Position Summary

The client is seeking an Associate to support its rapidly expanding real assets portfolio covering the U.S. and Europe. The ideal candidate will have a basic understanding of either real estate, infrastructure and/or agriculture investments and have experience in research and report preparation.

Experience with commingled fund investing is beneficial. The position is based in Midtown, New York.

Essential Duties/Function:

• Manage and produce reporting on a monthly and quarterly basis for the existing portfolio of investments to monitor portfolio performance.
• Prepare real assets and macroeconomic research to present to senior management.
• Assist in the diligence of investments in real asset-focused commingled funds alongside other team members, as needed.
• Participate in meetings and/or site visits to meet with team members across each manager's platform and tour representative assets for the proposed strategy, as needed.
• Facilitate the operations team in managing investment-related activities.
• Engage in the implementation of ESG initiatives and measurement across the portfolio.
• Maintain frequent contact with offices in London and Tokyo.
• Miscellaneous duties as assigned.

Experience/Qualifications:

• Strong academic background, includinga Bachelor's degree, preferably in finance, real estate, or other related field.
• 2-3 years of relevant experience in real assets at an institutional investor (including insurance company, pension fund, endowment, foundation, SWF or family office), investment consultant or investment manager.
• Understanding of financial metrics and concepts.
• Experience and professional manner in interacting directly in person with senior members of the investment community.
• Strong command of MS Office software, advanced Excel, and financial modeling applications; proficiency with related automated research tools required. Experience writing Excel Macros to automate and enhance reporting processes would be helpful.
• Working experience with Power BI, including developing and customizing reports using DAX formulas and Power Query for data transformation and visualization preferrable.
• Excellent organizational, business writing, and verbal communication skills.
• Detail-oriented, proactive, and able to excel in a highly collaborative global team.
• A flexible team player able to adapt to change.