Portfolio Management Associate

Firm Overview:

Our client is a vertically integrated real estate investment, development, and management firm with a 50-year track record of investing across market cycles on behalf of private and institutional investors. Headquartered in Boston with an office in New York, The Firm operates a fully integrated platform of approximately 120 professionals spanning investments, development, asset management, property management, and corporate operations.

Since inception, the firm has invested approximately $12.8 billion of gross asset value and raised $2.9 billion of equity across five value-add funds, executing complex transactions across equity, structured capital, and credit strategies. Over the course of its history, the firm has owned, operated, and developed more than 37 million square feet of commercial space and nearly 14,000 residential units.

The Firm’s investment platform is organized around property-type focused verticals, including Industrial, Multifamily, and Science & Technology, and is anchored by a thematic, value-oriented investment approach emphasizing complex business plans, capital structure creativity, and hands-on execution. A unique combination of capital markets expertise, development capabilities, and in-house asset and property management enable the firm to identify and capitalize on opportunities created by market dislocation, distressed capital structures, and evolving tenant and user demand.

Position Overview:

The Portfolio Management Associate will serve as the day-to-day lead for maintaining and developing portfolio reporting tools including standardized templates for financial models and valuations, asset performance tracking, market data collection, and project management across sales, leasing, and related workflows. This role will report to the SVP of Portfolio Management & Head of Investor Relations. The Portfolio Management Associate will ensure the technical accuracy and consistency of portfolio models, templates, and dashboards, and will drive the timely production of recurring portfolio analytics and interdepartmental reports that inform strategy and valuations.

Role & Responsibilities:

The Portfolio Management Associate will lead the maintenance of day-to-day tracking tools for asset performance (e.g., Pereview), market data, and collective activity trackers for project management workflows (e.g., Altrio), ensuring reporting tools remain accurate, current, and aligned with portfolio governance needs.

Standardization of Work Product and Templates:

• The role will assist in establishing and building standard templates and work product standards, including valuation models (DCFs), return projections, and net effective rent (NER) conventions.
• Will support the continual refinement of reporting standards for accounting and development to improve tracking of historical performance against projections.
• Will support the continual improvement and support of portfolio analytics tracking through existing tools, AI or additional software solutions.

Interdepartmental Reporting Cadence:

• The Portfolio Management Associate will lead the maintenance and production of interdepartmental recurring reports and trackers, including the Disposition Pipeline, BOV/Appraisal Tracking, commercial/multifamily/storage Leasing Tracking, and Debt SWAT Analysis, quarterly investor workbooks, and supporting recurring meetings and timely information flow.

Portfolio Analytics and Performance Reporting:

• The role will produce portfolio analytics in partnership with portfolio management leadership and finance including Portfolio Returns Reports by asset class vertical and by fund on a quarterly basis, Portfolio Performance Metric tracking and fund roll-up reports, and the fair market values (FMV) / net asset values (NAV) schedule with cap and discount rate tracking.

Model and Projection Quality Control:

• The Portfolio Management Associate will assist with technical accuracy checks of portfolio models and projections and help maintain governance standards for Investment Committee approval, ensuring assumptions are accurate and consistent with business plans and timelines.

Collaboration:

• The Portfolio Management Associate will coordinate with portfolio management, asset management, accounting, development, finance, and investor relations to ensure that data, assumptions, and reports are consistent, timely, and decision-useful for both internal reviews and external investor communications.

Skills & Qualifications:

• Bachelor’s Degree and a minimum of 2+ years of real estate experience, with a preference for experience within the various asset classes.
• Exceptional written and oral communication skills, with acute attention to detail.
• Project management skills and the ability to multitask and prioritize workload efficiently and effectively with little direction.
• Must have proficient working experience with Ai.
• Experience with Pereview and/or Altrio are a plus.