Who: Partners Enterprise Capital, Chicago
What: Analyst – Portfolio Management
Partners Enterprise Capital LLC (PEC) is seeking an Analyst with a minimum of one year of experience to join its portfolio management team in Chicago.
PEC is an independent investment management firm with approximately $13 billion of assets under management in the form of long‐term private equity investments in real estate operating companies (REOCs) throughout the United States. We primarily focus on the industrial, apartment and retail sectors.
This position will be a key member of the portfolio management team that is tasked with efforts to value, track, analyze and report on the existing operating portfolio to help drive strategic insights and decision making. This position provides an exceptional opportunity to be part of small company that employs an innovative and highly successful business model in close collaboration with our capital partner and portfolio company management teams. The approach is strategic and relationship‐driven versus transactional, with a long‐term view that includes business building versus simple execution of investment strategies.
PEC has a flat organizational structure and all roles are broad and dynamic. A significant foundation of organizational resources and capital is in place to facilitate continued growth of the portfolio, both through the organic expansion of existing portfolio companies as well as investments in new REOCs.
Qualifications: The qualified individual will be an analytical thinker with a strong work ethic, willingness to wear multiple hats, and desire to be an integral part of a team‐oriented business. This person will have strong interpersonal and analytical skills and be able to interpret and analyze data regarding the existing operating portfolio as well as new investment opportunities. This role is critical to the team’s continued growth and success.
The primary areas for which this individual will be accountable:
• Portfolio Management
- Develop comprehensive familiarity with PEC sectors, REOCs, markets and assets
- Actively coordinate and contribute to the data collection and visualization process through
application of technology as a critical input to investor and internal reporting
- Participate in quarterly mark to market asset and debt valuation including maintenance, assembly and review of property‐level data
- Develop a basic understanding of operating company financial models and execute periodic updates and enhancements
- Support the preparation and review of the investment fund and REOC annual business plans through data collection, presentation and analysis
- Ongoing and special research related to space market fundamentals and macroeconomic trends
- Participate in market and asset level surveillance efforts
- Management of communication among the REOC, PEC, managing board and capital partner
- Collect, synthesize and respond to feedback from each of these groups, and collaborate with the REOC management teams to incorporate as necessary
Required skills, capabilities and experience:
• One year minimum experience
• Bachelor's degree required, preferably with a quantitative discipline (e.g., data science, computer science,
mathematics, economics, finance)
• Interest in data analytics and technology
• Strong quantitative analysis, problem solving, presentation and writing skills
• Technological aptitude, including knowledge of Excel
• Irreproachable character and integrity
• Sound judgement
• Intellectual curiosity
• Desire to make an impact
• Ability to form great relationships based on trust and goodwill
• Ability to manage sensitive information with discretion and strict confidentiality
• Ability to multitask and prioritize workload to meet established deadlines and performance standards
• Travel required including overnight stays (< 25%). Note that business travel is currently on hold.
• The position will be based in our office in Chicago, although we are currently working remotely.
PEC is an equal opportunity employer and makes employment decisions on the basis of merit.
Company policy prohibits unlawful discrimination based on genetic characteristics or information, race, color, creed, sex, gender, gender identity, religion, marital status, partnership status, age, national origin or ancestry, alienage, physical or mental disability, medical condition, veteran status, sexual orientation or any other consideration made unlawful by federal, state or local laws.
LinkedIn: https://www.linkedin.com/company/partners‐enterprise‐capital/about
Apply: To express interest, please email a resume and personal statement to careers@pec1999.com