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Job summary
A global investment management firm is seeking a Real Asset Investment Associate to support its expanding portfolio. This role involves monthly and quarterly reporting, investment research, fund diligence, and contributing to ESG initiatives. Candidates should have a Bachelor's degree in Finance or Real Estate, along with 2–3 years of relevant experience in real assets. Strong Excel skills and familiarity with Power BI are preferred. The position offers exposure to institutional investing in a collaborative environment with global teams.
Qualifications
2–3 years of relevant experience in real assets at an institutional investor or similar.
Foundational understanding of financial metrics and investment concepts.
Experience with Excel Macros is a plus.
Responsibilities
Manage monthly and quarterly portfolio reporting.
Prepare research for senior management presentations.
Assist with investment due diligence.
Skills
Financial metrics understanding
Professional communication
Detail-oriented
Team collaboration
Advanced Excel skills
Power BI experience
Education
Bachelor’s degree in Finance or Real Estate
Tools
Power BI
Microsoft Excel
Job description
A global investment management firm is seeking a Real Asset Investment Associate to support its expanding portfolio. This role involves monthly and quarterly reporting, investment research, fund diligence, and contributing to ESG initiatives. Candidates should have a Bachelor's degree in Finance or Real Estate, along with 2–3 years of relevant experience in real assets. Strong Excel skills and familiarity with Power BI are preferred. The position offers exposure to institutional investing in a collaborative environment with global teams.