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Date Last Verified
Years of Experience
ProfileSenior Investment Analyst - Real Estate The candidate will be responsible for oversight of the investment portfolio of the firm, which is comprised of five pension systems. Will assist in overseeing the operations and ongoing monitoring of private real estate investments, which are valued at $8 billion on behalf of the Systems. Will be maintaining internal databases of prospective investment opportunities; performing technical analyses and developing fund summaries on prospective investment opportunities; working with the investment team and the systemsâ€™ consultants to identify, review and evaluate prospective investment opportunities. Preparing decision-making documents for internal Investment Committees and for Boards of Trustees. Coordinating the administrative processes required for all investments; assisting the investment team, the General Counselâ€™s office, and consultants in the legal negotiation and the legal documentation processes of new investment agreements and other related contracts. Monitoring and managing the portfolio of existing investments to ensure compliance with the terms of the limited partnership agreement and other contracts; maintaining internal databases of existing investments; constructing financial models, performing technical analyses and developing update fund summaries for existing investments. Preparing research analyses on market trends, strategies, industries, sectors, geographies and other topics as required; developing, updating and ensuring the accuracy of reports that track partnership reporting, including the financial statements, quarterly reports, notices of distributions, capital calls and investment valuations. Working closely with the investment operations team, the firmâ€™ consultants and custodian to report internally on the performance of the firmâ€™s investment portfolio; assisting in processing capital calls and distributions; monitoring, tracking and processing amendment requests, consent notices and other contract changes. Participating in limited partner advisory committee meetings, annual meetings and quarterly update calls and using relationships with general partners to monitor fund developments. Preparing written meeting reports; updating reports to track firmâ€™s activity; and coordinating investment conferences and other events. Liaising with multiple internal and external constituencies, including internal risk, legal counsel and cash management teams; external fund managers, consultants, peer institutional investors and industry organizations. Preparing presentations, analyses and appendices used in annual implementation and strategic plans; and, performing other related assignments or special projects as required.
Qualification and Experience
The candidate should have a baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in accounting, business administration, economics, finance, law, mathematics, and/or statistics and one year of satisfactory full-time experience in investment activities of a governmental agency, financial institution, or brokerage firm; or A baccalaureate degree from an accredited college or university and two(2) years of satisfactory full-time experience in investment activities of a governmental agency, financial institution or brokerage firm. For Assignment Level II: Must have in addition to meeting the minimum requirements, at least one(1) additional year of full-time experience in investment activities of a governmental agency, financial institution or brokerage firm. For Assignment Level III: Must have, in addition to meeting the minimum requirements, at least two additional years of full-time experience in investment activities of a governmental agency, financial institution or brokerage firm. Clearly demonstrated professional investment experience in institutional real estate expected. Three (3) or more years of progressively responsible experience in investment banking or asset management (real estate or private equity), or similar experience at a consulting firm or in a closely related area preferred. Excellent accounting, writing, presentation, interpersonal, communication, organizational and process management skills. Strong Excel and PowerPoint skills are a must. Will be subject to the financial disclosure requirements of the officeâ€™s Personal Trading Policy. Certain residency requirements may apply.
Job ID: 336090. Submit resume.
New York City Office of the Comptroller
1 Centre Street
New York City, NY 10007