Vice President, Investments & Portfolio Management
$130k - $160kRCLCO
Vice President, Investments & Portfolio Management
RFA seeks qualified Vice Presidents for our Investments & Portfolio Management team, based in either Los Angeles, Denver, Washington, D.C., New York City, or San Francisco.
Key Job Responsibilities:
- Underwriting new investments on behalf of institutional investors across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures;
- Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds;
- Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews;
- Research and develop knowledge of industry trends and participants;
- Institutional client and investor relationship management;
- Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and
- Preparing reports and presentations to communicate key findings and recommendations to Investment Committee and clients.
Preferred Qualifications:
- Bachelor's degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry;
- Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector;
- Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis;
- Excellent written and verbal communication skills;
- Demonstrated knowledge of commercial real estate underwriting and valuation;
- Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy;
- Experience managing junior team members on projects;
- Experience and ability to manage multiple projects at any given time under various time frames and constraints; and
- Experience with senior housing and multifamily preferred, but not required.
Years of experience, including internship or work study programs: 9-13+ years
Estimated annual base salary, depending on experience: $130-160K, plus annual bonus. Overall comp annually expected to be between $218K-$310K.
Our benefits package includes:
- Hybrid schedule flexibility, with team members in the office 3 days per week and the option to work fully remote 4 weeks each year
- 100% paid healthcare for employees, including dental and vision insurance (with the option to upgrade plans and add dependents at team member's expense)
- Competitive vacation and wellness/sick time provided annually
- Family planning and fertility benefits
- Employee stipend for continuing education and professional development
- Employer-paid family leave after one year of employment
- Commuting stipend for team members not driving to work
- Cell phone stipend
- Wellness benefits such as an Employee Assistance Program, standing desks available to all team members, in-office walking pads, and healthy snacks supplied in each office location
- Option to participate in FSA, HSA, and 401(k) plan
- Employer contribution to 401(k) annually
- Access to back-up childcare, elder care, pet care, and other in-home resources
- Enjoyment of hosted in-office lunches and social events on a regular basis
- Paid time off to volunteer
Equal Opportunity Employer - RCLCO is an EEO Employer who celebrates diversity - Drug-Free Workplace
RCLCO is committed to Diversity, Equity, and Inclusion and strives to cultivate a diverse working environment that respects and values individuals from a broad range of backgrounds and experiences.
- ...Vice President, Multi-Asset Portfolio Manager About the Company Internationally recognized investment services firm Industry Financial Services Type Public Company Founded 1784 Employees 10,001+ Categories Finance Financial Services...Suggested
$115.44k - $140k
Job Title:Assistant Vice President,Portfolio ManagerLocation:CA - San Francisco, SpearWhat you'll do:As Assistant Vice President- Portfolio Manager - Commercial you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex...SuggestedFull time$164.69k - $177.87k
...Title: Vice President of Finance and Administration (VPFA) Department... ...LGBTQ Rights (NCLR) senior management team and interacts... ..., tax compliance, cash and investments, insurance, risk mitigation... ...organization’s investment portfolio, implement policies as approved...SuggestedFull timeContract workTemporary workFor contractorsWork at officeLocal areaRemote workFlexible hours- ...Vice President, Strategic Finance PayZen is on a mission to bring... ...liquidity forecasting, and management and board-level performance... ...spread income vs. fee income, portfolio performance, and loss... ...blend of strategic finance, investment banking, private equity or...SuggestedTemporary workWork at office
- ...Vice President, Portfolio Management About the Company Established financial services group Industry Financial Services Type Public Company Founded 1817 Employees 10,001+ Categories Financial Services Consulting & Professional Services...SuggestedWork at office
- ...Vice President, Portfolio Sales & Field Team About the Company Esteemed life science company developing innovative medical products Industry... ...on ethical leadership and decision-making. Hiring Manager Title SVP of US Marketing & Field Functions ~ Sales...
- ...Vice President, Philanthropic Portfolio Management About the Company A private family foundation managing a philanthropic portfolio through its final chapter. Industry Civic & Social Organization Type Non Profit Founded 2001 Employees 1-10...
- ...Vice President, Strategic Finance About the Company Ambitious... ...pivotal in the automotive portfolio, with a focus on operating... ...including forecasting, performance management, and CEO-level decision... ...equity, venture capital, or investment banking, with a strong...
$300k - $400k
...value at every stage of the investment lifecycle. Bridge33 is seeking a Senior Vice President, Investments, who will report... ...position is responsible for managing the company's investment functions... ...strategy, managing portfolio construction and pacing against...Temporary workWork at officeLocal areaRelocation package- ...Associate Vice President, Investment Accounting About the Company Globally recognized reinsurance... ...Specialties reinsurance legacy portfolio composite reinsurer runoff... ...ownership and oversight of investment data management, accounting, reporting, and analytics...
- ...found the right team. As a Treasury Management Officer in Commercial Banking, you will... ...the non-credit risk for customer portfolio and monitor and enhance profitability of... ...200 years and today we are a leader in investment banking, consumer and small business banking...
$170k - $230k
...Markets Operations Associate / Vice President focused on securities... ...responsible for the end-to-end management of transfer workflows—... ...in institutional trading, investment banking, research and related... ...include global execution, portfolio, electronic and outsource trading...Full time- The J.P. Morgan Wealth Management (USWM) business is focused on helping... ...Self-Directed - our digital investing platform. The combined... ...branches and 20 offices.As an Vice President, Investment Product Specialist... ...to understand complex portfolio data, and verbalize the message...Work at officeRemote workFlexible hoursNight shift
$90k - $180k
...loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and... ...allocation strategies that optimize returns with investment objectives.Leads proposal development... ...in collaboration with Relationship Manager and business partners.Structures and...Full timeContract workPart timeWork experience placementWork at officeLocal area$250k
...our teams and communities.We are currently looking for an Investment Banking Vice President on our Healthcare Services team in New York, NY, San... ...presentationsStrong knowledge of accounting and financial modelingClient management skillsAbility to build relationships and establish trust...Full time- ...Vice President, Treasury Management Officer, Real Estate Banking About the Company Diverse financial services firm & investment bank Industry Financial Services Type Public Company... ...-credit risk for the customer portfolio. The ideal candidate will have...
- ...Vice President, Investment Banking San Francisco Experienced Vice President – FinTech Investment Banking Position: Financial Technology... ...M&A Advisor. The firm was founded by Steve McLaughlin, Managing Partner, formerly a senior investment banker in Goldman...Full timeImmediate startFlexible hours
- ...InforCapital, partnership is seeking a Vice President for Portfolio Management located in San Francisco, United States. The ideal candidate will lead... ...identify value creation initiatives within a dynamic investment environment. Key responsibilities include developing...
$221.9k - $390.3k
...seeking a dynamic and experienced Vice President, Customer Success to join our... ...team of Customer Success Managers (CSMs) within our premium Life Sciences portfolio. Your team will engage strategically... ...and develops talent — genuinely invested in the growth of their...Full time- ...Vice President of Finance About the Company Innovative coffee company specializing in... ...functions, including working capital management, cash and treasury, financial systems... ...improvements in cash conversion, inventory investment, and collections, as well as leading...
- ...Vice President, Strategic Finance About the Company A PE-backed multinational medical... ...building strategic finance and performance management capabilities. The successful candidate... ...experience in transaction services, investment banking, and ideally, in-house FP&A or...Contract work
- ...Investment Banking Vice President, ESOP Advisory About the Company Leading ESOP-focused investment bank advising founder-led and privately... ...primary contact for clients and transaction counterparties, managing financial analysis, valuation work, transaction...Remote work
- ...Vice President, Investment Banking, Life Sciences About the Company Elite boutique investment banking platform advising life sciences companies... ...presentations. The Vice President will also be expected to manage day-to-day execution, maintain senior client relationships,...
- ...Vice President, Accounting & Finance About the Company Internationally recognized medical... ...Industry Non-Profit Organization Management Type Non Profit Employees 1... ...forecasts, and managing cash flow and investments. The role demands a dynamic individual...
- ...Investment Banking Vice President, ESOP Advisory About the Company Top tier ESOP advisory firm focused on employee ownership transactions and... ...ownership transition transactions. This role involves managing financial analysis, valuation workstreams, due diligence...Remote workRelocation
- ...Senior Vice President, Investments About the Company Dynamic real estate investment firm specializing in value-add commercial properties... ...Employees 51-200 Specialties real estate investment management asset management property management and retail...
- ...Vice President of Healthcare Investment Banking About the Company Healthcare investment banking firm advising pharma tech and life sciences services... ...including deal structuring, negotiation, and process management. This role demands a professional with a proven track...
- ...Vice President of Finance About the Company Profitable, scaling consumer subscription... ...accounting functions. This includes FP&A, cash management, budgeting, month-end close, all... ...questions related to growth, investment, and operational safety. Key responsibilities...
- ...Job Description Our client, a leading international investment bank, is seeking a Vice President (VP1/VP2) level banker to join their Business & Tech-... ...lead deal execution and play a central role in client management, business development, and team leadership across...H1bWork at officeImmediate start
- ...employees across 11 locations around the world, we invest in more than 40 countries globally across asset... ...its global partners. It is focused on helping its portfolio companies, entrepreneurs, and fellow asset managers navigate opportunities associated with technological...Full timeWork at officeWork from homeWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President, Investments & Portfolio Management. Be the first to apply!
- vp infrastructure San Francisco, CA
- vice president transformation San Francisco, CA
- vp transformation San Francisco, CA
- vp medical affairs San Francisco, CA
- senior vice president of business development San Francisco, CA
- vice president strategic partnerships San Francisco, CA
- vice president global communications San Francisco, CA
- vice president analytics San Francisco, CA
- vice president of application development San Francisco, CA
- vice president of digital marketing San Francisco, CA



