Merchants Capital · 7 hours ago
VP, Portfolio Management
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expMerchants Capital is a proven leader in financing for multifamily housing nationwide. They are seeking a Vice President of Portfolio Management to lead portfolio analytics efforts, overseeing a specialized team to deliver insights, risk analysis, and performance measurement to enhance investment decisions and strategies.
Customer ServiceFinanceFinancial Services
Responsibilities
Direct the portfolio analytics function, ensuring the effective design, deployment, and optimization of quantitative models and analytics tools
Lead comprehensive portfolio performance analysis, attribution reviews, and risk evaluation for all asset classes
Work closely with portfolio managers and executive leadership to empower investment decisions through advanced data analysis and scenario planning
Build and manage dashboards and analytic platforms, delivering timely, actionable insights to stakeholders
Uphold high standards of data quality and consistency, collaborating with technology and data management teams
Communicate complex analytical outcomes in an understandable and actionable way for both technical and non-technical audiences
Monitor industry trends, best practices, and regulatory guidelines to ensure the analytics function remains innovative and compliant
Recruit, mentor, and develop analytics professionals, nurturing a culture of creativity, growth, and excellence
Report findings and recommendations to executive committees, clients, and external partners as required
Qualification
Required
Direct the portfolio analytics function, ensuring the effective design, deployment, and optimization of quantitative models and analytics tools
Lead comprehensive portfolio performance analysis, attribution reviews, and risk evaluation for all asset classes
Work closely with portfolio managers and executive leadership to empower investment decisions through advanced data analysis and scenario planning
Build and manage dashboards and analytic platforms, delivering timely, actionable insights to stakeholders
Uphold high standards of data quality and consistency, collaborating with technology and data management teams
Communicate complex analytical outcomes in an understandable and actionable way for both technical and non-technical audiences
Monitor industry trends, best practices, and regulatory guidelines to ensure the analytics function remains innovative and compliant
Recruit, mentor, and develop analytics professionals, nurturing a culture of creativity, growth, and excellence
Report findings and recommendations to executive committees, clients, and external partners as required
Bachelor's or Master's degree in Finance, Economics, Mathematics, Statistics, Engineering, or similar; advanced degree preferred
At least 10 years' experience in portfolio analytics, investment management, or a quantitative role, including 3+ years as a manager
Deep expertise in portfolio construction, performance attribution, risk modeling, and investment analytics
Strong financial modeling skills
Strong Microsoft Excel and PowerPoint skills
Excellent analytical, problem-solving, and organizational skills
Effective communication and interpersonal skills
High attention to detail and accuracy
Ability to work under pressure and meet tight deadlines
Experience with alternative investments, derivatives, or multi-asset portfolios
Knowledge of regulatory environments relevant to investment analytics
Project management and change management expertise
Exceptional analytical and problem-solving capabilities, with a passion for leveraging data to drive impact
Preferred
advanced degree preferred
Knowledge of financial statements and reporting standards preferred
Company
Merchants Capital
Merchants Capital is a financial services company.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$59MKey Investors
Merchants BankTWG Development
2025-09-04Undisclosed· $9.5M
2025-09-04Debt Financing· $8M
2019-11-05Debt Financing· $25.5M
Leadership Team
B
Brian J. Sullivan
EVP, Chief Operating Officer
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