Portfolio Management Associate

Cottonwood Group; Los Angeles (CA); Hybrid; USD 60,000 - 80,000; Full time

Job summary

A private equity real estate investment firm in Los Angeles is seeking an Associate for their Portfolio & Risk Management team. The ideal candidate will have at least 5 years of experience in the field, strong analytical abilities, and a Bachelor's degree in a related field. The role includes analyzing financial reports, maintaining financial projections, and assisting with cash flow planning. A competitive compensation package with benefits is offered, including a hybrid work schedule.

Benefits

Attractive and competitive compensation package

Hybrid schedule for work-life balance

Rich benefit plans including medical, dental, and vision coverage

Qualifications

• Minimum of 5 years’ experience in portfolio and risk management or related field.
• Familiarity with real estate private equity and loan transactions preferred.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Analyze financial reporting from counterparties and assess compliance with loan reporting.
• Maintain fund- and portfolio-level financial projections.
• Assist with cash flow planning and coordination with treasury.

Skills

Analytical skills

Accounting and financial modeling

Problem-solving capabilities

Communication skills

Attention to detail

Education

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

Job description

Position Title: Associate, Portfolio & Risk Management

Location: Los Angeles

Reports to: Head of Portfolio & Risk Management

Company Overview

Cottonwood Group is a private equity real estate investment firm with offices in Los Angeles, Boston, and New York. Since it’s founding in 2012, Cottonwood has served as a trusted investment partner to global institutions, foundations, pension funds, and family offices.

The firm operates a multi-strategy platform focused on North American real estate, with the majority of activity concentrated in the United States. Cottonwood’s flexible mandate enables it to act as a lender, investor, operator, and sponsor, allowing for tailored capital solutions and strategic alignment with partners.

To date, Cottonwood has invested, transacted, and advised on over $7 billion of U.S. real estate through a range of capital vehicles, including pooled funds, separate accounts, public and private investment platforms, and entities in which Cottonwood maintains control or governance rights.

Position Overview

We are seeking a highly analytical and detail-oriented Associate to join our Portfolio & Risk Management team. The right candidate will have strong academic credentials and experience in managing commercial real estate portfolios consisting of private equity and loan positions.

Key Responsibilities

• Analyzing financial reporting from counterparties; assessing compliance with loan reporting and financial covenants and assisting with assembling reports for investors.
• Developing and monitoring deal-level KPIs.
• Maintaining fund- and portfolio-level financial projections.
• Assisting with designing and running stress tests at the investment and fund level to assess variability of returns, liquidity, leverage and other key metrics.
• Assisting with fund-level cash flow planning and coordination with treasury.
• Assisting with reviewing loan funding requests; coordinating with appraisers, construction consultants and other service providers in management of investments.
• Other projects as required or assigned.

Qualifications

• Bachelor’s degree in business administration, economics, real estate, finance, statistics or related focus of study preferred.
• Minimum of 5 years’ experience in portfolio and risk management or a related field; familiarity with real estate private equity and loan transactions.
• Strong accounting and financial modeling skills; familiarity with statistics preferred.
• Self-starter with the ability to manage multiple priorities in a fast-paced environment.
• Demonstrated problem-solving capabilities; ability to think critically and creatively.
• Strong written and oral communication skills, ability to articulate complex concepts in clear concise and professional manner.
• Highly organized; attention to detail; dedicated to excellence in work product and delivery.
• Team-oriented mindset with a collaborative approach.

More about you

You are passionate about real estate and excited to join a performance-driven, growth-oriented firm. You bring strong analytical capabilities, attention to detail, and an owner’s mindset to every asset you touch. You have experience working across asset classes, with a focus on driving value through operations, leasing, capital programming, and financial performance. You’re comfortable navigating financial models, interpreting legal and financial documents, and distilling data into actionable insights. You are solutions-oriented, resourceful, and thrive in fast-moving environments where priorities shift and every day is different. You communicate clearly and confidently, and you’re skilled at managing relationships with internal teams, joint venture partners, and third-party stakeholders.

Why Join our Team?

• Be part of a firm that has consistently grown throughout market cycles, institutional investment grade while maintaining its nimble and entrepreneurial culture.
• Collaborative, respectful, supportive, and entrepreneurial culture.
• Beautiful office in Downtown Los Angeles/Boston, both with access to great restaurants and food trucks.
• Hybrid schedule that supports a healthy work-life balance with generous time off.
• Passion to provide opportunity for growth.
• Attractive and competitive compensation package.
• Rich benefit plans including affordable medical, dental, and vision coverage and 401K with up to 4% match.
• Company paid Long Term Disability and Life Insurance.

Compensation: Base plus bonus structure

Cottonwood is an equal opportunity employer which takes pride in diversification and providing an environment where all team members can thrive. We do not unlawfully discriminate on the basis of any status or condition protected by applicable federal or state law.