Job Description

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Job Purpose (Job Summary):  The role of the Senior Associate is to provide direct support to Associate Portfolio Managers across various credit strategies along with broader support to Portfolio Management teams in their execution of credit strategies and client service.

Key Responsibilities / Duties:

• Facilitate reporting process for clients to ensure accurate and timely reporting by all responsible parties, including Monthly and Quarterly reports.
• Monitor loan-level performance and ongoing execution of property-level business plans across the portfolio by working closely with loan asset management team.
• Assist with client requests and inquiries (qualitative and quantitative).
• Assist with quarterly valuations of loans and underlying collateral with third-party valuation firms.
• Forecast fund-level performance/returns based on projected fund liquidity analysis, loan performance, repayment assumptions, and valuations of loans.
• Oversee portfolio-level loan composite and track record models in collaboration with fund operations and loan asset management teams.
• Manage credit allocation log and worksheet process on an ongoing basis.
• Prepare presentations related to fund strategy and portfolio performance for internal committees.
• Assist with preparing and updating pitchbooks for clients in collaboration with fund operations and marketing teams.
• Maintain, or create as necessary, portfolio level summary reports in order to manage or analyze portfolio performance, diversification, risk mitigation, etc.
• Provide portfolio analytics for purposes of new loan originations, valuations, and financing strategies.
• Maintain working knowledge of client’s goals, objectives, and investment guidelines to ensure compliance.
• Ad hoc support for clients, portfolio management, and Invesco.
• Other duties as assigned, such as one-page loan summaries, etc.

Work Experience / Knowledge:

• Minimum of 5 years of hands-on experience preferred in one or more of the following disciplines: Real Estate Credit/Financing, Portfolio/Fund Management, Acquisition Analytics/Underwriting, Real Estate Appraisal, Accounting, Asset Management
• Good understanding of the operational and investment fundamentals of Institutional Real Estate

Skills / Other Personal Attributes Required:

• Strong financial and analytical skills with an eye for details
• Excellent organizational and time management skills
• Excellent verbal and written communication skills; solid business writing skills are critical
• Good work ethic
• Team player
• General business-school level of accounting understanding (balance sheet, income statement, variance analysis)
• Proactive; act with a sense of urgency with internal and client requests
• Excellent interpersonal skills in a team-oriented environment
• Must be confident and comfortable expressing an opinion that may be different from others within Invesco
• Solid practical understanding of real estate investment concepts – appreciation of broader investment (stocks, bonds etc.) concepts a plus
• Experience with real estate credit a plus
• Proficient in Microsoft Word, Excel and PowerPoint, Argus
• Familiarity with Yardi a plus
• Resourceful

Formal Education:

• Undergraduate degree
• MBA or CFA not required but a plus