Senior Associate, Portfolio Management

Responsibilities:

• Develop and maintain a strong command of portfolio-level performance, strategy, positioning, and key value drivers in order to clearly articulate the core fund story to internal stakeholders and external investors. 
• Assist in preparing investor-facing materials, quarterly and annual reporting, meeting briefings, and presentation content; work closely with Investor Relations, Investor Services, and Marketing to ensure messaging is tailored, timely, and aligned with firm strategy. 
• Draft and synthesize written commentary on portfolio performance, capital activity, investment themes, risks, opportunities, and market context for investor updates, due diligence responses, and internal reporting. 
• Attend and document investor meetings and calls when appropriate, capturing key takeaways, questions, follow-up items, and messaging themes that can inform future investor communications. 
• Coordinate with Investor Services Group, Accounting, and Tax to respond to investor requests, due diligence questions, RFPs, DDQs, and other materials requiring clear explanation of portfolio strategy and performance. 
• Maintain portfolio construction models and investment committee presentation materials, with an emphasis on clear storyline, executive-ready takeaways, and investor-relevant framing. 
• Monitor fund liquidity and facilitate investor capital calls and distributions, including drafting or coordinating explanatory context for investor communications as needed. 
• Work closely with Acquisitions, Asset Management, Accounting, and Tax to incorporate new investments into the funds and monitor ongoing asset-level performance. 
• Participate in the annual business planning process and oversee the quarterly valuation process, helping translate resulting outputs into concise portfolio narratives and performance insights. 
• Analyze sector, strategy, partner, and asset-level performance to identify key trends, drivers, opportunities, and threats; communicate findings in a clear, concise, and audience-appropriate manner. 
• Create and maintain portfolio financial projection models to calculate and project fund-level cash flows and returns, while ensuring outputs can be clearly explained to senior leadership and investors. 
• Assist in the establishment of fund- and asset-level KPIs and track performance against those measures. 
• Utilize third-party applications such as Yardi, iLevel, Chatham, Argus, and related systems for data collection, reporting, and analysis. 
• Contribute to strategic projects and platform initiatives that enhance client service delivery, investor transparency, reporting quality, and long-term growth of the platform. 
• Assist the Portfolio Management team’s efforts in implementing firmwide data platforms. 

Requirements:

Bachelor’s degree required; concentration in finance, economics, business, real estate, or related field preferred.
4+ years of work experience in real estate, investment management, investor relations, consulting, or a related financial services role preferred.
Strong written and verbal communication skills, including comfort drafting, editing, and preparing investor-facing or client-facing materials.
Professional presence with the ability to interact confidently with senior internal stakeholders and external investors.
Core knowledge of real estate principles, finance, accounting, portfolio management, and investment performance concepts.
Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word; financial modeling capability remains important, but the role places particular emphasis on synthesis, storytelling, and communication.
Analytical mindset with the ability to conduct research, synthesize findings, and convert data into actionable insights and clear narrative.
Strong organizational and project management skills with the ability to prioritize multiple deadlines.
Team-oriented, proactive, detail-driven, and resourceful approach to problem-solving.