Associate, Portfolio Management

1 week ago

Toronto, Canada BGO Full time

Who We Are:

BGO is a leading, global real estate investment management advisor, real estate lender, and a globally recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with expertise in the asset management of office, industrial, multi-residential, retail and hospitality property across the globe. BGO has offices in 27 cities across thirteen countries with deep, local knowledge, experience, and extensive networks in the regions where we invest in and manage real estate assets on behalf of our clients in primary, secondary and co-investment markets. BGO is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. For more information, please visit www.bgo.com.


The Opportunity:

We are hiring an Associate, Portfolio Management who will be responsible for working with the Portfolio Management team to execute on portfolio and asset-specific strategies and provide comprehensive support for investor reporting and business development initiatives within BGO’s Canadian separate account client and value-add businesses. More specifically, the Associate will (1) create, maintain, and improve on portfolio and asset-level modeling across a range of clients and assets, (2) evaluate the impact of leasing, capital, and cash flow management decisions and (3) produce and create internal and external client reporting, investor presentations, and portfolio analytics. The Associate will work extensively with various senior members of the Separate Account and Value-Add Portfolio Management teams, as well as collaborate closely with members of the Investments, Research, Development, and Real Estate Management teams.


The role will be based out of 1 York St., Toronto, and will be reporting to the Managing Director, Portfolio Manager. The candidate is expected to be in the office four days a week, on average.


What You Will Do:

  • Prepare recommendations and investment memos through financial analysis, proforma modelling/underwriting, qualitative analysis, and research to support the Separate Account and Value-Add Portfolio Management teams across all asset classes (multi-residential, industrial, office, retail, land, and alternatives) and key Canadian geographies related to:
  • Acquisitions/dispositions evaluation and due diligence support
  • Major capital and leasing decisions on existing assets
  • Property level hold-sell analysis
  • New and existing development projects
  • Financing analysis
  • Manage and support fund-level return and cash flow modelling for existing funds/clients and business development activities
  • Review monthly property-level reporting to track, analyze, and report on performance
  • Assist in preparation of the portfolio and asset strategic business plans, annual operating, leasing and capital budgets, and ongoing asset level reporting/analytics
  • Directly asset manage a portfolio of properties over time with support and oversight from Vice President/Principal level team members
  • Develop marketing materials to support fundraising activities
  • Collaborate with investor relations execution team members to complete consultant RFPs, diligence processes, and tracking of fundraising progress
  • Work closely with investments team to develop materials to support co-investment fundraising efforts and related diligence processes
  • Work alongside the Portfolio Managers to create, prepare, and streamline ongoing client reporting requirements, including introduction of automation of processes where feasible
  • Embrace and support BGO’s culture and focus on Sustainable Investing, which includes BGO’s commitment to the Net Zero Asset Managers (NZAM) initiative
  • NZAM affirms our aim to reach net zero greenhouse gas emissions for the entirety of our global assets under management by 2050 or sooner
  • Other duties as required


Who You Are:

  • Eager to ignite our company's spirit as a culture champion, embracing and embodying our dynamic values: Focus on What Matters, Be the Change, Do the Right Thing, and Together We Win
  • Two to five years of work experience in the real estate, finance, or banking industry, and/or an undergraduate degree in commerce, business administration or economics. Real estate experience is preferred
  • A strong theoretical knowledge of commercial real estate value drivers, and financial valuation techniques and methodologies
  • High level of technical and modeling skills demonstrated through strong financial analysis experience
  • Participation in the CFA program, working towards a professional accreditation, or a desire to obtain a professional accreditation, would be considered an asset
  • Thrives in a fast-paced environment with an ability to adapt to new and evolving challenges
  • Team-player who enjoys collaborating across multiple groups
  • Curious, with a keen desire to learn and work in the commercial real estate industry


Other Information:

This role will be accepting applications until end of day December 6, 2024.


At BGO, we recognize that each employee’s unique experiences, perspectives, and viewpoints strengthen our ability to create and deliver the best value to our clients, partners, and stakeholders/investors. Therefore, we strongly encourage applicants of all genders, ages, ethnicities, cultures, abilities, sexual orientations, and life experiences to apply to our career opportunities.


BGO is committed to equitable hiring practices, and we welcome the opportunity to discuss accommodation and ensure fairness and equity in our hiring process. If you require accommodation, please email us at accessibility@bgo.com and include: Job posting number, your name and your preferred method of contact.


We thank all applicants for their interest in employment with BGO (Canada) LP, however only those selected for an interview will be contacted.

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