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Associate Asset Management-8499

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Associate Asset Management-8499

Published: April 9, 2019
Chicago, IL
Job Type
Job ID
Yrs Exp(min)
Salary (Mid)
Mark Nicklas
Recruiter Phone Number
800 543-2553


Financial Services organization in the Midwest is seeking an Associate to join the company’s Infrastructure Fund Investment Team. This position will support the asset management and portfolio management teams in monitoring and governing portfolio investments, managing the portfolio’s financial and key performance indicator tracking system, maintaining and building relationships with investment partners, operators and third-party asset managers.

Primary Responsibilities
· Manage internal asset management organization, reporting structure, and systems and define structure, process and procedures
· Manage and update database of financial and operating data for all portfolio investments
· Maintain and update asset management file system
· Coordinate the monthly asset management meeting schedule and materials
· Manage production of quarterly investor reports or more frequent basis as needed
· Assist in the preparation and maintain Asset Management Plans for all portfolio investments
· Track Responsible Contractor Policy compliance on portfolio investments
· Track dividends for all portfolio investments against expectations and integrate into financials models and valuations
· Prepare and update internal valuations and financial models for portfolio investments and manage third party asset valuation
· Create reports and provide data on portfolio investments for investment committee, investment consultants and fund investors

· Minimum 5 years of full-time work experience including with an institutional investor, investment bank, accountancy firm, infrastructure developer or owner/operator of infrastructure assets , asset manager, or fund manager;
· Proficiency in accounting, financial modeling, Microsoft Word, Excel, PowerPoint
· Experience with iLevel portfolio management system preferred
· Strong oral and written communication skills, detail oriented;
· Strong financial modeling skills;
· Ability to build and maintain productive relationships with investment partners, project lenders, operating and construction partners, consultants, and vendors;
· Willingness to work in an entrepreneurial environment;
· Strong academic record.


To apply please email: Mark Nicklas | 800 543-2553
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