Real estate investment, development, and management across residential, commercial, and mixed-use properties.
Strategic Guidance: Provide insights on asset allocation, pricing trends, and industry-specific challenges to steer property originations and optimize portfolio performance.
Performance Reporting: Prepare detailed monthly performance reports for internal teams, leadership, and investors.
The Portfolio Manager is responsible for overseeing the administration, performance, and strategic direction of a property portfolio. This role focuses on ensuring compliance with risk management policies, optimizing client relationships, and driving portfolio growth while maintaining alignment with organizational goals and market conditions.
Portfolio Oversight: Administer and manage the performance of a property portfolio, ensuring alignment with company strategies and regulatory requirements.
Concentration Risk Management: Help develop and monitor concentration risk methodologies, ensuring balanced portfolio exposure and mitigating over-concentration risks.
Risk Identification: Proactively identify and address risk and opportunity characteristics within the portfolio, with a forward-looking view of market conditions.
Innovation in Reporting: Develop and implement advanced portfolio reporting tools and methodologies for continuous monitoring and trend analysis.
Renewal Management: Collaborate with clients, support staff, and the credit department to manage the renewal process efficiently.
Risk Management: Analyze, underwrite, and monitor assigned relationships, assessing financial and operational data to recommend risk mitigation and portfolio adjustments.
Market Analysis: Stay informed of economic conditions, market trends, and legislative changes that may affect the real estate landscape and customer relationships.
Proficiency in creating detailed performance and risk reports for leadership and investors.
Familiarity with statistical modeling and portfolio analysis tools.
Ability to interpret and analyze financial and operational data to drive decision-making.
Understanding of property market dynamics and valuation metrics.
Excellent communication and collaboration skills for interacting with clients, team members, and stakeholders.
Knowledge of market trends, economic conditions, and regulatory guidelines.
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
Expertise in risk concentration methodologies and asset allocation strategies.
Strong background in commercial real estate.
Experience in portfolio management, credit analysis, and risk mitigation strategies.