Junior Portfolio Manager

Partners Group AG • Broomfield, MI

1d • $115,000 - $150,000

About The Position

Partners Group's Private Real Estate team is seeking a highly motivated professional to support our North American business. This role offers a unique opportunity to work closely with both investment and asset management professionals, gaining exposure to the full real estate investment lifecycle. The successful candidate will play an integral role in evaluating, executing, and managing a portfolio of U.S. real estate investments, while contributing to the broader investment and portfolio management process within a dynamic and collaborative team environment.

Requirements

• Bachelor's degree or equivalent in accounting or real estate
• Minimum of 5 years of professional experience in the financial services or real estate sectors, inclusive of relevant higher education
• Understanding of investment structures (funds, SPV's, joint ventures, partnerships)
• Great interpersonal skills, positive and pro-active attitude and an ambitious profile that shows strong commitment to the role
• The ability to deliver under tight deadlines; the candidate is a self-starter that thrives on complexity and is solution focused
• Strong and confident communicator to liaise across internal teams and operating partners. Ability to present to investment committee and other stakeholders with conviction.

Nice To Haves

• CFA or CPA is a plus
• Strong accounting background with excellent understanding of fair value concepts (Big 4 candidate is a plus)

Responsibilities

• Holistic management and ownership of real estate investment structures
• Coordinate with internal groups and external partners to manage investment capital requirements, liquidity, and financial reporting
• Prepare and maintain accurate investment valuations of control investments
• Collaborate with internal teams across the firm and external partners to ensure quality of investment data, including through implementation of technology solutions, to support the oversight of portfolio performance and drive accretive decision making to both enhance returns and/or mitigate risk
• Manage analytics and reporting for internal and external stakeholders, including business unit leadership, investment committee, current and prospective clients
• In collaboration with investment/asset management teams, take an active role in divestment, refinancing, and corporate action processes including investment committee submissions
• Conduct financial analysis, including the creation of detailed pro-forma and Excel based financial models
• Drive the execution of business plans for Partners Group's programs or portfolio investments

Benefits

• 401k (Roth and pre-tax options) with company match
• 25 vacation days and 12 holidays annually
• One-month sabbatical after every five years of service
• Education assistance program
• Lunch stipend
• Fun office and team events, including volunteer opportunities to connect with and help our local communities
• Company paid life and disability insurance
• Competitive benefits and wellness package, including medical, dental and vision coverage

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level