Real Asset Investment Associate

Real Asset Investment Associate

The client is seeking an Associate to support its rapidly expanding real assets portfolio covering the U.S. and Europe. The ideal candidate will have a basic understanding of either real estate, infrastructure and/or agriculture investments and have experience in research and report preparation.

Experience with commingled fund investing is beneficial. The position is based in Midtown, New York.

Essential Duties/Function:

• Manage and produce reporting on a monthly and quarterly basis for the existing portfolio of investments to monitor portfolio performance.
• Prepare real assets and macroeconomic research to present to senior management.
• Assist in the diligence of investments in real asset-focused commingled funds alongside other team members, as needed.
• Participate in meetings and/or site visits to meet with team members across each managers platform and tour representative assets for the proposed strategy, as needed.
• Facilitate the operations team in managing investment-related activities.
• Engage in the implementation of ESG initiatives and measurement across the portfolio.
• Maintain frequent contact with offices in London and Tokyo.
• Miscellaneous duties as assigned.

Experience/Qualifications:

• Strong academic background, including a Bachelor's degree, preferably in finance, real estate, or other related field.
• 2-3 years of relevant experience in real assets at an institutional investor (including insurance company, pension fund, endowment, foundation, SWF or family office), investment consultant or investment manager.
• Understanding of financial metrics and concepts.
• Experience and professional manner in interacting directly in person with senior members of the investment community.
• Strong command of MS Office software, advanced Excel, and financial modeling applications; proficiency with related automated research tools required. Experience writing Excel Macros to automate and enhance reporting processes would be helpful.
• Working experience with Power BI, including developing and customizing reports using DAX formulas and Power Query for data transformation and visualization preferable.
• Excellent organizational, business writing, and verbal communication skills.
• Detail-oriented, proactive, and able to excel in a highly collaborative global team.
• A flexible team player able to adapt to change.