Portfolio Management Executive

3 days ago


Carlsbad, United States W3Global Inc Full time
Job Title: VP of Portfolio Management

W3Global Inc is seeking a highly skilled and experienced VP of Portfolio Management to lead the financial and operational management of our commercial real estate assets. The successful candidate will be responsible for maximizing investment performance by establishing and executing annual plans that optimize asset value and improve efficiencies.

Key Responsibilities:
  • Portfolio Management: Oversee the strategic planning for commercial assets and development portfolio through preparation and execution of annual property business plans.
  • Asset Evaluation: Evaluate, gain approval, and execute redevelopment and/or capital improvement initiatives through analysis of property characteristics, selection and coordination of consultants, creation and approval of budgets and proformas, and working with senior management and governmental officials.
  • Broker Relationships: Build strong broker relationships to maintain a broad range of knowledge concerning geographic markets containing the Company's assets under management, including analysis of data concerning competition, rental and NNN rates, occupancy and absorption rates, current and proposed real estate development, and significant events.
  • Reporting and Forecasting: Oversee the preparation of quarterly asset management reports to Senior Management and joint venture partners, and oversee forecasting of cash flows and cash positions for each property to ensure sufficient capital is available.
  • Industry Networking: Maintain ongoing industry networking, developing and maintaining contacts in the brokerage communities, and participate in industry events to maintain and expand the Company's presence in the markets Client owns assets.
Qualifications & Experience:
  • Education: Bachelor's degree in business, finance, economics, accounting, or real estate, with an MBA or master's in real estate preferred.
  • Experience: 7+ years of proven success in asset/property management, leasing, and construction in the retail industry, with CPM, RPA, LEED AP, or equivalent real estate industry designation(s) preferred.
  • Skills: Strong communication and negotiation skills, excellent analytical and problem-solving skills with a strategic mindset, proven leadership skills, proficiency in Argus and Yardi, and working knowledge of basic discounted cash flow valuation and debt related ratios.


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