Includes Bonus
Associate / Senior Associate - Portfolio Management
BMC Investments
Denver, CO
•
$100,000.00 - $150,000.00
•
Full Time
•
Office
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Job Description
Job Overview:
The Associate / Senior Associate – Portfolio Management (PFM) will play a critical role in managing portfolio and investment-level analytics, reporting, and strategic initiatives. This individual will act as a key liaison between asset management, investor relations, finance, and senior leadership. The role requires a strong foundation in real estate financial modeling, fund-level analytics, valuation methodologies, and investor communications. The Associate / Senior Associate will drive portfolio initiatives and oversee the preparation of fund and investment-level deliverables, with a key focus on implementing and leading cross-departmental processes to support these efforts.
* Responsibilities, job title, and compensation will be adjusted based on level of experience and capabilities
Key Responsibilities:
Fund, Portfolio, and Investment Analytics
- Maintain and enhance fund & investment-level financial models, including forecasts, cash flow projections, waterfalls, and capital account tracking.
- Prepare and analyze monthly, quarterly, and annual portfolio performance summaries, highlighting key drivers of performance, trends, and risk factors.
- Run scenario analysis and sensitivity testing across the portfolio for strategic decision-making (e.g., refinancing, recapitalizations, sales).
Investor Reporting & Relations
- Lead the preparation of quarterly investor reports and presentations, including detailed fund and investment performance narratives and metrics.
- Respond to ad-hoc or scheduled investor data requests and diligence questions in collaboration with Investor Relations and senior leadership.
- Partner with accounting & finance to reconcile NAVs and track equity commitments, distributions, and return metrics.
Valuations and Business Planning
- Direct the quarterly investment valuation process, updated valuation models, and prepare valuation summaries and reports in conjunction with asset management.
- Oversee modeling best practices, enhancements, and consistencies across the portfolio.
- Coordinate and contribute to annual portfolio and asset-level business planning and budgeting efforts by developing robust and consistent reporting requirements, managing timelines, and consolidating individual asset strategies into broader fund strategy.
Portfolio-Wide Strategic Projects & Technology
- Lead and support strategic initiatives across the portfolio such as technology deployments, new data infrastructure rollouts, debt covenants and compliance tracking, property tax appeals, etc.
- Collaborate with cross-functional teams (acquisitions, development, operations) to ensure strategic alignment at the portfolio level.
- Own the asset/portfolio management reporting and analytics software overseeing maintenance and strategic enhancements
- Develop and maintain KPI dashboards, portfolio health scorecards, and benchmarking analyses.
Qualifications:
- Bachelor’s degree in Finance, Economics, Real Estate, Accounting or related field. MBA, CFA, or Master’s in Real Estate preferred.
- 5-10 years of experience in real estate investment management, private equity, or fund operations, with a strong focus on multifamily preferred.
- Proven expertise in real estate fund modeling, cash flow modeling, and advanced Excel-based analytics.
- Strong working knowledge of investor reporting standards, fund structures, and performance metrics (e.g., IRR, equity multiple, preferred return waterfalls).
- Excellent written and verbal communication skills, with an ability to clearly convey complex information to stakeholders.
- High attention to detail, strong project management skills, and ability to manage multiple workstreams under tight deadlines.
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