Senior Associate Portfolio Management
Corps Team, Dallas, TX, United States
Our client, a leading independent investment management firm, is seeking an experienced Senior Associate/Associate Director, Portfolio Management for a 7+ month contract in Dallas, TX. This role is hybrid, onsite 4 days a week.
The role of Senior Associate/Associate Director, Portfolio Management is to assist the lead Portfolio Manager with day-to-day operations of various Multi-Fund Strategies within Real Estate. The Multi-Fund Strategies are proprietary fund of fund structures that invest into other underlying Real Estate funds and are designed to help the organization access new distribution channels around the globe. The Multi-Fund Strategies are a high growth area for the firm and are therefore high profile with senior management.
PRIMARY DUTIES AND RESPONSIBILITES
Develop deep understanding and capability for fund management and operations for the full range of multi-fund and hybrid products that combine public and private real estate investments for distribution across multiple client types and geographies
Maintain overall responsibility for fund databases and models utilized for portfolio analysis, client reporting, marketing materials and other investor/prospect communications
Coordinate and manage the reporting process for multiple funds, including coordination with underlying fund teams around the globe and preparation of quarterly reports, marketing decks and internal presentation materials
Drive fund level forecasting, portfolio optimization and attribution
Assist with management of fund liquidity, allocations and investor queues
Lead and/or contribute to ad hoc projects, including marketing launch with various distributors/platforms, RFP/DDQ requests, and special investor/consultant requests
Acquire working knowledge of fund goals, investment guidelines and current positioning to evaluate the impact of transactions in a dynamic environment
Manage fund operations and effectuate transactions in the absence of the lead portfolio manager
Participate in the development and execution of the funds’ investment plans, steering committee and other senior management presentations
Other projects and duties as assigned
The successful candidate will be one who will ultimately be able to run day to day fund operations and conduct investor update presentations and client marketing meetings on their own
EDUCATION/FORMAL TRAINING
Undergraduate Degree; Accounting, Finance or Business-Related Preferred
WORK EXPERIENCE
3-5 years in real estate investment environment
SKILLS
Solid understanding of real estate investments and accounting concepts; understanding of fund management and/or global experience a plus;
Strong written and oral communication skills
Highly proficient in Microsoft Excel and PowerPoint with the ability to learn new software
Excellent analytical skills
Excellent interpersonal skills in a team oriented environment
Strong organization skills with an attention to detail
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The role of Senior Associate/Associate Director, Portfolio Management is to assist the lead Portfolio Manager with day-to-day operations of various Multi-Fund Strategies within Real Estate. The Multi-Fund Strategies are proprietary fund of fund structures that invest into other underlying Real Estate funds and are designed to help the organization access new distribution channels around the globe. The Multi-Fund Strategies are a high growth area for the firm and are therefore high profile with senior management.
PRIMARY DUTIES AND RESPONSIBILITES
Develop deep understanding and capability for fund management and operations for the full range of multi-fund and hybrid products that combine public and private real estate investments for distribution across multiple client types and geographies
Maintain overall responsibility for fund databases and models utilized for portfolio analysis, client reporting, marketing materials and other investor/prospect communications
Coordinate and manage the reporting process for multiple funds, including coordination with underlying fund teams around the globe and preparation of quarterly reports, marketing decks and internal presentation materials
Drive fund level forecasting, portfolio optimization and attribution
Assist with management of fund liquidity, allocations and investor queues
Lead and/or contribute to ad hoc projects, including marketing launch with various distributors/platforms, RFP/DDQ requests, and special investor/consultant requests
Acquire working knowledge of fund goals, investment guidelines and current positioning to evaluate the impact of transactions in a dynamic environment
Manage fund operations and effectuate transactions in the absence of the lead portfolio manager
Participate in the development and execution of the funds’ investment plans, steering committee and other senior management presentations
Other projects and duties as assigned
The successful candidate will be one who will ultimately be able to run day to day fund operations and conduct investor update presentations and client marketing meetings on their own
EDUCATION/FORMAL TRAINING
Undergraduate Degree; Accounting, Finance or Business-Related Preferred
WORK EXPERIENCE
3-5 years in real estate investment environment
SKILLS
Solid understanding of real estate investments and accounting concepts; understanding of fund management and/or global experience a plus;
Strong written and oral communication skills
Highly proficient in Microsoft Excel and PowerPoint with the ability to learn new software
Excellent analytical skills
Excellent interpersonal skills in a team oriented environment
Strong organization skills with an attention to detail
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