VP Specialty Real Estate Portfolio Manager
About The Position
Responsible for managing the administration of the Trust Specialty Real Estate Division, including fiscal and personnel management, compliance, portfolio management, and valuation management. Develops and implements division policies and procedures, achieves division objectives, and provides overall supervision while assuring quality service to clients. The role manages debt and equity investments in commercial real estate within the ERECT Funds and oversees investment selection, structuring, and presentation of recommendations to the Trust Specialty Real Estate Investment Committee. It oversees pre-funding and post-closing processes, portfolio asset reviews and risk ratings, fund valuation and balancing, regulatory and legal compliance, fund and investor tax filings, divisional documentation and reporting, and the policy and procedure manual. The position supervises division employees and serves as the main liaison to the specialty trust real estate funds’ underwriting partners. Moderate travel, which could include overnight travel, is required. Duties and responsibilities may change at any time with or without notice.
Requirements
- Bachelor’s degree in Management, Accounting, or Finance.
- Five years of experience managing credit, collections, and lending functions.
- Experience in commercial real estate lending.
- Ability to discuss investments, make presentations, prepare informative proposals, and develop new profitable business.
- Strong oral and written communication skills.
- Computer skills, including Microsoft products.
- Interpersonal skills.
- Deadline-oriented.
- Strong analytical skills.
- Ethical conduct.
Nice To Haves
- Some supervisory experience.
Responsibilities
- Manage the portfolio of debt and equity investments in commercial real estate within the ERECT Funds.
- Oversee investment selection, including structuring new investments and presenting investments and recommendations to the Trust Specialty Real Estate Investment Committee.
- Oversee pre-funding and post-closing processes to ensure new investments are structured correctly and comply with policies, procedures, and legal frameworks.
- Supervise the division’s staff.
- Ensure compliance with regulatory and legal requirements for collective investment funds and common funds, including notifying regulators and filing regular reports such as 5500s and annual audits.
- Oversee annual investment reviews and annual risk ratings for portfolio assets.
- Take responsibility for the valuation and balancing process for the funds.
- Ensure accurate and timely tax filings for the funds and investors.
- Oversee the division’s policy and procedure manual, including its annual review and updates for new procedures or valuation methodology changes.
- Oversee preparation of applicable divisional documents and reports.
- Serve as the main contact and liaison to the specialty trust real estate funds’ underwriting partners.
- Develop and implement division policies and procedures, achieve division objectives, and assure quality service to clients.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
