Senior Associate, Portfolio Management

Invesco
Dallas, Los Angeles
Workplace: HybridFull timeUSD 120,000 - 161,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 5-7 yearsEducation: bachelorsSkills: ["Written communication","Verbal communication","Financial analysis","Organization","Collaboration"]

Support Portfolio Managers and portfolio management teams in executing separate account real estate investment strategies. Perform portfolio and property performance analysis across acquisitions, leasing, valuations, capex, financing, and dispositions. Coordinate monthly/quarterly/annual client reporting, assist with capital calls and forecasting, and prepare board materials and annual reports with clear performance, risk, diversification, and compliance insights.

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FursaFursa
Invesco
Invesco
3 days ago

Senior Associate, Portfolio Management

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Last checked: 43 minutes agoStatus: Live

Job Summary

Support Portfolio Managers and portfolio management teams in executing separate account real estate investment strategies. Perform portfolio and property performance analysis across acquisitions, leasing, valuations, capex, financing, and dispositions. Coordinate monthly/quarterly/annual client reporting, assist with capital calls and forecasting, and prepare board materials and annual reports with clear performance, risk, diversification, and compliance insights.
Location: Dallas, Los Angeles
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Support development and execution of multiple separate account investment strategies and portfolio business plans.
  • •Monitor portfolio and property-level performance and provide analysis and recommendations across acquisitions, leasing, valuations, capital expenditures, financing, and dispositions.
  • •Coordinate and facilitate client reporting processes for monthly, quarterly, and annual requirements.
  • •Assist with capital calls, client requests, strategic investment planning, and portfolio forecasting activities.
  • •Prepare board materials, annual reports, and presentations, and create portfolio-level reporting and analytics for performance, diversification, risk, and compliance.

Pay and Benefits

Salary: USD 120,000 - 161,000 annually
Schedule:4-Day Week
Perks:Paid Leave401kHealth InsuranceParental LeaveEquityFlexible Work

Key Requirements

  • •Undergraduate degree required; MBA, CFA, or other advanced investment-related designation is a plus.
  • •5–7 years of experience in portfolio/fund management, asset management, real estate investments, acquisition analytics, underwriting, financing, accounting, or real estate appraisal.
  • •Strong understanding of institutional real estate investments and portfolio management principles.
  • •Advanced financial analysis skills including forecasting, valuation concepts, and financial statement analysis.
  • •Proficiency with Microsoft Excel, Word, and PowerPoint; experience with Argus required and familiarity with Yardi is an asset.
Experience:5-7 yearsReal estate investmentsAsset managementPortfolio managementInstitutional investingSeparate accounts
Education:Bachelor's
Skills:Written communicationVerbal communicationFinancial analysisOrganizationCollaboration
Certifications:CFA
Tech Stack:Microsoft ExcelMicrosoft WordMicrosoft PowerPointArgusYardiMicrosoft CopilotClaudeAI

Company Brief

Invesco
Global investment management firm offering mutual funds, ETFs, retirement solutions, and institutional asset management services. Serves individual investors, financial advisors, and institutions across public and alternative markets.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Atlanta, United States
Founded: 1935
WebsiteLinkedIn