Portfolio Associate

Description

Company Overview

Cabot Properties is a leading international private equity real estate investment firm specializing in logistics and industrial properties. With a strategic focus on high-growth, global gateway markets, we invest in, develop, and operate modern distribution facilities that power global commerce.

For 40 years, we have delivered value on behalf of our institutional investors through disciplined investment strategies and deep expertise. Our global footprint spans the United States, United Kingdom, Western Europe, and Australia, and Japan, where we have built a strong reputation as a trusted partner in the logistics real estate sector.

To date, Cabot has invested over $18 billion in logistics real estate, managing a portfolio of more than 1,750 properties encompassing 245 million square feet and serving over 4,300 tenants. Our scale, experience, and commitment to operational excellence position us as a long-term industry leader in one of the most dynamic segments of commercial real estate.

Job Summary

The Associate, Portfolio Management will play an integral role in supporting the maintenance and development of portfolio-level models, dashboards, and reporting that inform Cabot's fund-level decision-making. Working closely with the Director, Portfolio Management, this individual will collaborate across Capital Markets, Investments, and Investor Relations to ensure data accuracy, deliver insightful analyses, and support portfolio compliance and performance monitoring.

This is a growth-oriented role suited for a motivated professional with strong financial modeling skills and 2-4 years of relevant experience.

Requirements

Key Responsibilities

Portfolio Modeling & Analytics

• Build, enhance, and maintain portfolio-level financial models, including actual and forecasted investment, operating, and financing data and assumptions.
• Assist in developing and implementing dynamic tools to track investment performance across Cabot vehicles.
• Conduct scenario analyses to evaluate the impact of new investments and financings on fund performance.
• Analyze disposition opportunities within the context of the overall portfolio strategy and in an effort to maximize fund-level returns.

Reporting & Deliverables

• Prepare recurring deliverables for the Capital Markets, Investor Relations and Investment teams, Investment Committee, and other senior leaders, summarizing key performance metrics.
• Support internal discussions and presentations for Investment Committee meetings with analyses and data reports.

Investor Support & Compliance

• Partner with Investor Relations to provide timely, accurate responses to investor requests.
• Monitor financial covenants to ensure compliance with fund and debt covenants.

Collaboration

• Partner with Capital Markets, Investments, and Investor Relations teams on portfolio-related analysis and strategic projects.
• Contribute to the ongoing growth and efficiency of the Portfolio Management function.

Qualifications & Experience

• Undergraduate degree in Finance, Real Estate, or Business preferred; strong academic credentials required.
• 2-4 years of analytical experience, ideally in portfolio management, real estate, finance, or investment analysis.
• Strong proficiency in Microsoft Excel, PowerPoint, and Word; experience with SQL, Power BI, Argus, and technical AI prompting preferred.
• Solid understanding of financial modeling, fund structures, and capital markets.
• Strong written, verbal, and interpersonal communication skills.
• Highly motivated, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.

Work Environment & Travel

• Hybrid work model based primarily in a professional office environment.
• Ability to remain in a stationary position for extended periods.
• Frequent use of computers and digital communication platforms.
• Occasional travel for investor meetings, conferences, or internal company events.
• Reasonable accommodations will be provided in accordance with applicable laws to support individuals with disabilities.

Equal Opportunity Statement

Cabot Properties is an equal opportunity employer committed to creating an inclusive and respectful workplace for all. We provide equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, genetic information, pregnancy, marital or civil partnership status, veteran status, or any other characteristic protected by applicable laws. We believe that diversity, equity, and inclusion are essential to our success, and we strive to foster a culture where every team member feels valued, respected, and empowered to contribute fully.