Senior Associate, Portfolio Management

Harrison Street is seeking to hire a Senior Associate within its Portfolio Management group. This role is designed for a portfolio management professional who can translate portfolio performance, strategy, and market context into clear, compelling investor-facing narratives. The ideal candidate will combine strong financial acumen with exceptional writing, presentation, and relationship-oriented communication skills, helping the team explain the portfolio story to investors, consultants, and internal stakeholders while still supporting the analytical rigor required of the Portfolio Management function. Responsibilities: • Develop and maintain a strong command of portfolio-level performance, strategy, positioning, and key value drivers in order to clearly articulate the core fund story to internal stakeholders and external investors. • Assist in preparing investor-facing materials, quarterly and annual reporting, meeting briefings, and presentation content; work closely with Investor Relations, Investor Services, and Marketing to ensure messaging is tailored, timely, and aligned with firm strategy. • Draft and synthesize written commentary on portfolio performance, capital activity, investment themes, risks, opportunities, and market context for investor updates, due diligence responses, and internal reporting. • Attend and document investor meetings and calls when appropriate, capturing key takeaways, questions, follow-up items, and messaging themes that can inform future investor communications. • Coordinate with Investor Services Group, Accounting, and Tax to respond to investor requests, due diligence questions, RFPs, DDQs, and other materials requiring clear explanation of portfolio strategy and performance. • Maintain portfolio construction models and investment committee presentation materials, with an emphasis on clear storyline, executive-ready takeaways, and investor-relevant framing. • Monitor fund liquidity and facilitate investor capital calls and distributions, including drafting or coordinating explanatory context for investor communications as needed. • Work closely with Acquisitions, Asset Management, Accounting, and Tax to incorporate new investments into the funds and monitor ongoing asset-level performance. • Participate in the annual business planning process and oversee the quarterly valuation process, helping translate resulting outputs into concise portfolio narratives and performance insights. • Analyze sector, strategy, partner, and asset-level performance to identify key trends, drivers, opportunities, and threats; communicate findings in a clear, concise, and audience-appropriate manner. • Create and maintain portfolio financial projection models to calculate and project fund-level cash flows and returns, while ensuring outputs can be clearly explained to senior leadership and investors. • Assist in the establishment of fund- and asset-level KPIs and track performance against those measures. • Utilize third-party applications such as Yardi, iLevel, Chatham, Argus, and related systems for data collection, reporting, and analysis. • Contribute to strategic projects and platform initiatives that enhance client service delivery, investor transparency, reporting quality, and long-term growth of the platform. • Assist the Portfolio Management team's efforts in implementing firmwide data platforms. Requirements: • Bachelor's degree required; concentration in finance, economics, business, real estate, or related field preferred. • 4+ years of work experience in real estate, investment management, investor relations, consulting, or a related financial services role preferred. • Strong written and verbal communication skills, including comfort drafting, editing, and preparing investor-facing or client-facing materials. • Professional presence with the ability to interact confidently with senior internal stakeholders and external investors. • Core knowledge of real estate principles, finance, accounting, portfolio management, and investment performance concepts. • Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word; financial modeling capability remains important, but the role places particular emphasis on synthesis, storytelling, and communication. • Analytical mindset with the ability to conduct research, synthesize findings, and convert data into actionable insights and clear narrative. • Strong organizational and project management skills with the ability to prioritize multiple deadlines. • Team-oriented, proactive, detail-driven, and resourceful approach to problem-solving. $125,000 - $160,000 a year