Our client, a fast-growing self-storage provider backed by private equity, is looking for an experienced real estate Portfolio Manager. In this role, you'll help drive portfolio performance and support strategic decisions as the company expands. You’ll work closely with cross-functional teams and provide valuable insights that guide the company’s growth.
Key Responsibilities:Portfolio Management
- Monitor and optimize portfolio performance across a comprehensive range of metrics, including topline, NOI, loan performance, and free cash flow.
- Develop and implement strategies for loan refinancing, ensuring alignment with broader portfolio objectives.
- Analyze and mitigate risks associated with real estate investments, including financial, operational, and market-related risks.
- Benchmark portfolio performance against industry standards and provide insights for continuous improvement.
- Collaborate with cross-functional teams to support M&A, divestitures, and strategic investment decisions.
Debt and Financing Management
- Evaluate and manage the portfolio’s capital structure, including loan covenant compliance, debt refinancing, and funding strategies.
- Lead efforts to optimize debt servicing and manage financing agreements to enhance free cash flow.
- Develop financing models to support acquisition and post-acquisition processes, ensuring alignment with portfolio goals.
Financial Strategy and Analytics
- Conduct detailed cash flow analyses, scenario planning, and financial modeling to inform portfolio decisions.
- Oversee budgeting, forecasting, and capital allocation to maximize portfolio returns.
- Provide data-driven insights into value-creation opportunities, leveraging in-depth financial and market analysis.
- Ensure robust reporting and governance processes to maintain accuracy and integrity in financial data.
Stakeholder Engagement
- Prepare detailed reports and presentations on portfolio performance, strategic plans, and financial outcomes.
- Present actionable recommendations to senior leadership, including insights into portfolio risks and opportunities.
- Collaborate with platform functions, business units, and external advisors (e.g., legal, tax, and compliance) to align portfolio strategies with corporate objectives.
- Minimum 5 years of experience in portfolio management, investment analysis, or financial strategy, preferably in real estate, private equity, or asset management.
- Proven track record in managing portfolio performance holistically, including NOI, debt management, and free cash flow optimization.
- Chartered Accountant, CFA, or equivalent qualification preferred. A bachelor’s degree in finance, real estate, or business administration is required; an advanced degree (e.g., MBA) is a plus.
- Expertise in financial modeling, forecasting, and scenario analysis; advanced proficiency in Excel and other financial tools.
- Strong analytical and problem-solving skills, with a focus on translating complex data into actionable recommendations.
- High degree of accuracy and attention to detail in financial reporting, budgeting, and portfolio management.
- Ability to thrive in a fast-paced, dynamic environment with evolving business needs and market conditions.
- Exceptional stakeholder management and communication skills, with the ability to collaborate across teams and present to senior leadership.
- Experience with loan refinancing, debt structuring, and capital allocation processes.
- Familiarity with end-to-end investment lifecycle management, including deal structuring, financial diligence, and post-acquisition controls.
- Background in real estate asset management or investment banking asset management teams.
