Director of Portfolio Management

Our SelectLeaders client is a registered investment advisor with more than $20 billion of assets under management through long-term private equity investments in real estate operating companies (REOCs) throughout the United States. They primarily focuses on the industrial, residential, and retail sectors.

They maintain a mission-driven business model with an established track record of strong performance that incorporates elements of venture capital, private equity, and real estate investment management. The approach is strategic and relationship-driven, with a long-term view that is centered on business building. Their flat organizational structure and entrepreneurial culture allow for all roles to be broad and dynamic with significant opportunity for learning and development. A substantial foundation of organizational resources and capital is in place to facilitate the company’s continued growth.

The Director position provides an exceptional opportunity to be part of a fast-paced, highly collaborative firm that employs an innovative business model in close collaboration with its capital partner and portfolio company management teams. This individual will be a critical member of the portfolio management team that is responsible for driving tactical and strategic insights to inform decision making. The Director will cross collaborate throughout the organization and interface with Executive Leadership, the Managing Boards, and capital partner on various workstreams.

The qualified individual will have innate drive, a strong work ethic, willingness to wear multiple hats, and a 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 foundational to the company’s continued growth and success.

Responsibilities:

• Develop comprehensive familiarity with company sectors, markets and assets.
• Manage communication with the operating companies ,internal teams, managing boards, and capital partners.
• Collect, synthesize, and respond to feedback from each of these groups, and collaborate with the operating partner management teams to incorporate, as necessary.
• Review, interpret, and present property and company-level financial data (e.g., performance, attribution, etc
• Use technology to manage investor and internal reporting and to drive strategic insights. Monitor macroeconomic, sector, and regulatory trends to identify impact on investment portfolio.
• Utilize data-driven decision-making leveraging technology and analytics to develop strategic insights to inform business decision-making.
• Support the preparation and review of the investment fund and operating companies annual business plans through data collection, analysis, and presentation
• Develop a fundamental understanding of operating company financial models and execute periodic updates and enhancements.
• Lead role in quarterly mark-to-market asset and debt valuation including market outreach / data gathering, as well as assembly and review of property-level data.
• Participate in market and asset level surveillance efforts.
• Contribute to ongoing and special research related to space market fundamentals and macroeconomic trends
• Assist in new business development efforts through sector research and presentation.

Qualifications:

• 10 years plus of relevant experience including real estate fundamentals knowledge building with an emphasis on commercial real estate valuation
• Bachelor's degree required, preferably with a concentration in finance, real estate, or economics
• MBA or related master’s degree a plus
• Strong quantitative analysis, problem solving, presentation, and writing skills
• Technological interest and aptitude, including knowledge of Argus Enterprise and Excel
• Irreproachable character and integrity
• Strong interpersonal skills with a highly developed listening, written, and oral communication skillset
• Sound judgement and a positive attitude
• Intellectual curiosity and a motivated entrepreneurial spirit
• Strong leadership and teaming ability
• 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
• Occasional travel required, including overnight stays
• Salary: $200k base salary plus bonus incentive