Senior Associate, Portfolio Management

Posted 24 Days Ago
Be an Early Applicant
Chicago, IL
Hybrid
105K-175K Annually
Mid level
Digital Media • Real Estate
The Role
The Senior Associate will manage portfolio analysis, communication with REOCs, oversee asset valuations, and support investment fund preparations, requiring strong analytical and interpersonal skills.
Summary Generated by Built In

Our SelectLeaders Client is a registered investment advisor with more than $20 billion of assets under management through long-term private equity investments in real estate operating companies (REOCs) throughout the United States. They primarily focuses on the industrial, residential, and retail sectors.


They maintain a mission-driven business model with an established track record of strong performance that incorporates elements of venture capital, private equity, and real estate investment management. The approach is strategic and relationship-driven, with a long-term view that is centered on business building. Their flat organizational structure and entrepreneurial culture allow for all roles to be broad and dynamic with significant opportunity for learning and development. A substantial foundation of organizational resources and capital is in place to facilitate the company’s continued growth.


They are seeking a Senior Associate to join its Portfolio Management team in Chicago's Fulton Market. This position provides an exceptional opportunity to be part of a highly successful company that employs an innovative business model in close collaboration with its capital partner and portfolio company management teams.


This individual will be a key member of the portfolio management team that is tasked with efforts to value, track, analyze, and report on the existing operating portfolio to help drive tactical and strategic insights and decision making. The qualified individual will be an analytical thinker with a strong work ethic, willingness to wear multiple hats, and desire to be an integral part of a team-oriented business. This person will have strong interpersonal and analytical skills and be able to interpret and analyze data regarding the existing operating portfolio, as well as new investment opportunities. This role is critical to the company’s continued growth and success.

PRIMARY RESPONSIBILITIES:

  • Develop comprehensive familiarity with REOCs, markets and assets
  • Manage communication with the REOCs, managing boards, and capital partner
  • Collect, synthesize, and respond to feedback from each of these groups, and collaborate with the REOC management teams to incorporate, as necessary
  • Lead role in quarterly mark-to-market asset and debt valuation including market outreach /data gathering, as well as assembly and review of property-level data
  • Participate in market and asset level surveillance efforts
  • Review, interpret, and present property and company-level financial data (e.g., performance, attribution, etc.)
  • Actively coordinate and contribute to the data collection and dashboard process o Use technology to manage investor and internal reporting and to drive strategic insights (knowledge of iLevel a plus, but not required)
  • Support the preparation and review of the investment fund and REOC annual business plans through data collection, analysis, and presentation
  • Develop a fundamental understanding of operating company financial models and execute periodic updates and enhancements
  • Contribute to ongoing and special research related to space market fundamentals and macroeconomic trends
  • Assist in new business development efforts through sector research and presentation

REQUIRED SKILLS, CAPABILITIES, AND EXPERIENCE

  • Four to nine years of relevant experience including real estate fundamentals knowledge building with an emphasis on commercial real estate valuation
  • Bachelor's degree required, preferably with a concentration in finance, real estate, or economics
  • Strong quantitative analysis, problem solving, presentation, and writing skills
  • Technological interest and aptitude, including knowledge of Argus Enterprise and Excel
  • Irreproachable character and integrity
  • Sound judgement
  • Intellectual curiosity
  • Desire to make an impact
  • Ability to form great relationships based on trust and goodwill
  • Ability to manage sensitive information with discretion and strict confidentiality
  • Ability to multitask and prioritize workload to meet established deadlines and performance standards
  • Occasional travel required, including overnight stays.
  • Salary: $105k - $175k, Target Bonus: 15 - 20%

Top Skills

Argus Enterprise
Excel
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The Company
New York, NY
265 Employees
Hybrid Workplace
Year Founded: 2005

What We Do

Our mission is to inform, connect and advance the commercial real estate community to do more business. We aspire to be the most data-driven and humanizing digital media, live events and intelligence platform in the galaxy — and through this effort, drive the industry to greater heights.

Bisnow hosts 340+ events a year that are attended by over 70,000 people, 2,000 sponsors and hundreds of speakers. We also publish newsletters and morning briefs that reach almost three quarters of a million executives.

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