4 дня назад
Senior Associate, Portfolio Management (Real Estate)
120 000 - 161 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Associate, Portfolio Management (Real Estate) (Portfolio Management/Institutional Real Estate): Supporting separate account investment strategies and analyzing institutional real estate portfolios with an accent on performance monitoring, valuation, forecasting, and client reporting. Focus on evaluating acquisitions, leasing, financing, capital expenditures, and dispositions, while building portfolio analytics and reviewing partnership waterfalls for compliance.
Location: Dallas, Texas. Hybrid workplace model requiring at least four full days each week in an office.
Salary: $120,000–$161,000 per year for Los Angeles/California.
Company
is a global investment management firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Support the development and execution of separate account investment strategies and portfolio business plans.
- Monitor portfolio and property-level performance and provide recommendations on acquisitions, leasing, valuations, capital expenditures, financing, and dispositions.
- Coordinate monthly, quarterly, and annual client reporting, including board materials, annual reports, and presentations.
- Assist with capital calls, client requests, strategic investment planning, and portfolio forecasting.
- Create portfolio-level analytics covering performance, diversification, risk, and compliance with investment objectives.
- Review financial structures and partnership waterfalls for compliance with governing documents and investment guidelines.
Requirements
- Undergraduate degree required; an MBA, CFA, or another advanced investment-related designation is advantageous.
- 5–7 years of experience in portfolio or fund management, asset management, real estate investments, acquisition analytics, underwriting, financing, accounting, or real estate appraisal.
- Strong understanding of institutional real estate investments and portfolio management principles.
- Advanced financial analysis skills, including forecasting, valuation concepts, and financial statement analysis.
- Strong written and verbal communication skills for preparing professional reports and presentations.
- Proficiency with Microsoft Excel, Word, and PowerPoint; experience with Argus required and familiarity with Yardi advantageous.
Nice to have
- MBA, CFA, or another advanced investment-related designation.
- Familiarity with Yardi.
Culture & Benefits
- Hybrid workplace model with substantial office collaboration.
- Flexible paid time off.
- 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
- Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
- Inclusive workplace and equal opportunity employment practices.
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