Associate, Portfolio Management - Newport Beach, United States - Invesco

Invesco

Verified Company

Newport Beach, United States

4 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives.

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, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco.

Make a difference every day

Job Description:

Location:
Los Angeles

Job Purpose (Job Summary): The role of the Associate is to provide direct support to Portfolio Managers across various credit strategies along with broader support to the Portfolio Management, Originations and Capital Markets teams in their execution of Invesco's real estate credit strategies.

Key Responsibilities / Duties:

Monitor loanlevel performance and ongoing execution of propertylevel business plans across the portfolio by working closely with loan asset management team.
Forecast fundlevel performance/returns based on projected fund liquidity analysis, loan performance, repayment assumptions, and valuations of loans.
Oversee portfoliolevel loan composite and track record models in collaboration with fund operations and loan asset management teams.
Maintain, or create as necessary, portfolio level summary reports in order to manage or analyze portfolio performance, diversification, risk mitigation, etc.
Develop, maintain and analyze portfolio analytics for purposes of new loan originations, valuations, and financing strategies.
Manage credit allocation log and worksheet process on an ongoing basis.
On an ad hoc basis, underwrite new debt transactions entering (as pipeline necessitates) and work with team to manage loan origination process throughout the various stages of due diligence and syndication.
Assist with quarterly valuations of loans and underlying collateral with thirdparty valuation firms.
Facilitate reporting process for clients to ensure accurate and timely reporting by all responsible parties, including Monthly and Quarterly reports.
Assist with client requests and inquiries (qualitative and quantitative).
Prepare presentations related to fund strategy and portfolio performance for internal committees.
Assist with preparing and updating pitchbooks for clients in collaboration with fund operations and marketing teams.
Maintain working knowledge of client's goals, objectives, and investment guidelines to ensure compliance.
Ad hoc support for clients, portfolio management, and Invesco.
Other duties as assigned, such as onepage loan summaries, etc.

Work Experience / Knowledge:

Minimum of 3 years of handson experience preferred in one or more of the following disciplines: Real Estate Credit/Lending, Real Estate Portfolio/Fund Management, Real Estate Acquisitions.
Good understanding of the investment fundamentals of Institutional Real Estate

Skills / Other Personal Attributes Required:

Strong financial and analytical skills with an eye for details
Excellent organizational and time management skills
Excellent verbal and written communication skills; solid business writing skills are critical
Ambitious and tireless self-starter; resourceful and independent
General understanding of accounting principles (balance sheet, income statement, variance analysis)
Proactive; act with a sense of urgency with internal and client requests
Excellent interpersonal skills in a team-oriented environment; low ego team player
Must be confident and comfortable expressing an opinion that may be different from others within Invesco
Solid practical understanding of real estate investment concepts
appreciation of broader investment (stocks, bonds etc.) concepts a plus
Experience with real estate credit a plus
Proficient in Microsoft Excel, PowerPoint, Word, Argus

Formal Education:

Undergraduate degree from a toptier University
MBA or CFA not required but a plus

The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location.

The salary range for this position in California is $95,000 to $110,000 annually.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

Yes

Workplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value.

As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office.

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: