Separate Account Portfolio Associate

Position Specification:
Separate Account Portfolio Associate

Shine Associates, LLC has been retained to search, identify, and recruit a Separate Account Portfolio Associate on behalf of our client (Company’). The position is based in Los Angeles.

Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate’s personal review of the career opportunity.

Our client is a 100% employee-owned investment advisor based in Seattle, Washington. Founded in 1978 with the goal of representing the investment management needs of mostly Taft-Hartley trusts, the Company offers clients a wide range of real estate debt and equity, fixed income and stock strategies. As of September 30, 2025, the firm managed over $8.8 billion in assets.

As an investment manager to union trusts, the firm believes that strategy decisions must balance return opportunities with prudent risk considerations. The Company recognizes that the capital entrusted to our management represents the firm’s clients’ benefit obligations. Our client strives to provide superior risk-adjusted returns across all investment strategies.

The Company offers an opportunity for a highly organized, analytically minded professional to support the Separate Account and Asset Management teams within a well-established commercial real estate investment firm. This role is designed for a developing commercial real estate professional who can serve as a utility player across portfolio administration, client reporting, valuation coordination, underwriting support, lease administration, and asset management.

The Separate Account Portfolio Associate will initially focus on portfolio administration, recurring client deliverables, data management, reporting coordination, and process support. As the individual develops familiarity with the Company’s portfolios, clients, systems, and asset management processes, the role is expected to expand into more direct junior asset management responsibilities, including underwriting support, valuation analysis, portfolio performance tracking, leasing analysis, and participation in property-level strategy discussions.

For the right candidate, this position is intended to provide a pathway toward broader asset management responsibilities over time.

Client Reporting – Quarterly and Annual

• Coordinate and assemble Asset Management components of quarterly and annual client reporting packages, including asset-level commentaries, valuation materials, management meeting books, and supporting exhibits.
• Run, organize, and review reports from Argus, CoStar, Yardi, and other systems to support client reporting and portfolio analysis.
• Coordinate with property managers to collect individual property compliance reports and compile materials for client distribution.
• Maintain reporting calendars and track internal and external deliverables to ensure deadlines are met.
• Review reporting materials for completeness, consistency, formatting, and accuracy prior to internal review and client distribution.
• Maintain organized client reporting files, source documents, and recurring reporting templates.

Annual Budgets and Business Plans

• Coordinate the annual budget review process for the Asset Management team.
• Collect, organize, and track budget materials, leasing assumptions, rent roll information, capital plans, and related property-level data.
• Incorporate leasing assumptions from Asset Managers into budgeted portfolio occupancy schedules and pivot tables.
• Assist with assembling Annual Business Plans and related supporting materials.
• Track outstanding inputs and follow up with internal team members and property managers as needed.
• Support the review of budget variances, occupancy assumptions, leasing activity, and other key property-level drivers.

Quarterly Valuations and Appraisal Coordination

• Coordinate the quarterly valuation process for assigned separate…