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Director, Portfolio Management - Equity Products

New Jersey Community Capital
Brunswick, NJ Full Time
POSTED ON 2/14/2025
AVAILABLE BEFORE 5/8/2025

New Jersey Community Capital is a nonprofit community development financial institution (CDFI) that provides an innovative toolkit of financial products, programs, and services to advance equity and opportunity in the communities we serve.

Read more about us : https : / / www.newjerseycommunitycapital.org / about-us /

Director, Portfolio Management - Equity Products

Location : New Brunswick, NJ Office (5 Days in Office)

This role is a highly visible position where the individual will have the opportunity to work directly with the leadership team. The Senior Equity Portfolio Manager will be working closely with the Asset Managers of our funds. Our portfolio of funds invests across multiple product types around the US, with a core focus on impact investing. Your day to day will vary between validating investment thesis and due diligence, investment performance, fund performance, and building reporting processes. Our portfolios are Private Equity and Mezz Debt, Equity Affordable Housing Real Estate, and Equity in Non-Performing Mortgages.

Qualifications :

  • The candidate will have 10 years' experience in a collaborative financial environment (banking, real estate, Private Equity, Private Credit etc.) focused on driving bottom line value creation through strategic thinking in a time-sensitive manner.
  • Solid experience creating financial models using Excel and sensitivity tables.
  • Solid financial skills and knowledge.
  • Proficient in Microsoft Office Suite.
  • Excellent organizational, analytical, and time management skills.
  • Strong ability to manage multiple projects with competing deadlines.
  • Ability to effectively interact and build relationships with senior management and stakeholders.
  • Strong interpersonal and communication (verbal and written) skills.
  • Ability to work independently and collaboratively in a fast-paced environment with high attention to detail and accuracy.
  • Must possess a high level of moral judgment for handling confidential information.

Responsibilities :

  • Create and utilize corporate financial models in Microsoft Excel.
  • Analyze investment materials such as investment memorandums, presentations, and proposals.
  • Analyze and interpret investments including historical operating statements, budgets, CAM reconciliations, leases, loan agreements, etc.
  • Analyze portfolio and act on recommendations, delinquencies, extensions, restructures.
  • Ability to effectively communicate and respond to sometimes complex questions and inquiries.
  • Collaborate as an independent contributor with cross-functional teams to implement strategies across a product or market.
  • Analyze economic data to develop and shape business strategies.
  • Work effectively in a team environment, assuming all tasks as needed.
  • Assist in managing projects from identification through completion, including coordination of due diligence teams and model underwriting.
  • Prepare and maintain property and portfolio valuations using discounted cash flow models.
  • Evaluate the net present value and other operating metrics for capital investments in product development and other sources of growth.
  • Leverage information systems to increase efficiency and effectiveness of forecasting and analysis.
  • Perform other related duties as assigned.
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    Job openings at New Jersey Community Capital

    New Jersey Community Capital
    Hired Organization Address Brunswick, NJ Full Time
    New Jersey Community Capital is a nonprofit community development financial institution that provides an innovative tool...
    New Jersey Community Capital
    Hired Organization Address Brunswick, NJ Full Time
    New Jersey Community Capital is a nonprofit community development financial institution (CDFI) that provides an innovati...

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