Vice President of Portfolio Management
Confidential, New York, NY, United States
Vice President of Portfolio Management
About the Company
Accomplished real estate private equity firm
Industry Real Estate
Type Privately Held
About the Role
The Company is in search of a Vice President of Portfolio Management to join its Investment & Asset Management team. The successful candidate will be the primary subject matter expert on all property-level loan agreements within the diverse hospitality portfolio. Key responsibilities include developing and maintaining a portfolio-wide cash forecasting model, owning the quarterly forecasting and annual budgeting process for property-level expenses, and building investment performance projection models. The role also involves coordinating with property finance teams, operators, and lenders to validate forecast assumptions, as well as supporting the acquisition team with due diligence modeling and post-close performance benchmarking.
Applicants for the Vice President of Portfolio Management position at the company should have 5-9 years' of experience in real estate private equity or institutional owner/operator real estate. A Bachelor's degree in a related field is required, with an MBA or CFA being preferred. The ideal candidate will have a proven track record in building complex financial models in Excel, experience in managing lender reserves, escrow accounts, and compliance reporting, and advanced proficiency in Excel and PowerPoint. The role demands a professional who can present findings and recommendations to the investment team regularly and who is adept at working with cross-functional teams to ensure the financial health and performance of the real estate portfolio.
Travel Percent Less than 10%
Functions
Private Equity Finance
About the Company
Accomplished real estate private equity firm
Industry Real Estate
Type Privately Held
About the Role
The Company is in search of a Vice President of Portfolio Management to join its Investment & Asset Management team. The successful candidate will be the primary subject matter expert on all property-level loan agreements within the diverse hospitality portfolio. Key responsibilities include developing and maintaining a portfolio-wide cash forecasting model, owning the quarterly forecasting and annual budgeting process for property-level expenses, and building investment performance projection models. The role also involves coordinating with property finance teams, operators, and lenders to validate forecast assumptions, as well as supporting the acquisition team with due diligence modeling and post-close performance benchmarking.
Applicants for the Vice President of Portfolio Management position at the company should have 5-9 years' of experience in real estate private equity or institutional owner/operator real estate. A Bachelor's degree in a related field is required, with an MBA or CFA being preferred. The ideal candidate will have a proven track record in building complex financial models in Excel, experience in managing lender reserves, escrow accounts, and compliance reporting, and advanced proficiency in Excel and PowerPoint. The role demands a professional who can present findings and recommendations to the investment team regularly and who is adept at working with cross-functional teams to ensure the financial health and performance of the real estate portfolio.
Travel Percent Less than 10%
Functions
Private Equity Finance