Senior Associate, Portfolio Management

Harrison Street; Chicago (IL); Híbrido; USD 125.000 - 160.000; Jornada completa

Descripción de la vacante

Harrison Street is seeking a Senior Associate in Portfolio Management to translate portfolio performance into investor-facing narratives. You will craft commentary, prepare materials, and coordinate with Investor Relations and Marketing to ensure timely, aligned messaging.

The role emphasizes synthesis and communication, with collaboration across Acquisitions, Asset Management, Accounting, and Tax, and requires strong financial modeling and industry knowledge. Located in Chicago.

Formación

• Bachelor’s degree in finance, economics, business, real estate, or related field.
• 4+ years in real estate, investment management, investor relations, consulting, or related financial services.
• Strong written and verbal communication for investor-facing materials.
• Proficiency in Microsoft Office Suite; emphasis on synthesis, storytelling, and communication.

Responsabilidades

• Develop portfolio-level performance, strategy, and value drivers to articulate the fund story to stakeholders and investors.
• Prepare investor-facing materials, quarterly/annual reporting, and meeting briefings with cross-functional teams.
• Draft and synthesize commentary on portfolio performance, capital activity, investment themes, risks, and opportunities.
• Attend and document investor meetings, capturing key takeaways and follow-up items.
• Coordinate with Investor Services, Accounting, and Tax to respond to investor requests and due diligence questions.
• Maintain portfolio construction models and investment committee presentation materials.
• Monitor fund liquidity and facilitate investor capital calls and distributions with clear context.
• Collaborate with Acquisitions, Asset Management, Accounting, and Tax to incorporate new investments.
• Participate in annual business planning and oversee quarterly valuation processes to translate outputs into narratives.
• Analyze sector, strategy, and asset-level performance to identify trends and communicate findings clearly.
• Create and maintain portfolio financial projection models for cash flows and returns.
• Assist in establishing fund- and asset-level KPIs and track performance.
• Utilize third-party applications like Yardi, iLevel, Chatham, Argus for data collection and reporting.
• Contribute to strategic projects to enhance client service, investor transparency, and platform growth.

Conocimientos

Written communication

Verbal communication

Financial modeling

Storytelling

Presentation skills

Portfolio management

Attention to detail

Project management

Teamwork

Educación

Bachelor's degree

Herramientas

Excel

PowerPoint

Word

Yardi

iLevel

Chatham

Argus

Descripción del empleo

Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe. Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally.

Founded on a culture of innovation, HSAM is an early mover in alternative real estate and mid-market infrastructure. Today, the firm’s global team, consisting of more than 520 professionals, is committed to creating long-term value through deep sector expertise and forward-thinking strategies.

Harrison Street isseekingto hire a Senior Associate within its Portfolio Management group. This role is designed for a portfolio management professional who can translate portfolio performance, strategy, and market context into clear, compelling investor-facing narratives. The ideal candidate will combine strong financial acumen with exceptional writing, presentation, and relationship-oriented communication skills, helping the team explain the portfolio story to investors, consultants, and internal stakeholders while still supporting the analytical rigor required of the Portfolio Management function.

Responsibilities

• Develop andmaintaina strong command of portfolio-level performance, strategy, positioning, and key value driversin order toclearly articulate the core fund story to internal stakeholders and external investors.

• Assistin preparing investor-facing materials, quarterly and annual reporting, meeting briefings, and presentation content; work closely with Investor Relations, Investor Services, and Marketing to ensure messaging is tailored,timely, and aligned with firm strategy.

• Draft and synthesize written commentary on portfolio performance, capital activity, investment themes, risks, opportunities, and market context for investor updates, due diligence responses, and internal reporting.

• Attend and document investor meetings and calls whenappropriate, capturing key takeaways, questions, follow-up items, and messaging themes that can inform future investor communications.

• Coordinate with Investor Services Group, Accounting, and Tax to respond to investor requests, due diligence questions, RFPs, DDQs, and other materials requiring clear explanation of portfolio strategy and performance.

• Maintain portfolio construction models and investment committee presentation materials, with an emphasis on clear storyline, executive-ready takeaways, and investor-relevant framing.

• Monitor fund liquidity andfacilitateinvestor capital calls and distributions, including drafting or coordinating explanatory context for investor communications as needed.

• Work closely with Acquisitions, Asset Management, Accounting, and Tax to incorporate new investments into the funds andmonitorongoing asset-level performance.

• Participate in the annual business planning process and oversee the quarterly valuation process, helping translate resulting outputs into concise portfolio narratives and performance insights.

• Analyze sector, strategy, partner, and asset-level performance toidentifykey trends, drivers, opportunities, and threats; communicate findings in a clear, concise, and audience-appropriate manner.

• Create andmaintainportfolio financial projection models tocalculate andproject fund-level cash flows and returns, while ensuring outputs can be clearly explained to senior leadership and investors.

• Assistin the establishment of fund- and asset-level KPIs and track performance against those measures.

• Utilize third-party applications such as Yardi,iLevel, Chatham, Argus, and related systems for data collection, reporting, and analysis.

• Contribute to strategic projects and platform initiatives that enhance client service delivery, investor transparency, reporting quality, and long-term growth of the platform.
• Assist the Portfolio Management team’s efforts in implementing firmwide data platforms.

Requirements

• Bachelor’s degreerequired; concentration in finance, economics, business, real estate, or related field preferred.
• 4+ years of work experience in real estate, investment management, investor relations, consulting, ora relatedfinancial services role preferred.
• Strong written and verbal communication skills, including comfort drafting, editing, and preparing investor-facing or client-facing materials.
• Professional presence with the ability to interact confidently with senior internal stakeholders and external investors.
• Core knowledge of real estate principles, finance, accounting, portfolio management, and investment performance concepts.
• Proficiency in Microsoft Office Suite, including Excel, PowerPoint, and Word; financial modeling capability remains important, but the role places particular emphasis on synthesis, storytelling, and communication.
• Analytical mindset with the ability to conduct research, synthesize findings, and convert data into actionable insights and clear narrative.
• Strong organizational and project management skills with the ability to prioritize multiple deadlines.
• Team-oriented, proactive, detail-driven, and resourceful approach to problem-solving.

$125,000 - $160,000 a year

Harrison Street is proud to be an equal opportunity employer committed to diversity, equity and inclusion in the workplace and is an affirmative action employer. All qualified applicants will receive consideration for employment without regard to veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law.

If you require accessibility assistance applying for open positions, please contact our ADA Accessible Line at [phone]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

Harrison Street does not accept unsolicited headhunter and agency resumes. Harrison Street will not pay fees to any third-party agency or company that does not have a signed agreement with Harrison Street.