Senior Associate - Portfolio Management

Job Description

As Senior Associate, you play a critical role analyzing and recommending strategic initiatives to the CIO and Executive team to optimize financial performance and migrate risk for real estate and debt investments company-wide.

Under the Investment/Portfolio Management team, you will work closely with Peachtree Group’s Asset Management and Loan Servicing teams.

This role is office-based in Buckhead (Atlanta) Georgia. 

Essential functions 

• Construct, Manage, and Report portfolio-level models to assist in company and fund decision making processes
• Analyze and recommend strategic initiatives to the CIO and Executive Team for investment return optimization and to mitigate risk
• Conduct Disposition and Payoff analyses to guide decision making related to asset sales and/or loan extension or modification agreements
• Actively track and report firmwide investment track record for ongoing record keeping and allocation policy management
• Manage liquidity at investment levels through cash management and collaboration
• Assist in valuations, financial reporting, and fund strategy for quarterly and annual investor reporting
• Manage ongoing improvement of upstream reporting procedures to improve data availability and integrity

Technical Skills and Knowledge

• This candidate must be a good communicator, able to work independently, manage a large volume of projects, and think outside of the box to resolve critical and complex problems
• Ability to multitask and function within a growing organization
• Experience supporting multiple projects, and project teams, including timely completion of projects and effective communication of results/findings
• Ability to work independently and with minimal supervision
• Ability to analyze and draw conclusions from complex financial, statistical, and qualitative data
• Detail Oriented
• General understanding of real estate, loan, and venture modeling and investment analyses
• General knowledge and understanding of the following: real estate markets, capital markets (equity and debt), fund mechanics and terms, credit facilities, alternative financing vehicles

Education & Experience

• Bachelor’s degree in Business, Finance, Real Estate or related disciplines or an equivalent combination of education and work-related experience.
• 5-7 years progressive work experience in real estate, development, acquisitions, investment analysis, and/or lending in a principal capacity
• Experience working on significant and complex real estate or debt fund modeling.
• Demonstrates proficiency and experience in conducting financial analyses and developing cohesive strategic recommendations

Peachtree Group is a diversified investment company driving growth through expertise, intuition and discipline. Headquartered in Atlanta, Peachtree Group opportunistically deploys capital throughout the U.S. through its integrated investment management, lending and servicing platform. Founded in 2008, Peachtree Group has completed hundreds of investments valued at more than $8.2 billion in total market capitalization and has $2.3 billion in equity under management.