Portfolio Analyst/Associate

Company: LaSalle Investment Management
Job Title: Portfolio Analyst/Associate
Location: Chicago, IL
Department: Asset Management
Employment Type: Full-time
Auto Req ID: REQ8443

To Apply: To be considered, please click the link below to apply online. All resumes MUST BE submitted via our website.

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Objective of Role: 

LaSalle Investment Management is seeking a Portfolio Analyst/Associate to join its Portfolio and Asset Management teams.  The Portfolio Analyst/Associate works directly with the Portfolio Manager on the development and implementation of client real estate strategy.

Portfolio Analyst/Associate Accountabilities:

  • Take primary responsibility for developing actionable portfolio analysis for the portfolio management team to promote strategic thinking
  • Assist portfolio manager on the development and preparation of annual strategic plans for each investment vehicle
  • Conduct financial analyses including cash flow projections and Argus valuation models at a consolidated portfolio level
  • Evaluate portfolio-level investment performance
  • Oversee asset analysts in development of annual operating budgets, appraisal review and internal valuation to comply with client requirements and deadlines
  • Primary responsibility for coordination and review of client reporting and presentation preparation to ensure compliance with client investment management agreements
  • Analyze hold/sell recommendations and develop strategic plans to maximize client returns
  • Provide analytical support to colleagues in the areas of fund operations and asset management
  • Assist asset managers and asset analysts on more complex analysis including financings and dispositions
  • Provide training and coaching to asset analysts and cover workload as needed
  • Work across portfolios with other portfolio managers and portfolio analysts/associates to develop best practices and design and implement efficiency measures
  • Work with asset class Sector Leader to analyze LaSalle’s portfolio and find operating opportunities across an asset class
  • Track transaction activity across your portfolio including acquisitions, dispositions and financings
  • Represent the Portfolio and Asset Management teams in firm-wide projects and create executive level relationships[MH1] 
  • Present portfolio level analysis to North American Investment Committee

 

Qualifications, Skills & Experience:

  • BA/BS degree in real estate, finance, accounting, or economics or related field with strong record of academic achievement
  • Highly skilled in modeling investments in Excel; Argus experience is strongly preferred
  • Advanced knowledge of DCF, NPV and cash flow models
  • Strong financial and analytical ability with solid organizational skills and ability to multi-task
  • Highly-developed verbal and written communication skills
  • Ability to work independently and as part of a team
  • Proactive thinking with detail-oriented and creative problem solving approach
  • Candidate must be authorized to work in the United States for a minimum of 5 years
  • Minimum of 3 years’ experience working with commercial real estate valuations or in real estate finance

 

LaSalle Investment Management is an Equal Opportunity Employer