AVP Portfolio Management

Job Description

AVP, Portfolio Management, Sares Regis Multifamily Funds

The Company

Sares Regis Group is one of the leading West Coast privately held commercial real estate firms. The company is vertically integrated with deep in-house real estate investment, development, property management and construction expertise. In 2013, the firm established a series of commingled private equity funds to invest in value-add apartment properties in the Western States, the Sares Regis Multifamily Funds.

The Position

The AVP, Portfolio Management reports directly to the President of the SRG Funds who also serves as Portfolio Manager.

Key Responsibilities

• Portfolio Monitoring and Reporting
  • Oversee Quarterly and Annual Investor Reports
  • Drive quarterly valuation process
  • Produce portfolio level performance metrics and evaluate existing Fund operations
  • Assist and leverage the President in the overall management of the Fund business.
• Investor Relations and Capital Raising
  • Support all aspects of investor relations including annual investor meetings and external Fund communications
  • Prepare performance and attribution analyses
  • Maintain/update fund models
  • Manage fund website and fundraising portal
  • Support capital raising activities
• Fund-Level Strategy and Analysis
  • Manage performance measurement, risk metrics and analytic tools
  • Generate hold-sell-refinance analyses to support strategic decision making

Education: Candidates must have an undergraduate degree. An advanced degree and/or professional designation is helpful but not required. CPA, CFA, CCIM or other relevant certifications/licenses is desirable.

Experience: The successful candidate should have a minimum of five years of experience in commercial real estate investment, preferably multifamily. Private equity experience is helpful but not required.

Skills and Competencies

• Experience in financial analysis for commercial real estate investment, portfolio management, asset management, capital markets, or acquisitions is essential for this position. Must have extensive analytic experience building and running financial models for income property investment.
• Overall knowledge and understanding of institutional investment in real estate, including experience with accounting, valuations, and investment structures.
• Understanding of real estate budgeting/forecasting, financial statements, property accounting, operations, underwriting.  Understanding of legal and tax treatment of real estate partnerships a plus but not required. 
• Experience in institutional real estate reporting and asset management including analysis of financial reports and property operating metrics, budget and planning reviews, and hold-sell analyses.
• Comfortable working with large quantities of data and able to quickly and accurately analyze and audit results. Thinks about real estate from the perspective of risk/reward.
• Experience in interaction with and strong command of real estate accounting and financial software including MS Office (Word, Excel, and PowerPoint).
• Will be a curious, creative, analytic and a numbers-oriented thinker. Will be able to create and anticipate analytic tools to evaluate and logically present information internally and to investors.
• Unwavering commitment to integrity and an unflinching resolve for maintaining the highest principles to serve as a fiduciary for the Fund’s investors.
• Able to work collaboratively across the organization.
• Strong verbal and written communications skills.