Asset Investment Associate

A global investment management firm is seeking a Real Asset Investment Associate to support a rapidly expanding real assets portfolio across the U.S. and Europe. This role offers hands-on exposure to institutional real asset investing, including real estate, infrastructure, and agriculture, within a highly collaborative and international investment team.

The Associate will support portfolio monitoring, investment research, fund diligence, and ESG initiatives, while working closely with colleagues in New York, London, and Tokyo.

• Produce and manage monthly and quarterly portfolio reporting to monitor investment performance

• Prepare real asset and macroeconomic research for presentation to senior management

• Assist with investment due diligence for real-asset-focused commingled funds

• Participate in manager meetings and on-site visits, including touring representative assets

• Support the operations team in managing investment-related activities

• Contribute to the implementation and measurement of ESG initiatives across the portfolio

• Maintain frequent communication with global offices, including London and Tokyo

• Perform additional responsibilities as assigned

• Bachelor’s degree required;
  Finance, Real Estate, or a related field preferred

• 2–3 years of relevant experience in real assets at an institutional investor, investment consultant, or investment manager

  • (e.g., insurance company, pension fund, endowment, foundation, sovereign wealth fund, or family office)

• Foundational understanding of financial metrics and investment concepts

• Experience interacting professionally with senior investment professionals

• Strong proficiency in Microsoft Office, with advanced Excel and financial modeling skills

  • Experience with Excel Macros is a plus

• Working experience with Power BI, including report development using DAX and Power Query, preferred

• Excellent written and verbal communication skills

• Highly detail-oriented, proactive, and able to thrive in a collaborative global environment

• Flexible team player with the ability to adapt to change