Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Portfolio Management Analyst/Associate image - Rise Careers
Job details

Portfolio Management Analyst/Associate

ASB Real Estate Investments, a division of ASB Capital Management LLC, is a leading U.S. real estate investment management firm with $10 billion in gross assets under management from over 310 institutional clients. Headquartered in the Washington, D.C. area, ASB invests in major markets across the United States, concentrating in industrial, multifamily, office, retail, and self-storage properties.


ASB has built success around talented, hard-working individuals who collaborate to gain a broad and integrated understanding of real estate disciplines to deliver attractive risk-adjusted returns. We encourage a culture of collaboration, and all members of our team engage in offering their points of view on major decisions in an extremely inclusive management process.


POSITION SUMMARY:

The Portfolio Management Analyst/Associate will support the Portfolio Management team in calculating portfolio performance and delivering reporting on portfolio monitoring used to develop portfolio management initiatives and drive investment strategy.  


Summary of Competitive Benefits & Perks:
  • Health/Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus/Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the company’s EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!


Portfolio Management Analyst/Associate, DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:
  • Lead portfolio-level return calculations using complex excel models, and the collection, validation, and tracking of detailed quarterly portfolio metrics around valuations, operations and performance of a commercial real estate portfolio
  • Assist in the preparation, review, and interpretation of portfolio data and reporting for dissemination to executive management team, board, consultants, investors, and prospective investors
  • Develop new portfolio monitoring and risk management reporting tools and frameworks
  • Present reports to senior management team, including the CEO, and assist in the development of overall portfolio strategies and tactics designed to enhance performance
  • Work closely with the CEO, Portfolio Manager, COO, and CIO to produce investor marketing materials, market research white papers and other firm publications
  • Collaborate with Data Analytics and Accounting teams to implement enhanced portfolio reporting infrastructure  
  • Interpret and respond to ad-hoc client requests in a timely manner
  • Develop deep understanding of industry performance standards
  • Assist in the creation of models used to simulate return scenarios


Portfolio Management Analyst/Associate, JOB REQUIREMENTS (SKILLS/ABILITIES):
  • Strong understanding of principles of finance and accounting, such as IRR and discounted cash flow
  • Superior analytical skills and work ethic
  • Detail-oriented
  • Strong communication and interpersonal skills
  • Superior time-management skills and ability to meet deadlines
  • Highly proficient in Microsoft Excel skills
  • Plus: Strong writing skills
  • Plus: Familiarity with real estate and finance concepts
  • Plus: Accounting coursework 


Portfolio Management Analyst/Associate, EXPERIENCE / EDUCATION / LICENSES / CERTIFICATIONS:
  • Two plus years of work experience in Real Estate Investment Management, Investment Banking, Private Equity, or Consulting is preferred.
  • Bachelor’s degree in economics, Finance, Math, Accounting or related field, CFA track is a plus but not required


$95,000 - $130,000 a year

BFS7501


The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held.  Base pay is one component of ASB Investment Management's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more. 


ASB Real Estate Investments is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

 

If you are a candidate in need of assistance or an accommodation in the application process, please contact corporate.resumes@bfsaul.com or 301-986-6000.


Equal Opportunity Employer/Veterans/Disabled

B.F. Saul Company Glassdoor Company Review
3.8 Glassdoor star iconGlassdoor star iconGlassdoor star icon Glassdoor star icon Glassdoor star icon
B.F. Saul Company DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of B.F. Saul Company
B.F. Saul Company CEO photo
B. Francis Saul II
Approve of CEO

Average salary estimate

$112500 / YEARLY (est.)
min
max
$95000K
$130000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Portfolio Management Analyst/Associate, B.F. Saul Company

If you're looking to dive into the world of real estate investment as a Portfolio Management Analyst/Associate at ASB Real Estate Investments, you've found the right opportunity! Based in Bethesda, Maryland, ASB is a high-caliber U.S. real estate investment management firm managing an impressive $10 billion in assets for over 310 institutional clients. As a Portfolio Management Analyst/Associate, your role is crucial in calculating portfolio performance and contributing to critical reporting that supports our investment strategy. You'll work alongside a talented team, where collaboration is key, as we adapt and apply diverse insights to optimize our portfolio's risk-adjusted returns. Your day-to-day tasks will include detailing quarterly metrics and assisting in creating reports for our executive management team, including presentations to our CEO. You’ll also be instrumental in developing innovative monitoring and risk management tools, ensuring our strategies are well-informed and impactful. At ASB, we're proud of our supportive benefits, which include health insurance, a 401(k) plan with a company match, paid time off, and even access to a modern fitness center. We're passionate about nurturing talent, and we believe your insights and contributions will help shape the future of these investments. If you're detail-oriented, analytical, and eager to engage in a process that values your perspective, then the Portfolio Management Analyst/Associate position at ASB Real Estate Investments could be your next step to success!

Frequently Asked Questions (FAQs) for Portfolio Management Analyst/Associate Role at B.F. Saul Company
What does a Portfolio Management Analyst/Associate do at ASB Real Estate Investments?

At ASB Real Estate Investments, a Portfolio Management Analyst/Associate plays a vital role by calculating portfolio performance, preparing detailed reports, and developing monitoring tools to drive strategic investment decisions. This position requires a keen analytical mindset and strong proficiency in Excel to track and interpret complex performance data.

Join Rise to see the full answer
What skills are essential for the Portfolio Management Analyst/Associate role at ASB Real Estate Investments?

Essential skills for a Portfolio Management Analyst/Associate at ASB Real Estate Investments include a robust understanding of finance principles, superior analytical abilities, attention to detail, and excellent communication skills. Proficiency in Excel and a foundation in real estate investment concepts are also vital for success in this role.

Join Rise to see the full answer
What educational background is preferred for the Portfolio Management Analyst/Associate position at ASB Real Estate Investments?

ASB Real Estate Investments seeks candidates with at least a bachelor's degree in finance, economics, accounting, or a related field for the Portfolio Management Analyst/Associate position. Having two years of relevant work experience in fields like real estate investment management or consulting can significantly enhance your candidacy.

Join Rise to see the full answer
What growth opportunities exist for a Portfolio Management Analyst/Associate at ASB Real Estate Investments?

At ASB Real Estate Investments, starting as a Portfolio Management Analyst/Associate can lead to various career advancements within the firm, thanks to a robust culture of collaboration and professional development. As you demonstrate your skills, there are opportunities to transition into senior management roles or specialized investment teams.

Join Rise to see the full answer
What are the competitive benefits provided to Portfolio Management Analyst/Associates at ASB Real Estate Investments?

Portfolio Management Analyst/Associates at ASB Real Estate Investments enjoy a rich benefits package, which includes health insurance, a 401(k) plan with a company match, paid time off, tuition reimbursement, and unique perks like discounts on in-house dining and fitness facilities. These benefits reflect ASB's commitment to employee well-being and growth.

Join Rise to see the full answer
How does ASB Real Estate Investments promote diversity and inclusion in their workforce?

ASB Real Estate Investments is proud to be an equal opportunity employer, promoting diversity and equality across all levels of the organization. The company fosters an inclusive environment where all employees are encouraged to contribute their unique viewpoints, enhancing collaboration and innovation within teams.

Join Rise to see the full answer
What is the salary range for a Portfolio Management Analyst/Associate at ASB Real Estate Investments?

The salary range for a Portfolio Management Analyst/Associate at ASB Real Estate Investments is competitive, with base pay between $95,000 and $130,000 per year, depending on qualifications, experience, and other relevant factors. ASB ensures that compensation packages are comprehensive and reflect the value each employee brings.

Join Rise to see the full answer
Common Interview Questions for Portfolio Management Analyst/Associate
Can you explain what portfolio metrics you have experience in calculating?

When asked about portfolio metrics, focus on your familiarity with concepts like IRR, cash flow analysis, and asset valuations. Provide examples of how you've utilized these metrics to inform investment strategies or decision-making. This demonstrates your analytical skills and relevance to the Portfolio Management Analyst/Associate role at ASB.

Join Rise to see the full answer
What strategies do you use to manage deadlines and workloads?

In interviews, describe your approach to time management and prioritizing tasks. Highlight specific tools or techniques, such as creating to-do lists or using calendar reminders. Emphasize your experience in a fast-paced environment, which is key for the Portfolio Management Analyst/Associate position.

Join Rise to see the full answer
How do you approach collaboration with senior management when presenting reports?

Discuss your process for preparing reports and how you tailor presentations for different audiences. Mention the importance of clarity and strong communication for the Portfolio Management Analyst/Associate role at ASB, ensuring that insights are actionable and align with team goals.

Join Rise to see the full answer
Describe a time you developed a new reporting tool or framework.

Use this question to highlight your innovative thinking. Share a specific example of a reporting tool or framework you've created, explaining the challenge it addressed and its impact on portfolio management. This will showcase your initiative and strategic thinking skills applicable to the ASB role.

Join Rise to see the full answer
What methods do you use for data validation and ensuring accuracy in reporting?

Emphasize your meticulous attention to detail when discussing data validation techniques, such as cross-referencing figures or conducting variance analysis. This reassures the interviewer that you'll maintain high standards as a Portfolio Management Analyst/Associate at ASB Real Estate Investments.

Join Rise to see the full answer
How do you stay updated on industry trends and performance standards?

Convey your commitment to professional development by discussing resources you follow, such as industry publications, webinars, or networking events. This demonstrates your proactive nature and eagerness to bring valuable insights to the Portfolio Management Analyst/Associate position at ASB.

Join Rise to see the full answer
What role does analytics play in your decision-making process?

Illustrate your analytical thinking by describing how you leverage data analytics in your decision-making. Provide examples, like using analytics to assess investment performance or market trends, underscoring your fit for the analytical nature of the Portfolio Management Analyst/Associate role.

Join Rise to see the full answer
Can you explain a complex financial concept to a non-financial audience?

This question tests your communication skills; choose a relevant financial concept and break it down into simple terms. This ability will be particularly essential in the ASB Portfolio Management Analyst/Associate role, as you'll often need to communicate with a broad audience.

Join Rise to see the full answer
Tell us about your experience with Microsoft Excel and any advanced features you utilize.

Discuss specific Excel functions you've mastered, such as VLOOKUP, pivot tables, or advanced charting. Providing examples of how these functionalities have aided your work will help reinforce your qualifications for the technical aspects of the Portfolio Management Analyst/Associate role at ASB.

Join Rise to see the full answer
In your opinion, what makes a successful investment strategy?

Articulate your understanding of effective investment strategies by mentioning key factors like risk management, market analysis, and portfolio diversification. Tailor your response to align with ASB Real Estate Investments' focus on attractive risk-adjusted returns, connecting theory to practice.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 7 days ago
Photo of the Rise User
Posted 12 days ago
Photo of the Rise User
Buyers Edge Platform, LLC Hybrid New London, CT (Hybrid)
Posted 7 days ago
Photo of the Rise User
Posted 12 days ago
Photo of the Rise User
Posted 23 hours ago
Photo of the Rise User
Posted 14 days ago
Photo of the Rise User
Posted 1 hour ago
Photo of the Rise User
Posted 8 days ago

To maximize the long term value of the collective enterprise. We achieve this through excellence in all aspects of Ownership, Development, and Operations of Commercial Real Estate.

15 jobs
MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
November 24, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!