Associate, Real Assets – Portfolio Management and Strategy (IB Experience Required)
Core
Associate supporting 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
Associate, Real Assets Portfolio Management and Strategy
Builds
Non-traded REITs (ORENT, ODIT), closed-end/open-ended funds, strategic transaction execution
Domain
Real Estate / Real Assets / Private Equity
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, Fund liquidity management, Valuation analysis, Market trend monitoring, Board presentation drafting
Preferred skills
Real Estate Investment Banking experience, Public Real Estate/REITs experience, Investment Banking coverage
Technologies
Excel, PowerPoint
Responsibilities
Lead analytical workstreams for fund strategies; Execute strategic M&A and capital markets transactions; Create complex financial analyses for business planning and capital allocation; Build forward-looking fund-level models; Monitor public/private REIT and bond/equity markets; Assist with monthly/quarterly valuations and coordinate with consultants; Interface with asset managers, banks, rating agencies, and legal/tax teams.
Seniority
Associate, early-career IC