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Portfolio Management Vice President -or- Senior Vice President

Affinius Capital

Not Specified

San Antonio, TX

Salary Estimate: Confidential

Employment Type: Full Time

Work Place: Office

Experience Required: 7+ to 10 years

Education Required: 4 Year College

Benefits

Job Description

The Vice President -or- Senior Vice President role is designed to support the portfolio management team in overseeing the operations of the US Real Estate Eagle Fund (“Fund”), which is Affinius Capital's flagship open-ended, diversified, core-plus fund. This high-profile position offers broad exposure to various stakeholders across asset management, investment (development and acquisition), accounting, investor reporting, and capital raising departments.

Essential Duties:

Fund Management

Conduct Fund and asset-level forecasting, sensitivity analysis, and performance attributions
Manage Fund-level debt, including lines of credit and levered feeders.
Assist in cash management and capital capacity forecasts.
Monitor investment performance, prepare periodic reports, and provide strategic recommendations.
Collaborate with development and asset management to ensure accurate capital projections, budgets, and operations.
Ensure compliance with the Fund’s governing documents and investor side letters.
Develop materials for reporting, investor updates, presentations, and other fundraising materials.
Participate in Fund meetings, including investor updates, new investor meetings, partner meetings, and the investor conference.

Deal Sourcing and Investment Execution

Assist in structuring joint ventures and partnership agreements.
Draft and review investment committee materials
Coordinate asset-level debt placement with capital markets, investment, and asset management teams.
Support the development process with internal and external partners.
Coordinate with departments to provide asset operation updates.
Work closely with the disposition team on sales processes and materials.

Additional Responsibilities

Coordinate with counsel and capital raising departments on Fund documents.
Collaborate with accounting and performance teams on quarterly reports.
Collaborate with the capital raising team on messaging and speaking points.
Assist with other Fund-related operational tasks and projects as needed.
Perform additional duties as assigned

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related business field. Master’s degree preferred.
7+ years of work experience in institutional private equity real estate or relevant leadership experience.
Strong business writing and presentation skills.
Proficiency with Microsoft Office Suite and Argus.
Excellent interpersonal skills for a multi-department team-oriented environment.
Extreme attention to detail and follow-through, including the ability to deliver a wide variety of tasks on a timely basis.
Excellent analytical skills.
Excel in a fast-paced environment where extended hours may be necessary.
Must be willing to work on-site
Qualifications may warrant placement in a different job title.

Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the “CCPA”). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here.

At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, casual dress attire and much more! Qualified applicants must successfully complete a pre-employment background screen. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Portfolio Management