Asset & Wealth Management – Private – Real Estate Portfolio Management – Associate

Asset & Wealth Management – Private – Real Estate Portfolio Management – Associate

Requirements

• Bachelor’s degree from a top-tier university, CPA and or CFA a plus
• 3+ minimum years of experience in real estate fund management and/or portfolio management, with preference for previous experience in institutional fund environment, Core Fund, REIT, Big 4, or top-tier investment bank
• Experience leading analysts/associates
• Strong project management skills as well as ability to manage senior leadership
• Strong communication and presentation skills
• Ability to work in a fast-paced and challenging environment; set prioritization for the team
• Advance working knowledge of Microsoft Excel, PowerPoint, and Word products
• SQL or other database skillsets are a plus

Responsibilities

• Create and maintain tools to support the oversight of portfolio performance and drive accretive decision making to both enhance firm returns and mitigate risk
• Create dynamic models able to run impacts to portfolios with various sensitivities to determine optimal returns for outperformance
• Coordinate with numerous internal constituents to facilitate all aspects of reporting, analysis and fund operations
• Support Portfolio Management team by providing insights on best practices on fund management (i.e. cash management, portfolio level returns, investor reporting, etc.)
• Produce and oversee quarterly valuation process along with reporting materials
• Forecast P&L forecasting for firm budgets
• Participate in business plan reviews and create Portfolio based reporting materials
• Work with several teams outside Portfolio Management teams including Acquisitions, Asset Management, Fund Management, Controllers, Finance Management & Execution, and Alternative Capital Formation (ACF)
• Calculate and maintain disposition metrics including promote, gain on sale, and return metrics for the various investing entities
• Develop and support unified modeling, data systems/reporting, and aggregation systems
• Leverage technology to generate value-add reporting for Business Unit leadership, Asset Management and Portfolio Management groups, and the ACF team
• Provide in an organized, efficient, and consistent manner: Regular and ad-hoc reports and supporting data, Business Plan schedule, including the preparation on Portfolio Overviews/Roll-ups, and Valuation reporting data
• Work with the Asset Management teams to revamp and standardize: Business Plan models, with an eye to having templates pre-populated from centralized database and cash flows stored in a centralized database, Data input and storage systems, with a focus on centralizing one source of truth vs current situation of multiple input systems and databases, Data fields for key definitions (e.g. LTV, NOI, All-In-Cost, Assets Under Management, etc.)

Preferred Qualifications

• CPA and or CFA a plus
• SQL or other database skillsets are a plus