Associate, Client Portfolio Management

Hazelview Investments; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

A leading investment firm is seeking an Associate, Client Portfolio Management to act as a key liaison between the investment team and stakeholders. The role demands in-depth analysis, creation of tailored communications, and strategic thinking to enhance client engagement and service delivery in a dynamic environment.

Qualifications

• 3+ years of experience in asset management or financial services.
• Solid investment-related client-facing experience.
• Strong skills in presentation, writing, and communication.

Responsibilities

• Serve as subject matter expert on Hazelview's investment solutions.
• Craft reports on portfolio performance and market trends.
• Conduct in-depth analysis of competitors and market positioning.

Skills

Analytical skills

Problem-solving skills

Presentation skills

Interpersonal skills

Organizational skills

Time management skills

Strategic thinking

Self-motivation

Education

Bachelor’s degree in finance, economics, or accounting

CFA or CAIA designation (considered an asset)

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

Job Category : Account Management & Product Development

Requisition Number : ASSOC002950

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• 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.

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