Client Services Analyst

Wholly owned by a subsidiary of the National Electrical Benefit Fund, a major U.S. pension fund with more than $12.3 billion in assets under management.Specializes in executing build-to-core strategies, including through an open-end, core-plus fund.Invests in most major real estate sectors—mixed-use, apartments, office, retail, industrial, hotels, and data centers.

Under the direction of the Managing Director, the Client Services Analyst is responsible for analyzing investment performance, preparing and tracking historical investment performance for assigned funds and communicating results to Senior Staff and external parties as needed. Communication includes ensuring timely, accurate, and complete reporting and responses to existing and potential investor inquiries and preparing sensitivity analysis as requested. Various functions include inputting data into web-based consultant databases, completing standardized templates in Excel, preparing data for investor presentations and completing ad hoc requests. Demonstrates basic knowledge of the real estate investing industry while consistently exercising discretion and sound judgment. Works closely and collaboratively with members of the Investor Relations Group, Research and Analysis, and Portfolio and Asset Management

**Essential Functions:** * Track and monitor all ongoing quarterly consultant and investor requests. Prepare and track historical investment performance reports for assigned funds and communicate results to external parties as needed. Communication includes ensuring timely, accurate, and complete reporting and responses to Senior Staff, existing and potential investor inquiries, and preparing sensitivity analysis as requested. * Proficiently perform a variety of investment analysis and complete all due diligence requests from investors and consultants. Underwrite and effectively explain portfolio level financial analysis to internal and external parties as needed. * Prepare ad-hoc reports as needed. * Assist Investor Relations team members in preparation of various meetings and respond appropriately to all internal requests for information. On a day-to day basis support the Investor Relations department in formulating, establishing and reinforcing the professional corporate image throughout all product lines, promotional materials, and events. * Coordinate investment management research consulting with the Head of Research, providing research and analysis as needed. Develop and maintain relationships within the real estate investment management consulting industry. * Assist in the preparation of investor and consultant presentation materials and regularly distributed reports. * Assist in preparation of annual investor meeting presentation and quarterly investor updates. * Organize, attend and actively contribute to internal Staff meetings and Investor Relations weekly meetings. Interact with various levels of Staff and communicate confidently in a collaborative team environment. * Support National’s and its affiliate company’s analysis of labor hours, including draft analysis, production of quarterly results and sensitivity analysis. * Demonstrate commitment to National’s Sustainability Policy and best practices where feasible by incorporating environmental, social and governance dimensions into daily business activities and decision-making. * Demonstrate commitment to and abide by National’s Regulatory Compliance Manual and Code of Ethics. * Periodic overnight travel is required on an as needed project-specific basis to attend meetings, complete research, and participate in other special events. **Other Duties and Responsibilities:** * Support the written and oral investor relations presentation processes and assist as directed. * Keep abreast of market conditions, industry news, and legal issues; continue professional development as appropriate.

**Qualifications:** * A bachelor’s degree in accounting, finance or economics is required, graduate degree is preferred. * Prior experience is preferred. Must be highly detailed and possess excellent financial, mathematical and statistical skills and can often work with complex databases and/or quantitative tools with proficiency and accuracy for extended periods of time. Must have a strong work ethic and remain committed to meeting deadlines. * Have the ability to exhibit solid analytical and critical thinking skills and effective verbal and written communication; have the ability to attempt to understand and appropriately articulate financial considerations, market demand, project feasibility and financing. * Must be able to interact professionally with investors, consultants, colleagues and outside parties while multi-tasking, in a fast-paced, complex working environment. * Proficiency at an intermediate level of Microsoft Office Suite in Excel, Power Point, Outlook and Word is required, in addition to the Argus real estate analysis software. * Required to exhibit fundamental commercial real estate knowledge, sound judgment and initiative. * Must have the ability to demonstrate solid analytical, critical thinking and effective verbal and written communication. * Must be detail-oriented and be extremely careful, thorough, and disciplined in order to ensure reporting accuracy. * Must be self-motivated, possess a strong work ethic and demonstrate problemsolving, communication, interpersonal and teamwork skills. **Work Environment:** * This job primarily operates in a clerical, office setting. This role routinely uses standard office equipment such as computers and phones. It is a sedentary role in a professional environment; however incumbent is required to regularly walk, sit, talk and/or hear, reach with hands and arms