Director, Portfolio Management
1 week ago
JOB SUMMARY AND DISTINGUISHING FEATURES OF THE WORK:
QUALIFICATIONS:
- You have a proven track record in structured finance, securitization, and modeling within real estate investment banking or similar experience (10+ years)
- 3-5 years of experience specifically modeling commercial mortgages
- 8-10 years of experience modeling portfolio cash flows
- CFA qualification with strong quantitative and analytical skills
- Familiarity with modeling and analyzing portfolio rollups at the fund level to make recommendations on creating alpha and limiting beta.
- Proficient in Argus
- Ability to balance multiple objectives and self-direct activities to accomplish objectives.
- Strong ability to collaborate across teams.
- Demonstrates exemplary verbal and written communication skills, capable of providing clear direction and effective coaching to team members. Must be able to balance deep attention to detail with the overarching objectives and goals of the analysis.
- Pivots as appropriate.
- Meets deadlines & manages multiple tasks simultaneously.
- Learns from constructive feedback.
ESSENTIAL JOB FUNCTIONS:
- The role will have a focus on modeling debt, equity, preferred equity, and other investment activities across funds and separate accounts.
- Provide analytic guidance to inform asset and portfolio decisions, which may include valuations, deal structuring, and deal optimization.
- Develop hold sell and valuation analyses to evaluate assets and portfolios.
- Analyze and interpret data and make adjustments to inputs / methodologies as needed.
- Create, maintain and enhance cash flow analytics models for both fixed and floating-rate debt scenarios to project portfolio performance.
- Perform cash flow tie-outs and ensure data quality.
- Maintain clear documentation on modeling procedures and business rules.
- Collaborate with cross-functional teams and lead the cross-department analytics team to ensure optimal deal terms and effective risk management.
BENEFITS:
We offer a competitive benefits package on day 1 of employment, including:
- 17 days of PTO, 2 floating holidays, and 13 company holidays
- Company-paid employee medical, dental, vision, life insurance, and disability insurance
- Company-paid family memberships for One Medical, a membership-based primary care practice
- Pet insurance
- HSA with employer contribution
- 6% 401k match
- Company-sponsored gym memberships
- Wellness challenges and 5k/10k incentives
ABOUT JAMESTOWN:
Jamestown is a global, design-focused real estate investment and management firm with a 40-year track record and a mission to transform spaces into innovation hubs and community centers. Jamestown employs more than 500 people worldwide with headquarters in Atlanta, Georgia, and Cologne, Germany, and offices in Amsterdam, Bogotá, Boston, London, Los Angeles, Madrid, New York, San Francisco, and Washington, D.C.
Current and previous projects include One Times Square and Chelsea Market in New York City, Industry City in Brooklyn, Ponce City Market in Atlanta, Ghirardelli Square in San Francisco, the Innovation and Design Buildings in Boston and Lisbon, and Groot Handelsgebouw in Rotterdam.
-
Director, Restaurant Brand Portfolio
3 hours ago
Atlanta, United States Paradies Lagardere - The Paradies Shops, Inc. Full timeThe Director, Restaurant Brand Portfolio - Dining Division is responsible for monitoring the food and beverage industry worldwide for current trends in brands, products, and services. The Director studies each market and applies his or her understand Director, Restaurant, Portfolio, Business Development, Operations, Retail
-
Director, Restaurant Brand Portfolio
3 hours ago
Atlanta, United States The Paradies Shops Full timeThe Director, Restaurant Brand Portfolio - Dining Division is responsible for monitoring the food and beverage industry worldwide for current trends in brands, products, and services. The Director studies each market and applies his or her understanding and knowledge of consumer, market, and industry trends in developing compelling concept plans for the...
-
Director, Restaurant Brand Portfolio
3 hours ago
Atlanta, United States Corporate Positions Full timeThe Director, Restaurant Brand Portfolio - Dining Division is responsible for monitoring the food and beverage industry worldwide for current trends in brands, products, and services. The Director studies each market and applies his or her understanding and knowledge of consumer, market, and industry trends in developing compelling concept plans for the...
-
Director, Portfolio Management
1 week ago
Atlanta, United States CareerBuilder Full timeJob Description Job Description JOB SUMMARY AND DISTINGUISHING FEATURES OF THE WORK : QUALIFICATIONS : You have a proven track record in structured finance, securitization, and modeling within real estate investment banking or similar experience (10+ years) 3-5 years of experience specifically modeling commercial mortgages 8-10 years of experience modeling...
-
Portfolio Manager
1 week ago
Atlanta, United States LanceSoft Full timeDESCRIPTION: We are looking for a portfolio manager to be responsible for programs and operational efforts for the Office of Infrastructure Technology. You will be tasked with leading programs that support the organization's strategic direction, as well as supporting operational initiatives. In order to be successful in this role, you will need to have prior...
-
VP / Director, CIB Credit Delivery Portfolio Manager
Found in: Jooble US O C2 - 4 days ago
Atlanta, GA, United States Truist Financial Corporation Full timePrimary Location : Atlanta, GA US : **VP / Director, CIB Credit Delivery Portfolio Manager** You'll be required to create an account or sign in to an existing one.** *If you have a disability and need assistance with the application, you can request a reasonable accommodation. Regular or Temporary:** Regular**Language Fluency:** English (Required) **Work...
-
Portfolio Manager I
1 week ago
Atlanta, United States Linscomb & Williams Full timeCommunicate workout resolutions with borrowers and/or attorney Compile credit memos for bank approval based on borrower's request Manage updates for any change in terms to endure loan is booked as per credit approval within bank loan system Manage report monthly and quarterly basis as per bank credit policy Review/understand SBA loan documents Credit...
-
Portfolio Manager/Scrum Master
Found in: Appcast Linkedin GBL C2 - 1 week ago
Atlanta, United States Eliassen Group Full time**Hybrid- Sandy Springs, GA**Portfolio Manager/Scrum MasterMust be local to Atlanta area and work Hybrid schedule Duration: 12-month contract with possible extensions or conversion to permanentLocation: Sandy Springs, GA, 1-2 days a week onsiteRate: $60-$65 hourly w2 Our industry-leading client is looking for a Portfolio Manager/Scrum Master that will be...
-
Portfolio Manager/Analyst
3 days ago
Atlanta, United States NorthPoint Search Group Inc Full timeReal Estate Development Non profit organization is looking for a Portfolio Manager with both accounting and finance background. Responsibilities include: Work closely with Asset Managers on the monthly financial statements reviews of all assigned multi-family projects for variances between actual and budget, ensuring adequate escrow balances and...
-
Portfolio Administrator
6 days ago
Atlanta, United States Gratus Capital LLC Full timeSummary Firm : Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to our clients. As one of...
-
Portfolio Management Officer II
Found in: beBee jobs US - 2 weeks ago
Atlanta, Georgia, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Portfolio Administrator
3 weeks ago
Atlanta, United States Gratus Capital Full timeJob DescriptionJob DescriptionSummaryFirm: Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value...
-
Portfolio Administrator
16 hours ago
Atlanta, United States Gratus Capital Full timeJob DescriptionJob DescriptionSummaryFirm: Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value...
-
Portfolio Administrator
4 days ago
Atlanta, United States Gratus Capital LLC Full timeJob Description Job Description Summary Firm : Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional...
-
Director of Asset Management
5 days ago
Atlanta, United States Macdonald & Company Full timeMacdonald & Co. is exclusively partnered with a reputable integrated real estate investment development firm in Atlanta to appoint an ‘Director of Asset Management’ to oversee their multifamily portfolio. The group offers unrivalled growth potential, top of market salary, bonus, flex schedule, and excellent benefits. Job Duties The Director of Asset...
-
Portfolio Administrator
16 hours ago
Atlanta, United States Harrison Gray Search & Consulting Full timeJob DescriptionJob DescriptionHarrison Gray Search has partnered with a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Their mission is to provide customized, hands-on financial advice and unrivaled service that together provide...
-
Project Portfolio Coordinator
Found in: Appcast Linkedin GBL C2 - 5 days ago
Atlanta, United States Mindlance Full timeSr. Project Portfolio Coordinator/Analyst Duration: 6 Months – (Contract)Location: Charlotte, NC/ Atlanta, GA Business Initiative/Purpose: (Goal, Business Impact, Accomplishments from the work) Coordinate and execute activities. Bachelor Degree RequiredRole Responsibilities: (what they will be doing) Facilitate project portfolio coordination activities...
-
Payments Portfolio Analyst
3 days ago
Atlanta, United States Revel Systems Full timeJob Description Job Description Company OverviewRevel Systems is the POS and platform built to help businesses achieve their goals. Improving day-to-day operations and fueling merchant growth, Revel's streamlined ecosystem pairs an intuitive point of sale with powerful management tools, integrating inventory management, employee management, sales reporting,...
-
Payments Portfolio Analyst
2 weeks ago
Atlanta, United States Revel Systems Full timeJob DescriptionJob DescriptionCompany Overview Revel Systems is the POS and platform built to help businesses achieve their goals. Improving day-to-day operations and fueling merchant growth, Revel's streamlined ecosystem pairs an intuitive point of sale with powerful management tools, integrating inventory management, employee management, sales...
-
Payments Portfolio Analyst
16 hours ago
Atlanta, United States Revel Systems Full timeJob DescriptionJob DescriptionCompany Overview Revel Systems is the POS and platform built to help businesses achieve their goals. Improving day-to-day operations and fueling merchant growth, Revel's streamlined ecosystem pairs an intuitive point of sale with powerful management tools, integrating inventory management, employee management, sales...