SVP – Housing Lead in Research & Strategy Full Time NEW

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

Responsibilities

• Lead, direct, and oversee all research initiatives focused on housing markets across the spectrum of residential opportunities including: SFR/BTR, manufactured, affordable, student, senior and traditional apartments.
• Monitor macro and local economic indicators, employment growth, and demographic trends to clearly identify key housing trends that can be applied across the different strategies within the firm.
• Partner with the data science team to create actionable investment recommendations from portfolio construction to market selection.
• Be conversant with the nuances of acquisition vs. development project.
• Be versed with key data science concepts including GIS, ESRI, Azure etc. A keen appreciation of big data analytics is a must.
• Identify and vet data sources to enhance forecasting capabilities.
• Design, draft, and publish quarterly market reports, strategy research, white papers, and external industry publications.
• Prepare investment memo for Investment Committee as well as market forecasts/business plans
• Supervise, mentor and direct junior research analyst(s), as appropriate.
• Participate in industry conferences and visit target markets when needed.

Qualifications

• Strong communication skills, ability present sophisticated data-centric research to external investors and internal stakeholders including portfolio managers.
• An advanced degree from a leading university in economics, real estate, urban planning, or related field is required.
• Minimum of 15 years of research experience from real estate investment management and/or investment banking public REIT research coverage focused on housing research and urban economics.
• Direct experience in covering alternative housing types (SFR/BTR, manufactured, affordable, student) is a positive.
• Superior writing skills with track record of real estate research publications.
• Excellent presentation and verbal communication skills. Able to communicate complex technical analysis and concepts to clients in a concise and persuasive manner.
• Strong analytical, quantitative, organizational, and project management skills.
• Strong data analysis skills. Comfort and or/appreciation of python, Azure etc.