Talent.com
Director of Portfolio Management
Director of Portfolio ManagementBullpen • Berkeley, CA, United States
Director of Portfolio Management

Director of Portfolio Management

Bullpen • Berkeley, CA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Director of Portfolio Management

Bullpen, on behalf of a growing real estate investment and development platform, is seeking a Director of Portfolio Management to take a senior, high‑impact role overseeing portfolio performance, forecasting, and execution across a rapidly expanding student housing and mixed‑use residential portfolio.

This is a strategic position at the intersection of investments, capital markets, portfolio management, and development, driving outcomes across both operating assets and ground‑up projects.

The Role

The Director will own portfolio‑level financial performance while supporting underwriting, deal structuring, and long‑term planning. You’ll be a key voice in capital allocation decisions and investor reporting as the firm scales nationally.

What You’ll Do

  • Lead budgeting, forecasting, and portfolio cash‑flow planning.
  • Manage financial models for operating assets + development projects.
  • Produce monthly / quarterly reporting packages and performance dashboards.
  • Run hold / sell evaluations, refinancing scenarios, and capital optimization work.
  • Partner with operations teams to ensure leasing, occupancy, NOI, and rent growth targets are met.

Investments & Underwriting Support

  • Support underwriting for new acquisitions and developments.
  • Assist with JV structuring, waterfalls, and capital stack analysis.
  • Participate in due diligence across budgets, ops statements, comps, and third‑party reports.
  • Contribute to investment memos and IC materials.

    • Capital Markets & Strategic Planning

  • Provide portfolio analytics for debt / equity processes.
  • Evaluate recapitalizations, refis, and dispositions.
  • Support long‑term planning, pipeline forecasting, and AUM projections.

    • Cross‑Functional Leadership

  • Align closely with development, asset management, ops, and leasing.
  • Mentor analysts / associates across the investment and portfolio management functions.

    • What You Bring

  • 7–12 years in real estate private equity, acquisitions, portfolio / asset management, investment banking, or development.
  • Strong Excel modeling and financial analysis skills.
  • Experience underwriting real estate investments (student housing or multifamily preferred).
  • Familiarity with capital structuring, JV partnerships, financing, and transaction execution.
  • Ability to synthesize complex data and present it clearly to senior leadership / investors.
  • Highly organized operator who thrives in a fast‑paced, entrepreneurial environment.
  • Bachelor’s required; advanced degree preferred.

    • Why This Role Is Compelling

  • High‑visibility seat at a platform experiencing real growth.
  • Competitive compensation, strong bonus potential, and long‑term incentive opportunities.

    • Seniority level

  • Director

    • Employment type

  • Full‑time

    • Job function

  • Finance

    • #J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Director Portfolio Management • Berkeley, CA, United States

    Job_description.internal_linking.related_jobs
    Remote Senior Director, Strategy & Portfolio Execution

    Remote Senior Director, Strategy & Portfolio Execution

    Lumen Technologies • San Francisco, CA, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    A global technology leader is seeking a Senior Director of Strategic Planning and Portfolio Management to drive strategic initiatives and improve organizational execution.This role entails shaping ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Portfolio Growth & Partnerships Director

    Portfolio Growth & Partnerships Director

    Toyota Research Institute • San Francisco, CA, US
    serp_jobs.job_card.full_time
    A leading venture capital firm based in San Francisco seeks a Portfolio Engagement Director to support startups in AI, mobility, and more. This role requires 5-7 years of experience in business deve...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Product Management Bank Platform

    Director, Product Management Bank Platform

    SoFi • San Francisco, California, USA
    serp_jobs.job_card.full_time
    Were looking for a Director of Product Management to lead our.This leader will own the strategy roadmap and execution of our. This role is critical to fulfilling our ambition to build the AWS of Fin...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Consulting - Portfolio Strategy

    Director, Consulting - Portfolio Strategy

    Jones Lang LaSalle Incorporated • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Location : SF Bay Area, CA | Hybrid • • JLL (NYSE : JLL) is a leading professional services firm driven by our purpose to shape the future of real estate for a better world. We deliver innovative soluti...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director, Portfolio Operations

    Director, Portfolio Operations

    Beacon Software • San Francisco, CA, United States
    serp_jobs.job_card.permanent
    Beacon Software is a permanent capital holding company which acquires and grows essential businesses.We are a profitable series B+ firm that combines great technologists, operators and M&A professi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Portfolio Engagement Director

    Portfolio Engagement Director

    Toyota Ventures • San Francisco, California, United States
    serp_jobs.job_card.full_time
    Founded in 2017, Toyota Ventures is a San Francisco Bay Area-based venture capital firm with approximately $800M+ AUM that invests in early-stage startups around the world in frontier and climate t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Portfolio Manager, WEX Venture Capital

    Portfolio Manager, WEX Venture Capital

    WEX, Inc. • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    WEX Venture Capital is the global venture capital arm of WEX Inc.The mission of WEX Venture Capital is to position WEX to succeed in the most compelling emerging areas around our business, across m...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Director, Portfolio Finance

    Director, Portfolio Finance

    Generate • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Generate seeks organized and detail-oriented collaborators who are ready to roll up their sleeves.This position will hold a high standard of accuracy and timeliness in executing asset financings, d...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Director Wealth Management

    Director Wealth Management

    Leah Yosef International • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Well established and dynamic Independent RIA seeks a Director of Wealth Management with a passion for leadership to inspire the team of Wealth Advisors and spearhead strategic growth initiatives.Cl...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Global Portfolio

    Director, Global Portfolio

    Kardigan, Inc. • San Francisco, California, United States
    serp_jobs.job_card.full_time
    Kardigan is a heart health company working to make cardiovascular disease preventable, curable and no longer the leading cause of death in the world. It is Kardigan’s mission to develop multiple tar...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Power Portfolio Manager

    Power Portfolio Manager

    Statkraft • San Francisco, California, USA
    serp_jobs.job_card.full_time
    Along with the team build and maintain Statkrafts power market portfolio derived from the PPA business (PJM-focus initially). Work closely with originators for new deal origination structuring and p...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    East West Bank • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr Director Portfolio Management and Project Controls

    Sr Director Portfolio Management and Project Controls

    San Francisco Staffing • South San Francisco, CA, US
    serp_jobs.job_card.full_time
    Genentech Campus Development Team Leadership Position.Genentech is establishing a new Campus Development Team (CDT) to oversee the implementation of the Campus Vision Plan (CVP) for the South San F...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director of Pricing & Portfolio Optimization

    Director of Pricing & Portfolio Optimization

    Wander, Inc. • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Director of Pricing & Portfolio Optimization.Wander is looking for a Director of Pricing & Portfolio Optimization to build and lead a new business unit within our Marketing organization.This unit w...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director of Pricing & Portfolio Optimization

    Director of Pricing & Portfolio Optimization

    Wander • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Director of Pricing & Portfolio Optimization.Director of Pricing & Portfolio Optimization.Wander is looking for a Director of Pricing & Portfolio Optimization to build and lead a new business unit ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Portfolio Acquisition Lead

    Portfolio Acquisition Lead

    MMC Consulting • San Francisco, CA, US
    serp_jobs.job_card.full_time
    Position Description MMC Consulting has an exciting new opportunity to support the protection of our nation's borders.Responsibilities include the following : Work closely with Portfolio Assistant P...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director of Product Management

    Director of Product Management

    GoodLeap • Sonoma, CA, United States
    serp_jobs.job_card.full_time
    Director of Product, Fraud and Risk.GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-ef...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Principal Capital Markets Manager, Portfolio Management

    Principal Capital Markets Manager, Portfolio Management

    Intuit • San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Principal Capital Markets Manager, Portfolio Management.Principal Capital Markets Manager, Portfolio Management.Intuit is the global financial technology platform that powers prosperity for the peo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted