Clarion Partners
We don't merely acquire value. We create it.
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The Senior Associate position on the Lion Properties Fund Portfolio team will support the Portfolio Manager(s) in the fund’s valuation process, among other fund responsibilities.
RESPONSIBILITIES:
Valuation:
- Assist portfolio manager(s) by helping to lead the fund’s valuation process (both quarterly and daily valuation)
- Work with Asset Management to coordinate information flow for the appraisal process
- Interact with the fund’s third-party appraisal manager to ensure timely and accurate asset valuations
- Lead internal valuation benchmarking analytics
- Collaborate with the portfolio team to communicate valuation updates and topics
- The above will require understanding of property level and investment level considerations on investments in varying property types. This includes the ability to interact with senior level
- Asset Managers in order to gain information necessary to update valuation assumptions and report to portfolio managers
- Lead weekly calls with the portfolio team to walk through current valuations
- Work with Performance Measurement team ensuring property reporting of valuation metrics
Other:
- Help establish and maintain fund portfolio models
- Assist with analyses of property sectors, real estate and economic trends, as well as the preparation of fund presentations
- Competition Analysis: Quantitative and qualitative compilations of competing fund performance, sector weighting and strategies
- Process client ad hoc information requests
- Interface with accounting group on fund and portfolio performance items
- Compile and maintain fund level data such as debt schedules and joint venture schedules, maintaining primary deal terms of each
- Assist portfolio manager in coordinating acquisitions activity/communications with clients
- Assist portfolio manager in fund raising and marketing process
- Opportunity to be a part of NCREIF, MSCI and other industry group discussions/task forces
QUALIFICATIONS
- Undergraduate degree in Finance, Real Estate or Accounting.
- 5-8 years of experience in real estate or business related activities
- Institutional real estate experience preferred.
- High competency in Argus, Microsoft Excel and Word.
- Strong interpersonal communication and writing skills.
- Must be able to work independently and as part of a team that includes the disciplines of finance, research, acquisitions, asset management and marketing;
- Ability to meet deadlines and complete projects with minimal supervision.
- Candidate should be proactive and self-motivated. Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.
Source: Clarion Partners Career Page
