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Associate, Portfolio Management

Associate, Portfolio Management

Associate, Portfolio Management 

Location(s): Newport Beach, California
Time Type: Full-Time
Posted: 30+ Days Ago
Job Requisition ID: R-6656

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

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 loan-level performance and ongoing execution of property-level business plans across the portfolio by working closely with loan asset management team.
  • Forecast fund-level performance/returns based on projected fund liquidity analysis, loan performance, repayment assumptions, and valuations of loans.
  • Oversee portfolio-level 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 third-party 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 one-page loan summaries, etc.

Work Experience / Knowledge: 

  • Minimum of 3 years of hands-on 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 top-tier 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:

  • Flexible paid time off
  • Hybrid work schedule
  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
  • Health & wellbeing benefits
  • Parental Leave benefits
  • Employee stock purchase plan

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

About Us

As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, explore your potential at Invesco.

Additional Info

Job Type : Full-Time

Education Level : Bachelors Degree

Experience Level : Mid to Senior Level

Contact : Christopher Presley;

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