Senior Associate/Associate, Income Fund Manager, Real Estate
Core
Support Portfolio Management and Investor Relations teams in fund lifecycle, capital raising, and investor engagement for Real Estate Income Funds.
Role type
Associate/Senior Associate, Real Estate Fund Manager
Builds
Real Estate Income Funds
Domain
Real Estate / Private Equity / Investment Management
Deliverable
client delivery
Required skills
financial modeling, portfolio analysis, macroeconomic research, transaction negotiation, CRM management, due diligence support
Preferred skills
investment banking, private equity, management consulting experience
Technologies
Microsoft Office (Excel, PowerPoint, Word), CRM systems
Responsibilities
Create and update asset and fund-level financial models; perform in-depth portfolio analysis and reports; conduct macroeconomic and sector research; prepare marketing and investor due diligence materials; assist investors with due diligence questionnaires and organize asset tours; coordinate with third-party legal/tax/ESG consultants; negotiate key terms of transactions with prospective investors; support senior management in prospective client/investor meetings; maintain deal and investor profiles on CRM.
Seniority
Associate/Senior Associate, execution level