Senior Associate, Real Assets – Portfolio Management and Strategy (IB Experience Required)
Core
Lead portfolio management and strategy for closed-end and open-ended funds in Net Lease, Real Estate Credit, and Digital Infrastructure strategies, including non-traded REITs.
Role type
Senior Associate, Real Assets Portfolio Management and Strategy
Builds
Fund-level models, Board presentation materials, and strategic transaction execution for real estate investment funds.
Domain
Real Estate / REITs / Capital Markets
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, M&A execution, capital markets transactions, financial analysis, Excel, PowerPoint, industry research, valuation analysis, liquidity management
Preferred skills
Real Estate Investment Banking experience, Public Real Estate/REITs experience
Technologies
Excel, PowerPoint
Responsibilities
Lead analytical workstreams for strategic initiatives, execute strategic corporate M&A and capital markets transactions, create complex financial analyses for business planning and capital allocation, build forward-looking fund-level models, monitor trends in REIT and bond/equity markets, assist with monthly/quarterly valuations, support fundraising and investor relations efforts
Seniority
Senior, hands-on IC