Real Estate Associate - Sr Associate

The Real Estate Investment AssociateSr Associate performs advanced investments research and analysis work. The incumbent will perform due diligence analysis of potential investment opportunities and assist with day to day monitoring and reporting of the investment portfolio. This position will work proactively with the Real Estate team and IMD staff. This position reports to the Managing Director of Real Estate.

WHAT YOU WILL DO:

Due Diligence and Analysis
Performs investment analysis for potential investment opportunities including principal investments and fund commitments using any reliable printed or electronic media partnership offering memoranda and oneonone contact with general and limited partners.
Provides timely written or oral reports of analysis and recommendations to Investments staff and management.
Communicates analysis of investment opportunities results and recommendations with the relevant portfolio managers(s) and/or senior staff via verbal and written reports and presentations including preparing qualitative and quantitative reports memoranda and spreadsheets.
Performs due diligence research and analysis for potential real estate investment opportunities.
Conducts reference checks and evaluating the organizations leadership team strategy market opportunity historical and pro forma financials operations and competitive environment.
Portfolio Monitoring
Consults or coordinates with investment managers external managers analysts investment accounting legal counsel custodian and thirdparty advisors and consultants.
Evaluates portfolio diversification by geography property/sector type and investment style.
Performs or assists with the development monitoring and reporting of diverse portfolio investments.
Works with TRS portfolio management systems such as DealCloud and PowerBI.
Ensures that the agency Ethics Policy is adhered to in relationships with general partners external managers brokers research suppliers and other vendors.

Portfolio Monitoring
Consults or coordinates with investment managers external managers analysts investment accounting legal counsel custodian and thirdparty advisors and consultants.
Evaluates portfolio diversification by geography property/sector type and investment style.
Performs or assists with the development monitoring and reporting of diverse portfolio investments.
Works with TRS portfolio management systems such as DealCloud and PowerBI.
Ensures that the agency Ethics Policy is adhered to in relationships with general partners external managers brokers research suppliers and other vendors.

WHAT YOU WILL BRING:

Required Education
Bachelors degree from an accredited fouryear college or university with major coursework in
business administration finance accounting operations research math information technology liberal arts or a related area.
Preferred Masters degree may substitute for one 1 year of the required experience.

Required Experience
Two 2 years of fulltime professional experience in private equity real estate investments
or experience involving a high degree of skill in data analysis and evaluation such as financial analysis engineering or statistics (Associate).

Four 4 years of fulltime professional experience in private equity real estate investments
or experience involving a high degree of skill in data analysis and evaluation such as financial analysis engineering or statistics (Sr Associate).

Required Registration Certification Licensure
None

Preferred Qualifications
Master of Business Administration (MBA) or Masters degree related to finance.
Experience as an Analyst or Associate in the Acquisitions or Asset Management group at an
institutional real estate investment firm institutional real estate investor investment bank or similar.
Certification as a Chartered Financial Analyst (CFA) and/or Chartered Alternative Investment Analyst (CAIA) or working towards CFA/CAIA.


Knowledge of:
Investment concepts terminology styles models strategies and fundamental investment factors.
Statistical concepts methods and models and their application to investments.
Real Estate valuation metrics and techniques.

Skills in:
Using a computer in a Windows environment with word processing spreadsheet presentation database and other business software to prepare correspondence spreadsheets charts and reports.
Conducting data searches and evaluations of large amounts of information performing complex statistical analysis of the data and preparing concise and accurate reports and written/oral recommendations.
Planning organizing and prioritizing work assignments to manage a highvolume workload in a fastpaced and changing environment and in completing detailed work with a high degree of accuracy.
Verbal and written communication of complex information that is accurate timely and based on sound judgment.

Ability to:
Establish and maintain harmonious working relationships with coworkers agency staff and external contacts.
Work effectively in a professional team environment.