Lionstone Investments Real Estate - Portfolio Management Analyst

Job Description

The Analyst of Real Estate Portfolio Management assists in the management of all asset performance with in given fund. They must aid and shape models around portfolio and asset level account performance, ensure accounts are operating in accordance with governing documents, and prepare communications of fund performance to provide to investors.

Responsibilities

• Actively monitor the execution of portfolio strategies through annual account business plans and financial performance projections. Attend portfolio review sessions with asset management to ensure that account / asset business plan strategies are being implemented.
• Foster customer centric mission statement, which includes asset/market tours and property communication. Assist in coordinating quarterly and annual client meetings as necessary, providing content and insights consistent with best in class investment managers.
• Assist in the preparation of investor communications, including quarterly investor reports, annual business plans, performance updates, and ad-hoc presentations as needed.
• Manage and run financial models for the firm’s funds to include historical and projected asset cash flows, investor contributions/distributions. Create sophisticated analyses for tracking and reviewing returns and performance on Asset and Fund levels.
• Support deal sourcing and underwriting including screening potential deals according to investor acquisition criteria.

Required Qualifications

• Bachelor’s degree required.
• Excellent analytical skills and Excel modeling capabilities.
• Strong written and verbal communication skills.
• Unquestioned integrity and the highest ethical standards.
• Commitment to excellence.
• Ability to prioritize and multi-task.
• Team orientation and collegial mentality.

Preferred Qualifications

• Degree focus in Business Administration/Finance/Accounting 
• Understanding of private equity, investment risk and capital markets preferred.
• Experience in Argus a plus.

About Our Company

Lionstone Investments, a subsidiary of Ameriprise Financial, is a pioneering real estate investment firm that conceptualizes, analyzes, and executes national real estate investment strategies. By using proprietary algorithms and advanced data-analytics, Lionstone Investments can understand the changing ways people in America want to live and work. In addition to our competitive compensation package, we embrace an inclusive and collaborative culture that celebrates the unique qualities and rewards the contributions of our talented, passionate employees.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.