Job Description

Our SelectLeaders Client is a registered investment advisor with more than $20 billion of assets under management through long-term private equity investments in real estate operating companies (REOCs) throughout the United States. They primarily focuses on the industrial, residential, and retail sectors.

They maintain a mission-driven business model with an established track record of strong performance that incorporates elements of venture capital, private equity, and real estate investment management. The approach is strategic and relationship-driven, with a long-term view that is centered on business building. Their flat organizational structure and entrepreneurial culture allow for all roles to be broad and dynamic with significant opportunity for learning and development. A substantial foundation of organizational resources and capital is in place to facilitate the company’s continued growth.

They are seeking a Senior Associate to join its Portfolio Management team in Chicago's Fulton Market. This position provides an exceptional opportunity to be part of a highly successful company that employs an innovative business model in close collaboration with its capital partner and portfolio company management teams.

This individual will be a key member of the portfolio management team that is tasked with efforts to value, track, analyze, and report on the existing operating portfolio to help drive tactical and strategic insights and decision making. The qualified individual will be an analytical thinker with a strong work ethic, willingness to wear multiple hats, and desire to be an integral part of a team-oriented business. This person will have strong interpersonal and analytical skills and be able to interpret and analyze data regarding the existing operating portfolio, as well as new investment opportunities. This role is critical to the company’s continued growth and success.

PRIMARY RESPONSIBILITIES:

Develop comprehensive familiarity with PEC sectors, REOCs, markets and assets
Manage communication with the REOCs, PEC, managing boards, and capital partner
Collect, synthesize, and respond to feedback from each of these groups, and collaborate with the REOC management teams to incorporate, as necessary
Lead role in quarterly mark-to-market asset and debt valuation including market outreach /data gathering, as well as assembly and review of property-level data
Participate in market and asset level surveillance efforts
Review, interpret, and present property and company-level financial data (e.g., performance, attribution, etc.)
Actively coordinate and contribute to the data collection and dashboard process o Use technology to manage investor and internal reporting and to drive strategic insights (knowledge of iLevel a plus, but not required)
Support the preparation and review of the investment fund and REOC annual business plans through data collection, analysis, and presentation
Develop a fundamental understanding of operating company financial models and execute periodic updates and enhancements
Contribute to ongoing and special research related to space market fundamentals and macroeconomic trends
Assist in new business development efforts through sector research and presentation

REQUIRED SKILLS, CAPABILITIES, AND EXPERIENCE

Four to nine years of relevant experience including real estate fundamentals knowledge building with an emphasis on commercial real estate valuation
Bachelor's degree required, preferably with a concentration in finance, real estate, or economics
Strong quantitative analysis, problem solving, presentation, and writing skills
Technological interest and aptitude, including knowledge of Argus Enterprise and Excel
Irreproachable character and integrity
Sound judgement
Intellectual curiosity
Desire to make an impact
Ability to form great relationships based on trust and goodwill
Ability to manage sensitive information with discretion and strict confidentiality
Ability to multitask and prioritize workload to meet established deadlines and performance standards
Occasional travel required, including overnight stays

Asset Management

Portfolio Management

Risk Management

SelectLeaders

• 1-100 employees

SelectLeaders was envisioned to provide one, industry-wide career destination to attract, the highest caliber talent into careers in Real Estate. This unique alliance – SelectLeaders Real Estate Job Network, was launched in 2002. Its distinctive advantage remains: members of the Professional Associations in our Network control, or direct, over 90% of U.S. Commercial Real Estate. Talent comes from 12 real estate exclusive sites, and jobs are posted on all 12 sites, creating unparalleled value, and unequalled access to the real estate community.

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