Client Portfolio Manager – Real Estate jobs in United States
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UNLOCKLAND · 16 hours ago

Client Portfolio Manager – Real Estate

UnlockLand is a decision system that empowers developers, investors, and asset managers to analyze and optimize properties efficiently. They are seeking a Client Portfolio Manager who will manage investor relations, translate complex investment models into client-facing materials, and collaborate with teams to enhance their analytics platform.

AnalyticsArchitectureBig DataComplianceConstructionData Collection and LabelingData VisualizationDatabaseMarket ResearchProduct Research

Responsibilities

Serve as a primary point of contact for institutional and HNW investors, managing due diligence, RFPs, and data requests related to real estate and alternative strategies
Translate complex investment models and PropTech insights into compelling materials, presentations, and client-facing deliverables
Collaborate with the Product and Data Science teams to design scalable systems that communicate UnlockLand’s analytics and performance transparently
Support capital-raising and partnership initiatives by maintaining consistent, high-quality investment decks, pitchbooks, and quarterly reporting templates
Monitor macroeconomic, real estate, and PropTech market trends to position UnlockLand’s platform as a category-defining investment intelligence tool
Partner with leadership to refine communication frameworks that merge data visualization, narrative design, and strategic investor messaging

Qualification

Investment managementFinancial modelingAlternative asset classesCAIACFAMBADealCloudPitchBookBloombergStakeholder communicationAnalytical communicatorProactiveWriting skillsPresentation skillsDetail-oriented

Required

Bachelor's degree in Finance, Economics, Real Estate, or a related discipline
4–6 years of experience in investment management, real estate private equity, or institutional capital markets
Strong grasp of alternative asset classes including private credit, real estate, and venture-backed PropTech
Excellent writing, presentation, and stakeholder communication skills
Advanced Excel and financial modeling proficiency

Preferred

Progress toward or completion of CAIA, CFA, or MBA preferred
Familiarity with DealCloud, PitchBook, Bloomberg, or AI-enabled analytics tools a plus

Benefits

Competitive base salary commensurate with experience
Performance-based bonus and potential equity participation
Comprehensive health, dental, and vision coverage
401(k) with employer match
Hybrid work flexibility and generous PTO policy
Access to UnlockLand AI Intelligence Platform tools for professional development and client success

Company

UNLOCKLAND

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Al-Powered Decision Intelligence for Real Estate Development

Funding

Current Stage
Early Stage
Total Funding
$1M
Key Investors
Sinovel Angel FundStephen Wong
2025-06-01Pre Seed· $1M
2025-05-20Non Equity Assistance
2024-04-01Pre Seed
Company data provided by crunchbase