Portfolio Manager

Lincoln Property CompanyHorsham, PA
85d

About The Position

The Portfolio Manager is responsible for overseeing the administration, performance, and strategic direction of a property portfolio. This role focuses on ensuring compliance with risk management policies, optimizing client relationships, and driving portfolio growth while maintaining alignment with organizational goals and market conditions.

Requirements

  • Strong background in commercial real estate.
  • Experience in portfolio management, credit analysis, and risk mitigation strategies.
  • Ability to interpret and analyze financial and operational data to drive decision-making.
  • Knowledge of market trends, economic conditions, and regulatory guidelines.
  • Excellent communication and collaboration skills for interacting with clients, team members, and stakeholders.
  • Proficiency in creating detailed performance and risk reports for leadership and investors.

Nice To Haves

  • Familiarity with statistical modeling and portfolio analysis tools.
  • Understanding of property market dynamics and valuation metrics.
  • Expertise in risk concentration methodologies and asset allocation strategies.

Responsibilities

  • Administer and manage the performance of a property portfolio, ensuring alignment with company strategies and regulatory requirements.
  • Analyze, underwrite, and monitor assigned relationships, assessing financial and operational data to recommend risk mitigation and portfolio adjustments.
  • Collaborate with clients, support staff, and the credit department to manage the renewal process efficiently.
  • Prepare detailed monthly performance reports for internal teams, leadership, and investors.
  • Stay informed of economic conditions, market trends, and legislative changes that may affect the real estate landscape and customer relationships.
  • Proactively identify and address risk and opportunity characteristics within the portfolio, with a forward-looking view of market conditions.
  • Provide insights on asset allocation, pricing trends, and industry-specific challenges to steer property originations and optimize portfolio performance.
  • Develop and implement advanced portfolio reporting tools and methodologies for continuous monitoring and trend analysis.
  • Help develop and monitor concentration risk methodologies, ensuring balanced portfolio exposure and mitigating over-concentration risks.
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