Supporting Portfolio Management team, the Business Support Manager at Lionstone Investments will coordinate tasks and workflows related to the ongoing management of investor deliverables. This includes coordinating the deliverables across multiple departments including Asset Management, Accounting/Finance, Capital Distribution, Research and Investments. This individual must bring a strong track record in task management and project coordination, ideally in the private equity / real estate space.
Coordinate Investor Deliverables: Coordinate tasks and workflows related to the ongoing management of investor deliverables. This includes coordinating the deliverables across multiple departments (including Asset Management/Accounting/Finance/Capital Distribution/Research and Investments). Deliverables include such items as Annual Plans and Investor Presentations, Quarterly Reports, Monthly and Adhoc Communications and Reporting.
Provide Business Management/Support or anything that impacts investor performance. Provide support to business leaders and portfolio managers to ensure they have everything they need to do their jobs.
Work with key business partners to support the portfolio management teams, as needed.
Support ad-hoc requests with minimal leadership and instruction.
3+ years of experience in private equity, real estate is a plus
Proficiency in task/project coordination
Proficiency in MS Word, Excel, PowerPoint
Ability to work independently and part of a team and/or remotely, as needed
Demonstrated strong project management and organizational skills
Computer proficiency to use industry related software
Proficiency in preparing reports and presentations
Excellent oral, written and interpersonal skills
Ability to listen, communicate and effectively work with multiple parties
About Our Company
Lionstone Investments, a subsidiary of Ameriprise Financial, is a pioneering real estate investment firm that conceptualizes, analyzes, and executes national real estate investment strategies. By using proprietary algorithms and advanced data-analytics, Lionstone Investments can understand the changing ways people in America want to live and work. In addition to our competitive compensation package, we embrace an inclusive and collaborative culture that celebrates the unique qualities and rewards the contributions of our talented, passionate employees.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.