Donate User Login Fellow/Alumni Login
The Robert Toigo Foundation

Analyst – Portfolio Management

Clarion Partners
July 27, 2022
New York, New York
Los Angeles
  • California


Analyst – Portfolio Management

Clarion Partners, an SEC registered investment adviser with FCA-authorized and FINRA member affiliates, has been a leading U.S. real estate investment manager for more than 40 years. Headquartered in New York, the firm has offices in major markets throughout the U.S. and Europe. With over $71 billion in total assets under management, Clarion Partners offers a broad range of both equity and debt real estate strategies across the risk/return spectrum to its more than 500 domestic and international institutional investors. More information is available at



The Analyst will serve as an integral member of the portfolio management team, and will be essential in crafting, overseeing and executing on the strategic objectives for three Separate Accounts. The portfolios consist of multiple investment strategies, property types and markets.  The primary responsibilities will include assisting with portfolio management, asset management and acquisition duties including client meetings / presentations, modeling, client reporting, property valuation analysis, lease analysis and special projects for several separate account portfolios.


  • Assist with the analysis for new investments and dispositions to ensure that the opportunity meets the goals and objectives of the portfolio, including Hold / Sale analysis, market reviews, analyzing rollover exposure, confirming return thresholds and assessing concentration risks.
  • Assist with preparing and presenting hold/sell recommendations and with the disposition process.
  • Assist with preparation and review of portfolio level and client reports
  • Monitor and analyze the financial performance of the properties and portfolios
  • Maintain property valuation files including conducting periodic internal valuations for business plans and specific deal analysis.
  • Review annual operating budgets & business plans
  • Analyze lease transactions
  • Assist with financing and disposition transactions
  • Prepare ad-hoc reports when needed
  • Assist with special projects as needed
  • Maintain fund and portfolio organizational documents and processes
  • Interact with senior level Asset Managers in order in order to gain information necessary to update assumptions in model and report to portfolio managers
  • Communicate back to Asset Managers important valuation-oriented property level targets for budgeting purposes
  • Administer valuation information exchange for valuations with third party appraiser
  • Process client ad hoc information requests



  • Bachelor’s Degree required, Bachelor’s degree in Business preferred.
  • Financial Modeling experience and proficiency in Excel and fundamental finance concepts is required. Exposure to ARGUS (Enterprise or DCF) and multiple real estate product types is a plus.
  • Competency in Argus, Microsoft Excel and Word.
  • 0 - 1 years of experience in real estate or financial services.
  • Strong interpersonal communication and writing skills.
  • Must be able to work independently and as part of a team that includes the disciplines of finance, research, acquisitions, asset management and marketing.
  • Ability to meet deadlines and complete projects with minimal supervision.
  • Candidate should be proactive and self-motivated. Strong work ethic, integrity and commitment to meet deadlines are essential candidate attributes.

Related Jobs

Credit Research Analyst   6300 C Street SW, Cedar Rapids, Iowa new
August 14, 2022
Research Analyst - DC/529/Passive   80 University Ave, Westwood, Massachusetts new
August 10, 2022
Private Markets Analyst   80 University Ave, Westwood, Massachusetts new
August 10, 2022
August 10, 2022