Portfolio Management Associate

Support the Portfolio Management team with various aspects of three central processes: Capital Formation/Fund Raising, Existing Investor Maintenance, and Portfolio Management. Ideal position for candidate with 2-3 years of experience in Investment Banking, Corporate Finance, or Commercial Real Estate. Opportunity to gain a deep understanding of the U.S. multifamily landscape, build hands-on experience fundraising for large commercial real estate funds, and work closely with influential senior leaders at the forefront of the industry.    

• Capital Formation/Fund Raising:
  • Prepare capital raising materials under Manager’s guidance, including responses to investor due diligence questionnaires, PowerPoint presentations for investor meetings/property tours, and fund offering presentations/documents
  • Update, maintain, and create fund-level financial models used for projecting returns for various funds and strategic partnerships
  • Collaborate with various internal and external stakeholders, including Bell Senior Management, legal counsel, and placement agents/consultants to ensure various investor deliverables are completed on time and to a high degree of quality
• Investor Relations - Active Ventures:
  • Draft responses to ad hoc quantitative and qualitative requests from investors, as well as recurring investor materials (i.e. quarterly templates and reports) for Manager review
  • Support creation of PowerPoint presentations and organization/logistics around various investor meetings, including the Bell Partners Annual Investor Meeting
  • Maintain organized record of correspondence with investors and materials on internal shared drive   
• Portfolio Management:
  • Support with ad hoc internal requests to aid senior management decision making around investments, dispositions, and strategic planning
  • Maintain working understanding of property investments within the Bell portfolio
  • Understand fund performance trends and flag observations/concerns to Manager/EVP

Qualifications

• Bachelor’s degree in Business Administration, Economics, Finance, or similar
• 1-2 years of experience in Investment Banking, Corporate Finance, or Commercial Real Estate
• Experience with multifamily real estate investments preferred
• Strong proficiency with Microsoft Office Suite
• Strong work ethic, positive/“self-starter” attitude, and agile learning ability

Bell Partners, Inc. (“BPI” or the “Company”) is an equal employment opportunity employer. BPI’s policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age, disability, pregnancy, military/veteran status, marital status, genetic information, gender identity, sexual orientation or any other basis protected by applicable federal, state, or local laws. BPI also prohibits harassment of applicants or employees based on any of these protected categories. It is BPI’s policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions.

Note to Applicants: Smoking is prohibited in all indoor areas of Bell Partners Inc. unless designated smoking areas have been established by a particular location in accordance with applicable state and local law.