Portfolio Management Senior Associate, Real Estate jobs in United States
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John Hancock · 7 hours ago

Portfolio Management Senior Associate, Real Estate

John Hancock is a leading international financial services provider, and they are seeking a Portfolio Management Senior Associate to join their Portfolio Management team. The role involves supporting the growth of US investment strategies in private equity real estate, focusing on acquisitions, asset management, and portfolio management.

Financial ServicesMedicalSecurity
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Work & Life Balance
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H1B Sponsor Likelynote

Responsibilities

Own real estate portfolio financial models including comprehensive Fund model with expertise and accuracy to develop and/or improve the functionality to competitive standards for internal analysis and LP reporting
Synthesize modeling outputs in real-time for senior portfolio management team decision making
Supervise the performance of existing real estate investments, identifying potential risks and opportunities, assisting with workouts and restructurings as required
Help prepare investment memos for Committee review, inclusive of relevant analyses to assist in the closing of transactions including acquisitions, dispositions and refinancings, decision making on capital recommendations by asset managers
Deliver comprehensive analytics in support of portfolio strategy including quarterly valuations and liquidity management (including dividends, distributions, line of credit draws, and equity forecast for new deals), forecasting returns, hold/sell analysis and debt/cash management
Craft new reporting tools to deliver pertinent performance measurements to existing and potential LPs including RFPs
Supervise market trends, competitor activity, and industry developments
Prepare reports and presentations for internal updates, investors and other partners
Participate in external and internal partner meetings using strong presentation skills to deliver various aspects of the Fund strategy and performance results alongside senior management team
Work closely with Asset Management, Valuations, Transactions, Investor Relations, Legal, Compliance, Tax and Operations, and other teams to ensure smooth transaction, execution and portfolio management including capital raising efforts
Provide operational oversight: ensure adherence to regulatory requirements and internal policies, while ensuring work product with accuracy

Qualification

Fund managementReal estate analyticsQuantitative analysisArgus knowledgePortfolio optimizationCommunicationTeam collaborationProject management

Required

Strong academic credentials and a proven track record of successful work experience
Strong understanding of fund management, including specifics of open-ended funds such as property roll-up, time weighted returns, cash forecast and management, portfolio optimization adhering to investment guidelines (geographic and asset allocation, Fund LTV etc.), and carried interest calculation
Good knowledge and experience working with all asset classes; industrial and multifamily experience, including alternative adjacent asset classes, is a plus
5-7 years of post-undergrad real estate acquisition/asset management/portfolio management experience, preferably at a top institution
Strong quantitative, analytical and modeling capabilities with a fundamental driven approach to investing and fund management
Argus knowledge is a plus

Preferred

Able to work collaboratively in team environments and under tight timeframes
Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions and answers to investment committee and various LPs (existing and for capital raising efforts)
Proficient in balancing multiple projects simultaneously and meeting deadlines
Ability to review and disseminate legal documents related to debt, fund structure, transactions, etc
Able to produce high-quality work with a focus on accuracy and thoroughness

Benefits

Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
Up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year
The full range of statutory leaves of absence

Company

John Hancock

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John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance.

H1B Sponsorship

John Hancock has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (42)
2024 (53)
2023 (44)
2022 (53)
2021 (45)
2020 (58)

Funding

Current Stage
Late Stage

Leadership Team

H
Hector Martinez
Head of Insurance
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