Associate, Portfolio Management
About The Position
The Associate will support the oversight and execution of the firm’s real estate investment and fund activities through financial analysis, thoughtful evaluation of asset and fund performance, and hands‑on involvement in transactions and reporting. This role plays a key part in maintaining models and projections, enhancing data and analytics infrastructure, and partnering across teams to deliver clear insights to internal stakeholders and investors. The ideal candidate brings strong analytical skills, technical proficiency, and the ability to operate effectively in a fast‑paced, collaborative environment.
Requirements
- 1 to 4 years of applicable work experience, preferably in commercial real estate (investment, asset management, portfolio management) or investment banking
- Bachelor’s degree in finance, economics, data science, or related field or equivalent experience
- Strong Excel model building skills, PowerPoint presentation skills, and proficiency in Microsoft Office Suite, Experience with Argus preferred
- Ability to build and maintain effective, collaborative relationships with internal and external partners; strong communication skills
- Self-starter with superior analytical skills; a problem solver with an astute attention to detail
- Possesses good judgment, honesty, and utmost integrity
Responsibilities
- Conduct financial and performance analysis
- Review annual asset plans and assess strategy; provide strategic input into major decisions
- Support transaction analysis and execution, including detailed hold/sell analyses, buyouts, financings, and re-financings
- Develop and maintain fund-level analysis, such as projected fund and asset-level returns, forecasting liquidity / equity deployment, debt analytics
- Assist in quarterly processes, including valuations utilizing Argus / Excel and investor reporting
- Help to build and maintain data systems and dashboards
- Collaborate with external and internal parties, including JV partners, Acquisitions / Development teams, Finance, and Investor Relations
- Work with in-house asset management teams to learn certain markets and sectors, including detailed understanding of product type, supply, and demand
- Other special projects and initiatives
Benefits
- Comprehensive Medical/Rx, Dental and Vision plans
- 401(k) program with company match
- Flexible Savings Accounts (FSA)
- Healthcare Savings Accounts (HSA) with company contribution
- Basic and Voluntary Life Insurance
- Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
- Employee Assistance Program (EAP)
- Commuter Benefits plan for parking and transit
- access to a world-class medical advisory team
- a mental health app that includes coaching, therapy and psychiatry
- a mindfulness and wellbeing app
- financial wellness benefit that includes access to a financial advisor
- new parent leave
- reproductive and adoption assistance
- emergency backup care
- matching gift program
- education sponsorship program
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
