Senior Associate, Portfolio Management

TwoPointO Capital LLC; Carmel (IN); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health, dental, vision benefits

Paid time off

Retirement plan

Job summary

TwoPointO Capital LLC in Carmel, IN is seeking a Senior Associate for the Portfolio Management team. You will coordinate data, monitor performance, and prepare quarterly reports for active investments, reporting to the VP of Portfolio Management.

This role partners with the investments team to support investment committees and to build the portfolio dashboard and data pipelines. Requires 3–5 years in real estate/private equity and strong Excel skills.

Qualifications

• 3–5 years of real estate, financial services, banking, or private equity experience
• Bachelor’s degree in finance, accounting, real estate, economics, or related field
• Advanced proficiency in Microsoft Excel and multi-tab underwriting models
• Familiarity with real estate financial statements, operating metrics, and KPIs

Responsibilities

• Manage collection, review, and organization of investment data for reporting
• Track asset performance against underwritten expectations and budgets
• Prepare quarterly investment reports and investor updates
• Oversee portfolio management work and assist VP of Portfolio Management
• Design, construct, and maintain portfolio dashboard and data architecture
• Assist investment committees with ongoing analyses and data-driven insights

Skills

Financial analysis

Excel proficiency

Real estate knowledge

Communication skills

Attention to detail

Project management

Education

Bachelor’s degree in finance or related field

Tools

Microsoft Excel

Underwriting models

Job description

Description

About TwoPointO Capital

TwoPointO Capital ("TPO") is a co-GP real estate private equity firm, originally founded in 2020 as a wholly owned subsidiary of Valeo Financial Advisors. TPO is responsible for the formation and management of private investment structures, including discretionary funds, co-GP arrangements, and joint ventures, on behalf of registered investment advisors, high-net-worth individuals, family offices, and institutions.

Position Overview

TPO is hiring a Senior Associate to join its Portfolio Management team. The role will report directly to the VP of Portfolio Management and will be an integral part of the reporting, monitoring, and analysis of platform investments from inception through disposition. The role will work collaboratively with TPO’s investments team and correspond regularly with TPO’s platform sponsors regarding active investments. As a part of TPO’s broader investment team, the role will also leverage performance and insights from active investments to help inform future investment pursuits. Finally, the role will assist TPO’s Investment and Valuation Committees, completing work that is ultimately reviewed by all stakeholders.

Requirements

Core Responsibilities

• Manage the collection, review, and organization of investment data used for periodic and ad hoc reporting from TPO’s sponsor partners and follow through with those partners on deadlines and data standards.
• Track asset performance against underwritten expectations and approved budgets to inform investment commentary shared either internally or externally throughout all stages of an investment time horizon.
• Manage the assembly and distribution of quarterly investment reports for all active TPO investments collectively with the VP of Portfolio Management, inclusive of the presentation of quantitative data and the preparation of qualitative investment updates.
• Oversee portfolio management work completed by TPO analysts.
• Understand elements of each investment’s capitalization, monitoring equity contributions/distributions and key components of outstanding loans (maturities, covenants, etc.)
• Work with the VP of Portfolio Management on the design, construction, and ongoing maintenance of TPO’s portfolio dashboard, including the architecture of the underlying database, the components of desired deliverables, and the resulting analyses conducted.
• Own the handoff of new investments from TPO’s investments team by collecting/organizing closing documents, defining an investment’s underwritten baseline, creating quarterly report templates, and establishing data collection standards with sponsor partners.
• Support TPO’s operations team in the distribution process by reviewing investment waterfalls, confirming preferred return calculations, and updating investor-facing systems when operating and capital event distributions occur.
• Understand the organizational structure of each TPO investment and key elements of governing entity documents.
• Draft periodic and ad hoc investment communications to be reviewed by TPO leadership for internal, sponsor, and investor use.
• Leverage active investment and portfolio-level data to provide actionable insights on future investment decisions for TPO’s investment team.
• Investigate and implement any potential automation of current manual processes for the portfolio management team.

Desired Skills/Proficiencies

• Bachelor’s degree in finance, accounting, real estate, economics, or a related field, or equivalent practical experience.
• Three to five years of real estate, financial services, banking, or private equity experience, ideally with a specific focus on asset management, portfolio management, accounting, equity structuring, underwriting, or fund administration.
• Advanced proficiency in Microsoft Office, specifically Microsoft Excel. Experience in creating and interpreting multi-tab underwriting models for real estate investments.
• Working knowledge of real estate financial statements, operating metrics, and key performance indicators across various sub-asset classes.
• Familiarity with the structure and economics of equity investments, such as preferred returns and investment waterfalls.
• Clear, concise writing skills. Specifically, the ability to translate quantitative and qualitative investment data into factual and professional investment commentary.
• Emphasizes precision, maintains strong attention to detail, and possesses a committed work ethic.
• Strong interpersonal skills and the ability to effectively communicate with parties of varying investment sophistication.
• Flexibility and adaptability amidst a changing and growing work environment.
• Ability to independently own and progress a large-scale project with limited oversight.
• Experience with AI tools and their use for the automation of manual processes and creation of various investment deliverables.
• Familiarity with data analytics and any associated software.

Location, Compensation, and Other Details

• Location: Carmel, IN
• Compensation: Base salary ranging from $75,000 to $100,000
• Benefits: Comprehensive benefits package including health, dental, vision, retirement, and paid time off