Berwyn, PA
Salary Estimate: $100,000.00 - $124,999.00
Employment Type: Full Time
Work Place: Office
Experience Required: 2+ to 5 years
Education Required: Graduate Degree
Job Description
- Manage a portfolio of self-storage assets as an integrated whole, ensuring alignment with overall investment strategy and identifying cross-asset optimization opportunities
- Analyze operational performance across the portfolio, benchmarking against underwriting, historical trends, market data, and peer assets to identify outperformers and underperformers.
- Aggregate asset-level insights into portfolio-level analytics, identifying systemic issues, market trends, and operational best practices that can be scaled across properties.
- Work closely with third-party management vendors across multiple properties to understand daily operations, ask the right questions, identify potential issues early, and escalate portfolio-wide concerns to leadership.
- Collaborate with property managers and internal teams to identify, plan, and track performance improvement initiatives that can be implemented portfolio-wide.
- Develop and monitor portfolio-level budgets, forecasts, and variance analysis alongside individual asset management.
- Work with management vendors to collect and validate property data across the portfolio, driving timely and accurate internal reporting and portfolio-level performance dashboards.
- Lead or support portfolio-wide hold/sell analyses, refinancing evaluations, and capital improvement planning, considering portfolio diversification and risk management.
- Provide portfolio risk assessments and concentration analysis to guide investment decisions.
- Support asset disposition and acquisition strategies by leveraging portfolio performance data and market insights.
- Support loan underwriting, structuring, and funding in collaboration with acquisitions, credit, and capital markets teams.
- Monitor performance of debt fund investments, including borrower reporting, interest payments, and covenant compliance.
- Assist in identifying risks across both equity and debt investments and escalate critical issues.
- Contribute to portfolio-level hold/sell/refinance decisions across both owned and financed assets.
- Leverage portfolio analytics to inform fund allocation strategies across equity and credit vehicles.
- Act as a key liaison between asset management, acquisitions, and investor relations teams.
- Analyze portfolio performance and operational details to develop accurate, compelling investor communication materials in collaboration with acquisitions and investor relations.
- Coordinate quarterly investor reporting, performance updates, and portfolio-level metrics across the platform.
- Contribute to the development of scalable systems and repeatable processes that support company growth and operational excellence across an expanding portfolio.
- Implement portfolio management tools and reporting frameworks that provide visibility into performance trends, risk concentration, and value creation opportunities.
- Help institutionalize portfolio management practices through systems and reporting aligned with best-in-class investment standards.
- Contribute to the development of risk management dashboards and tools that track both asset-level operations and credit performance.
- Create templates and frameworks for fund-level performance tracking and liquidity forecasting.
- Bachelor's degree in Finance, Real Estate, Business, or a related field
- 4+ years of experience in real estate asset management, portfolio management, acquisitions, or financial planning & analysis
- Portfolio management or multi-asset oversight experience strongly preferred
- Self-storage experience is highly desirable
- Strong financial modeling and Excel skills with experience in portfolio-level analytics
- Exposure to portfolio construction, risk management, and performance attribution analysis
- Experience building or refining internal processes, systems, or reporting frameworks is a plus.
- Experience with private credit, structured finance, or preferred equity investments is a strong plus.
- Familiarity with fund-level reporting, credit performance attribution, and capital stack structuring preferred.
- Experience working with both direct-owned assets and third-party operators or borrowers preferred.
- Exposure to investment committee processes and underwriting for real estate debt or preferred equity is a plus.
- Results-oriented individual with a high degree of ownership, initiative, and attention to detail
- Strategic thinker who can balance individual asset needs with portfolio-wide optimization
- Strong communication and interpersonal skills; able to work cross-functionally with internal and external partners
- A growth-oriented mindset and desire to develop professionally with a fast-scaling organization
- Analytical problem-solving abilities with experience managing multiple priorities and stakeholders simultaneously.
- Comfortable shifting between detail-oriented operational tasks and high-level portfolio strategy.
- Strong commercial instincts with an understanding of both real estate fundamentals and capital markets.
- Growth-oriented mindset with interest in expanding into fund management, capital allocation, and investor reporting.

Hearthfire Holdings
• 1-100 employees
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