Associate, Investment Management

Bell Partners•Raleigh, NC

About The Position

The Associate supports Bell Partners’ Investment Management team in overseeing investment funds and joint ventures throughout the investment lifecycle. The role combines financial analysis, project coordination, investor communications, reporting, and cross-functional collaboration. The successful candidate will analyze financial and operational information, build productive relationships across the organization, coordinate complex initiatives, and prepare polished materials for venture-level decision-making and investor engagement. The Associate supports oversight of fund and joint-venture performance, reporting, governance, investor requests, and strategic initiatives. The position also assists with Bell’s Annual Investor Meeting and helps improve internal reporting tools, templates, models, and workflows, including through automation and AI-enabled tools. The role requires managing concurrent workstreams and time-sensitive requests in a fast-paced environment with periodic deadline-intensive reporting cycles.

Requirements

Bachelor’s degree in finance, real estate, economics, accounting, business, or a related field.
Approximately 2–4 years of relevant professional experience.
Strong financial and analytical skills, including ability to evaluate property- and venture-level cash flows, investment returns, operating performance, liquidity, and capital structure.
Advanced proficiency in Microsoft Excel and strong working knowledge of PowerPoint.
Ability to reconcile information across multiple systems and source documents, investigate discrepancies, and maintain clear calculation support.
Ability to translate detailed financial, operational, and market information into concise, accurate, polished, decision-oriented work product.
Exceptional interpersonal skills and ability to build productive working relationships across departments and organizational levels.
Strong written and verbal communication skills, including ability to communicate complex information clearly and tailor content to different audiences.
Professional presence and confidence interacting with senior leadership, investors, consultants, and other internal and external partners.
Ability to coordinate projects involving multiple stakeholders, manage competing priorities, and drive initiatives to completion.
Strong organizational skills, a proactive and service-oriented mindset, and willingness to own projects from start to finish.
High attention to detail, strong quality-control habits, and commitment to data integrity and consistent presentation.
Ability to operate effectively in a fast-paced environment with changing demands and periodic deadline-intensive reporting cycles.
Demonstrated initiative, intellectual curiosity, sound judgment, adaptability, and enthusiasm for learning new concepts, systems, and technologies.

Nice To Haves

Experience with Power BI, Vena, Workiva, Yardi, or comparable reporting systems.
Experience in real estate private equity, investment management, investment banking, asset management, investor relations, fund accounting, investor reporting, or a related field.
Experience analyzing multifamily real estate investments, fund models, portfolio reporting, or institutional investor materials.

Responsibilities

Support ongoing oversight of investment funds and joint ventures, including venture-level cash flows, liquidity, distributions, investment performance, portfolio activity, and strategic initiatives.
Analyze venture performance using property-level operating results, budgets, forecasts, capital plans, debt information, market data, and other relevant inputs.
Partner with Asset Management, Investments, Fund Accounting, Legal, Compliance, Information Technology, and other teams to gather information, solve problems, coordinate deliverables, and support fund-level decision-making.
Coordinate work across multiple stakeholders, keeping projects organized, deadlines on track, and information communicated effectively.
Prepare, review, and refine presentations, investment and transaction summaries, talking points, track-record analyses, due-diligence materials, and other communications for investors, consultants, senior leadership, and strategic partners.
Support quarterly and annual reporting, including venture performance summaries, investor reports, presentations, talking points, and other fund communications.
Assist with planning and executing the Annual Investor Meeting, including preparing presentation materials, developing property tour content, coordinating internal teams, supporting attendee communications and meeting logistics, and completing follow-up deliverables.
Coordinate responses to investor, consultant, and compliance requests, including DDQs, RFPs, questionnaires, benchmarking and track-record requests, diligence follow-ups, and supporting documentation.
Build and maintain working relationships across the organization to facilitate collaboration, information sharing, and efficient execution of fund initiatives.
Maintain organized source files, calculation support, reporting folders, templates, and version-control practices to create a clear audit trail and facilitate review.
Assist with venture governance matters, including amendments, investor or advisory committee consents, board resolutions, side-letter reporting requirements, and related documentation.
Help design, test, and improve internal reporting tools, dashboards, models, templates, and workflows, including use of automation and AI-enabled tools.
Manage concurrent workstreams, respond to time-sensitive requests, and take ownership of ad hoc projects and emerging priorities.