Senior Analyst / Senior Associate, Portfolio Management, Real Assets
Core
Manage portfolio strategy and execution for closed-end/open-ended funds and non-traded REITs across Net Lease, Real Estate Finance Credit, and Digital Infrastructure strategies.
Role type
Senior Analyst / Senior Associate, Portfolio Management
Builds
Corporate models, financial analyses, and strategic transaction execution for real assets funds
Domain
Real Estate / Real Assets / REITs
Required skills
Corporate modeling, Financial analysis, Excel, Critical thinking, Market trend analysis, Liquidity planning, Valuation coordination, Board presentation drafting
Preferred skills
REIT rules knowledge, Tax implications knowledge, Public Real Estate experience
Technologies
Excel, MS PowerPoint
Responsibilities
Build and maintain corporate models for multiple funds; Create complex financial analyses for business planning and transactions; Monitor trends in REIT, bond, and equity markets; Assist with company liquidity and capital needs planning; Prepare quantitative/qualitative analyses and board presentation materials; Develop and monitor key business performance metrics; Conduct ad hoc research on companies and market events; Interface with asset managers, banks, and consultants.
Seniority
Mid-level, hands-on IC
