10d 12h ago
Senior Associate
Invesco·Finance · Investment Management
🏢Hybrid
|Dallas, United States of America$120k - $161k USD/yr
financial_analysisforecastingexcel
Senior Associate
Invesco | Finance | Investment Management
Hybrid
Full Time
United States of America, Dallas, Los Angeles
$120k - $161k USD/yr
Position:
Senior Associate, Portfolio Management
Company:
Invesco
Compensation:
The salary range for this position in Los Angeles/California is $120,000 - $161,000/year
Location:
United States, Dallas, Texas / Los Angeles, California
Employment type:
Full time
Work Arrangement:
Hybrid work schedule
Short Summary:
The Senior Associate, Portfolio Management provides direct support to Portfolio Managers and collaborates with broader Portfolio Management teams in the execution of separate account investment strategies, focusing on portfolio analysis, client reporting, strategic planning, and performance monitoring across institutional real estate portfolios.
Responsibilities:
- Support the development and execution of multiple separate account investment strategies and portfolio business plans.
- Monitor portfolio and property-level performance, providing analysis and recommendations related to acquisitions, leasing, valuations, capital expenditures, financing, and dispositions.
- Coordinate and facilitate client reporting processes, including monthly, quarterly, and annual reporting requirements.
- Assist with capital calls, client requests, strategic investment planning, and portfolio forecasting activities.
- Prepare board materials, annual reports, and presentations that effectively communicate portfolio performance and investment activity.
- Create and maintain portfolio-level reporting and analytics to measure performance, diversification, risk, and compliance with investment objectives.
- Review financial structures and partnership waterfalls to ensure compliance with governing documents and investment guidelines.
- Provide ad hoc support for clients, Portfolio Management teams, and organizational initiatives as needed.
Requirement:
- Undergraduate degree required; MBA, CFA, or other advanced investment-related designation is a plus.
- 5-7 years of experience in Portfolio/Fund Management, Asset Management, Real Estate Investments, Acquisition Analytics, Underwriting, Financing, Accounting, or Real Estate Appraisal.
- Strong understanding of institutional real estate investments and portfolio management principles.
- Advanced financial analysis skills, including forecasting, valuation concepts, and financial statement analysis.
- Strong written and verbal communication skills, with the ability to prepare professional reports and presentations for clients and stakeholders.
- Proficiency with Microsoft Excel, Word, and PowerPoint; experience with Argus required, and familiarity with Yardi is an asset.
- Experience leveraging AI and productivity tools such as Microsoft Copilot or Claude, with the ability to quickly learn new technologies and software platforms.
- Highly organized, detail-oriented, resourceful, and collaborative, with the confidence to provide thoughtful recommendations and challenge perspectives when appropriate.
Benefits:
- Flexible paid time off
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
Senior Associate, Portfolio Management
Company:
Invesco
Compensation:
The salary range for this position in Los Angeles/California is $120,000 - $161,000/year
Location:
United States, Dallas, Texas / Los Angeles, California
Employment type:
Full time
Work Arrangement:
Hybrid work schedule
Short Summary:
The Senior Associate, Portfolio Management provides direct support to Portfolio Managers and collaborates with broader Portfolio Management teams in the execution of separate account investment strategies, focusing on portfolio analysis, client reporting, strategic planning, and performance monitoring across institutional real estate portfolios.
Responsibilities:
- Support the development and execution of multiple separate account investment strategies and portfolio business plans.
- Monitor portfolio and property-level performance, providing analysis and recommendations related to acquisitions, leasing, valuations, capital expenditures, financing, and dispositions.
- Coordinate and facilitate client reporting processes, including monthly, quarterly, and annual reporting requirements.
- Assist with capital calls, client requests, strategic investment planning, and portfolio forecasting activities.
- Prepare board materials, annual reports, and presentations that effectively communicate portfolio performance and investment activity.
- Create and maintain portfolio-level reporting and analytics to measure performance, diversification, risk, and compliance with investment objectives.
- Review financial structures and partnership waterfalls to ensure compliance with governing documents and investment guidelines.
- Provide ad hoc support for clients, Portfolio Management teams, and organizational initiatives as needed.
Requirement:
- Undergraduate degree required; MBA, CFA, or other advanced investment-related designation is a plus.
- 5-7 years of experience in Portfolio/Fund Management, Asset Management, Real Estate Investments, Acquisition Analytics, Underwriting, Financing, Accounting, or Real Estate Appraisal.
- Strong understanding of institutional real estate investments and portfolio management principles.
- Advanced financial analysis skills, including forecasting, valuation concepts, and financial statement analysis.
- Strong written and verbal communication skills, with the ability to prepare professional reports and presentations for clients and stakeholders.
- Proficiency with Microsoft Excel, Word, and PowerPoint; experience with Argus required, and familiarity with Yardi is an asset.
- Experience leveraging AI and productivity tools such as Microsoft Copilot or Claude, with the ability to quickly learn new technologies and software platforms.
- Highly organized, detail-oriented, resourceful, and collaborative, with the confidence to provide thoughtful recommendations and challenge perspectives when appropriate.
Benefits:
- Flexible paid time off
- 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
- Health & wellbeing benefits
- Parental Leave benefits
- Employee stock purchase plan
Required Skills
financial_analysisforecastingexcel
Required Languages
🇬🇧 English
Key competency: Finance