Associate, Portfolio Management. Bethesda. Who We Are: BentallGreenOak is a leading, global real estate investment management advisor and a globally-recognized provider of real estate services. BentallGreenOak has offices in 22 cities across nine countries and three continents with deep, local knowledge, experience, and extensive networks in the regions where we invest and manage real estate assets on behalf of our clients. BentallGreenOak is part of the SLC Management institutional asset management business of Sun Life Financial Inc. BentallGreenOak promotes a corporate culture that attracts and retains the highest caliber people. We encourage opportunities for growth, development and promotion by providing our employees with the resources to work effectively and continually strive to perform better. We are committed to a safe and sustainable work environment. Position Responsibilities :. Manage reporting process to ensure timely delivery of reports to clients. Work with Asset Managers and Accounting to draft, submit for review, and finalize internal and external quarterly portfolio summary reports within reporting timetables. Responsible for analyses and coordinating the production of all drafts of property and portfolio-level business plans within reporting timelines. Responsible for maintaining portfolio-level models that track actual and forecast financial events, project most likely performance scenarios and calculate anticipated internal rates of return, cash returns, distributions and promotes, etc. Improve models as necessary. Assist the Investments team in the acquisition and disposition process for transactions involving the separate account clients. This will include financial analysis, market research, etc. Conduct portfolio impact analysis for potential new acquisitions (concentration - tenant and market, impact on returns, leverage, etc.). Work with the Accounting team to submit capital call requests; forecast portfolio cash flow and determine quarterly distributions. Improve and systematize the cash management process. Become familiar with portfolio documents/operating agreements and requirements to ensure compliance with contractual client obligations. Coordinate portfolio and property debt strategies with Portfolio Manager. Coordinate periodic asset valuations and hold/sell analysis in conjunction with Asset Management team, outside appraisers and client appraisal teams. Respond to regular and ad hoc client and consultant requests. Prepare annual portfolio review reports for Senior Management. Work collaboratively with Asset Managers to identify under-performing assets and recommend remedial measures, including disposition, to maintain overall investment returns. Work closely with Portfolio Manager to create and investigate new investment strategies. Attend weekly BentallGreenOak Pipeline meetings and prepare weekly pipeline reports for clients (and participate in bi-weekly client calls). Other duties as assigned. Education and Experience:. Bachelor's Degree and related work experience and/or training; or equivalent combination of education and experience. Three to five years of relevant work experience. Essential Qualifications:. Strong quantitative skills and understanding of financial modeling and valuation. Ability to effectively present information to senior management and clients. Ability to define problems, collect data, establish facts, and draw valid conclusions. Expert with Excel and Powerpoint and the ability to create presentations and complex models. Familiarity with property valuation software (Argus) is a plus. Strong communication skills, both oral and written. Excellent knowledge of accounting fundamentals and financial analysis. Ability to read, analyze and interpret financial reports and legal documents. Meticulous attention to detail and accuracy. Customer service mind-set and a team player mentality. Willingness to occasionally work irregular or long hours. Some travel may be required. This position requires someone with a dedication to the job who is eager to learn new approaches and is willing to openly listen and respond to feedback. We are looking for someone with enthusiasm about the career path they have chosen and a desire to work with the company to develop the skills necessary to be successful in our framework. Reasonable accommodation at any time throughout the hiring process is available through BentallGreenOak's Human Resources department for applicants with disabilities or for those needing job postings in an alternate format.