Senior Associate, Portfolio Management

Senior Associate, Portfolio Management Department: Portfolio Management & Investment Strategy Position Type: Full-Time (200k /yr +) Location: On-Site / Alexandria, VA Position Summary The Senior Associate of Portfolio Management will work directly with the Portfolio Manager to establish and execute portfolio-level strategy and maximize performance across the firm’s investment vehicles. This is a hands-on, investment-savvy role that assists in capital allocation and hold/sell/refinance decisions, leads portfolio analytics and reporting, and serves as a credible, polished voice in front of investors and capital partners. The Portfolio Management team sets strategic objectives for and works alongside the Asset Management team - owning outcomes at the portfolio and fund level, while asset managers drive execution at the property level. Key Responsibilities Portfolio Management Activity Assist in the construction and execution of portfolio strategy to drive performance across assigned vehicles, including return targets (IRR, equity multiple, cash yield), portfolio composition, and diversification. Assist in making capital allocation decisions, including hold/sell/refinance analysis, capex prioritization, reinvestment, and pacing of acquisitions/dispositions against portfolio strategy. Maintain a clear understanding of fund-level leverage, liquidity, and cash management, including distribution planning and coverage. Assist in monthly and quarterly valuation processes and oversee third-party appraisal engagements. Review and, alongside the Portfolio Manager, approve annual property business plans and budgets prepared by asset management, ensuring alignment with fund objectives. Monitor fund compliance with investment guidelines, loan covenants, and (where applicable) REIT and structure-specific requirements. Analytics & Reporting Own fund and portfolio financial models, including projections, return attribution, sensitivity/scenario analysis, and stress testing. Build and maintain portfolio KPI dashboards; track performance against underwriting and budget, flagging variances early with recommended actions. Lead quarterly and annual reporting cycles, including fund performance reporting, benchmark comparisons, and board/committee materials. Partner with accounting, FP&A, and investor relations to ensure data integrity across reporting, valuations, and investor deliverables. Marketing Support & Capital Formation Partner with Marketing and Capital Markets teams on marketing materials, including pitch decks, offering summaries, track record exhibits, and case studies. Own the accuracy of all performance data, portfolio statistics, and track record figures used in marketing and fundraising materials. Support due diligence processes, including DDQs, data room content, and consultant/advisor requests. Contribute market and portfolio insights to thought leadership, webinars, and investor communications. Investor Relations & Communication Serve as a portfolio-level subject matter expert in investor meetings, advisor/RIA conversations, and capital formation efforts. Present portfolio performance, strategy, and outlook with clarity and credibility. Draft investor letters, performance commentary, and responses to ad-adhoc investor and consultant inquiries. Represent the firm at industry conferences and investor events as needed. Asset Management Oversight & Transactions Establish portfolio-level objectives for the asset management team alongside the Portfolio Manager; run recurring portfolio reviews and hold asset managers accountable to business plans. Provide portfolio-fit input on acquisitions and dispositions, actively participating in Investment Committee discussions. Support transaction execution from a portfolio perspective, focusing on financing strategy, capital events, and post-close integration into portfolio reporting. Qualifications & Background Experience 5+ years in real estate portfolio management, asset management, or investment management. Multifamily asset class experience is strongly preferred. Fluency in real estate finance, capital structures, valuations, and return metrics, with a demonstrated track record of driving portfolio-level decisions. Advanced financial modeling skills in MS Excel are required. Experience with institutional reporting and Business Intelligence (BI) tools is a plus. Polished, investor-ready communicator who is comfortable presenting to institutional investors, family offices, RIAs, and board members. Experience with non-traded REITs, 1031/721 exchange structures, or private fund vehicles is a strong plus. Bachelor's degree in Finance, Real Estate, Economics, or a related field. A CFA, CAIA, or MBA designation is considered a plus.

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