Portfolio Manager at TBG | The Bachrach Group in Houston, Texas

Posted in Other 20 days ago.

Type: full-time





Job Description:

Portfolio Management Sr.

Description a commercial real estate private equity firm that manages a series of discretionary funds that provide growth capital to real estate operating companies across the U.S (all markets and sectors considered). The firm embodies a unique and progressive investment strategy in commercial real estate. Client makes controlling investments of growth capital into portfolio companies that meet the firm's stringent criteria through a series of discretionary funds. The firm's portfolio companies operate in a broad array of asset classes across the United States. This position provides a unique opportunity for the right candidate to take an integral position with a firm that has a significant growth trajectory.

The ideal candidate will engage in all facets of portfolio management, including but not limited to portfolio analytics, portfolio risk management, and capital allocation analyses across various portfolio companies and property sectors.

Job Description:

Analyze and assist in the development of ongoing portfolio construction and capital allocation efforts
• Develop and implement strategies to boost returns and augment portfolio value
• Monitor the performance of existing assets, ensuring compliance with financial covenants and company policies
• Prepare and review financial statements, budgets, and other reports, including comprehensive financial analysis on existing portfolio companies
• Monitor and interpret market conditions, trends, and data to facilitate data-driven portfolio decisions
• Desire to work with the different fund's portfolio companies' asset management teams

Keys:

3 - 10 years of experience is ideal but will consider folks a little heavier

MBA in Finance is preferred

Exposure to Capital Structuring

Heavy strategic FP&A is high desired. 75%-80% FP&A, 20%-25% accounting

HEAVY financial modeling experience

Three statement modeling and M&A modeling
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