AION Partners
AION Partners is seeking an Investor Relations/Portfolio Analyst to support our asset management and investor relations functions. The ideal candidate will have 2-3 years of experience in commercial real estate, finance, or a related analytical role.
Key Responsibilities:
Investor Relations
- Conduct monthly and quarterly investor reporting and update third-party databases
- Prepare presentation materials for investor meetings
- Respond to client inquiries, DDQs, and RFPs in a timely manner
- Maintain CRM and support Business Development with sales and prospecting
- Develop content including marketing materials and market analyses
Financial Analysis & Reporting
- Prepare monthly financial reports for asset performance tracking
- Update and monitor key performance metrics
- Develop and maintain complex financial models
- Assist in monitoring and tracking financial performance of assets, including variance analysis
Portfolio Management
- Analyze portfolio data and key real estate/macroeconomic trends
- Assist with benchmarking/attribution analysis
- Execute ad hoc projects and generate reporting for investors and management
Qualifications:
- Bachelor's degree, preferably in Finance, Real Estate, Economics, Mathematics, or Engineering
- 2-3 years in an analytical/data-driven role, preferably at an investment bank or asset manager
- Advanced ability to create and manipulate complex financial models in Excel
- Working knowledge of cash flow modeling
- Strong writing and communication skills
- Understanding of finance and real estate concepts
- Proficiency with Microsoft Office applications
- Experience with RealPage, CoStar, Chatham Financial a plus
- Familiarity with CRM tools preferred
Competencies:
- Strong analytical and quantitative skills
- Self-starter with ability to work independently and take initiative
- Excellent attention to detail
- Ability to multi-task and stay organized while working under deadlines
- Proactive problem-solver with intellectual curiosity
