Assistant Portfolio Manager, Vice President

Bethesda, MD
Jul 02, 2018
Jul 16, 2018
Full Time
Serve as a thought-partner to the Allegiance Fund's Portfolio Manager, helping to shape the portfolio strategies, diagnostic frameworks and procedures in order to drive investment performance. Prepare annual portfolio strategy and semi-annual portfolio updates for the ASB investment committee. Participate in the development of quarterly presentations summarizing key portfolio developments, performance drivers and market/economic conditions to fund investors and investment consultants working on behalf of pension fund LPs Manage the Fund's Sustainability/ESG platform, overseeing the completion of ESG initiatives including implementation of energy management systems, evaluation of investment-level diagnostics, execution of property-level certifications, GRESB submission and performance, and oversight of the firm's third-party sustainability consultant. Advance the development of portfolio analysis frameworks used to evaluate asset-class specific KPIs around operating results including expense analysis, vacancy reporting, prospective tenant activity, capital and return analysis, market leasing assumptions vs. actual etc. Guide junior members of the portfolio team and participate in the acquisition, structuring and management of new information datasets required for advanced portfolio reporting. Meet with members of the asset management team to discuss asset operations and outline key action items, milestones and objectives for specific investments. Manage the firm's master insurance program and serve as main contact to the firm's third-party insurance consultant, IBC. Provide analytical insight and participate in the development of market research tools and frameworks designed to drive investment strategy as time provides. Strong familiarity with real estate investment analytical frameworks Methodical and detail-oriented Ability to manage people and projects Strong communication and interpersonal skills Superior time-management skills and ability to meet deadlines Strong Microsoft Excel skills High technical aptitude Strong writing skills 5+ years of work experience in real estate investment Masters in Business Administration preferred