Vice President, Portfolio Manager

Description

• Portfolio Leadership: Oversee the health, performance, and composition of the loan portfolio, ensuring alignment with AscentDS' strategic and risk management goals.
• Cross-Functional Collaboration: Work closely with Credit, Construction, Capital Markets, and Finance teams to ensure portfolio decisions support funding strategies, liquidity management, and investor confidence.
• Leadership & Mentorship: Provide guidance and oversight to analysts or portfolio support staff; help build scalable portfolio management processes that can grow with the business.
• Reporting & Analytics: Deliver comprehensive, data-driven reporting on loan performance, risk concentration, and emerging trends and metrics for executive leadership, capital partners, and the Board of Directors. Provide strategic insights to inform business decisions.
• Credit Oversight: Evaluate borrower performance, market conditions, and collateral position—while preparing detailed credit rationales and recommendations for approval.
• Technology & Data Innovation: Partner with technology and operations teams to evolve loan management systems and reporting tools that improve automation, data accuracy, and decision-making visibility.
• Covenant & Risk Management: Monitor and enforce all portfolio covenants; identify early warning indicators, escalate risks proactively, and lead corrective strategies to maintain credit quality.
• Annual & Ongoing Borrower Reviews: Manage the comprehensive annual review cycle and ongoing surveillance of borrower relationships, ensuring financial health and compliance.

Requirements

• Education: Bachelor's degree in Real estate, Business Administration, Finance, Economics, or a related field.
• Technical Proficiency: Advanced Excel skills are a must. Experience with real estate specific software, loan management operating systems, and business intelligence tools (e.g. Power BI) is highly desirable.
• Experience: 5+ years of experience in real estate lending, credit analysis, portfolio management, asset management, risk management, or a similar role, ideally within a private lender, debt fund, or commercial bank.
• Analytical Skills: Strong quantitative and analytical abilities, with proficiency in financial modeling, data analysis, and interpreting complex financial statements.
• Influential Communicator: Skilled at presenting financial insights and risk assessments to executive leadership and capital partners with clarity and confidence.
• Integrity & Precision: Exceptional attention to detail, commitment to compliance, and a reputation for sound judgment and follow-through.
• Operational Excellence: Proven record of developing scalable reporting processes, data frameworks, and technology solutions that enhance portfolio management efficiency.
• Leadership & Ownership: High initiative, accountability, and the ability to lead through influence in a dynamic, fast-paced environment.
• Communication: Excellent written and verbal communication skills, capable of presenting information clearly and concisely.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance