Asset & Portfolio Analytics Leader

Shine Associates, LLC; Oakland (CA); On-site; USD 225,000 - 275,000; Full time

Job summary

Shine Associates, LLC seeks a VP of Asset and Portfolio Analytics to lead day-to-day fund operations and performance across closed-end and separate accounts, with responsibility for investment evaluation, financial planning, reporting, and strategy development.

The role requires 10–15 years of related experience and collaboration with multiple internal teams, including strategy, acquisitions, and accounting.

Qualifications

• Ten to fifteen years related experience and/or training; or equivalent combination of education and experience.

Responsibilities

• Oversee portfolio performance of industrial properties and fund operations.
• Monitor value-add strategies and potential opportunities.
• Coordinate with Acquisitions on new investments for funds/accounts.
• Review performance against pro forma, budgets and benchmarks such as NCREIF.
• Prepare fund reporting materials including pitchbooks and quarterly/annual communications.
• Develop annual business plans and budgets for the portfolio and funds.
• Collaborate with Debt Capital Markets on financing/leverage strategies.
• Oversee quarterly/annual reporting with Accounting and Investor Relations.
• Supervise external valuation process and coordinate appraisals.
• Engage in Investment, Allocation and Appraisal Committee meetings.
• Mentor junior staff and assign portfolio responsibilities.

Skills

Portfolio management

Asset management

Cross-functional collaboration

Leadership

Microsoft BI

Education

Ten to fifteen years related experience

Tools

Microsoft BI

Job description

Shine Associates, LLC seeks a VP of Asset and Portfolio Analytics to lead day-to-day fund operations and performance across closed-end and separate accounts, with responsibility for investment evaluation, financial planning, reporting, and strategy development.

The role requires 10–15 years of related experience and collaboration with multiple internal teams, including strategy, acquisitions, and accounting.