Associate, Portfolio Management

  • Competitive
  • Arlington, VA, USA
  • Permanent, Full time
  • Legacy Investing Managment LLC,
  • 24 Mar 19

Legacy Investing is a fast-growing, private investment firm that invests in opportunistic, core plus, and value-add real estate across the United States. Investments span data center, office, industrial, and multifamily assets. Legacy is seeking an Associate to join its Portfolio Management team. Individuals in this role will have significant responsibility for managing existing equity investment performance.

Responsibilities Include:

  • Prepare and manage the execution of annual property business plans
  • Develop operating and capital budgets
  • Support leasing strategy development and execution
  • Prepare monthly, quarterly and annual investor performance updates
  • Identify performance issues and recommend actions to address variances
  • Work with Accounting to maintain financial statements 
  • Oversee and direct property managers, consultants, and other third-party service providers
  • Periodically visit portfolio properties, meet with tenants, local brokers, property managers, etc.
  • Support analyses and due diligence on new acquisitions


  • Bachelor’s Degree, preferably in Finance, Accounting, Economics or Real Estate
  • 1 to 4 years of experience in real estate, accounting, investment banking, asset management or consulting preferred
  • Demonstrated proficiency in Excel and financial modeling
  • Proficiency in reading real estate documents
  • Superior attention to detail and organizational skills
  • Proven track record of successful project and relationship management
  • Self-starter with the ability to work in a highly entrepreneurial environment