What are the responsibilities and job description for the Investments & Portfolio Associate, Senior position at Page Executive?
Client Details
An established real estate platform is looking to add an Associate/Senior to support both new investments and ongoing portfolio oversight. This position provides hands-on exposure to evaluating opportunities, executing transactions, and helping guide asset-level performance post-close.
Working directly with senior team members, the role is designed for someone who can operate across both analytical and operational aspects of investing, contributing meaningfully in a fast-moving, team-oriented setting.
This opportunity is well suited for individuals seeking a long-term path in real estate investment management, with involvement spanning from initial deal review through stabilized operations.
The role is based in a large metropolitan market and may include occasional site visits.
Description
- Assess inbound opportunities and help prioritize those warranting deeper review
- Develop financial analyses to evaluate returns, sensitivities, and potential risks
- Compile insights on local market dynamics, supply/demand trends, and comparable assets
- Create internal materials to support investment decisions and capital allocation discussions
- Coordinate various moving pieces of the diligence process, working alongside external advisors and internal stakeholders
- Review proposed business strategies and capital deployment plans to identify key assumptions and execution challengesMaintain active engagement with intermediaries and market contacts to support deal sourcing efforts
- Track performance across assets, identifying variances to plan and areas requiring attention
- Analyze operating results, including revenue trends, expense levels, and leasing momentum
- Collaborate with operating partners to address challenges and implement improvement initiatives
- Contribute to forward-looking planning exercises such as annual budgets and longer-term forecasts
- Support initiatives aimed at enhancing asset value, whether through operational efficiencies, revenue optimization, or capital improvements
- Assist in ensuring adherence to financing requirements and stakeholder reporting obligations
- Produce analysis and reporting materials to inform internal decision-making and strategic discussions
Profile
- 3-5 years of relevant experience across real estate, finance, advisory, or a similar field
- Strong quantitative capabilities with the ability to translate analysis into actionable insights
- Advanced Excel proficiency; comfortable preparing polished presentation materials
- Clear and concise communicator, both written and verbal
- Able to balance investment mindset with practical, operational considerations
- Detail-oriented with strong organizational skills and ability to manage competing priorities
- Proactive, intellectually curious, and comfortable operating in a dynamic environment
- Exposure to affordable, multifamily or institutional real estate is beneficial but not required
Job Offer
- Competitive compensation: Attractive base salary with performance-based bonus potential
- Strong benefits package: Comprehensive healthcare coverage plus standard benefits
- Growth upside: Clear path for progression with increasing responsibility and earning potential
- High-impact role: Early ownership in a lean team with direct exposure to investment decision-making
MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
Salary : $120,000 - $150,000