Talent.com
Director of Portfolio Management
Director of Portfolio ManagementBullpen • Berkeley, CA, United States
Director of Portfolio Management

Director of Portfolio Management

Bullpen • Berkeley, CA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Director of Portfolio Management

📍 Berkeley, CA

Bullpen, on behalf of a growing real estate investment and development platform, is seeking a Director of Portfolio Management to take a senior, high-impact role overseeing portfolio performance, forecasting, and execution across a rapidly expanding student housing and mixed-use residential portfolio.

This is a strategic position at the intersection of investments, capital markets, portfolio management, and development, driving outcomes across both operating assets and ground-up projects.

The Role

The Director will own portfolio-level financial performance while supporting underwriting, deal structuring, and long-term planning. You’ll be a key voice in capital allocation decisions and investor reporting as the firm scales nationally.

What You’ll Do

Portfolio Management & Financial Oversight

  • Lead budgeting, forecasting, and portfolio cash-flow planning.
  • Manage financial models for operating assets + development projects.
  • Produce monthly / quarterly reporting packages and performance dashboards.
  • Run hold / sell evaluations, refinancing scenarios, and capital optimization work.
  • Partner with operations teams to ensure leasing, occupancy, NOI, and rent growth targets are met.

Investments & Underwriting Support

  • Support underwriting for new acquisitions and developments.
  • Assist with JV structuring, waterfalls, and capital stack analysis.
  • Participate in due diligence across budgets, ops statements, comps, and third-party reports.
  • Contribute to investment memos and IC materials.
  • Capital Markets & Strategic Planning

  • Provide portfolio analytics for debt / equity processes.
  • Evaluate recapitalizations, refis, and dispositions.
  • Support long-term planning, pipeline forecasting, and AUM projections.
  • Cross-Functional Leadership

  • Align closely with development, asset management, ops, and leasing.
  • Mentor analysts / associates across the investment and portfolio management functions.
  • What You Bring

  • 7–12 years in real estate private equity, acquisitions, portfolio / asset management, investment banking, or development.
  • Strong Excel modeling and financial analysis skills.
  • Experience underwriting real estate investments (student housing or multifamily preferred).
  • Familiarity with capital structuring, JV partnerships, financing, and transaction execution.
  • Ability to synthesize complex data and present it clearly to senior leadership / investors.
  • Highly organized operator who thrives in a fast-paced, entrepreneurial environment.
  • Bachelor's required; advanced degree preferred.
  • Why This Role Is Compelling

  • High-visibility seat at a platform experiencing real growth.
  • Exposure to the full lifecycle : underwriting → development → operations → capital markets → portfolio strategy.
  • Entrepreneurial environment + true advancement upside.
  • Competitive compensation, strong bonus potential, and long-term incentive opportunities.
  • [job_alerts.create_a_job]

    Director Portfolio Management • Berkeley, CA, United States

    [internal_linking.related_jobs]
    Director, Product Management Bank Platform

    Director, Product Management Bank Platform

    SoFi • San Francisco, California, USA
    [job_card.full_time]
    Were looking for a Director of Product Management to lead our.This leader will own the strategy roadmap and execution of our. This role is critical to fulfilling our ambition to build the AWS of Fin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Manager, WEX Venture Capital

    Portfolio Manager, WEX Venture Capital

    WEX, Inc. • San Francisco, CA, United States
    [job_card.full_time]
    WEX Venture Capital is the global venture capital arm of WEX Inc.The mission of WEX Venture Capital is to position WEX to succeed in the most compelling emerging areas around our business, across m...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director Wealth Management

    Director Wealth Management

    Leah Yosef International • San Francisco, CA, United States
    [job_card.full_time]
    Well established and dynamic Independent RIA seeks a Director of Wealth Management with a passion for leadership to inspire the team of Wealth Advisors and spearhead strategic growth initiatives.Cl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Engagement Director

    Portfolio Engagement Director

    Toyota Research Institute • San Francisco, CA, United States
    [job_card.full_time]
    Founded in 2017, Toyota Ventures is a San Francisco Bay Area-based venture capital firm with approximately $800M+ AUM that invests in early-stage startups around the world in frontier and climate t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Product Management

    Director of Product Management

    GoodLeap • San Francisco, CA, United States
    [job_card.full_time]
    Director of Product, Fraud and Risk.GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-ef...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Portfolio Manager - Innovation / Tech ABL

    Vice President, Portfolio Manager - Innovation / Tech ABL

    Western Alliance Bank • San Francisco, CA, US
    [job_card.full_time]
    Join to apply for the Vice President, Portfolio Manager - Innovation / Tech ABL role at Western Alliance Bank Job Title : Vice President, Portfolio Manager - Innovation / Tech ABL Location : CA - Sa...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Engagement Director

    Portfolio Engagement Director

    Toyota Ventures • San Francisco, CA, US
    [job_card.full_time]
    Join to apply for the Portfolio Engagement Director role at Toyota Ventures.Founded in 2017, Toyota Ventures is a San Francisco Bay Area-based venture capital firm with approximately $800M+ AUM ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Portfolio Manager

    Portfolio Manager

    East West Bank • San Francisco, CA, United States
    [job_card.full_time]
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Consulting - Portfolio Strategy

    Director, Consulting - Portfolio Strategy

    JLL • San Francisco, CA, United States
    [job_card.full_time]
    JLL empowers you to shape a brighter way.Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology f...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Portfolio Management

    Director of Portfolio Management

    Bullpen • Berkeley, CA, United States
    [job_card.full_time]
    Director of Portfolio Management.Bullpen, on behalf of a growing real estate investment and development platform, is seeking a Director of Portfolio Management to take a senior, high‑impact role ov...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr Director Portfolio Management and Project Controls

    Sr Director Portfolio Management and Project Controls

    San Francisco Staffing • South San Francisco, CA, US
    [job_card.full_time]
    Genentech Campus Development Team Leadership Position.Genentech is establishing a new Campus Development Team (CDT) to oversee the implementation of the Campus Vision Plan (CVP) for the South San F...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Pricing & Portfolio Optimization

    Director of Pricing & Portfolio Optimization

    Wander, Inc. • San Francisco, CA, United States
    [job_card.full_time]
    Director of Pricing & Portfolio Optimization.Wander is looking for a Director of Pricing & Portfolio Optimization to build and lead a new business unit within our Marketing organization.This unit w...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Pricing & Portfolio Optimization

    Director of Pricing & Portfolio Optimization

    Wander • San Francisco, CA, United States
    [job_card.full_time]
    Director of Pricing & Portfolio Optimization.Director of Pricing & Portfolio Optimization.Wander is looking for a Director of Pricing & Portfolio Optimization to build and lead a new business unit ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Portfolio Finance

    Director, Portfolio Finance

    Generate • San Francisco, CA, United States
    [job_card.full_time]
    Generate seeks organized and detail-oriented collaborators who are ready to roll up their sleeves.This position will hold a high standard of accuracy and timeliness in executing asset financings, d...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Portfolio Manager - Innovation / Tech ABL

    Vice President, Portfolio Manager - Innovation / Tech ABL

    Western Alliance Bancorporation • San Francisco, CA, US
    [job_card.full_time]
    Vice President, Portfolio Manager - Innovation / Tech ABL.Location : CA - San Francisco, Spear.As Portfolio Manager III you'll be responsible for analyzing, structuring, underwriting, and coordinating...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Asset Management

    Director of Asset Management

    Scion Staffing • San Francisco, CA, US
    [job_card.permanent] +1
    Join to apply for the Director of Asset Management role at Scion Staffing.Scion Staffing has been engaged to conduct the search for a Director of Asset Management on behalf of our client, a mission...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Strategic Portfolio Manager, Enablement & Finance

    Strategic Portfolio Manager, Enablement & Finance

    Uber • San Francisco, CA, United States
    [job_card.full_time]
    A leading transportation technology company in San Francisco is seeking a skilled Manager to oversee portfolio management and drive strategic initiatives. The role requires 7+ years of experience in...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Principal Capital Markets Manager, Portfolio Management

    Principal Capital Markets Manager, Portfolio Management

    Intuit • San Francisco, CA, US
    [job_card.full_time]
    Intuit is the global financial technology platform that powers prosperity for the people and communities we serve.With approximately 100 million customers worldwide using products such as TurboTax,...[show_more]
    [last_updated.last_updated_30] • [promoted]