Associate, Equity Portfolio Management

Our client in the real estate industry is looking for a Associate, Equity Portfolio Management to join their team in Los Angeles County


Job Description:

  • Assist Management in various Portfolio Management activities
  • Help analyze financial, operating, and valuation information to evaluate the results
  • Manage and maintain databases, spreadsheets, and other information systems
  • Review quarterly internal valuations and assumptions
  • Prepare comprehensive valuation models
  • Perform real estate investment sensitivity analysis
  • Prepare real estate property and portfolio reports



  • Experience in the financial services, real estates or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel and ARGUS skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in finance, business, economics, mathematics or related field and a minimum of 3 years’ relevant experience

Ref #24486

Dora DangAssociate, Equity Portfolio Management