Analyst - LPF Portfolio Management

Job Description

Clarion Partners, an SEC registered investment adviser with FCA-authorized and FINRA member affiliates, has been a leading U.S. real estate investment manager for more than 38 years. Headquartered in New York, the firm has offices in major markets throughout the U.S. and Europe. With over $50 billion in total assets under management, Clarion Partners offers a broad range of both debt and equity real estate strategies across the risk/return spectrum to its more than 350 domestic and international institutional investors. More information is available at www.clarionpartners.com.

RESPONSIBILITIES:
Primary responsibilities include supporting the Portfolio Management team on the Lion Properties Fund, Clarion’s $16.5 billion core-style open-end real estate fund, in the execution of portfolio strategies and in the evaluation of property and portfolio performance against relevant benchmarks. 

• Assist with preparation and review of portfolio level and client reports
• Collect and input property level statistics and financial information into Excel templates for quarterly reporting and analysis, annual investment plan and scenario analysis
• Monitor and analyze the financial performance of the portfolio and properties
• Maintain portfolio models and internal support files
• Assist with the quarterly submission spreadsheets for MSCI and NCREIF-ODCE Index
• Assist with the production of flash, quarterly and annual reports for clients and consultants
• Coordinate with Client Capital Management to update standard marketing book on an as-needed basis
• Prepare and input fund information for consultant questionnaires, requests for information (RFIs), requests for proposals (RFPs), etc.
• Assist in the annual budgeting process
• Prepare ad-hoc reports and assist with special projects as needed

QUALIFICATIONS

• Bachelor’s degree or higher, preferably in Business.

• 0-2 years of experience in real estate or financial services.
• Competency in Microsoft Office (Excel, PowerPoint 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.