Director - Portfolio Management (Development) jobs in United States
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Rockbridge · 3 weeks ago

Director - Portfolio Management (Development)

Rockbridge is a hospitality-centered investment firm focused on creating value and enhancing lives. The Director - Portfolio Management will oversee the financial aspects of hotel investments, collaborating with the Development team to ensure effective financial stewardship and optimize returns while managing risks throughout the investment lifecycle.

Financial Services

Responsibilities

Financial Oversight - Monitor and provide analytical support for all financial aspects of an investment, including forecasting, valuation, liquidity management, debt compliance, coordination with property teams, and investment reporting to leadership and investors
Development Management – Integrate and support development management needs during construction, pre-opening, and asset ramp-up, including construction draw oversight, project documentation, public incentive compliance, budget management, and process implementation
Investment Modeling - Develop and maintain complex financial models to steward investments and facilitate sound decision making
Optimize Returns & Mitigate Risk - Provide analytical support for value-add and risk mitigation initiatives
Creative Thinking - Support Rockbridge’s goal of continuous improvement by identifying and executing on opportunities for investment optimization as well as process and technological improvements

Qualification

Financial modelingReal estate experienceCapital stack managementAdvanced Excel skillsInvestment reportingInterpersonal skillsOrganizational skillsCommunication skillsDetail-orientedSelf-motivated

Required

Entrepreneurial individual with strong work ethic and high level of intellectual capacity, curiosity, and integrity
5 - 8 years of real estate / hospitality and/or private equity fund experience preferred
4-year college degree
Advanced excel skills and financial modeling experience
Capability to understand and manage complex financial and legal structures
Flexible and adept at managing multiple priorities in a fast-paced, deadline-sensitive environment
Excellent interpersonal, organizational, and communication skills
Self-motivated, detail-oriented, and well-organized

Preferred

5 - 8 years of real estate / hospitality and/or private equity fund experience preferred

Company

Rockbridge

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Rockbridge is a hospitality-centered investment firm designed to cultivate value and enrich life.

Funding

Current Stage
Growth Stage

Leadership Team

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James Merkel
CEO & Co-Founder
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Company data provided by crunchbase