Senior Associate, Portfolio Management
Job Location:
Chicago, IL - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Harrison Street Asset Management (HSAM) is a leading global alternative investment management firm focused on real estate infrastructure and credit strategies across North America and Europe. Headquartered in Chicago Toronto and London with offices across North America Europe Asia and the Middle East the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally.
Founded on a culture of innovation HSAM is an early mover in alternative real estate and mid-market infrastructure. Today the firms global team consisting of more than 520 professionals is committed to creating long-term value through deep sector expertise and forward-thinking strategies.
Harrison Street isseekingto hire a Senior Associate within its Portfolio Management group. This role is designed for a portfolio management professional who can translate portfolio performance strategy and market context into clear compelling investor-facing narratives. The ideal candidate will combine strong financial acumen with exceptional writing presentation and relationship-oriented communication skills helping the team explain the portfolio story to investors consultants and internal stakeholders while still supporting the analytical rigor required of the Portfolio Management function.
- Develop andmaintaina strong command of portfolio-level performance strategy positioning and key value driversin order toclearly articulate the core fund story to internal stakeholders and external investors.
- Assistin preparing investor-facing materials quarterly and annual reporting meeting briefings and presentation content; work closely with Investor Relations Investor Services and Marketing to ensure messaging is tailoredtimely and aligned with firm strategy.
- Draft and synthesize written commentary on portfolio performance capital activity investment themes risks opportunities and market context for investor updates due diligence responses and internal reporting.
- Attend and document investor meetings and calls whenappropriate capturing key takeaways questions follow-up items and messaging themes that can inform future investor communications.
- Coordinate with Investor Services Group Accounting and Tax to respond to investor requests due diligence questions RFPs DDQs and other materials requiring clear explanation of portfolio strategy and performance.
- Maintain portfolio construction models and investment committee presentation materials with an emphasis on clear storyline executive-ready takeaways and investor-relevant framing.
- Monitor fund liquidity andfacilitateinvestor capital calls and distributions including drafting or coordinating explanatory context for investor communications as needed.
- Work closely with Acquisitions Asset Management Accounting and Tax to incorporate new investments into the funds andmonitorongoing asset-level performance.
- Participate in the annual business planning process and oversee the quarterly valuation process helping translate resulting outputs into concise portfolio narratives and performance insights.
- Analyze sector strategy partner and asset-level performance toidentifykey trends drivers opportunities and threats; communicate findings in a clear concise and audience-appropriate manner.
- Create andmaintainportfolio financial projection models tocalculate andproject fund-level cash flows and returns while ensuring outputs can be clearly explained to senior leadership and investors.
- Assistin the establishment of fund- and asset-level KPIs and track performance against those measures.
- Utilize third-party applications such as YardiiLevel Chatham Argus and related systems for data collection reporting and analysis.
- Contribute to strategic projects and platform initiatives that enhance client service delivery investor transparency reporting quality and long-term growth of the platform.
- Assist the Portfolio Management teams efforts in implementing firmwide data platforms.
- Bachelors degreerequired; concentration in finance economics business real estate or related field preferred.
- 4 years of work experience in real estate investment management investor relations consulting ora relatedfinancial services role preferred.
- Strong written and verbal communication skills including comfort drafting editing and preparing investor-facing or client-facing materials.
- Professional presence with the ability to interact confidently with senior internal stakeholders and external investors.
- Core knowledge of real estate principles finance accounting portfolio management and investment performance concepts.
- Proficiency in Microsoft Office Suite including Excel PowerPoint and Word; financial modeling capability remains important but the role places particular emphasis on synthesis storytelling and communication.
- Analytical mindset with the ability to conduct research synthesize findings and convert data into actionable insights and clear narrative.
- Strong organizational and project management skills with the ability to prioritize multiple deadlines.
- Team-oriented proactive detail-driven and resourceful approach to problem-solving.
Harrison Street is proud to be an equal opportunity employer committed to diversity equity and inclusion in the workplace and is an affirmative action employer. All qualified applicants will receive consideration for employment without regard to veteran status uniform service member status race color religion sex national origin age physical or mental disability genetic information or any other protected class under federal state or local law.
If you require accessibility assistance applying for open positions please contact our ADA Accessible Line at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
Harrison Street does not accept unsolicited headhunter and agency resumes. Harrison Street will not pay fees to any third-party agency or company that does not have a signed agreement with Harrison Street.
Required Experience:
Senior IC
About Company
Focused exclusively on alternative real assets, Harrison Street is an investment management firm that combines innovation and process rigor to execute differentiated strategies.
