Vice President, Strategist

Overview

The organization is seeking a Strategist to join its U.S. Strategy & Research team. This role serves as a key partner to investment teams, contributing to strategic debates and analysis that directly influences investment decisions and supports performance of the U.S. portfolio.

The ideal candidate brings intellectual curiosity, a strong interest in real estate market dynamics, and the ability to communicate insights clearly. Responsibilities include producing market forecasts, written analysis, and presentations.

Responsibilities

• Subject matter expertise: Act as an internal authority on specific U.S. real estate markets and property sectors, sharing views with clients and internal stakeholders, including the Investment Committee, acquisitions officers, asset managers, and portfolio managers.
• Market analysis for prospective investments: Prepare detailed market analyses for potential acquisitions, covering real estate supply, demand and rent growth, market position, and local economic trends.
• Investment strategy development: Synthesize and interpret macroeconomic, capital market, and property sector data to formulate clear, forward-looking investment strategies and recommendations.
• Analytical tools and modeling support: Enhance the team’s analytical and predictive capabilities by supporting the design and construction of quantitative models to apply to proprietary and third-party datasets in partnership with the organization’s quant team.
• Thought leadership: Produce white papers, market analyses, and client-facing presentations.
• Mentorship: Guide the work of junior analysts and summer interns and support their professional development.

Requirements

• Critical thought: Apply sound judgment to analyze data and interpret information, including the ability to challenge assumptions, reconcile conflicting data, and stress-test conclusions.
• Deep curiosity: Identify underlying drivers and develop differentiated, well-supported insights.
• Strategic communication: Distill complex information into clear, concise narratives for senior business and investment leaders.
• Commercial acumen: Connect research findings to their implications for investment performance, risk, and return.
• Quantitative aptitude: Advanced knowledge of Excel, statistical analysis, and data visualization techniques required. Experience with modern data science tools (e.g., Databricks, Python) and forecast modeling is a plus.
• Collaborative influence: Work effectively across the organization and engage in constructive, fact-based debate with teams in acquisitions, asset management, and portfolio management.
• Proven experience: Minimum 5 years of relevant experience in real estate investment research or a related field.
• Education: Bachelor’s degree required. A Master’s degree in business, economics, urban planning, or related field is desired.

Preferred Qualifications

• Experience with forecast modeling.
• Experience with modern data science tools (e.g., Databricks, Python).

Compensation & Benefits

• Estimated total compensation: $120,000 - $150,000
• Title and compensation will be commensurate with experience.
• Final compensation packages are determined by various considerations including candidate qualifications, location, market conditions, and internal considerations.

Location

Target location: Chicago. Candidates located in Baltimore and Denver will also be considered.

Remote – Baltimore, MD, Chicago, IL, Denver, CO

Additional Information

• Opening type: Replacement
• U.S. Jobs Only: This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.