Senior Associate/Vice President – Portfolio Management Full Time

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