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VP- Portfolio Management

4 months ago

Scottsdale, United States STORE CAPITAL ADVISORS LLC Full time
Job DescriptionJob DescriptionDescription:

STORE Capital Advisors, LLC Portfolio Management team is seeking a Vice President, Portfolio Management to successfully lead a team of Portfolio Managers and Analysts, taking charge and active management of STORE’s existing $15 billion Net Lease portfolio.


How you will contribute to STORE’s mission:


This VP-Portfolio Management is responsible for analyzing and managing an assigned customer portfolio, reviewing tenant financials, understanding industry trends and assisting tenants with servicing request. The position is an active, hands-on portfolio and asset management role and the individual will be responsible for the investment performance and strategic direction of each assigned customer.


What will make you successful (Qualifications)


  • 5-7 years of experience working in a commercial real estate investment firm, with at least 5 years’ knowledge of corporate credit analysis. Prior workout and leasing experience required. Experience managing portfolios of commercial properties is preferred.
  • 2-5 years of managing small teams.
  • Bachelor’s Degree preferably in Business, Finance, and or related area required.
  • Chartered Financial Analyst (CFA) and or curriculum preferred.
  • Experience with value-add investment strategies, including development, and re-positioning assets.
  • Proficiency with valuation modeling and financial underwriting.
  • Exceptional quantitative, analytical, and problem-solving skills.
  • Ability to understand and interpret sophisticated corporate financial concepts, including Income Statements, Balance Sheets, and Cash Flow Statements
  • Ability to think critically, prepare financial analysis and determine the creditworthiness of a company as a tenant
  • Ability to work under tight deadlines, prioritize and deliver quality work under pressure.
  • Excellent people management and leadership skills, strong communication and interpersonal skills, strong initiative, and great independence in working in a fast-paced environment.


What most days will include (Primary Duties)


  • Oversee management and analysis of the financial health of STORE’s customers, conducting detailed portfolio review and preparing reports. Included in the analysis is a comparison of different industries, consideration of historic trends, and an understanding of financial metrics and regulatory/legal restrictions that may impact the portfolio.
  • Establish strong rapport with existing and potential new customers.
  • Recommend strategies for optimal recovery of Investments.
  • Identify and propose escalation of clients to Watchlist and recommend credit enhancement to improve STORE’s investments.
  • Prepare and present monthly portfolio reports to Executive Leadership Team, documenting the financial health, identifying potential issues, and resolution and anticipated recovery. Prepare other management reports as required.
  • Leverage Excel and credit analysis to produce presentation-quality reports and models.
  • Prepare and present credit memorandums regarding servicing requests from Tenants that may impact the credit quality of STORE’s portfolio (Assignments, Change of Control, Guarantor Substitutions, etc).
  • Work closely with Special Assets team on disposition strategy and asset resolutions.
  • Forge Collaborative environment between Credit Underwriting Team and Acquisitions
  • Lead, train, and develop team members ensuring department KPI goals are achieved and exceeded.
  • Perform other duties and projects as assigned by the Manager.


What’s in STORE for you (Benefits & Perks)


  • Competitive Pay and Long-Term Pay Incentives
  • Hybrid Work Schedule/Time Flexibility
  • Comprehensive Health Benefits w/ $0 Cost Employee Benefit Plan Options
  • Employer Sponsored Life and Disability Policies
  • Generous Paid Time Off Program and Paid Parental Leave
  • Paid Volunteer Time Off
  • Eleven (11) Paid Holidays Per Year
  • 401(k) Profit Sharing Plan with 4% match; with NO vesting schedule
  • Employee Wellness Program
  • Employee Training Reimbursement Program
  • Employer Sponsored Electric Vehicle (EV) Charging Program


STORE Capital Advisors, LLC is a proud equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Requirements: