Real Estate Portfolio Management Associate
Portfolio Management Associate
About the Opportunity
Key Responsibilities
- Own, maintain, and enhance complex fund- and joint venture-level financial models used for investor reporting, distributions, and performance analysis.
- Manage and analyze distribution waterfalls, promote structures, preferred returns, capital accounts, and partnership economics across multiple investment vehicles.
- Perform scenario and sensitivity analyses to support portfolio management and strategic decision-making.
- Produce variance and attribution analyses, identifying and communicating key drivers of portfolio performance.
- Reconcile model outputs to operating, financial, and investor reporting data to ensure accuracy and consistency.
- Establish and maintain model governance procedures, including assumption management, version control, documentation, and quality control.
- Partner closely with Asset Management, Acquisitions, Capital Markets, Finance, Investor Relations, and Accounting teams to gather inputs and support investment decisions.
- Evaluate portfolio composition, capital structure, financing strategies, and potential exit scenarios.
- Support responses to investor inquiries and assist in preparing materials for senior management and institutional investors.
- Translate complex financial analyses into clear, actionable insights for key stakeholders.
Qualifications
- Bachelor's degree required; CFA designation or candidacy is a plus.
- 4-7 years of experience in real estate private equity, investment management, portfolio management, fund finance, investment banking, or a related field.
- Strong financial modeling skills, including fund- and portfolio-level analysis, DCF modeling, and partnership economics.
- Experience with distribution waterfalls, promote structures, preferred returns, and capital account modeling is highly preferred.
- Understanding of fund and joint venture structures, including GP/LP arrangements.
- Demonstrated experience conducting variance analysis, portfolio performance attribution, and scenario modeling.
- Strong attention to detail with the ability to manage complex datasets and financial models
Why Consider This Opportunity?
- High-visibility role with exposure across the investment platform.
- Significant responsibility and ownership from day one.
- Frequent interaction with senior leadership and institutional investors.
- Opportunity to work across portfolio management, investment strategy, capital markets, and investor reporting.
- Exposure to a large-scale residential real estate investment platform.
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.