Associate- Portfolio Management (Real Estate)

Responsibilities

Job Summary The candidate will play a key role in supporting the day-to-day management of existing products and strategies, focusing on operations, investor due diligence and onboarding, financial analysis, research, client presentations, and marketing/client services. They will also contribute to the development of new product strategies and collaborate with various corporate teams, including portfolio management, finance, legal, performance, research, and marketing/client services.

Primary Responsibilities

• Oversee performance, capital flow, allocations, and operations for the company’s product strategies.

• Model cash flow scenarios and create financial analyses using centralized data.

• Maintain critical investment data, trendlines, and themes in collaboration with portfolio management and finance teams.

• Develop presentation decks, analyses, and memorandums for senior management and investors.

• Support the marketing, investor onboarding, and client servicing of product strategies in coordination with distribution teams, trustees, and fund administrators.

• Draft responses for investor/consultant due diligence and reporting requests.

• Ensure product operational compliance and risk management processes are upheld.

• Conduct competitive analyses, review industry trends, and work on special projects.

• Assist in designing and implementing new product strategies.

Qualifications

• Bachelor’s degree with a minimum GPA of 3.3 required.

• 3+ years of experience in real estate, finance, product management, or related fields (1-2 years with an MBA or master’s degree in a business-related field).

• Highly organized with meticulous attention to detail and exceptional communication and writing skills.

• Strong interest in a dynamic, complex field with evolving opportunities and players.

• High proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.

• Demonstrated ability to work with data sets to produce clear, concise charts and tables.

• Self-starter with a strong work ethic, integrity, and collaborative mindset.

Location and Compensation

• Base location: New York.