Portfolio Management Associate

Company Description:

With over 30 years of experience, HQ Capital is a global pioneer in the alternative investments industry. The Company’s proven investment approach combines entrepreneurism with the goal of generating attractive returns over the long term.

Since 1989, HQ Capital has invested US$14 billion in U.S. real estate with both existing properties and real estate development projects. Historical investments include multifamily residential, office, industrial, retail, hotel and mixed-use properties.

Position Description:

We have an immediate opening for a Real Estate Associate to work as part of our Portfolio Management and Investor Relations team.  This position will report directly to the Head of Capital Markets and Investor Relations.  The Analyst will also work closely with the Investment/Asset Management team, as well as the finance and marketing teams to manage the reporting requirements and support client services activities and the preparation of marketing materials. 

Specific responsibilities include:

Portfolio Management and Reporting:

• Maintain all portfolio schedules with current information and estimates.
• Prepare quarterly fund reports, which includes obtaining information from the investment and/ or asset management teams, updating applicable excel documents and fund models, and collecting and compiling specific market and submarket data.
  • Create and maintain fund level cash flow models for quarterly reports, investment projections and returns, and investor specific projections
  • Create all of the individualized investor specific quarterly reports for upload to secure investor website.
• Assist with upload and distribution of reports in a time efficient manner.
• Utilize company databases and accounting and file systems for information retrieval as necessary\\

• Prepare all recurring monthly, quarterly, and ad-hoc investor requests for specific portfolio investments.
• Assist in the preparation of company marketing materials and investor presentations, by compiling and updating relevant project and fund data.
• Respond to client requests.
• Maintain and update company wide track record information.
• Assist with the completion of RFPs and due diligence questionnaires.

Qualifications:

• Bachelor’s Degree
• Background in real estate is strongly preferred, accounting experience is a plus
• Advanced Excel, PowerPoint and Word skills
• Experience with client database systems is a plus
• Exceptional attention to detail, and organization and time management skills, with the ability to handle multiple tasks at once
• Strong written and oral communication skills
• Enjoys working in a team environment

Salary Range

• Competitive base and performance based bonus – generous company paid benefits package