Our client is seeking a Senior Associate to join its Portfolio Management team in Chicago. 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.
The position will be based in the company’s Fulton Market office and operates in a hybrid work model, with a majority of days in the office. In-person collaboration and learning are integral to the company’s culture and success in this role.
Primary Responsibilities
- Knowledge Building & Communication
- Develop comprehensive familiarity with company sectors, REOCs, markets and assets
- Manage communication with internal team members, REOCs, 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
- Asset & Debt Valuation
- 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
- Analytics & Data Infrastructure
- 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
- 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
- Research & Analysis
- 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
- 4 to 9 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
- MBA or related master’s degree a plus
- 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