Director, Portfolio Management & Finance

Essential Duties & Responsibilities

• Capital Markets & Debt Execution
  • Maintain and actively expand lending relationships across various stakeholders.
  • Sources, structures, and executes property-level debt financings and interest rate hedges.
  • Prepares and presents financing requests and memoranda to lending relationships.
  • Coordinates the lender due diligence process and manages data portals.
  • Analyzes financing alternatives and provides guidance on optimal capital structures.
  • Affixes compliance obligations and reviews compliance calculations.
  • Coordinates lender escrow release requests.
  • Maintains portfolio-wide and fund-level debt metrics.
  • Maintains working knowledge of hedging instruments and analyzes interest rate risk.
• Portfolio Analytics & Fund Management
  • Creates and maintains working models for each fund, incorporating key characteristics and benchmarks.
  • Maintains a capital availability schedule for each fund.
  • Leads the quarterly valuation and forecast process, coordinating inputs and reviewing third-party appraisals.
  • Prepares quarterly roll-ups of projected capital calls and distributions.
  • Participates in Investment Committee meetings and reviews memos and models.
  • Works on hold vs. sell vs. refinance analyses and evaluates disposition strategy.
  • Participates in quarterly asset reviews.
• Structured Finance Investments
  • Sources and evaluates structured finance investment opportunities, including preferred equity and mezzanine positions.
  • Underwrites structured finance transactions and executes investments.
  • Maintains ongoing performance and compliance of structured finance investments.
• Team Leadership & Collaboration
  • Directs junior team members and sets clear performance expectations.
  • Identifies and champions opportunities to improve processes and leverage technology.
  • Serves as a key cross-functional partner to various teams.
  • Maintains a capital markets and investor relations lens when collaborating on materials and analyses.

Requirements

• Bachelor’s degree from an accredited four-year college or university with a major in finance or accounting and at least six years of relevant work experience, or an equivalent combination of education and experience.
• Professional experience with financial modeling and analysis, including scenario analyses; demonstrated proficiency in Excel required.
• Quantitative and analytical experience with demonstrated ability to work with large datasets and identify meaningful relationships.
• Relevant real estate experience across commercial and multifamily asset types; demonstrated ability to perform financial analysis at both the individual asset and portfolio/fund level.
• Experience with capital markets, including debt sourcing, lender relationship management, and loan closing processes.
• Familiarity with structured finance products (preferred equity, mezzanine debt) a plus.
• Demonstrated ability to interpret and communicate both property-level and portfolio-level financial results to internal and external audiences.
• Ability to read, analyze, and interpret financial statements, real estate research reports, and complex legal and financing documents.
• Experience managing or mentoring junior team members preferred.