Director Portfolio Management

Pacific Executive Search; Los Angeles (CA); Hybrid; USD 180,000 - 280,000; Full time

Job summary

Pacific Executive Search LLC is seeking a senior portfolio manager to shape loan portfolio strategies and fund-level analysis for a private real estate lender with billions in assets. Based in Los Angeles or Arizona with a hybrid schedule, you will translate loan performance into fund forecasts and advise on liquidity, leverage, and distributions.

You will lead financial modeling, scenario analysis, and risk assessment, collaborating with risk, treasury, and finance teams to support disciplined

Qualifications

• 7–10+ years of experience in portfolio management, private credit, or real estate credit with a focus on loan portfolio evaluation and fund-level financial analysis.
• Proven ability to connect loan performance metrics to fund returns, liquidity, leverage, and NAV.
• Strong financial modeling skills, including scenario planning and sensitivity analysis relevant to private investment funds.
• Experience with fund-level leverage structures, warehouse financing, or liquidity management in a private credit or real estate lending context.
• Bachelor’s degree in Finance, Accounting, Economics, Real Estate, or a related field.
• Excellent communication skills, capable of distilling complex portfolio issues for senior leadership.

Responsibilities

• Analyze portfolio performance metrics such as delinquencies, defaults, and cash flows to assess fund-level impacts on returns, NAV, and liquidity.
• Translate loan-level data into comprehensive fund forecasts, incorporating assumptions around payoffs, recoveries, and financing costs.
• Conduct scenario and sensitivity analyses to evaluate downside risks and their effects on leverage and investor distributions.
• Evaluate loan allocation proposals against fund mandates, concentration limits, and risk-adjusted return targets to guide portfolio positioning.
• Monitor capital deployment and liquidity requirements, identifying periods of excess cash or funding constraints to inform strategic decisions.
• Develop and maintain key portfolio indicators and early-warning signals, producing clear monthly reports on portfolio trends and emerging risks.
• Collaborate closely with teams across risk management, credit, treasury, and finance to integrate portfolio insights into broader investment and reporting processes.

Skills

Portfolio management

Private credit

Real estate credit

Financial modeling

Scenario analysis

Liquidity management

Communication skills

Excel

Education

Bachelor's degree in Finance, Accounting, Economics, Real Estate, or related field

Tools

Excel-based financial models

Fund accounting platforms

Job description

Reporting directly to the CFO, this position offers the chance to shape portfolio strategy for a private real estate lender managing billions in assets across multiple investment funds. Based in Los Angeles or Arizona with a hybrid schedule, the role demands a sophisticated understanding of how individual loan performance influences fund-level returns, liquidity, and leverage. This is a rare opportunity to apply deep expertise in private credit and real estate finance within a firm recognized for its disciplined approach to portfolio construction and capital allocation.

Responsibilities:

• Analyze portfolio performance metrics such as delinquencies, defaults, and cash flows to assess fund-level impacts on returns, NAV, and liquidity.
• Translate loan-level data into comprehensive fund forecasts, incorporating assumptions around payoffs, recoveries, and financing costs.
• Conduct scenario and sensitivity analyses to evaluate downside risks and their effects on leverage and investor distributions.
• Evaluate loan allocation proposals against fund mandates, concentration limits, and risk-adjusted return targets to guide portfolio positioning.
• Monitor capital deployment and liquidity requirements, identifying periods of excess cash or funding constraints to inform strategic decisions.
• Develop and maintain key portfolio indicators and early-warning signals, producing clear monthly reports on portfolio trends and emerging risks.
• Collaborate closely with teams across risk management, credit, treasury, and finance to integrate portfolio insights into broader investment and reporting processes.

Qualifications:

Must-Have:

• 7–10+ years of experience in portfolio management, private credit, or real estate credit with a focus on loan portfolio evaluation and fund-level financial analysis.
• Proven ability to connect loan performance metrics to fund returns, liquidity, leverage, and net asset value.
• Strong financial modeling skills, including scenario planning and sensitivity analysis relevant to private investment funds.
• Experience with fund-level leverage structures, warehouse financing, or liquidity management in a private credit or real estate lending context.
• Bachelor’s degree in Finance, Accounting, Economics, Real Estate, or a related field.
• Excellent communication skills, capable of distilling complex portfolio issues for senior leadership.

Nice-to-Have:

• Background working within private real estate lenders, debt funds, or alternative investment managers.
• Familiarity with portfolio construction principles and capital allocation strategies.
• Experience with financial reporting systems such as Excel-based models or fund accounting platforms.
• Understanding of regulatory or compliance considerations related to private credit funds.