À propos de ce poste Senior Associate, Portfolio Management chez Harrisonst
Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe. Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally.
Founded on a culture of innovation, HSAM is an early mover in alternative real estate and mid-market infrastructure. Today, the firm’s global team, consisting of more than 520 professionals, is committed to creating long-term value through deep sector expertise and forward-thinking strategies.
Harrison Street is seeking to hire a Senior Associate within its Portfolio Management group. This role is designed for a portfolio management professional who can translate portfolio performance, strategy, and market context into clear, compelling investor-facing narratives. The ideal candidate will combine strong financial acumen with exceptional writing, presentation, and relationship-oriented communication skills, helping the team explain the portfolio story to investors, consultants, and internal stakeholders while still supporting the analytical rigor required of the Portfolio Management function.
Responsibilities:
- Develop and maintain a strong command of portfolio-level performance, strategy, positioning, and key value drivers in order to clearly articulate the core fund story to internal stakeholders and external investors.
- Assist in preparing investor-facing materials, quarterly and annual reporting, meeting briefings, and presentation content; work closely with Investor Relations, Investor Services, and Marketing to ensure messaging is tailored, timely, and aligned with firm strategy.
- Draft and synthesize written commentary on portfolio performance, capital activity, investment themes, risks, opportunities, and market context for investor updates, due diligence responses, and internal reporting.
- Attend and document investor meetings and calls when appropriate, capturing key takeaways, questions, follow-up items, and messaging themes that can inform future investor communications.
- Coordinate with Investor Services Group, Accounting, and Tax to respond to investor requests, due diligence questions, RFPs, DDQs, and other materials requiring clear explanation of portfolio strategy and performance.
- Maintain portfolio construction models and investment committee presentation materials, with an emphasis on clear storyline, executive-ready takeaways, and investor-relevant framing.
- Monitor fund liquidity and facilitate investor capital calls and distributions, including drafting or coordinating explanatory context for investor communications as needed.
- Work closely with Acquisitions, Asset Management, Accounting, and Tax to incorporate new investments into the funds and monitor ongoing asset-level performance.
- Participate in the annual business planning process and oversee the quarterly valuation process, helping translate resulting outputs into concise portfolio narratives and performance insights.
- Analyze sector, strategy, partner, and asset-level performance to identify key trends, drivers, opportunities, and threats; communicate findings in a clear, concise, and audience-appropriate manner.
- Create and maintain portfolio financial projection models to calculate and project fund-level cash flows and returns, while ensuring outputs can be clearly explained to senior leadership and investors.
- Assist in the establishment of fund- and asset-level KPIs and track performance against those measures.
- Utilize third-party applications such as Yardi, iLevel, Chatham, Argus, and related systems for data collection, reporting, and analysis.
- Contribute to strategic projects and platform initiatives that enhance client service delivery, investor transparency, reporting quality, and long-term growth of the platform.
- Assist the Portfolio Management team’s efforts in implementing firmwide data platforms.
Requirements:
If you require accessibility assistance applying for open positions, please contact our ADA Accessible Line at (312) 920-0500. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
Harrison Street does not accept unsolicited headhunter and agency resumes. Harrison Street will not pay fees to any third-party agency or company that does not have a signed agreement with Harrison Street.
