Portfolio Management Associate

The Execu|Search Group   •  

New York, NY

Industry: Professional, Scientific & Technical Services


Less than 5 years

Posted 37 days ago


The Portfolio Management Associate will:

  • Perform fund level cash flow projections and strategize ways to improve the returns to investors
  • Perform portfolio analysis and valuations for funds and underlying properties through communication with asset management, acquisition, and accounting team to ensure the completeness and accuracy of the valuations
  • Communicate with brokers, appraisers, property managers, owners, consultants, auditors, government/regulatory agencies as necessary to inform and validate accurate property valuation
  • Act as a liaison between different departments
  • Communicate with the Acquisitions team to understand what deals are in the pipeline to understand future cash needs
  • Analyze and identify assets that are potential candidates for refinance or dispositions
  • Assist in preparing initial asset level and fund level business plans, including documentation of strategy and forecast of financial performance
  • Work closely with Portfolio Manager, Investor Relations and the CFO during the capital raising process for our next affordable housing fund
  • Assist Investor Relations with investor's request


  • BBA in Accounting
  • 2 years of experience in a banking training programs
  • Strong understanding of Accounting
  • Proven Excel Modeling capabilities
  • Strong verbal and written communication skills
  • Ability to multitask
  • Proficiency with computer platforms and applications