Associate

A high-growth Real Estate investment and management firm is looking to add an Associate to their Portfolio Management team. In this prominent and fast-paced role, the Associate will work and report directly into the Sr Director, Portfolio Management in supporting investment decision-making, portfolio optimization, and financial performance analysis across the firm’s investment vehicles. This position will partner closely with cross-functional teams—Asset Management, FP&A, Accounting, and Acquisitions—to deliver actionable insights, guide strategic decisions, and ensure alignment with the company’s broader business objectives. Responsibilities Develop, maintain, and enhance complex investment and fund-level models to support leadership reporting and investor-facing presentations Participate in investor portfolio reviews, providing insights into each investment strategy’s fundamental profile Analyze and optimize portfolio performance, composition, revenue and expense policies, capital structure, and exit opportunities Prepare financial performance packages, including operational variance analyses (actuals vs. estimates, portfolio vs. platform, platform vs. peers) Collaborate with Asset Management and FP&A teams to support investment decision-making, financial reporting, forecasting, and budgeting Partner with the Acquisitions team to forecast fund sources and uses, driving portfolio composition strategy Apply statistical and mathematical tools, probability theory, and optimization methods to effectively allocate assets Provide analytical support on transaction execution and portfolio-level initiatives Assess the economic impact of revenue, expenses, and cost of capital within the SFR space, identifying fund- and asset-specific issues and opportunities Contribute to building scalable infrastructure by leveraging technology and business intelligence tools to improve decision-making Qualifications Bachelor’s degree required, with a background in FP&A highly beneficial 3-6 years in investment banking, private equity or similar. Exposure to real estate and property management highly preferred Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction Highly proficient with databases and with Excel based modelling. Able to quickly model, chart, and present performance reviews in PowerPoint. Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus. Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements) Highly organized and accurate, with excellent attention to detail Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors Demonstrate ability to: Interpret data and present thoughtful analysis and insight to investors and management Develop expertise across a broad spectrum of issues Translate strategy into execution Collaborate across organizations and manage stakeholders Work effectively on multiple projects and under tight time constraints #J-18808-Ljbffr