Portfolio Manager

Regent Bank • Tulsa, OK

2h

About The Position

The Portfolio Manager will be responsible for overseeing and optimizing a diverse portfolio of commercial real estate assets to maximize returns and minimize risks. This role involves conducting thorough financial analyses, due diligence, and market research to inform investment strategies and decisions. The Portfolio Manager will collaborate with various stakeholders, including asset managers, brokers, and financial analysts, to ensure effective asset management and alignment with organizational goals. Additionally, the role requires continuous monitoring of market trends and portfolio performance to identify opportunities for growth and improvement. Ultimately, the Portfolio Manager plays a critical role in driving the financial success of the portfolio while adhering to risk management protocols.

Requirements

• Bachelor's degree in Finance, Real Estate, Business Administration, or a related field.
• Minimum of 5 years of experience in portfolio management or asset management within the commercial real estate sector.
• Strong understanding of financial analysis, risk management, and due diligence processes.

Nice To Haves

• Master's degree in Finance, Real Estate, or a related field.
• Professional certifications such as CFA, CAIA, or CPM.
• Experience with loan portfolio management and brokerage operations.

Responsibilities

• Develop and implement investment strategies for the commercial real estate portfolio.
• Conduct financial analyses and due diligence on potential acquisitions and existing assets.
• Monitor portfolio performance and market trends to make informed recommendations.
• Collaborate with internal teams and external partners to optimize asset management.
• Prepare and present reports on portfolio performance to senior management and stakeholders.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees