Senior Associate/Vice President - Portfolio Management - Multifamily
Apply NowCompany: Clarion Partners
Location: Dallas, TX 75217
Description:
Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
Responsibilities:
Primary responsibilities will include assisting the portfolio management team of a large institutional U.S. residential real estate fund with implementing the Fund's investment strategy, property investment underwriting, financial modeling, client reporting and presentations, marketing initiative assistance, fund performance and benchmark analyses, property valuation analyses and special projects.
Candidate will interact closely with a variety of functional teams including portfolio finance, asset management, acquisitions/development, research and marketing/client service.
Primary activities include, but are not limited to:
Qualifications:
Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.
Clarion Partners is committed to fostering a diverse and inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
Responsibilities:
Primary responsibilities will include assisting the portfolio management team of a large institutional U.S. residential real estate fund with implementing the Fund's investment strategy, property investment underwriting, financial modeling, client reporting and presentations, marketing initiative assistance, fund performance and benchmark analyses, property valuation analyses and special projects.
Candidate will interact closely with a variety of functional teams including portfolio finance, asset management, acquisitions/development, research and marketing/client service.
Primary activities include, but are not limited to:
- Investment performance and financial analyses for portfolio assets and new property investments;
- Maintain and construct proprietary Fund financial models;
- Assist in the preparation of property investment memorandums and financial underwriting;
- Prepare, distribute and ensure adherence to critical deadlines for fund and investor reporting;
- Prepare Fund overview decks, analyses and memorandums for senior management and investors;
- Coordinate and write responses for investor/consultant due diligence requests;
- Interact with asset managers and finance staff in order to maintain critical portfolio/property data;
- Participate in the review of property business plans and valuation analyses;
- Provide marketing support, assist with competitive analyses, review of industry trends and other special projects.
Qualifications:
- Undergraduate degree in finance, business, economics or real estate;
- 5-7 years of work experience in finance or business-related activities. 2-3+ years of work experience if candidate has completed an MBA or masters degree in a business-related field. Institutional real estate experience preferred; multifamily investment experience a plus;
- High proficiency in property cash flow mechanics, investment analysis and equity/debt considerations;
- Strong business writing and financial analysis skills; high competency in preparing and delivering memorandums, analytical reports and data charts;
- High proficiency in Microsoft Office, especially in Excel, Word and Powerpoint; Argus experience a plus;
- Excellent interpersonal communication, organizational skills and attention to detail;
- Candidate should be proactive and self-motivated. Essential candidate attributes include strong work ethic, integrity and commitment to both team and individual project deadlines.
Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.
Clarion Partners is committed to fostering a diverse and inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.