Associate, Portfolio Management
Keller Augusta
New York, NY
Salary Estimate: Confidential
Employment Type: Full Time
Work Place: Office
Experience Required: 2+ to 5 years
Education Required: 4 Year College
Job Description
- Portfolio management of various private, direct investing real estate vehicles. Our clients’ current vehicles include: commingled opportunistic funds, co-investment vehicles, opportunity zone funds, a debt focused separately managed account and open-ended yield fund.
- Interact with senior investment professionals; collaborate with the acquisition, asset management, finance and outside partners.
- Assist in managing, updating and creating fund models and reporting.
- Produce frequent fund impact analysis factoring asset acquisitions, dispositions and upside/downside scenarios.
- Compile quarterly internal management materials, review business plans and asset management models and coordinate internal team-follow-ups.
- Coordinate and create materials/analysis for valuation committee meetings.
- Create external investor portfolio review and risk presentations.
- Support investor requests by providing timely information and reports.
- Help support responses to RFPs and due diligence questionnaires from prospective clients and consultants.
- Create/review quarterly investor reporting and other ad-hoc correspondence.
- Track and actively monitor vehicle/investment equity commitments and capital needs.
- Maintain both internal and external facing investment summaries.
- Contribute to the team’s data infrastructure improvement efforts through onboarding of external systems and the expansion, maintenance and enhancement of in-place, proprietary tools.
- Manage administration of investor/client relationship management system.
- Assist with firm’s Environmental, Social and Governance (ESG) policy initiatives including joint-venture partner surveys and data management.
- Work with third-party research providers to incorporate market research into presentations, strategy pieces and private placement memorandums.
- Help drive technological advancement and adoption.
- Bachelor’s degree with a major in Finance, Economics, or Business Administration.
- 2-5 years of experience in finance roles with portfolio management, real estate and/or private equity exposure a plus.
- Candidates MUST have excellent analytical skills, be highly proficient in Excel modeling.
- Must have excellent analytical, organizational and writing skills.
- Must be detail-oriented, self-motivated, critical thinker, enthusiastic and inquisitive.
- Ability to work in a team environment.
- Strong attention to detail.
- Fluency in Excel, PowerPoint.
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