Portfolio Manager

About This Role

Reporting to the Managing Director of Portfolio Management, the Portfolio Manager is a key member of the Dallas team, responsible for strategic planning, financial analysis, reporting, and overall fund management. This role suits an experienced financial professional with a background in real estate investment.

Responsibilities

• Track investment objectives, asset allocation, risk management, risk strategies, diversification, and watchlist items
• Calculate and analyze fair market valuations using revised quarterly cash flow projections and market data
• Collaborate with the debt capital markets team to run analysis on investment level debt concerns to proactively manage the funds
• Analyze and recommend optimal time to dispose of assets to maximize fund performance
• Assist in cash planning initiatives to manage the fund’s liquidity and recommend appropriate funding vehicle (subline vs. equity)
• Run stress scenarios to ensure optimal fund liquidity
• Participate in the quarterly track record update process
• Collaborate with the Asset Management team to monitor the performance of the existing real estate portfolio, including property operations, leasing, financial performance, and capital improvements
• Identify opportunities to enhance and maximize fund performance
• Prepare comprehensive reports and dashboards on portfolio performance, financial analysis, and market trends to present to senior leadership
• Assist in the preparation of quarterly investor letters

Requirements

• Undergraduate degree required, preferably in Business, Commerce, Finance, Accounting, Real Estate or equivalent
• 5+ years of related real estate investments, private equity, and portfolio management experience
• Excellent analytical and financial modeling skills
• Strong knowledge of Argus, Yardi and Excel
• Ability to work in a fast-paced environment with ability to effectively and efficiently manage multiple projects
• Exceptional written and verbal communication skills, including ability to articulate recommendations in a concise and timely manner
• Ability to work effectively in a team

Nice to have:

• Advanced degree and/or professional designation (i.e. RPA, CFA and/or CPM)

About the Company

Dalfen Industrial is one of the largest private equity owner, operator, and developer of industrial real estate. The firm has raised multiple private equity funds, currently manages over 55 million square feet, and has transacted on over $7.8 billion of deals. Dalfen is vertically integrated across 9 offices, offering a challenging and fast-paced work environment.