Investment Associate

Founded in 1983, Townsend Holdings LLC (d/b/a The Townsend Group) is a leading provider of global investment management and advisory services focused exclusively on real estate and real assets. Committed to excellence in investment management and client service, Townsend serves an institutional client base providing custom investment solutions to help meet the needs and objectives of their investment programs.

We focus on creating a collaborative and entrepreneurial culture to deliver on our commitment to investment excellence and service to our clients. Attracting, developing and retaining experienced investment and business professionals is essential to our mission and success.

Portfolio Management:

• Providing analytical support to portfolio managers and consultants for client strategy development and efficient portfolio planning/construction

• Using and improving upon various portfolio planning models and analytical tools

• Monitoring client portfolio activity and underlying positions

• Conducting performance measurement and attribution for various clients

• Writing and reviewing quarterly performance reports to clients

• Interacting with various institutional clients to provide necessary support on a daily basis

• Drafting and presenting portfolio performance reviews and other presentations to institutional clients’ staff and board members

Research:

• Exploring various house topics to assist in portfolio strategy development and provide thought leadership to existing and prospective clients

• Bachelor’s degree in finance or related field required

• A strong working knowledge of MS Office products, particularly Excel

• Strong analytical and quantitative skills

• A high level of intellectual curiosity

• Self-starter, capable of working in a fast paced environment and managing multiple projects simultaneously

• Superior written and verbal communication skills and the ability to work effectively in a team-oriented environment

• Any background or previous involvement in real estate, private equity or investment management preferred

• Minimum GPA of 3.5