Portfolio Director

DIRECTOR, PORTFOLIO MANAGEMENT & ANALYTICS About Excel Group Excel Group is a hotel private equity firm focused on premium-branded limited/select-service hotels. We specialize in acquiring hotel investments (including development), minimizing risk and maximizing performance by employing a comprehensive, data-centric approach across all facets of the company. Since its founding in 2011, the company has executed 55 hotel acquisitions. In 2025, Excel Group closed on a $400M venture with a first-tier global investment manager to acquire premium-brand select-service hotels and is in the process of closing on a $200M discretionary investment vehicle with plans to acquire $500M+ of investments over the next 2–3 years. The firm's expertise in asset management, acquisitions, and development has helped achieve risk-adjusted returns that consistently outperform industry averages. The company's strategy is differentiated by strong off-market deal sourcing, strategic market positioning, creative deal structuring, and leveraging an extensive database to maximize benchmarking opportunities. Excel Group maintains a competitive advantage by utilizing data analytics and technology to drive value through proactive asset management with multiple institutional management company partners. For more information, please visit: excelgp.com About the Role Excel Group is seeking a Director of Portfolio Management & Analytics to lead forward-looking portfolio and scenario analytics across the firm. The role sits at the intersection of Asset Management, Finance, and Acquisitions, building the analytical infrastructure that connects property-level performance to portfolio-wide capital decisions. The ideal candidate is self-driven, collaborative, and brings meaningful hands-on experience in budgeting, forecasting, and variance analysis across a multi-property or multi-entity environment. Fluency with AI tools to accelerate modeling, reporting, and analysis is expected. Key Responsibilities Support the VP of Asset Management and CFO in developing and executing financial strategies to advance growth, profitability, and capital efficiency across the portfolio. Build and maintain portfolio-level KPI and analytics frameworks benchmarked against market comp data sets. Conduct hold/sell, refinancing, and disposition scenario modeling; support leadership with portfolio-level context, comparables, and market data during underwriting. Develop scenario and sensitivity models to support capital allocation decisions across the portfolio. Play a lead analytical role in the annual budgeting, quarterly forecasting, and long-range planning process, partnering with Finance and property-level teams to ensure accuracy and completeness. Maintain rolling forecast models and monitor budget-to-actual performance across the portfolio, flagging risks and opportunities early for Asset Management and Finance leadership. Own portfolio-level variance analysis and prepare investor- and board-ready commentary, translating monthly and quarterly performance into clear, decision-useful narratives for ownership and institutional capital partners. Own and evolve AI-enabled forecasting, automated data consolidation, and dashboarding workflows (e.g., Power BI, LLM-assisted variance and commentary drafting), with clear human-review governance on all AI-assisted outputs. Standardize — with the assistance of AI — recurring reporting templates and planning processes at both the property and portfolio level, reducing manual effort and improving consistency across the firm. Serve as a key analytical partner to the VP of Asset Management on portfolio performance and capital decisions, and to the CFO on planning and reporting alignment. As the function matures, help define and eventually oversee analyst-level support for portfolio analytics workstreams. Required Qualifications Bachelor's degree in Finance, Real Estate, Economics, Business, or a related field. 5–10 years of progressive experience in portfolio analytics, corporate finance, or FP&A, ideally within real estate, hospitality, or another asset-intensive, multi-property private equity context. Demonstrated experience building or leading budgeting, forecasting, and variance-reporting processes across a multi-entity or multi-property portfolio. Strong financial modeling skills, including scenario/sensitivity analysis, hold/sell evaluation, and refinancing analysis. Excellent written and verbal communication skills, with the ability to translate complex, multi-property data into clear narratives for senior leadership and institutional investors. Proven track record of using generative AI tools (e.g., Claude, ChatGPT) to accelerate forecasting, reporting, and analysis — paired with the judgment to validate outputs and recognize where AI is not appropriate. Comfort operating in a lean, hands-on team environment; this role requires direct ownership of deliverables, not primarily a large-team management position, at least initially. Preferred Qualifications Experience specifically within hotel or broader real estate private equity. Familiarity with hotel-specific metrics (USALI, RevPAR, GOP margin, NOI, DSCR) and STR/Demand360 benchmarking. Experience working alongside or overseeing third-party hotel management company relationships. Working knowledge of Power BI or similar business intelligence tooling, with the ability to build dashboards and reporting infrastructure — not just consume them. Data-analytical background with comfort in SQL, Python, or similar tools to automate data consolidation and analytics beyond standard spreadsheet-based modeling. Experience designing or implementing AI-enabled workflows (e.g., automated forecasting pipelines, LLM-assisted reporting), rather than only using AI tools as an end user. MBA, CFA, or CPA a plus, but not required. Technical Skills Microsoft Excel – Advanced financial modeling, scenario/sensitivity analysis, multi-entity forecasting and variance frameworks Microsoft PowerPoint – Board-ready and investor-grade presentation development STR & Demand360 – Portfolio benchmarking, trend analysis, forward demand interpretation AI & Automation Tools – Demonstrated fluency with LLM platforms (e.g., Claude, ChatGPT) and workflow automation; experience designing AI-enabled reporting and forecasting pipelines with appropriate human-review governance SQL / Python – (Preferred) Data consolidation automation, analytics pipelines beyond spreadsheet-based modeling CoStar / CBRE Horizons – Submarket supply/demand and pipeline research Strategic Thinking – Connects property-level performance to portfolio-wide implications; shapes analytical frameworks, not just reports. Ownership Mentality – Takes full accountability for planning and reporting processes end-to-end; follows through without being prompted. Cross-Functional Influence – Builds effective partnerships across Asset Management, Finance, and Acquisitions without direct authority; earns trust through analytical rigor and reliability. Clarity of Communication – Translates multi-property complexity into decision-ready narratives for senior leadership and institutional capital partners. Analytical Rigor – Validates AI and model outputs with discipline; builds governance and quality control into every workflow. Entrepreneurial Drive – Proactively builds scalable infrastructure, tools, and processes; doesn't wait to be assigned. Integrity & Discretion – Handles sensitive financial, capital, and investor information with the highest professional standards. Adaptability – Comfortable operating in a lean environment with evolving priorities and cross-functional demands; effective under deadline pressure. Reporting Structure The Director, Portfolio Management & Analytics reports to the Vice President of Asset Management and works in close, day-to-day partnership with the Chief Financial Officer and the Acquisitions team. The role serves as a peer analytical resource across Asset Management, Finance, and Acquisitions, and is expected to build durable, standardized planning and reporting processes that serve all three functions. Compensation Base salary and incentive compensation will be commensurate with experience. This document is confidential and intended for internal use and authorized recruiting purposes only. #J-18808-Ljbffr