Interested and qualified candidates, please submit your resume to:
Sierra Olney |sierra@kelleraugusta.com| 401.487.4898
Kaitlin Kincaid |kaitlin@kelleraugusta.com| 617.413.1003

Category:Accounting/Finance Acquisitions/Originations 

Associate, Portfolio Management

New York, NY

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 soon to be launched 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
• 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 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
• Create, edit, and update compelling marketing materials (e.g., pitchbook presentations, private placement memorandums, DDQs etc.)
• Create/review investor reporting and other 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
• Help drive technological advancement and adoption

COMPANY OVERVIEW

Our New York based client is a leading investment manager specializing in private equity real estate investing throughout the U.S. The team has systematically developed and refined their unique and disciplined approach to investing across multiple asset classes, and geographies. Through their current platform and its predecessor entities, the team has acquired over 250 properties, representing $9.1 billion of gross cost since inception. Our client is growing and constantly evolving to ensure they remain well positioned to deliver high-quality solutions and exceptional performance to their partners.

QUALIFICATIONS

• Bachelor’s degree with 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, Power Point