Portfolio Management Analyst/Associate

Posted 6 Hours Ago
Be an Early Applicant
Bethesda, MD
Hybrid
95K-130K Annually
Junior
Real Estate
The Role
The Portfolio Management Analyst/Associate will support the Portfolio Management team by calculating portfolio performance and delivering reports on metrics to drive investment strategy. Responsibilities include leading return calculations, preparing and interpreting data for executive management, developing reporting tools, and collaborating with various teams to enhance portfolio reporting infrastructure.
Summary Generated by Built In

ASB Real Estate Investments, a division of ASB Capital Management LLC, is a leading U.S. real estate investment management firm with $10 billion in gross assets under management from over 310 institutional clients. Headquartered in the Washington, D.C. area, ASB invests in major markets across the United States, concentrating in industrial, multifamily, office, retail, and self-storage properties.


ASB has built success around talented, hard-working individuals who collaborate to gain a broad and integrated understanding of real estate disciplines to deliver attractive risk-adjusted returns. We encourage a culture of collaboration, and all members of our team engage in offering their points of view on major decisions in an extremely inclusive management process.


POSITION SUMMARY:

The Portfolio Management Analyst/Associate will support the Portfolio Management team in calculating portfolio performance and delivering reporting on portfolio monitoring used to develop portfolio management initiatives and drive investment strategy.

Summary of Competitive Benefits & Perks:

  • Health/Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus/Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the company’s EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!

Portfolio Management Analyst/Associate, DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:

  • Lead portfolio-level return calculations using complex excel models, and the collection, validation, and tracking of detailed quarterly portfolio metrics around valuations, operations and performance of a commercial real estate portfolio
  • Assist in the preparation, review, and interpretation of portfolio data and reporting for dissemination to executive management team, board, consultants, investors, and prospective investors
  • Develop new portfolio monitoring and risk management reporting tools and frameworks
  • Present reports to senior management team, including the CEO, and assist in the development of overall portfolio strategies and tactics designed to enhance performance
  • Work closely with the CEO, Portfolio Manager, COO, and CIO to produce investor marketing materials, market research white papers and other firm publications
  • Collaborate with Data Analytics and Accounting teams to implement enhanced portfolio reporting infrastructure
  • Interpret and respond to ad-hoc client requests in a timely manner
  • Develop deep understanding of industry performance standards
  • Assist in the creation of models used to simulate return scenarios

Portfolio Management Analyst/Associate, JOB REQUIREMENTS (SKILLS/ABILITIES):

  • Strong understanding of principles of finance and accounting, such as IRR and discounted cash flow
  • Superior analytical skills and work ethic
  • Detail-oriented
  • Strong communication and interpersonal skills
  • Superior time-management skills and ability to meet deadlines
  • Highly proficient in Microsoft Excel skills
  • Plus: Strong writing skills
  • Plus: Familiarity with real estate and finance concepts
  • Plus: Accounting coursework 

Portfolio Management Analyst/Associate, EXPERIENCE / EDUCATION / LICENSES / CERTIFICATIONS:

  • Two plus years of work experience in Real Estate Investment Management, Investment Banking, Private Equity, or Consulting is preferred.
  • Bachelor’s degree in economics, Finance, Math, Accounting or related field, CFA track is a plus but not required

BFS7501


The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of ASB Investment Management's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more. 


ASB Real Estate Investments is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

 

If you are a candidate in need of assistance or an accommodation in the application process, please contact [email protected] or 301-986-6000.


Equal Opportunity Employer/Veterans/Disabled

Top Skills

Excel
The Company
Bethesda, Maryland
222 Employees
On-site Workplace
Year Founded: 1982

What We Do

Founded in 1892, B. F. Saul Company has been one of the most successful privately-owned real estate companies in the United States. Our growth has been the result of a commitment to exacting standards and the belief that knowledge of the marketplace, when paired with the ability to commit substantial resources, will bring exceptional rewards.

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