Investor Reporting & Portfolio Management Associate

ACX; New York (NY); Sur place; USD 115 000 - 125 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

Life and AD&D

Short Term Disability

Long Term Disability

401(k)

Paid Time Off

Paid Parental Leave

Fertility reimbursement

Résumé du poste

ACX is seeking a full-time Portfolio Management Associate to strengthen investor reporting, portfolio management and capital-markets capabilities. Reporting to the Head of Investor Relations, you will manage recurring reporting, monitor debt and portfolio performance, coordinate information across teams and provide forward-looking analysis to support investment decisions.

This high-ownership role requires strong financial modeling and Excel skills, with Argus experience a plus.

Qualifications

• 4+ years of relevant experience in real estate private equity, real estate investment banking, commercial real estate lending, portfolio management or institutional investor relations.
• Strong Excel and financial-modeling skills; Argus experience is a plus.
• Strong understanding of commercial real estate economics, including NOI, leases, valuations and capital structures.
• Strong written communication skills and experience preparing institutional-quality materials.
• Demonstrated ability to manage detailed recurring processes and deliverables with a high degree of accuracy.
• Ability to coordinate and influence colleagues across functions without relying on direct reporting authority.
• Strong judgment, curiosity and attention to detail.
• Ability to move between immediate execution needs and longer-term portfolio considerations.
• Bachelor's degree in finance, economics, real estate or a related field.

Responsabilités

• Manage the firm's portfolio and investor-reporting calendar, including internal deadlines and coordination across Asset Management, Leasing, Construction, Property Management, Accounting and other teams.
• Prepare quarterly investor reports, capital account statements, portfolio dashboards and annual meeting materials.
• Respond to investor requests, due diligence questionnaires and consultant submissions and maintain diligence materials and the investor data room.
• Support fundraising activities through portfolio analytics, track-record information, investor materials and diligence responses.
• Monitor loan covenants, compliance requirements and lender reporting.
• Track debt maturities, extension options and interest-rate exposure and support refinancing and financing activity.
• Coordinate with lenders, servicers, counsel and internal teams on financing documentation and lender requests.
• Analyze asset- and portfolio-level performance against underwriting, business plans and budgets and explain material variances.
• Build and maintain models supporting valuations, hold/sell analyses, refinancing scenarios and capital planning.
• Support annual budgeting, reforecasting, business-plan updates and Board/Investment Committee materials.
• Produce forward-looking analysis that helps leadership identify capital needs, portfolio risks and value-creation opportunities.

Connaissances

Excel

Financial modeling

Written communication

Cross-functional coordination

Attention to detail

Formation

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

Outils

Argus

Description du poste

ACX is seeking a full-time Portfolio Management Associate to strengthen investor reporting, portfolio management and capital-markets capabilities. Reporting to the Head of Investor Relations, you will manage recurring reporting, monitor debt and portfolio performance, coordinate information across teams and provide forward-looking analysis to support investment decisions.

This high-ownership role requires strong financial modeling and Excel skills, with Argus experience a plus.