Portfolio Management

Los Angeles

Position Overview:

The Associate role will be based in Los Angeles working closely with senior professionals to manage our portfolio.

Key responsibilities include but are not limited to:

  • Monitoring and reporting on the performance of assets and projects under construction/development; review of budgets; developing cash flow models
  • Monitoring and reporting on compliance under transaction documents; coordinating with legal counsel, appraisers, auditors, construction and/or property consultants and other deal service providers
  • Managing the review of loan / capital funding requests in coordination with construction consultants, loan servicers and other service providers
  • Participating in the development and implementation of strategies for special situations; managing enforcement actions undertaken after default; producing regular reports to investors / capital providers
  • Maintaining financial projections for individual assets; analyzing financial statements and reporting on variances; reviewing appraisals


  • Strong academic credentials from a top-tier institution
  • 4-7 years’ experience in real estate portfolio management, conversant with both private equity and loan transactions
  • Strong knowledge of financial accounting; strong analytical/modeling skills
  • Exceptional business writing skills; ability to navigate through complex legal documents an advantage
  • Strong work ethic and highest ethical standards

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