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Vice President, Portfolio Management

EQT Group
MI Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 6/2/2025

Our vision for EQT employees is to build high performing & engaged teams. Our competitive edge comes from fostering an environment where every individual feels valued, empowered, and motivated to drive business impact.

Our commitment to inclusion is not just about fairness; We understand and believe that being a great place to work drives the best performance.

At EQT, inclusion is a business imperative and it's embedded into our talent strategy, decision-making, and culture to ensure that every individual and team operates at their full potential. By doing so, we unlock better collaboration, stronger innovation, and superior investment outcomes.

Overview

EQT Exeter is among the largest real estate investment managers in the world, focused on acquiring, developing and managing logistics / industrial, office, life science and residential properties. EQT Exeter applies a thematic investment philosophy and value-creation approach. As hands-on operators with over 50 offices across North and South America, Europe and Asia, EQT Exeter combines a local execution and global scope to deliver superior real estate solutions to tenants while providing investment partners with some of the industry’s leading and most consistent value-add, core-plus and core returns, as proven against prominent global benchmarks. The EQT Exeter Team comprises around 450 experienced professionals, including investment and leasing officers, asset managers and operational professionals. The EQT Exeter team was formed when EQT and Exeter joined forces during spring of 2021. EQT Exeter is a separate wholly owned subsidiary within EQT group.

Responsibilities

  • Relationship Management

Respond to investors and limited partners on ad hoc investor requests, ranging from various types of financial analysis to facilitating updates and documentation on respective portfolios.

  • Investor Reporting
  • Responsibility for preparing periodic performance reporting as governed by fund / joint venture agreements.

  • Prepare and review quantitative fund and asset performance information for inclusion in the reports.
  • Coordinate periodic investment portfolio and valuation reviews with other members of the team.
  • Support of quarterly portfolio valuations.
  • Financial Modelling
  • Design, develop, and maintain complex financial models for budgeting, forecasting, valuations, and scenario analysis.

  • Ensure the accuracy and reliability of models through rigorous testing and validation.
  • Analyze large datasets and extract actionable insights to support decision-making.
  • Assist in the preparation of annual budgets, quarterly forecasts, and long-term financial plans.
  • Prepare detailed financial reports, dashboards, and presentations for stakeholders.
  • Other
  • Internal special projects as needed.

  • Supervise and train analysts and interns as needed.
  • Qualifications

  • Approximately 10 years of relevant experience within the real estate industry.
  • Significant attention to financial, accounting and operational detail, excellent written and verbal communication skills to communicate with clients and an analytical mindset.
  • Understanding of financial reporting, fund accounting / private equity fund structures, financial statements and investment performance metrics.
  • Some technical accounting skills including ability to review and extract information from general ledger / MRI.
  • Strong Excel skills – including knowledge of various Lookups / Data Organization.
  • ARGUS and analytics software a plus but not required.
  • Bachelor’s degree in Accounting or Finance or related field.
  • About EQT

    EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of almost three decades of developing companies across multiple geographies, sectors and strategies. EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. EQT has EUR 246 billion in total assets under management (EUR 133 billion in fee-generating assets under management), within two business segments – Private Capital and Real Assets.

    With its roots in the Wallenberg family’s entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of strong values and a distinct corporate culture. EQT manages and advises funds and vehicles that invest across the world with the mission to future-proof companies, generate attractive returns and make a positive impact with everything EQT does.EQT has offices in more than 25 countries across Europe, Asia and the Americas and has more than 1,800 employees.

    More info : www.eqtgroup.com

    Follow EQT on LinkedIn, X, YouTube and Instagram.

    Seniority level

  • Executive
  • Employment type

  • Full-time
  • Job function

  • Finance and Sales
  • Referrals increase your chances of interviewing at EQT Group by 2x.

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