Real Estate Portfolio Management - Senior Associate

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Morgan Stanley USA
  • 16 Dec 18

Real Estate Portfolio Management - Senior Associate

As a member of Morgan Stanley's Real Estate Portfolio Management team, the individual will play an integral role supporting the Portfolio Managers and CFOs on various funds across the platform. The team provides comprehensive front-to-back services across the platform and is the key central point of oversight and contact for each Fund's stakeholders with a focus on analytical activities and risk management.
Primary Responsibilities:
• Liquidity monitoring:
o Responsible for updating weekly/quarterly fund-level liquidity model
o Monitor liquidity availability, timing of investor capital calls/distributions, need for credit facility borrowings/repayments
• Risk / liability management:
o Responsible for reviewing/analyzing fund-level guarantees and debt maturities
o Work with risk management team to ensure adequate hedging levels
• Reporting:
o Prepare/coordinate fund-level quarterly reports
o Review/analyze fund-level financials and investor-level partner capital statements
o Review/analyze management fees calculations
o Prepare/coordinate bi-annual Advisory Committee materials
o Coordinate materials for quarterly internal working group meetings
o Facilitate routine and ad-hoc investor requests
• Investor due diligence
o Coordinate with marketing team on ad hoc investor information requests / questionnaires as part of fundraising efforts across the platform

Qualifications:

Skills/Experience/Education
Required:
• BA/BS required
• 4-6 years of experience in a financial analytics type position
• Strong analytical and financial skills, accounting background a plus
• Strong working knowledge of cash flow modeling
• Strong communication skills
• Strong capabilities in Excel and Powerpoint
• Ability to work within a team and under tight deadlines
• High commitment and strong self-motivation
• Strong work ethic
• Committed to delivering the highest quality work product; strong attention to detail
• Proactive; self motivated and goal oriented
• Ability to effectively prioritize and handle multiple tasks