaction timelines.

The Program Manager will lead multidisciplinary due diligence initiatives supporting commercial real estate acquisitions, dispositions, and portfolio management activities for institutional investors and equity stakeholders coordinating technical evaluations across architectural, engineering, environmental, seismic, ADA, MEP, roofing, façade, structural, and construction monitoring disciplines while partnering directly with acquisitions teams, asset managers, and investment groups to communicate asset risk, capital exposure, and technical findings. They will support strategic investment decision-making through portfolio trend analysis, risk-based capital planning, and prioritization of immediate repairs, deferred maintenance, and long-term asset improvement initiatives.

Essential Duties & Responsibilities:

1. Serves as technical lead for property condition evaluations (PCEs) for institutional investors, private equity firms, and asset managers involved in real estate acquisitions, dispositions, and portfolio management. This role ensures that equity stakeholders receive thorough, investment-focused assessments that align with their financial and operational goals.
2. Oversees and executes detailed PCEs, evaluating structural integrity, building systems (MEP, façade, roofing, interiors, etc.), and overall asset health.
3. Leads the Equity PCE program, ensuring standardized reporting, quality control, and alignment with ASTM E2018-24 and investor-specific scopes.
4. Manages large-scale, multi-property evaluations, prioritizing high-value assets and strategic acquisitions and deliver investment-driven analysis, identifying deferred maintenance, immediate repair needs, and long-term capital expenditure risks.
5. Provides data-backed insights on risk-adjusted asset valuation, guiding equity partners in underwriting and decision-making.
6. Develops 5- to 10-year capital reserve schedules, aligning cost forecasts with investor expectations and financial models.
7. Assess environmental, regulatory, and compliance risks that could impact asset value or acquisition feasibility.
8. Optimize workflow efficiency, ensuring on-time delivery of due diligence reports within fast-paced investment cycles.
9. Act as the primary liaison between institutional investors, private equity firms, and asset managers, ensuring assessments meet financial modeling needs.
10. Recruit, train, and mentor a team of assessors and analysts specializing in equity-driven property evaluations.
11. Travel by Plane, Motor Vehicle, Train (approx. 25% of time) to client/project sites across the U.S. required.

Core Duties & Responsibilities:

1. Must dictate to the team the program’s standards and procedures.
2. Serves as the main point-of-contact with client during the execution of projects and programs. Prepares progress reports to share with client. Assures client satisfaction and goals are met through timely responsiveness and feedback. Attends meetings with Sales team and client.
3. Facilitates communication across work streams and projects to minimize disruption to the organization of program/project implementation.
4. Responsible for managing programs within budget and on-time, while providing high client satisfaction. This includes managing budget, potential risk, client communication, change orders, and report delivery.
5. Manages field staff and staff’s schedule.
6. Involved in developing new service offerings.
7. Creates and develops report templates.
8. Responsible for proposal development of client and project specific scopes of work.
9. Directly interfaces with sales staff to assure client expectations are being met. Serves as an available consultative resource for clients and may participate in sales calls or presentations.
10. Performs technical reviews of deliverables for technical accuracy, client expectations, compliance of scope and consistency.
11. Reviews and evaluates work progress, identifies problems, and provides technical direction and guidance to assigned staff.
12. The work hours may fluctuate significantly based on business needs, with the expectation that you may be required to work more than 8 hours per day at times. Maintaining a responsive and available presence during peak business hours is essential. The ability to work efficiently under tight deadlines and manage a variable workload is critical to success in this role.
13. Protects operations by keeping company information confidential.
14. Delivers outstanding customer service through timely response and proactive solutions to clients’ needs.
15. Demonstrates BV’s guiding principles in support of the company's strategic goals.
16. Follows all documented policies, Standard Operating Procedures, and Work Instructions applicable to the position and support of BV's quality standards and strategic initiatives.
17. Maintains safe and clean work area by complying with all procedures, rules, and regulations.
18. Must be able to meet the physical demands of the job.

Education, Certifications & Experience:

Education and/or Experience:

• Bachelor's degree (B.A. or B.S.) from four-year college or university in related field; minimum of five to seven years of related experience. In lieu of degree, eight to ten years of related experience and/or training, or equivalent combination of education and experience.

Certificates, Licenses, Registrations:

• Current Registered Architect or Professional Engineer preferred.
• Valid driver's license required with no significant MVA points/violations (clean driving record).
• Employees who incur $2,000 or more per year in company-related travel expenses will be required to obtain a Corporate Credit Card. Employees who incur less than $2,000 per year in company-related travel expenses will be required to have sufficient personal credit to cover their business travel costs.

Supervisory Responsibilities:

Supervises employees on the team in a direct reporting relationship. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include training employees, planning, assigning, and directing work, appraising performance, addressing complaints, and resolving problems.

Skills:

• Language Ability: Ability to write reports, business correspondence, and standard operating procedures. Ability to effectively present information and respond to questions from clients, peers, and technical field staff.

• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of instructions and deal with several abstract and concrete variables.

• Technology Skills: To perform this job successfully, an individual must be proficient in operating a computer, having knowledge of word processing software, spreadsheet software, and project management software. To perform this job successfully, an individual must be able to operate an electronic tablet in the field for live data collection.

Travel Requirements:

Travel by Plane, Motor Vehicle, Train to client/project sites up to 25% of the time across the U.S

Physical & Environmental Conditions:

While performing the onsite/field duties, the employee is required to:

• Walk (material part of an 8-hour workday, up to 3 to 4 continuous hours at one time.)
• Stand (material part of an 8-hour workday, up to 3 to 4 continuous hours at one time. )
• Sit, Stoop, kneel, crouch, or crawl to observe basement and grade-level crawl spaces, and/or to read equipment data plates when necessary (at least once for each building assessed)
• Climb and balance Stairs (at least once for each building assessed)
• Climb and balance various types of ladders to access flat roofs/hatch access (at least once for each building assessed)
• Repetitive use of hands/fingers for keyboard interaction (frequently)
• Reach with hands and arms
• Talking and hearing (communicate with onsite contact)
• Vision (close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus)
• Lift and or move (occasionally up to 40 pounds)
• Operate an electronic tablet in the field for live data collection.
• Operate a computer (up to 100% of workweek)
• Operating a motor vehicle
• Ability to successfully work from remote location.
• Ability to travel by plane, motor vehicle, train to client/project sites across the U.S.
• Work Environment: The employee is regularly exposed to outdoor weather conditions, moving mechanical components and assemblies, frequently exposed to work near energized electrical components and assemblies. The employee is occasionally exposed to work in high, precarious places, fumes or airborne particles, extreme cold, extreme heat, inclement weather conditions, and risk of electrical shock. The noise level at the project site is usually moderate.