Portfolio Management Associate

AmCap Incorporated

. Manage the firm's portfolio and investor-reporting calendar, including internal deadlines and coordination across Asset Management, Leasing, Construction, Property Management, Accounting and other teams .

Posted 10/8/2026full-timeStamford • Connecticut • United StatesMid-Level💰 $115,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management and investor relations within real estate, with strong financial modeling and analytical skills to support decision-making and compliance. Proficient in preparing institutional-quality materials and coordinating cross-functional teams to achieve strategic objectives.

Highest-signal resume keywords

Portfolio ManagementFinancial ModelingInvestor RelationsCommercial Real Estate EconomicsExcel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingPortfolio AnalysisValuation ModelingBudgetingNOI AnalysisCapital PlanningDiligence Materials ManagementLoan Covenant MonitoringRefinancing SupportData Room Maintenance

Soft Skills

Written CommunicationAttention to DetailJudgmentCuriosityCoordination

Tools & Technologies

ExcelArgus

Industry Keywords

Real Estate Private EquityCommercial Real Estate LendingInstitutional Investor RelationsRetail Real EstateCapital Structures

About the role

Key responsibilities & impact

Manage the firm's portfolio and investor-reporting calendar, including internal deadlines and coordination across Asset Management, Leasing, Construction, Property Management, Accounting and other teams
Prepare quarterly investor reports, capital account statements, portfolio dashboards and annual meeting materials
Respond to investor requests, due diligence questionnaires and consultant submissions
Maintain diligence materials and the investor data room
Support fundraising activities through portfolio analytics, track-record information, investor materials and diligence responses
Monitor loan covenants, compliance requirements and lender reporting
Track debt maturities, extension options and interest-rate exposure
Support refinancing and financing activity
Coordinate with lenders, servicers, counsel and internal teams on financing documentation and lender requests
Analyze asset- and portfolio-level performance against underwriting, business plans and budgets
Explain material variances
Build and maintain models supporting valuations, hold/sell analyses, refinancing scenarios and capital planning
Support annual budgeting, reforecasting, business-plan updates and Board/Investment Committee materials
Produce forward-looking analysis to help leadership identify capital needs, portfolio risks and value-creation opportunities

Requirements

What you’ll need

4+ years of relevant experience in real estate private equity, real estate investment banking, commercial real estate lending, portfolio management or institutional investor relations
Strong Excel and financial-modeling skills
Argus experience is a plus
Strong understanding of commercial real estate economics, including NOI, leases, valuations and capital structures
Strong written communication skills and experience preparing institutional-quality materials
Demonstrated ability to manage detailed recurring processes and deliverables with a high degree of accuracy
Ability to coordinate and influence colleagues across functions without relying on direct reporting authority
Strong judgment, curiosity and attention to detail
Ability to move between immediate execution needs and longer-term portfolio considerations
Bachelor's degree in finance, economics, real estate or a related field
Retail real estate experience preferred

Benefits

Comp & perks

Annual performance bonus
Health insurance
Dental insurance
Vision insurance
Life and AD&D insurance
Short Term Disability insurance
Long Term Disability insurance
401(k)
Paid Time Off
Paid Parental Leave
Fertility Reimbursement Program