Senior Associate, Portfolio Management
$120k - $161kInvesco
About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What’s in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time off Hybrid work schedule 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description About the Role The Senior Associate, Portfolio Management provides direct support to Portfolio Managers and collaborates with broader Portfolio Management teams in the execution of separate account investment strategies. This role is responsible for portfolio analysis, client reporting, strategic planning, and performance monitoring across institutional real estate portfolios. The position works closely with Investment Management and other internal partners to help deliver strong investment outcomes and exceptional client service. Responsibilities Of The Role Support the development and execution of multiple separate account investment strategies and portfolio business plans. Monitor portfolio and property-level performance, providing analysis and recommendations related to acquisitions, leasing, valuations, capital expenditures, financing, and dispositions. Coordinate and facilitate client reporting processes, including monthly, quarterly, and annual reporting requirements. Assist with capital calls, client requests, strategic investment planning, and portfolio forecasting activities. Prepare board materials, annual reports, and presentations that effectively communicate portfolio performance and investment activity. Create and maintain portfolio-level reporting and analytics to measure performance, diversification, risk, and compliance with investment objectives. Review financial structures and partnership waterfalls to ensure compliance with governing documents and investment guidelines. Provide ad hoc support for clients, Portfolio Management teams, and organizational initiatives as needed. Requirements For The Role Undergraduate degree required; MBA, CFA, or other advanced investment-related designation is a plus. 5-7 years of experience in one or more of the following areas: Portfolio/Fund Management, Asset Management, Real Estate Investments, Acquisition Analytics, Underwriting, Financing, Accounting, or Real Estate Appraisal. Strong understanding of institutional real estate investments and portfolio management principles. Advanced financial analysis skills, including forecasting, valuation concepts, and financial statement analysis. Strong written and verbal communication skills, with the ability to prepare professional reports and presentations for clients and stakeholders. Proficiency with Microsoft Excel, Word, and PowerPoint; experience with Argus required, and familiarity with Yardi is an asset. Experience leveraging AI and productivity tools such as Microsoft Copilot or Claude, with the ability to quickly learn new technologies and software platforms. Highly organized, detail-oriented, resourceful, and collaborative, with the confidence to provide thoughtful recommendations and challenge perspectives when appropriate. The salary range for this position in Los Angeles/California is $120,000 - $161,000/year Full Time / Part Time Full time Worker Type Employee Job Exempt (Yes / No) Yes Workplace Model Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment. #J-18808-Ljbffr Invesco
$78.08k - $135.33k
...billion. We are a team of more than 1,400 associates who come from all walks of life. We... ...process Develop metrics for evaluating portfolio performance and corrective actions plans... ...activities, and report results to management Develop annual cash flow targets, based...SeniorTemporary workCasual workLocal area- ...consider a career in Advisory.KPMG is currently seeking aSr. Associate, Strategic Change Management for our Consulting practice.Responsibilities:Lead... ...evaluation and Change ManagementExperience managing a portfolio of activities within a project or team; previous experience...SeniorWork experience placementH1bLocal area
- ...investment banking, securities and investment management services to a substantial and... ...for all aspects of account onboarding, portfolio accounting, cash management, client reporting... ..., PowerPoint, and ability to present to senior managementABOUT GOLDMAN SACHSAt Goldman...Suggested
- Execute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement... ...trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including...Senior
- Senior Leasing Associate Department: Operations Employment Type: Full Time Location: Last Mile Management Reporting To: Corrine Cecil Description The Senior Leasing Associate / Director... ...creation strategies across a national portfolio of 30+ retail assets in major U.S....SeniorFull timeContract work
- # Senior Analyst / Associate - Credit InvestingAffinius CapitalAnalystPrivate CreditFull-timeLocationDallas... ...This RoleAffinius Capital, which manages over $61 billion in gross assets... ...diligence, structuring, closing, and ongoing portfolio management. The role provides broad...Senior
- ...performer in the family office or wealth management space, looking for more than just a... ...wealth management and investment portfolio management—we integrate tax planning,... ...the place for you. What You’ll Do As a Senior Wealth Associate (or Wealth Associate, depending on experience...SeniorTemporary workWork at office
$100k - $170k
...why our people love working at A&M. Senior Associate, Merger Integration & Carve‑Outs A&M’s... ...help improve operating results at their portfolio companies. The companies we assess are... ...Services Include CDD/Strategy Interim Management Merger Integration & Carve‑outs IT...SeniorFull timePart timeInterim roleWork at officeFlexible hours$161.25k - $236.5k
...for growth and encourage our associates to live our values: Do good.... ...NLG Capital, the investment management company of NLG, manages... ...position. Role Summary The Senior Associate, Direct Lending is... ...transaction execution, and portfolio monitoring while partnering...SeniorHourly payWork at officeFlexible hours- Support Portfolio Managers in the management of discretionary portfolios for high-net-worth clients, including portfolio rebalancing, trade preparation and implementation. Prepare client meeting materials, portfolio reviews and investment reporting to support client engagement...Senior
- Alvarez & Marsal’s PEPI - CFO Services in Dallas, TX seeks a Senior Associate to support private equity portfolios with finance transformation, forecasting and performance analytics. You will lead data collection, perform trend analysis, build integrated three-statement...Senior
- Goldman Sachs, Inc. is seeking a Portfolio Management professional within Asset & Wealth Management in Dallas. The role focuses on optimizing performance and managing risk through data-driven decisions across alternative investment strategies, including private equity,...
- Job Description Asset & Wealth Management Divisional Overview A career with Goldman Sachs Asset... ..., financial advisors and individuals. Portfolio Management Overview The Portfolio... ...analysis and data-driven recommendations to senior management through written and oral presentations...
- ...and what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities... ...to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit...SeniorLocal area
$250k - $375k
...Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring... ...unfettered opportunities for professional growth. The XFn Senior Associate role at Portage Point Partners represents a unique...SeniorInterim roleWork at officeRelocation- ...areas of inspiration and expand your capabilities, then consider a career in Advisory.KPMG is currently seeking a Senior Associate, Workforce Management-UKG to join our AdvisoryServices practice.Responsibilities:Led end-to-end workstreams for UKG WorkforceManagement implementations...SeniorH1bLocal area
$77k - $202k
...Procurement Strategy and Strategic Sourcing - Value Capture - Senior Associate, you will focus on optimizing sourcing and procurement... ...collaboration, and strengthen supply chain resilience. Within our Management Consulting practice, you will work closely with clients to...SeniorFull timeContract workH1b- KKR in Dallas seeks an Associate for the ABF Investment Management Services Team focusing on Asset-Based Finance investments. This role works with the investment... ...team to support data analysis, settlements, and portfolio management for a $30bn global portfolio. The ideal...
- National Life Group is seeking a Director of Portfolio Management to lead integrated domain portfolio planning, demand flow, and prioritization across technology initiatives. The role partners with domain leaders, business owners, and governance forums to ensure executable...Senior
- ...then consider a career in Advisory.KPMG is currently seeking a Senior Associate in Customer & Operations for our Consulting practice.... ...sales tool and enablement that includes Customer Relationship Management (CRM)/SPM, sales culture and sales data and analyticsServe as...SeniorH1bLocal area
- ...culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to join our Business Tax Services practice.Responsibilities:Develop and implement cutting-edge...SeniorLocal area
$130k - $152.5k
...policies and regulations. Our two main services - economic and management consulting - are delivered by practice groups that focus on... ...services as well as cybercrime investigation services.The Senior Associate leads incident response and recovery engagements end to end:...SeniorWork at officeWork from homeNight shift3 days per week$77k - $202k
Industry/SectorNot ApplicableSpecialismOracleManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Senior Associate - Managed Services - EPM Oracle Cloud, you will engage with clients to analyze their needs, implement software solutions, and...SeniorFull timeH1b- Vista Bank is seeking a Commercial and Specialty Banking Portfolio Management Manager in Dallas, Texas. The ideal candidate will have over 10 years of experience in commercial banking, with strong leadership skills and a focus on client relationship management. The role...Senior
$130k - $152.5k
...policies and regulations. Our two main services - economic and management consulting - are delivered by practice groups that focus on... ...& cyber investigations space, your responsibilities as a Senior Associate may include (but are not limited to): Performing onsite data...SeniorWork experience placementWork at officeWork from home3 days per week$130k - $152.5k
...policies and regulations. Our two main services - economic and management consulting - are delivered by practice groups that focus on... ....The opportunities to contribute to the team in this Senior Associate role may include (but are not limited to):Executing security...SeniorWork at officeLocal areaWork from home3 days per week- A global advisory firm is seeking a Senior Analyst for Portfolio Management. The role involves producing analytical reports and engaging with multiple stakeholders across various asset classes. Candidates should have at least 2 years of experience in real estate investment...Senior
- Mercantil Commerce Bank is hiring a Commercial Banking Portfolio Manager to manage and service a portfolio of commercial customers in Dallas. You will expand and strengthen relationships, assess loan renewals and modifications, and support credit decisions with underwriter...Senior
- S+H Search in Dallas, Texas, is seeking a Senior Property Accountant with 5+ years of commercial real estate accounting experience to manage a high-profile portfolio. Responsibilities include preparing monthly financial statements in accordance with GAAP, posting journal...Senior
- Jobtailor is seeking a Portfolio Management Support professional in Dallas for high-net-worth client portfolios. You will assist Portfolio Managers with discretionary portfolios, rebalancing, and trade execution, while preparing meetings and investment reporting to strengthen...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Associate, Portfolio Management. Be the first to apply!
- community outreach associate Dallas, TX
- utility associate Dallas, TX
- part time associate Dallas, TX
- portfolio associate Dallas, TX
- associates degree in criminal justice Dallas, TX
- task associate Dallas, TX
- associates degree business Dallas, TX
- remote associate Dallas, TX
- publishing associate Dallas, TX
- weekend associate Dallas, TX
