Associate, Client Portfolio Management

Hazelview Investments; Old Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a dynamic team at a forward-thinking investment firm where you'll be pivotal in managing client portfolios and enhancing the client experience. This role combines analytical prowess with strong communication skills, allowing you to engage with both internal teams and external stakeholders effectively. You'll craft insightful reports and presentations, conduct competitive analyses, and develop thought leadership materials, all while supporting the investment team in various capacities. If you're driven, self-motivated, and eager to grow in a fast-paced environment, this opportunity is perfect for you, offering a chance to make a significant impact in the real estate investment sector.

Qualifications

• 3+ years in asset management or financial services required.
• Bachelor’s degree in finance, economics, or accounting needed.

Responsibilities

• Serve as a subject matter expert on investment solutions.
• Craft detailed reports on portfolio performance and market trends.
• Manage client inquiries and enhance client engagement.

Skills

Presentation Skills

Analytical Skills

Interpersonal Skills

Organizational Skills

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Strategic Thinking

Problem-Solving Skills

Time Management

Education

Bachelor’s Degree in Finance

Bachelor’s Degree in Economics

Bachelor’s Degree in Accounting

CFA or CAIA Designation

Tools

Microsoft Office Suite

Job description

Job Category: Account Management & Product Development

Requisition Number: ASSOC002950

Apply now

• Posted: December 19, 2024
• Full-Time
• On-site

Locations

1133 Yonge Street
4th Floor
Toronto, ON M4T2Y7, CAN

Description

About the Position:

The Associate, Client Portfolio Management will be a key member of the investment team, acting as the portfolio and product specialist and serving as the key link between the investment team and internal and external stakeholders. As an expert on Hazelview’s products and strategies, the Client Portfolio Manager (CPM) will ensure clear and effective communication of the company’s investment strategies, portfolio performance, and market insights. The role will support investment, client servicing, sales, and marketing efforts by developing detailed portfolio analyses, investor communications, and thought leadership materials to position Hazelview as a premier real estate investment manager while also contributing to the enhancement of the client experience. This fast-paced role demands a proactive individual who can work both independently and collaboratively within a dynamic, team-oriented environment.

Key Responsibilities:

• Serve as a subject matter expert on Hazelview's private multi-residential investment solutions and the broader real estate market ensuring clear communication and understanding of our investment strategies, products, and funds.
• Craft detailed reports and presentations on portfolio performance, market trends, and investment strategies.
• Develop thought leadership pieces such as white papers, market insights, and industry reports to showcase Hazelview's expertise and provide valuable market insights to clients.
• Conduct in-depth analysis of competitors and funds within the real estate investment market, evaluating their strategies, performance, and positioning.
• Manage client and prospect inquiries promptly and accurately, delivering a high standard of service and responsiveness.
• Oversee the collection and analysis of investment and strategy data to provide insights on portfolio performance, market trends, and client-specific reports.
• Assist with Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs).
• Collaborate closely with various internal stakeholders such as investor relations, marketing, sales, and FinOps to enhance client engagement.
• Support the investment team in asset management, property valuations, acquisitions, property due diligence, and market research as needed.
• Assist with reporting requirements, including annual budgeting and periodic reports.
• Provide support to senior management on various assignments as needed.

Job Requirements:

Education and Experience:

• 3+ years of experience in asset management or financial services
• Bachelor’s degree in finance, economics, or accounting.
• Possess or working toward CFA or CAIA designation is considered an asset.
• Solid investment-related client-facing experience

Qualifications:

• Strong presentation, writing, and interpersonal skills with the ability to communicate difficult investment concepts to diverse audiences with varying degrees of investment expertise.
• Well-developed analytical and problem-solving skills
• Strong organizational and time management skills
• Ability to work independently as well as part of a team
• Advanced Microsoft skills (Excel, PowerPoint, Word)
• Strategic thinking and decision-making skills.
• Driven and self-motivated individual
• Willingness to learn, take on new challenges, and grow in the role

About the Company:

Hazelview Investments is an active investor, owner, and manager of global real estate assets. Founded in 1999, Hazelview currently manages over $12 billion in total assets across two key investment strategies; direct investments in real estate and investment in publicly traded companies that own investment-grade real estate. We use our global knowledge and expertise to make insightful real estate investments and to actively create value for our team, clients, residents, and tenants. We see value potential that others have missed. We bring the same philosophy to human investment that we bring to asset investment; focus on the underlying value, commit to maximizing its potential; work at it; be patient; take personal responsibility; share in the rewards. We’re driven to create value for people and places.

Vision: “We create value for people and places”.

Our Core Values:

• Trust
• Ambition
• Ownership Mindset
• Having Fun

Hazelview Investments is an inclusive and equal opportunity employer. If you require a disability-related accommodation to participate in the recruitment process, please let us know. We will accommodate your needs as required under applicable legislation. Information related to accommodation requirements will be addressed confidentially. While we appreciate all applications, only those candidates selected for an interview will be contacted. All selected candidates will be asked to complete pre-employment criminal & background checks. Any offer of employment is conditional upon satisfactory results of all applicable checks. We thank all applicants for their submissions.