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Associate Portfolio Management

Salary
Competitive
Employment
Full Time
Real Estate Field
Location
Newport Beach
 CA
Postal Code
92657
Country
United States

This job is no longer active.

Description


Invesco is a leading global asset management firm with more than $937B* in assets under management. We provide our retail and institutional clients a diverse and comprehensive range of investment capabilities to help people get more out of life. Invesco is publicly traded on the New York Stock Exchange (IVZ) and has about 7,000 employees in over 20 countries.
(*As of December 31, 2017)


Job Purpose (Job Summary):
The role of the Associate is to provide support to the Portfolio Management teams in their execution of separate account strategies and client service.


Key Responsibilities / Duties:

  • Assist in the development and execution of multiple separate account investment plans
  • Participate in and help to monitor the ongoing execution of the property level business plans for the clients by working closely with Asset Management
  • Facilitate reporting process for multiple clients to ensure accurate and timely reporting by all responsible parties, including Monthly and Quarterly reports
  • Prepare capital calls, assist with client requests (qualitative and quantitative)
  • Provide portfolio analytics related to new acquisitions, leasing, valuations, capital expenditures, financing strategies, and disposition timing
  • Assist in the development of annual Strategic Investment Plans for clients by facilitating discussions/meetings with key personnel
  • Forecast performance based on historical actuals and the current strategic plan utilizing valuation-based cash flows, leverage expectations and JV structure impacts.
  • Prepare board presentations and Annual Reports, which effectively communicate such information as portfolio performance, acquisitions/dispositions activity or focus, Invesco organizational updates, etc.
  • Maintain, or create as necessary, portfolio level reports to manage or analyze portfolio performance, diversification, risk, etc
  • Maintain working knowledge of client s goals, objectives, and investment guidelines to ensure compliance
  • Review accounting-prepared waterfalls to ensure compliance with Partnership Documents
  • Monitor and evaluate property level performance
  • Ad hoc support for Clients, Portfolio Management, and Invesco
  • Other duties as assigned deal status reports, allocation tracking, etc.

Work Experience / Knowledge:

  • Minimum of 2 years of hands-on experience preferred in one or more of the following disciplines: Accounting, Asset Management, Portfolio/Fund Management, Acquisitions, Real Estate Appraisal
  • 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
  • Good personal and professional skills
  • Solid practical understanding of real estate investment concepts appreciation of broader investment (stocks, bonds etc.) concepts a plus
  • Proficient in Microsoft Word, Excel and PowerPoint
  • Familiarity with Yardi a plus
  • Ability to learn new software packages
  • Resourceful

Formal Education: (minimum requirement to perform job duties)

  • Undergraduate degree in Accounting, Finance or Business
  • MBA not required but a plus

License/Registration/Certification: (minimum requirement to perform job duties)

  • Certifications not required but a plus (i.e., CFA, CPA, MAI, CPM, etc.)

FLSA (US Only): Exempt


The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment. #LI-mt1



This job is no longer active.

Asset / Portfolio Management Retail Newport Beach Full Time CA Finance, Portfolio Management, Project Management SF Associate, Acquisitions & Asset Management other