Portfolio Strategy & Forecasting Director

Arixa Capital; Los Angeles (CA); Hybride; USD 165 000 - 200 000; Plein temps

Avantages offerts par ce poste

Annual discretionary bonus program.

Medical, dental and vision insurance.

401K with Safe Harbor contribution.

Three weeks paid time away.

Six sick days.

Ten paid holidays.

One floating holiday.

Résumé du poste

Arixa Capital in Los Angeles is seeking a Director, Portfolio Management to lead portfolio analytics across multiple investment funds. The Director will translate loan-level performance into fund-level implications for returns, liquidity, leverage, and investor distributions, with a focus on risk, forecasting, and scenario analysis.

The position is hybrid with at least three in-office days, reports to the CFO, and requires 7–10+ years in portfolio management or related real estate credit roles.

Qualifications

• 7–10+ years of relevant experience in portfolio management, private credit, real estate credit, investment management, structured finance, or leveraged credit.
• Demonstrated experience evaluating loan portfolios and connecting credit performance to fund‑level returns, liquidity, leverage, and NAV.
• Experience with private investment funds, fund-level leverage, warehouse financing, liquidity management, or similar private credit structures strongly preferred.
• Strong financial modeling, analytical, and communication skills, with the ability to summarize complex portfolio issues for senior management.

Responsabilités

• Assess portfolio performance across each investment fund, including collections, delinquencies, non-accruals, defaults, extensions, REO, losses, concentrations, and expected cash flows.
• Translate changes in loan performance into expected impacts on fund returns, NAV, liquidity, leverage, and investor distributions.
• Identify emerging portfolio risks and distinguish isolated loan-level issues from broader portfolio trends.
• Evaluate concentrations by geography, borrower, loan type, strategy, maturity, leverage, and other relevant characteristics.
• Analyze and explain the drivers of actual and expected fund returns, including loan yields, financing costs, cash drag, non-accruals, losses, and REO exposure.
• Own portfolio assumptions supporting fund forecasts, including collections, payoffs, defaults, recoveries, extensions, construction draws, and expected portfolio yield.
• Run downside and sensitivity scenarios to assess potential impacts on returns, liquidity, leverage, and distributions.
• Partner with Finance and FP&A to reconcile portfolio performance with fund-level results and forecasts.
• Assess proposed loan allocations in the context of fund mandates, existing exposures, liquidity, leverage capacity, concentration limits, and expected risk‑adjusted returns.
• Recommend portfolio positioning and loan allocation across investment funds based on portfolio needs and investment parameters.
• Assess capital deployment and liquidity needs, including expected payoffs, construction draws, distributions/redemptions, debt capacity, and new investment activity.
• Identify potential over- or under‑exposures and periods of excess liquidity, constrained deployment capacity, or funding pressure.
• Establish key portfolio indicators and early-warning metrics and develop concise portfolio-level trend analyses.
• Produce a monthly portfolio performance assessment explaining actual and expected returns, material portfolio changes, emerging risks, and implications for liquidity and distributions.
• Participate in Investment Committee and portfolio review meetings, providing a fund‑level perspective on investment and portfolio decisions.
• Partner with Risk Management, Credit, Treasury, Capital Markets, Originations, and Finance teams to incorporate portfolio developments into decision‑making and reporting.

Connaissances

Portfolio management

Private credit

Real estate credit

Investment management

Structured finance

Leveraged credit

Formation

Bachelor's degree in Finance or related field

Description du poste

Arixa Capital in Los Angeles is seeking a Director, Portfolio Management to lead portfolio analytics across multiple investment funds. The Director will translate loan-level performance into fund-level implications for returns, liquidity, leverage, and investor distributions, with a focus on risk, forecasting, and scenario analysis.

The position is hybrid with at least three in-office days, reports to the CFO, and requires 7–10+ years in portfolio management or related real estate credit roles.