Real Estate Associate

The Real Estate Investment Associate performs advanced investments research and analysis work. The incumbent will perform due diligence analysis of potential investment opportunities, and assist with day-to-day monitoring and reporting of the investment portfolio. This position will work proactively with the Real Estate team and IMD staff. This position reports to the Managing Director of Real Estate

WHAT YOU WILL DO:

Due Diligence and Analysis

• Performs investment analysis for potential investment opportunities, including principal investments and fund commitments, using any reliable printed or electronic media, partnership offering memoranda, and one-on-one contact with general and limited partners.
• Provides timely written or oral reports of analysis and recommendations to Investments staff and management.
• Communicates analysis of investment opportunities, results, and recommendations with the relevant portfolio managers(s) and/or senior staff via verbal and written reports and presentations, including preparing qualitative and quantitative reports, memoranda, and spreadsheets.
• Performs due diligence research and analysis for potential real estate investment opportunities.
• Conducts reference checks and evaluating the organization''s leadership team, strategy, market opportunity, historical and proforma financials, operations, and competitive environment.

Portfolio Monitoring

• Consults or coordinates with investment managers, external managers, analysts, investment accounting, legal counsel, custodian, and third-party advisors and consultants.
• Evaluates portfolio diversification by geography, property/sector type, and investment style.
• Performs or assists with the development, monitoring, and reporting of diverse portfolio investments.
• Works with TRS portfolio management systems such as DealCloud and PowerBI.
• Ensures that the agency Ethics Policy is adhered to in relationships with general partners, external managers, brokers, research suppliers, and other vendors.