Junior Portfolio Manager (Real Estate)

Partners Group; Broomfield (CO); On-site; USD 115,000 - 150,000; Full time

Benefits offered by this job

401k matching

25 vacation days

Sabbatical after 5 years

Education assistance

Life and disability insurance

Medical, dental, vision

Job summary

Partners Group is seeking a highly motivated professional to support our North American Private Real Estate team. You will help evaluate, execute, and manage a portfolio of U.S. real estate investments while collaborating with investment and asset management professionals across the lifecycle.

Role offers exposure to investment and portfolio management within a dynamic, collaborative environment, with opportunities for professional growth and involvement in strategic decision making.

Qualifications

• Bachelor's degree in accounting or real estate. CFA/CPA a plus.
• Strong accounting background with understanding of fair value concepts.
• 3–5 years in financial services or real estate; portfolio experience.
• Understanding of investment structures (funds, SPVs, JVs).
• Excellent interpersonal, proactive, and deadline-driven.

Responsibilities

• Holistic management of real estate investment structures.
• Coordinate with internal/external groups to manage capital, liquidity, and reporting.
• Prepare and maintain investment valuations of control investments.
• Ensure quality of investment data with cross-team collaboration and tech implementations.
• Manage analytics and reporting for leadership, committees, and clients.
• Contribute to divestment, refinancing, and corporate actions with investment committees.
• Create detailed pro-forma and Excel-based financial models.
• Drive execution of business plans for programs or portfolio investments.

Skills

Accounting background

Strong communication

Analytical thinking

Financial analysis

Education

Bachelor's in accounting or real estate

CFA/CPA a plus

Tools

Excel

Job description

Select how often (in days) to receive an alert:

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 185 billion in assets under management and around 2,000 professionals across 24 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

Partners Group is one of the largest firms in the global private markets industry, serving over 850 institutional investors worldwide. With USD 119 billion in assets under management and more than 1,500 professionals across 20 offices globally, we seek to create lasting value by investing in and developing high-quality businesses, real estate, and infrastructure. Through active ownership and a long-term perspective, we help companies and assets realize their full potential. Partners Group is an equal opportunity employer committed to fostering an inclusive and diverse workplace.

As part of our continued growth, Partners Group's Private Real Estate team is seeking a highly motivated professional to support our North American business. This role offers a unique opportunity to work closely with both investment and asset management professionals, gaining exposure to the full real estate investment lifecycle. The successful candidate will play an integral role in evaluating, executing, and managing a portfolio of U.S. real estate investments, while contributing to the broader investment and portfolio management process within a dynamic and collaborative team environment.

Key responsibilities

• Holistic management and ownership of real estate investment structures
• Coordinate with internal groups and external partners to manage investment capital requirements, liquidity, and financial reporting
• Prepare and maintain accurate investment valuations of control investments
• Collaborate with internal teams across the firm and external partners to ensure quality of investment data, including through implementation of technology solutions, to support the oversight of portfolio performance and drive accretive decision making to both enhance returns and/or mitigate risk
• Manage analytics and reporting for internal and external stakeholders, including business unit leadership, investment committee, current and prospective clients
• In collaboration with investment/asset management teams, take an active role in divestment, refinancing, and corporate action processes including investment committee submissions
• Conduct financial analysis, including the creation of detailed pro-forma and Excel based financial models
• Drive the execution of business plans for Partners Group's programs or portfolio investments

What we expect

• Bachelor's degree or equivalent in accounting or real estate, a CFA or CPA is a plus
• Strong accounting background with excellent understanding of fair value concepts (Big 4 candidate is a plus)
• Minimum of 3 years of professional experience (for Portfolio Analyst level; 5 for Junior Portfolio Manager level) in the financial services or real estate sectors, inclusive of relevant higher education
• Understanding of investment structures (funds, SPV's, joint ventures, partnerships)
• Great interpersonal skills, positive and pro-active attitude and an ambitious profile that shows strong commitment to the role
• The ability to deliver under tight deadlines; the candidate is a self-starter that thrives on complexity and is solution focused
• Strong and confident communicator to liaise across internal teams and operating partners. Ability to present to investment committee and other stakeholders with conviction.

What we offer

Partners Group is a global financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we are committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded.

• Professional, international working environment
• Challenging, rewarding career within a growing company
• Collaborative environment, with on-the-job training and mentorship opportunities
• 401k (Roth and pre-tax options) with company match
• 25 vacation days and 12 holidays annually
• One-month sabbatical after every five years of service
• Education assistance program
• Fun office and team events, including volunteer opportunities to connect with and help our local communities
• Company paid life and disability insurance
• Competitive benefits and wellness package, including medical, dental and vision coverage

Partners Group compensation has a long-term outlook and philosophy, and our total compensation emphasizes performance based long term incentives. Base pay target for this role is $115k - $150k and we offer a significant performance-based bonus.

www.partnersgroup.com