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Associate
AssociateCobalt Recruitment • Dallas, TX, United States
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Associate

Associate

Cobalt Recruitment • Dallas, TX, United States
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A high-growth Real Estate investment and property management firm is looking to add an Associate to their Portfolio Management team. In this prominent and fast-paced role, the Associate will work and report directly into the EVP, Portfolio Management in supporting investment decision-making, portfolio optimization, and financial performance analysis across the firm’s investment vehicles. This position will partner closely with cross-functional teams—Asset Management, FP&A, Accounting, and Acquisitions—to deliver actionable insights, guide strategic decisions, and ensure alignment with the company’s broader business objectives.

Responsibilities

  • Develop, maintain, and enhance complex investment and fund-level models to support leadership reporting and investor-facing presentations
  • Participate in investor portfolio reviews, providing insights into each investment strategy’s fundamental profile
  • Analyze and optimize portfolio performance, composition, revenue and expense policies, capital structure, and exit opportunities
  • Prepare financial performance packages, including operational variance analyses (actuals vs. estimates, portfolio vs. platform, platform vs. peers)
  • Collaborate with Asset Management and FP&A teams to support investment decision-making, financial reporting, forecasting, and budgeting
  • Partner with the Acquisitions team to forecast fund sources and uses, driving portfolio composition strategy
  • Apply statistical and mathematical tools, probability theory, and optimization methods to effectively allocate assets
  • Provide analytical support on transaction execution and portfolio-level initiatives
  • Assess the economic impact of revenue, expenses, and cost of capital within the SFR space, identifying fund- and asset-specific issues and opportunities
  • Contribute to building scalable infrastructure by leveraging technology and business intelligence tools to improve decision-making

Qualifications

  • Bachelor’s degree required, with a background in FP&A highly beneficial
  • 2 - 5 years in investment banking, private equity or similar. Exposure to real estate and property management highly preferred
  • Strong quantitative and analytical skills are a pre-requisite with an understanding of portfolio construction
  • Highly proficient with databases and with Excel based modelling. Able to quickly model, chart, and present performance reviews in PowerPoint.
  • Knowledge of programming and common data visualization tools such as SQL, Python, Tableau is a plus.
  • Able to read and understand financial statements, and to interpret and understand term sheets and legal disclosure (i.e., transaction documents, loan agreements)
  • Highly organized and accurate, with excellent attention to detail
  • Strong verbal, quantitative, and written communication. Confident in interacting professionally with institutional investors

    • Demonstrate ability to :

  • Interpret data and present thoughtful analysis and insight to investors and management
  • Develop expertise across a broad spectrum of issues
  • Translate strategy into execution
  • Collaborate across organizations and manage stakeholders
  • Work effectively on multiple projects and under tight time constraints
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    Associate • Dallas, TX, United States