Rma & Risk Management Association
Senior Associate, Portfolio Management
Rma & Risk Management Association, Chicago, Illinois, United States, 60290
Position OverviewPEC 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 PEC’s Fulton Market office. PEC operates in a hybrid work model, with a majority of days in the office. In-person collaboration and learning are integral to PEC’s culture and success in this role.Primary Responsibilities
Knowledge Building & Communication
Develop comprehensive familiarity with PEC sectors, REOCs, markets and assetsManage communication with the REOCs, PEC, managing boards, and capital partnerCollect, 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 dataParticipate 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 processUse 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 presentationDevelop 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 trendsAssist in new business development efforts through sector research and presentation
Required Skills, Capabilities, and Experience
Four to nine years of relevant experience including real estate fundamentals knowledge building with an emphasis on commercial real estate valuationBachelor's degree required, preferably with a concentration in finance, real estate, or economicsStrong quantitative analysis, problem solving, presentation, and writing skillsTechnological interest and aptitude, including knowledge of Argus Enterprise and ExcelIrreproachable character and integritySound judgementIntellectual curiosityDesire to make an impactAbility to form great relationships based on trust and goodwillAbility to manage sensitive information with discretion and strict confidentialityAbility to multitask and prioritize workload to meet established deadlines and performance standardsOccasional travel required, including overnight stays
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Knowledge Building & Communication
Develop comprehensive familiarity with PEC sectors, REOCs, markets and assetsManage communication with the REOCs, PEC, managing boards, and capital partnerCollect, 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 dataParticipate 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 processUse 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 presentationDevelop 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 trendsAssist in new business development efforts through sector research and presentation
Required Skills, Capabilities, and Experience
Four to nine years of relevant experience including real estate fundamentals knowledge building with an emphasis on commercial real estate valuationBachelor's degree required, preferably with a concentration in finance, real estate, or economicsStrong quantitative analysis, problem solving, presentation, and writing skillsTechnological interest and aptitude, including knowledge of Argus Enterprise and ExcelIrreproachable character and integritySound judgementIntellectual curiosityDesire to make an impactAbility to form great relationships based on trust and goodwillAbility to manage sensitive information with discretion and strict confidentialityAbility to multitask and prioritize workload to meet established deadlines and performance standardsOccasional travel required, including overnight stays
#J-18808-Ljbffr