Portfolio Management Associate

Associate Services, LLC • Charlotte, NC

115d

About The Position

The Portfolio Management Associate will support the management and performance analysis of a multifamily real estate portfolio. This role involves data analysis, financial modeling, reporting, and supporting strategic decision-making to maximize portfolio returns and mitigate risk. The Analyst will work closely with development, asset management, finance, and senior leadership teams.

Requirements

• Bachelor’s degree in Real Estate, Finance, Economics, or a related field.
• 3-5 years of experience in real estate, finance, or investment analysis; internship experience in real estate or investment banking may be considered.
• Strong financial modeling and Excel skills (Argus a plus).
• Proficient in PowerPoint and data visualization tools (Tableau, Power BI, or similar preferred).
• Understanding of real estate fundamentals, investment principles, and valuation methodologies.
• Excellent analytical, organizational, and communication skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Team-oriented with a strong work ethic and attention to detail.

Responsibilities

• Assist in monitoring and evaluating the performance of multifamily real estate assets within the portfolio, using financial and operational metrics.
• Build and maintain detailed financial models and cash flow projections at the asset and portfolio levels.
• Prepare monthly, quarterly, and annual investor reporting, including performance summaries, benchmarking, and variance analysis.
• Conduct hold/sell/refinance analysis and support business plan updates.
• Analyze market trends and portfolio risk exposure to help inform strategic decisions.
• Support budgeting, reforecasting, and valuation processes in coordination with Asset Management, Development, and Accounting teams.
• Maintain and enhance internal dashboards and portfolio analytics tools.
• Assist in ESG data collection and reporting, where applicable.
• Participate in Investment Committee preparation as needed.
• Collaborate with Development and Investments to assess pipeline impact on overall portfolio strategy.

What This Job Offers

• Career Level: Mid Level
• Education Level: Bachelor's degree