Asset Management Associate

Taylor Root; York and North Yorkshire; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global private investment firm is seeking an Asset Management Analyst / Associate to join its New York-based team. This in-office role involves developing financial models, conducting valuations, and preparing investor reports. Candidates should have a Bachelor’s degree in finance or a related field, proficiency in Excel and Argus, and strong analytical abilities. The position offers a competitive salary with a discretionary bonus and comprehensive benefits including medical, dental, and vision coverage.

Benefits

Medical insurance

Dental insurance

Vision insurance

Life insurance

Gym stipend

Employee Assistance Program

Qualifications

• Bachelor’s degree in a relevant field required.
• Strong understanding of real estate fundamentals essential.
• Advanced Excel skills are a must.

Responsibilities

• Develop and maintain financial models using Excel and Argus.
• Conduct quarterly valuations using DCF and market cap rates.
• Prepare investment return projections and market research.

Skills

Advanced proficiency in Excel

Strong analytical skills

Excellent communication abilities

Self-starter

Education

Bachelor’s degree in business, finance, economics, real estate, or related field

Tools

Excel

Argus

Job description

Overview

A global private investment firm is seeking an Asset Management Analyst / Associate to join its New York-based team. The role supports portfolio management across several closed-end funds with exposure to diverse asset classes including industrial, retail, multifamily, office, data centers, student housing, and senior housing. This is a mostly in-office position offering hands-on experience in fund-level strategy and asset performance.

Location

Location : New York, NY

Compensation

Compensation : $,-$, base salary + discretionary bonus

Employment Type

Employment Type : Full-Time

Benefits

Benefits : Medical, dental, vision, life insurance, short- and long-term disability, gym stipend, Employee Assistance Program, daily lunch stipend

Responsibilities

• Develop and maintain investment and fund-level financial models using Excel and Argus
• Conduct quarterly valuations using DCF, market cap rates, and sales comps
• Prepare investment return projections, variance analyses, and market research
• Review property budgets, business plans, and quarterly reforecasts
• Analyze leases, loan documents, and partnership agreements
• Support property dispositions and broker coordination
• Perform refinancing, sell / hold, and leasing NPV / NER analyses
• Assist in preparing quarterly and annual investor reports and presentations
• Gather and incorporate economic data and growth projections into portfolio updates

Qualifications

• Bachelor’s degree in business, finance, economics, real estate, or related field
• Strong understanding of real estate fundamentals, leases, financing, and capital structures
• Advanced proficiency in Excel and Argus; strong analytical and quantitative skills
• Self-starter with excellent communication and organizational abilities
• Mentoring experience is a plus

The SR Group (US), Inc. is acting as an Employment Agency in relation to this vacancy.

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