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    Portfolio Management, Analyst/Senior Analyst - Los Angeles, United States - SelectLeaders

    SelectLeaders
    SelectLeaders Los Angeles, United States

    3 weeks ago

    Default job background
    Description
    Opportunity

    You will be responsible for gathering, managing, and maintaining portfolio data, and completing product and firm questionnaires/RFIs/RPFs/DDQs and other data requests from consultants and prospects related to existing and potential clients, as well as ensuring the accuracy and consistency of marketing and descriptive language in these external documents.


    This role involves working across all firm departments:
    Investor Relations, Sales/Client Service Research, Asset Management, Compliance, Accounting and senior leadership teams.

    This role is based in the downtown Los Angeles office or the downtown Chicago office.

    Opportunity

    You will be responsible for gathering, managing, and maintaining portfolio data, and completing product and firm questionnaires/RFIs/RPFs/DDQs and other data requests from consultants and prospects related to existing and potential clients, as well as ensuring the accuracy and consistency of marketing and descriptive language in these external documents.


    This role involves working across all firm departments:
    Investor Relations, Sales/Client Service Research, Asset Management, Compliance, Accounting and senior leadership teams.

    This role is based in the downtown Los Angeles office or the downtown Chicago office.


    Essential Functions:


    Coordinate the consolidation of quarterly report data across investment products by receiving and populating information from the Investor Relations, Asset Management, Investment, and Accounting Departments for utilization in responding to investment consultant questionnaires.

    Respond to and track RFPs received from consultants and potential new clients by drafting and completing investment proposals.

    Create and maintain an accurate and persuasive firm investment process and product language for sales and consultant relations documents, including RFPs, RFIs, and DDQs.

    Update consultant databases with firm and product information quarterly or on an as-needed basis.

    Develop and maintain proprietary market and industry research, including from third-party providers that support investment strategies and capital raising activities.

    Contribute as a member of the portfolio management team to prepare portfolio measurement and reporting analysis to drive fund and property-level performance.

    Support the firm's new business and client service efforts by responding to and creating ad-hoc analysis utilizing fund and property data from various internal and external data sources.

    Deliver reports under strict deadlines, balancing the need for speed and efficiency with quality analysis and crisp writing that enhances our organization's institutional brand.

    Essential Business Experience and Technical Skills
    Bachelor's degree, emphasis in Finance, economics, real estate, business management or communications preferred.

    A minimum one to two years of experience performing consultant questionnaires, RFP writing or data analytics, preferably at an investment management or financial services firm.

    Familiarity with or understanding of real estate investments preferred.
    Effective communication, writing, and editing skills.
    Proficient in Microsoft Excel, including advanced use of pivot tables, arrays, etc. Ability to automate Excel models by minimizing manual steps/inputs and using complex formulas and conditional formatting.
    Proficiency with Microsoft Office Suite and software utilized in the organization (i.e. Salesforce, Tableau, Costar/PPR, Real Capital Analytics and ARGUS Enterprise).

    Ability to manage and prioritize multiple action items at once and to work independently as well as collaboratively, both within the portfolio management team and with the firm's professionals.

    Strong project management and multi-tasking abilities.

    Understand the firm's goals, the institutional investment management environment, and institutional real estate products, as well as competitive real estate investment strategies.

    Competencies
    We believe having the following traits will be vital to success in this position:

    Works Collaboratively – You are a team player with a commitment to achieving objectives through an understanding of the overall goals of the firm.

    Creative Thinking – You must be a creative and innovative thinker who can translate thoughts into actionable items.
    High Energy – You can work in a fast-paced dynamic environment with many stakeholders where multi-tasking is essential.

    Models Our Values – You conduct your daily business and interactions with mindfulness that reflects the firm's culture and promotes ARA's values and standards.

    Results Driven – You are driven to outperform expectations achieving providing our organization with competitive advantages and utilizing creativity while taking an analytical and context-driven approach to problem-solving.

    Job Specifications

    Work environment and physical demands:
    General office environment.

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job.

    Duties, responsibilities, and activities may change at any time with or without notice.

    Our organization is committed to equal employment opportunity.

    We do not discriminate based on an individual's race and associated traits, sex, gender, religion, color, national origin, ancestry, physical or mental disability, medical condition, marital status, registered domestic partner status, sexual orientation, gender identity and expression, age, genetic information, military, and veteran status, or any other basis prohibited by law state or federal law.

    This policy governs all aspects of employment, including hiring, assignments, training, promotion, compensation, employee benefits, employee discipline and discharge, and all other terms and conditions of employment.

    Our organization considers for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring Ordinance No

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