Real Estate Portfolio Manager Job Description
Real estate portfolio manager
provides guidance to lease administration team and support and drive the creation and implementation of lease administration best practices and processes.
Real Estate Portfolio Manager Duties & Responsibilities
To write an effective real estate portfolio manager job description, begin by listing detailed duties, responsibilities and expectations. We have included real estate portfolio manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Analyze customer operations and finances to determine credit worthiness in accordance with underwriting guidelines and credit policies
Leads the credit process on identified debt product opportunities
Interface with stakeholders to obtain needed information, resolve credit related issues, and minimize potential losses
Responsible for managing the overall risk and performance of the commercial real estate investment portfolio
Communicate risk, return and performance to all stakeholders
Credibility – A CPM must have a high degree of credibility within the Firm and its customers
Communication - A CPM must be an exceptional communicator and public speaker
CPMs are expected to cover the majority of client meetings and conference calls, thereby allowing portfolio managers to stay focused on managing the portfolios
Represent internal business clients on facilities management issues
Coordinate all associate services (food services, mail and print operations, meeting services, fitness, transportation, etc) for the Central Virginia real estate portfolio
Real Estate Portfolio Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Real Estate Portfolio Manager
List any licenses or certifications required by the position: RM, UCC
Education for Real Estate Portfolio Manager
Typically a job would require a certain level of education.
Employers hiring for the real estate portfolio manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Finance, Real Estate, Business, Accounting, Economics, Education, Engineering, Business/Administration, Management, MBA
Skills for Real Estate Portfolio Manager
Desired skills for real estate portfolio manager include:
Administration practices and processes
Commercial products
Commercial sales
Credit
FACT
MFA
ORA
Risk
Is sensitive to the current regulatory environment
Capital markets
Desired experience for real estate portfolio manager includes:
Manage a portfolio which includes 22 locations totaling over 2.6M sq
Ensure that the organization has the most suitable working environment for its employees and their activities
Present business issues to Regional Workplace Solutions Portfolio Manager to determine needs and convene appropriate resources and process needed to support business requirement
Provide input to the Regional portfolio plan
Partner with various levels of management to understand and deliver service needs
Work closely with peers in other regions and internal Workplace Solutions senior management
Real Estate Portfolio Manager Examples
1
Real Estate Portfolio Manager Job Description
Job Description Example
Our company is hiring for a real estate portfolio manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for real estate portfolio manager
- May be assigned to work with clients who have a higher risk profile or are in a turnaround situation
- Must have experience in wide array of commercial and commercial real estate related credit products to include construction, bridge, and permanent loans
- Manages annual credit review schedule for team of Relationship Managers
- Manage a diverse set of third party vendors to execute on key responsibilities
- Coordinate with extended real estate team resources to support delivery of services and workplace solutions
- Partner with the CVA Region Delivery Lead and Construction project managers to complete restacking, space planning and construction projects
- Coordinate with Regional Lead Portfolio Manager for budget development and business content
- Engage with cross-functional teams including close coordination with Security, IT, and HR on behalf of shared internal client
- Develop solutions and influence various levels of management on Workplace Solutions recommendations
- Strong problem-solving and results-focused
Qualifications for real estate portfolio manager
- Demonstrated ability to work independently and collaboratively in a demanding environment
- Certified Facilities Manager (CFM) designation from the International Facilities Management Association
- Knowledge of commercial lending products and services
- BA/BS in Business Administration preferred or equivalent industry expereince
- Requires experience in customer service, negotiations and management of valuable customers and complex transactions
- Strong understanding of Cash Flow lending
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Real Estate Portfolio Manager Job Description
Job Description Example
Our company is growing rapidly and is looking for a real estate portfolio manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for real estate portfolio manager
- Monitor critical lease dates requiring action and proactively evaluate potential actions via the strategic planning process
- Ensure Transaction Managers, Legal, Tax, and Treasury negotiate purchase, sale or lease agreements in-line with scenario assumptions, HP lease standards, and critical business terms & conditions
- Work closely with deal teams and loan closing team to ensure that proper records are maintained on an on-going basis
- Monitor and report on accounts to ensure on-going compliance with loan agreements, policies and best practices
- Ensure high standards of governance and regulatory compliance
- Ability to build key relationships at all levels with internal and external parties in a productive, meaningful way
- Ability to deliver results in a highly collaborative organization
- Pragmatic problem-solving that drives out complexity
- Proven ability to work independently and lead teams
- Maintain region specific market intelligence in order to capitalize on opportunities to react to time sensitive projects and initiatives
Qualifications for real estate portfolio manager
- Proven experience successfully transacting on real estate investments in the Brazilian and Latin American real estate markets
- Bachelors degree, preferably with a focus in Business or Economics
- MBA (with a finance focus), considered an asset
- CFA or CAIA designation, considered an asset
- Fluency in English and Portuguese is a requirement
- International investment experience considered an asset
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Real Estate Portfolio Manager Job Description
Job Description Example
Our company is looking for a real estate portfolio manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for real estate portfolio manager
- Active participant in developing the overall investment strategy for the investment portfolio
- Contribute to the development of the strategic and tactical asset allocation process
- Help select external asset managers
- Manage relationships with external managers, including the ability to push back on managers when necessary
- Review individual transactions that are being considered for the portfolio
- Contribute toward defining and implementing performance benchmarks for the portfolio and help in the performance attribution process
- Support business case processes which serve as basis for senior management decisions on new infrastructure projects
- Act as financial consultant for real estate project managers in collaboration with finance department
- Support global mid- to long-term cashflow planning of infrastructure investments (Capital Expenditures)
- Maintain and further develop documentation of running and completed projects
Qualifications for real estate portfolio manager
- 5 years experience in Facilities Management and Relationship Management
- 5 years experience of Facilities Management in a corporate setting in multiple locations
- 8+ years of progressive real estate investment or commercial real estate experience gained from a global leader in financial services, investment banking or other comparable industry
- Proven research, financial modeling, analytical and institutionally recognized valuation skills
- Experience leading successful negotiations with multiple stakeholders from multiple geographies and executing a wide range of agreements (confidentiality, purchase and sale, shareholder)
- Significant relationship management experience including primary responsibility for managing relationships with investment partners, investment managers and other external stakeholders
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Real Estate Portfolio Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of real estate portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for real estate portfolio manager
- Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, the GRA Global Real Estate Portfolio Managers and other investment professionals in the group, the Product Specialists, the Legal and Product Development professionals and other administrative personnel involved in business development
- Pursue new business opportunities which fit with our business platform and model, identifying the investment organizations which are prospects for our products and services and the key decision makers and influencers at those organizations
- Manage existing client relationships with the goal of deepening and expanding the assets we manage on their behalf
- Keeping abreast of competitors, how they are positioning against us and how we can best position against them
- Growing our assets under management for global investors (including corporate pension funds, state and government sponsored investment funds, insurance companies, endowments and foundations, other investors) for our current and future real asset products and strategies
- Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, the GRA Real Assets Portfolio Managers and other investment professionals in the group, the Product Specialists, the Legal and Product Development professionals and other administrative personnel involved in business development
- Manage the portifolio reporting on a monthly, quarterly, annual basis
- Help coordinate/manage the construction disbursing and ARG requests and procedures
- Develop and maintain relationships with senior local stakeholders relevant to the portfolio and also maintain a strong external network externally amongst industry professionals
- Strategize with Puget Sound service areas
Qualifications for real estate portfolio manager
- Demonstrated persuasive skills
- Related industry certification for oversight of broad scale projects or programs
- At least 8 years of finance or at least 8 years of accounting experience including financial analysis, preparing financial information and interpreting financial performance
- Experience with both commercial mortgage and real estate equity investments
- Agricultural mortgage experience also a plus
- Experience managing and interacting with third party asset managers
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Real Estate Portfolio Manager Job Description
Job Description Example
Our innovative and growing company is looking for a real estate portfolio manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for real estate portfolio manager
- Analyze investment results and portfolio performance in relation to portfolio objectives
- Alter strategies to compensate for unanticipated events or market changes
- Establish excellent collaborative working relationships with the Client and Consultant Advisor teams, the GA Real Assets Portfolio Managers and other investment professionals in the group, the Product Specialists, the Legal and Product Development professionals and other administrative personnel involved in business development
- Leadteam Program Managementby supporting all Portfolio teams (GIG, PM & Lease Admin) in implementing programs, initiatives, and projects ensuring they are adhering to corporate standards and policies
- Coordinate input to overall GRE global processes and /or initiatives
- Responsible for delivering team Reporting based on established cadence – Quarterly Business Reviews, monthly governance meetings and bi-weekly Executive Brief
- Develops acquisition, disposition and management strategies to meet business requirements
- Perform analysis and conflict resolution with the assigned real estate provider of operating expense/CAM reconciliations, lease issues as landlord and tenant, service issues within the portfolio, and plan and manage value and compliance driven activities
- Drives continual improvement in all aspects of real estate portfolio management by participating on project teams to ensure timely completion of projects and driving the development of project, service and capital budgets
- Source, negotiate and close CRE debt transactions across the capital stack including whole loans, mezzanine, B Notes and preferred equity
Qualifications for real estate portfolio manager
- Knowledge of Word, Excel and Bloomberg
- Master in Business Administration with focus on real estate or comparable apprenticeship
- Excellent English in spoken and written form
- Analytical rationalness
- Social and intercultural competence
- Good behavior and very good ability to work in a team