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Portfolio Management Sr. Analyst/Associate

Breakthrough Properties
Los Angeles, CA Full Time
POSTED ON 2/13/2025
AVAILABLE BEFORE 5/5/2025

Breakthrough Properties is a life science real estate investment company that leverages cross-sector collaboration to deliver environments that foster innovation and scientific breakthroughs. As a joint- venture between Tishman Speyer and Bellco Capital, combining Tishman Speyer's global real estate platform with Bellco Capital's deep life science investment expertise, Breakthrough is developing and delivering environments where companies can create life-changing therapies for patients. Breakthrough is led by an experienced management team with a proven track record investing, developing and operating best-in- class life science real estate. At Breakthrough, we seek to be a home for scientific discovery and innovation because we understand what scientists do, how they do it and why they do it.

Breakthrough Properties is looking for an experienced real estate professional to join our Los Angeles office as a Portfolio Management Sr. Analyst / Associate. As a member of the Portfolio Management team, the candidate will contribute to reporting and management efforts for Breakthrough's growing portfolio while working closely with the following teams : Investor Relations, Fund Operations, Asset Management, and Acquisitions. The Senior Analyst / Associate will principally focus on modeling Fund performance, collaborating on investor reports and quarterly valuations, and contributing to fundraising efforts. This is an excellent opportunity to develop your skills and knowledge in real estate investments while working with a talented and dedicated team.

Responsibilities

  • Maintain detailed and dynamic Fund valuation model to assess performance, monitor liquidity, and assist in evaluating Fund investments
  • Prepare quarterly valuation memos, investor reports, and board presentations ensuring consistency and accuracy in figures and messaging
  • Report portfolio returns and provide insights to senior management in a clear and concise manner
  • Forecast capital needs and financing strategies in coordination with the Fund Operations and Debt Capital Markets teams
  • Monitor investment performance in conjunction with local Asset Management teams including reviewing working capital, reserves, and Fund diversification
  • Support marketing and fundraising efforts by monitoring industry trends, responding to investor inquiries, and communicating Fund performance and investment progress to stakeholders
  • Complete ad-hoc projects as needed and contribute to a collaborative, multi-functional team

Qualifications

At Breakthrough, we understand that our team is our most valuable asset. We look for people who are passionate about real estate and are ready to hit the ground running. Breakthrough is seeking highly intelligent, collaborative, and self-motivated candidates with the following skills :

  • Bachelor's degree in business, finance or related field required, MBA a plus
  • Minimum 2-6 years of relevant experience in investment banking or real estate private / public equity
  • Advanced Excel financial modeling and analytical skills with direct fund modeling experience a plus. Proficiency in Microsoft Office Suite
  • Strong organizational skills, sharp attention to detail, and dedication to excellence in work product and delivery
  • Robust creative problem-solving skills and ability to multi-task and execute a wide range of assignments
  • Ability to work effectively with both peers and senior management in a highly entrepreneurial, team-oriented environment
  • The base compensation range for this role is $110,000-$130,000 annually. This role is also eligible for a discretionary annual bonus, as well as access to our comprehensive medical, dental, and vision insurance, life and disability insurance, 401(k) plan (with matching contributions), wellness benefits and all other benefits afforded to full-time Breakthrough employees.

    FULL COVID-19 VACCINATION STATUS IS REQUIRED FOR EMPLOYMENT AT BREAKTHROUGH PROPERTIES. As an equal opportunity employer, Breakthrough Properties is committed to a diverse workforce. Employment decisions regarding recruitment and selection will be made without discrimination based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws.

    Salary : $110,000 - $130,000

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