Senior Associate, Portfolio Management

Invesco; Dallas (TX); Hybrid; USD 120,000 - 161,000; Full time

Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 6% + discretion

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco, a leading global investment firm, seeks a Senior Associate for Portfolio Management to support portfolio analysis, client reporting, strategic planning, and performance monitoring across institutional real estate portfolios.

You will collaborate with Investment Management and internal partners to deliver strong investment outcomes and exceptional client service, leveraging Argus and other tools in a hybrid work environment.

Qualifications

• Undergraduate degree required; MBA, CFA or other advanced designation a plus.
• 5–7 years of experience in Portfolio/Fund Management, Asset Management, Real Estate Investments or related areas.
• Strong understanding of institutional real estate investments and portfolio management.
• Advanced financial analysis skills including forecasting and valuation.
• Proficiency with Excel, Word and PowerPoint; Argus required; familiarity with Yardi is a plus.

Responsibilities

• Support multiple separate account investment strategies and portfolio business plans.
• Monitor portfolio and property-level performance; provide analysis and recommendations on acquisitions, leasing, valuations, and capital expenditures.
• Coordinate and facilitate client reporting (monthly, quarterly, annual).
• Assist with capital calls, client requests and portfolio forecasting.
• Prepare board materials and annual reports communicating portfolio activity.

Skills

Portfolio management

Financial analysis

Communication

Organization

Education

Bachelor's degree

MBA or CFA (plus)

Tools

Argus

Yardi

Excel

PowerPoint

Word

Copilot

Claude

Job description

About Invesco

As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco.

What’s in it for you?

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including:

• Flexible paid time off
• Hybrid work schedule
• 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
• Health & wellbeing benefits
• Parental Leave benefits
• Employee stock purchase plan

Job Description

About the Role

The Senior Associate, Portfolio Management provides direct support to Portfolio Managers and collaborates with broader Portfolio Management teams in the execution of separate account investment strategies. This role is responsible for portfolio analysis, client reporting, strategic planning, and performance monitoring across institutional real estate portfolios. The position works closely with Investment Management and other internal partners to help deliver strong investment outcomes and exceptional client service.

Responsibilities Of The Role

• Support the development and execution of multiple separate account investment strategies and portfolio business plans.
• Monitor portfolio and property-level performance, providing analysis and recommendations related to acquisitions, leasing, valuations, capital expenditures, financing, and dispositions.
• Coordinate and facilitate client reporting processes, including monthly, quarterly, and annual reporting requirements.
• Assist with capital calls, client requests, strategic investment planning, and portfolio forecasting activities.
• Prepare board materials, annual reports, and presentations that effectively communicate portfolio performance and investment activity.
• Create and maintain portfolio-level reporting and analytics to measure performance, diversification, risk, and compliance with investment objectives.
• Review financial structures and partnership waterfalls to ensure compliance with governing documents and investment guidelines.
• Provide ad hoc support for clients, Portfolio Management teams, and organizational initiatives as needed.

Requirements For The Role

• Undergraduate degree required; MBA, CFA, or other advanced investment-related designation is a plus.
• 5-7 years of experience in one or more of the following areas: Portfolio/Fund Management, Asset Management, Real Estate Investments, Acquisition Analytics, Underwriting, Financing, Accounting, or Real Estate Appraisal.
• Strong understanding of institutional real estate investments and portfolio management principles.
• Advanced financial analysis skills, including forecasting, valuation concepts, and financial statement analysis.
• Strong written and verbal communication skills, with the ability to prepare professional reports and presentations for clients and stakeholders.
• Proficiency with Microsoft Excel, Word, and PowerPoint; experience with Argus required, and familiarity with Yardi is an asset.
• Experience leveraging AI and productivity tools such as Microsoft Copilot or Claude, with the ability to quickly learn new technologies and software platforms.
• Highly organized, detail-oriented, resourceful, and collaborative, with the confidence to provide thoughtful recommendations and challenge perspectives when appropriate.

The salary range for this position in Los Angeles/California is $120,000 - $161,000/year

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

Pursuant to Invesco’s Workplace Policy, employees are expected to comply with the firm’s most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other’s growth and development.

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.