Investment Analyst, Real Estate Advisory Services
- Employer
- The Townsend Group, an Aon Company
- Location
- San Francisco, California
- Salary
- Salary commensurate with experience and benefits
- Closing date
- Jun 24, 2021
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- Job Function
- Investment Advisor/Consultant, Performance Analysis, Other
- Industry Sector
- Consulting Firm, Finance - General
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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Portfolio Management:
- Providing analytical support to portfolio managers and consultants for client strategy development and efficient portfolio planning/construction
- Using and improving upon various portfolio planning models and analytical tools
- Monitoring client portfolio activity and underlying positions
- Conducting performance measurement and attribution for various clients
- Writing and reviewing quarterly performance reports to clients
- Interacting with various institutional clients to provide necessary support on a daily basis
- Drafting and presenting portfolio performance reviews and other presentations to institutional clients’ staff and board members
Research:
- Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients
Skills and Expertise:
- Bachelor’s degree in finance or related field required
- A strong working knowledge of MS Office products, particularly Excel
- Strong analytical and quantitative skills
- A high level of intellectual curiosity
- Self-starter, capable of working in a fast paced environment and managing multiple projects simultaneously
- Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment
- Any background or previous involvement in real estate, private equity or investment management preferred
- 1-5 years of experience
- CFA preferred but not required
- Minimum GPA of 3.5
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