Senior Associate/Vice President - Portfolio Management

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the riskreturn spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.The Senior Associate position will support the Portfolio Manager(s) in the fund's valuation process, among other fund responsibilities.RESPONSIBILITIES: Valuation:Assist portfolio manager(s) by helping to lead the fund's valuation process (both quarterly and daily valuation)Work with Asset Management to coordinate information flow for the appraisal processInteract with the fund's third-party appraisal manager to ensure timely and accurate asset valuationsLead internal valuation benchmarking analyticsCollaborate with the portfolio team to communicate valuation updates and topicsThe above will require understanding of property level and investment level considerations on investments in varying property types. This includes the ability to interact with senior level Asset Managers in order to gain information necessary to update valuation assumptions and report to portfolio managersLead weekly calls with the portfolio team to walk through current valuationsWork with Performance Measurement team ensuring property reporting of valuation metricsOther:Help establish and maintain fund portfolio modelsAssist with analyses of property sectors, real estate and economic trends, as well as the preparation of fund presentationsCompetition Analysis: Quantitative and qualitative compilations of competing fund performance, sector weighting and strategiesProcess client ad hoc information requestsInterface with accounting group on fund and portfolio performance itemsCompile and maintain fund level data such as debt schedules and joint venture schedules, maintaining primary deal terms of eachAssist portfolio manager in coordinating acquisitions activitycommunications with clientsAssist portfolio manager in fund raising and marketing processOpportunity to be a part of NCREIF, MSCI and other industry group discussionstask forcesQUALIFICATIONSUndergraduate degree in Finance, Real Estate or Accounting.5-8 years of experience in real estate or business related activitiesInstitutional real estate experience preferred.High competency in Argus, Microsoft Excel and Word.Strong interpersonal communication and writing skills.Must be able to work independently and as part of a team that includes the disciplines of finance, research, acquisitions, asset management and marketing;Ability to meet deadlines and complete projects with minimal supervision.Candidate should be proactive and self-motivated. Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.If based in New York, the base salary range for this position is USD $130,000 - $160,000. Actual base salary offered will be determined by several components including but not limited to the candidate's experience, job-related knowledge, and qualifications. Base salary does not include other forms of compensation or benefits offered in connection with the advertised role. Total compensation may vary based on role, location, and individual performance. For roles located outside of Los Angeles, please disregard the posted salary range as these roles will follow a separate compensation process based on the local market.We offer generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.Clarion Partners is committed to fostering a diverse and inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Created: 2025-02-17