The Professionals’ Choice for Real Estate Jobs
  1. Home
  2. Find Jobs
  3. Senior Director Portfolio Management

Senior Director Portfolio Management

Salary
Competitive
Employment
Full Time
Work Place
Office
Real Estate Field
Location
San Antonio
 TX
Postal Code
78230
Country
United States

This job is no longer active.

Description


Company Overview

Acquiring, developing, financing and managing quality real estate investments since 1982, USAA Real Estate provides superior returns investing across the risk spectrum, with expertise in office, industrial, multi-family, retail and hotel assets. Aligned with more than 100 investment partners across the world, we maintain an “Investor First” mindset with our significant co-investment in all programs. USAA Real Estate has achieved a track record of success living up to the high standards set at USAA and sharing its mission and culture of service. USAA Real Estate is headquartered in San Antonio, Texas.


Job Description

The Sr. Director, Portfolio Management will interface with various internal and external parties to bring about the efficient operations of the USAA Housing Platform and various housing funds and separate accounts, including the areas of: asset management, portfolio analytics, performance reporting, accounting, compliance, legal, borrowing, and capital management.  Request, produce, evaluate and present information to the Portfolio Manager and other audiences, in data, narrative and presentation formats, in support of this task.

 

Essential Duties:

  • Work with asset management, acquisitions, development, and other internal departments to advance key deliverables in effective property operations and to bring about informed decision-making pertaining to assets in the Fund. This includes projects, objectives and key performance indicators within the operational, budgeting, financing, legal, acquisitions, development and dispositions processes, across several property types, and in various asset life cycle phases such as development, acquisitions, leasing, capital investment for refurbishment, and long-term stabilized operations.
  • Administer fund compliance procedures, including checkpoints with respect to investment guidelines, investor requests, legal and tax structure, inflows and outflows, new investor subscriptions and other matters. Work with legal, portfolio management, investor relations and compliance personnel to accomplish these tasks and to ensure all relevant matters are incorporated into the Fund’s ongoing workflow.
  • Generate efficient capital management, including debt and equity availability, distributions and capital calls, working with personnel from portfolio analytics and investor relations.
  • Perform and monitor efficient income and expense management, working with accounting, asset management and other personnel.
  • Create and oversee insightful fund analysis and forecasting tools, including the various fund models, performance attribution, market and property sector forecasting, risk evaluation and stress testing, working with portfolio analytics, performance reporting, research, portfolio management and other contributors.

 

Additional Responsibilities:

  • Perpetuate productive property and portfolio reviews on a monthly, quarterly and annual basis.
  • Monitor and direct quarterly valuations process with others in asset management and portfolio analytics.
  • Provide guidance and advice on orderly document management, communication and scheduling for all the Fund’s workflow to support staff.
  • Review and/or produce quarterly Fund update materials for existing and prospective investors.
  • Assist Portfolio Manager with any other operational tasks and projects as they arise.
  • Additional duties, as assigned.

At USAA Real Estate our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! Qualified applicants must successfully complete a pre-employment background and drug screen.  The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

USAA Real Estate Company is an Equal Opportunity and Affirmative Action Employer of Females, Minorities, Veterans and Disabled.

 

Minimum Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or related business field. Master’s degree a plus.
  • 10+ years of work experience in institutional private equity real estate investing and/or accounting. Experience with open ended funds.
  • Proficiency with Excel, Powerpoint and Argus.
  • CFA, CPA or other designations a plus.
  • Extreme attention to detail and ability to deliver a wide variety of tasks on a timely basis.
  • Excellent verbal and non-verbal communication skills and high emotional intelligence.
  • Must enjoy working productively in all manner of situations, including managing projects across functional areas.
  • Must be eager to work extended hours, including some travel, as necessary.
  • Qualifications may warrant placement in a different job level.

Job Function


 

Job Sector


 

Experience


10+ to 15 years


This job is no longer active.

Asset / Portfolio Management Residential San Antonio Full Time TX Portfolio Management Senior Director Portfolio Management other