Senior Associate, Portfolio Management (INREIT)

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

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Job Description

Job Description Summary:

As a Senior Associate in Portfolio Management, you will play a key role in managing and overseeing Invesco’s public non-listed REIT, INREIT. This includes supporting investment initiatives, enhancing asset performance, managing risk, and providing insightful analyses to optimize returns. The role demands proactive investment management, collaboration with internal teams, and active participation in decision-making. Strong skills in balance sheet management, financial modeling, performance analysis, stakeholder communication, and project management are essential. You will also provide analytical support, participate in valuations, and assist in creating presentations and reports.

Key Responsibilities:

- Portfolio Strategy: Assist the portfolio management team in tracking investment objectives, both at the asset and fund level. Responsibilities will encompass evaluating how new and existing investments are contributing to fund performance, allocation and risk management goals.

- Valuations: Assist in the monthly valuation process of real estate assets, including valuation forecasts, review of external appraisals, and coordination with Invesco investment team members.

- Performance Monitoring and Analysis: Monitor investment performance against expectations, prepare periodic reports, and provide strategic recommendations on business plans. Additionally, review benchmark performance and assist with attribution and relative performance analysis for the fund.

- Fund Modeling: Coordinate with fund operations to ensure real time accuracy of fund models including portfolio dashboards, debt databases, and liquidity forecasts. Run model projections and sensitivities to assess fund performance, covenants, and valuations.

- Cross-functional Collaboration: Engage with Operations, Accounting, Legal, and Product Management teams to ensure seamless integration of portfolio activities and reporting.

- Board and Client Communications: Take leadership role in creating board materials, enhancing client pitch materials, and assisting Client Portfolio Managers (CPMs) with portfolio reporting and pitches. Ensure the accuracy and relevance of all materials presented to stakeholders.

Qualifications:

- Bachelor's degree in Finance, Real Estate, Accounting or related field; Master’s degree or professional certifications (CFA, CPA, CAIA) a plus.

- At least 4 years of experience in real estate investment management, investment banking, corporate finance or other related function.

- Expertise in financial modeling, forecasting, and Excel/Powerpoint. Experience with Argus, or similar financial modeling tools, is a plus.

- Strong analytical, organizational, and multitasking skills to manage and prioritize multiple projects.

- Excellent communication, presentation, and interpersonal skills to effectively interact with stakeholders and lead cross-functional initiatives.

The salary range for this position in New York is $125,000 - $150,000 annually. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience, and location.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

YesWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

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.