Note: The job is a remote job and is open to candidates in USA. UnlockLand is a decision system that empowers developers, investors, and asset managers to analyze and optimize properties efficiently. They are seeking a Client Portfolio Manager who will manage investor relations, translate complex investment models into client-facing materials, and collaborate with teams to enhance their analytics platform.
Responsibilities
• Serve as a primary point of contact for institutional and HNW investors, managing due diligence, RFPs, and data requests related to real estate and alternative strategies
• Translate complex investment models and PropTech insights into compelling materials, presentations, and client-facing deliverables
• Collaborate with the Product and Data Science teams to design scalable systems that communicate UnlockLand’s analytics and performance transparently
• Support capital-raising and partnership initiatives by maintaining consistent, high-quality investment decks, pitchbooks, and quarterly reporting templates
• Monitor macroeconomic, real estate, and PropTech market trends to position UnlockLand’s platform as a category-defining investment intelligence tool
• Partner with leadership to refine communication frameworks that merge data visualization, narrative design, and strategic investor messaging
Skills
• Bachelor's degree in Finance, Economics, Real Estate, or a related discipline
• 4–6 years of experience in investment management, real estate private equity, or institutional capital markets
• Strong grasp of alternative asset classes including private credit, real estate, and venture-backed PropTech
• Excellent writing, presentation, and stakeholder communication skills
• Advanced Excel and financial modeling proficiency
• Progress toward or completion of CAIA, CFA, or MBA preferred
• Familiarity with DealCloud, PitchBook, Bloomberg, or AI-enabled analytics tools a plus
Benefits
• Competitive base salary commensurate with experience
• Performance-based bonus and potential equity participation
• Comprehensive health, dental, and vision coverage
• 401(k) with employer match
• Hybrid work flexibility and generous PTO policy
• Access to UnlockLand AI Intelligence Platform tools for professional development and client success
Company Overview
• Al-Powered Decision Intelligence for Real Estate Development It was founded in 2024, and is headquartered in San Francisco, California, USA, with a workforce of 11-50 employees. Its website is https://unlock.land.
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